Promptly vs Clearwave: The Best Patient Engagement Software

11/4/2026
Competitor Analysis

Choosing between Promptly and Luma comes down to your practice's size and current state of operations. Promptly is the ultimate all-in-one engine explicitly designed for specialty practices (like dermatology, ophthalmology, and orthopedics) that want a solution to reduce wait times, capture more leads, and eliminate front-desk bottlenecks without a clunky setup. On the other hand, Luma is a complex IT solution that requires familiarity with enterprise products, making it too large-scale for specialty practices that need more tailored solutions.

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Capability Promptly Luma
Patient Intake & Registration SMS Mobile-Friendly Check-in that Updates Charts Automatically Patients fill out forms on their phones before their visit. The data flows straight into your EHR charts, saving front-desk staff thousands of hours in manual work a year. Mobile Intake Forms Integrated into Text Messaging Sends SMS messages with embedded intake forms for patients to complete on their phones. However, some reviews report a disjointed, slow, and buggy check-in experience that fails to process uploads reliably.
Call & Contact Solutions AI-Powered Medical Contact Center Fully Supported by Live Agents OptiCall has joined the Promptly family! That means Promptly users can leverage advanced conversational voice AI with human conversion specialists, ensuring all of your high-volume inbound phone leads are captured, triaged, and booked around the clock. Text-First Communication Platform Lacking a Native Voice Solution Relies entirely on automated SMS campaigns, secure chat, and AI native language processing to handle interactions digitally. Luma doesn’t offer a dedicated medical contact center or AI voice agents to capture inbound phone leads.
Payment Collection Proactive Cost Estimates and Unlimited Real-Time Eligibility (RTE) Insurance Checks Texts accurate out-of-pocket cost estimates and secures balances at the point of care, allowing some practices to collect over 94% of their texted balances within three months. Digital Payments, Insurance Eligibility Checks, and Copay Collection Facilitates online payment processing and allows practices to send routine financial requests following a patient’s visit.
Scheduling & Patient Activation Highly Personalized Messaging that Prevents No-Shows Automatically sends prep instructions and clinical videos alongside standard reminders, cutting no-shows by 90% and retaining 97% of patients. Promptly doesn’t have character limits, meaning you can send any messages you want. Interactive Waitlists and Automated Texts Offers canceled slots to waitlisted patients automatically. However, some reviews note that Luma’s complex text prompts easily overwhelm and confuse older patient demographics.
Booking Referrals Integrated Referral Tool with AI Fax Automatically reads and processes doctor-to-doctor referrals (even blurry handwritten faxes), booking the majority of them without manual data entry, using its built-in AI Fax tool. The tool gives practice teams back 4-5 hours daily. Automated Text Outreach for Referred Patients Uses Fax Transform AI to read inbound faxes, create referrals in the EHR, and trigger automated text messages that prompt referred individuals to use an online self-scheduler.
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“As a large management services organization serving 100+ providers across different states, we need solutions that can adapt to meet our needs. The Promptly team has been a true partner to us, working to ensure their solutions work well for us.” - Jonathan Lujan

Promptly vs Clearwave features

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Integrated medical contact solutions
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While Luma relies on digital tools to automate standard scheduling tasks, Promptly cures vendor fatigue by unifying voice and digital channels under one roof. Through its OptiCall acquisition, Promptly combines conversational voice AI with live conversion specialists into a single platform, giving specialty practices a 24/7 safety net for complex inbound phone calls. 

Promptly’s appointment scheduling tool

Simple pre-visit access
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Promptly eliminates check-in bottlenecks by delivering secure, SMS mobile-friendly links directly to the patient's phone. This way, patients don’t have to remember another username and password to schedule appointments, complete intake paperwork, and pay their balances. Promptly’s password-free SMS-friendly experience updates charts automatically, ultimately reclaiming 1,728 administrative hours annually for your front-desk staff.

Promptly’s patient payment infrastructure




Proactive point-of-sale collections
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While both platforms calculate out-of-pocket costs upfront, Promptly embeds payment capture directly into every step of the patient journey. By pairing real-time eligibility with automated text-to-pay and optional card-on-file booking, Promptly helps practices collect over 94% of texted balances within three months.

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Promptly's reputation management software






Convenient review generation
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Unlike basic NPS survey tools, Promptly's reputation management tools easily collect post-visit sentiment that your practice can use to drive growth. Promptly automatically asks satisfied patients to post 5-star Google reviews and embeds custom widgets on your website, while privately routing constructive feedback to staff to resolve issues before they turn into negative online reviews.

Promptly’s referral management software



Intelligent referral management
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Promptly integrates its AI Fax tool directly into a comprehensive Referral Management Software portal. This setup empowers specialty practices to automatically read and process complex doctor-to-doctor referrals, booking them without requiring staff to enter data manually.

Promptly’s patient reactivation features

Automated patient reactivation‍


While both Promptly and Clearwave offer digital patient intake and mobile data collection tools, Promptly cures vendor fatigue by delivering a truly unified ecosystem. Promptly combines mobile-first intake, automated communication, pre-visit billing, and physical kiosks into a single platform. This allows practices to replace multiple disjointed tools by consolidating their patient journey technology under one roof.

Promptly vs Luma FAQs

What is patient engagement software?

Patient engagement software is the collection of tools that practices use to manage the entire patient journey, from the first click or phone call to the final follow-up. These platforms handle the heavy administrative lifting for:

Why should practices use patient engagement software?

By streamlining the busywork, practices can deliver the modern experience patients expect without overwhelming their front desk staff. In particular, you can achieve these benefits:

  • Optimized provider schedules through intelligent recall campaigns, automated waitlists, and proactive reminder sequences that slash no-shows
  • Dramatic time savings by replacing thousands of manual phone calls and data entry tasks with automated workflows
  • Accelerated revenue cycles using instant insurance eligibility checks, card-on-file capture, and text-to-pay options that secure balances faster
  • Actionable practice insights delivered through real-time operational dashboards that highlight cash flow, lead conversions, and growth trends

What’s the best patient engagement solution?

Selecting the ideal platform depends on your needs and technical resources, but Promptly stands out as the all-in-one choice for specialty practices. Promptly delivers these advantages for clinics:

  • Unified voice and digital channels powered by OptiCall's hybrid combination of conversational AI voice agents and live specialist support
  • Easy patient onboarding featuring password-free SMS mobile intake that syncs directly into EHR charts
  • Built-in growth drivers, including automated 5-star Google review generation, private feedback recovery, and AI fax referral parsing
  • Superior financial workflows that combine pre-visit cost estimates, mandatory card-on-file capture, and point-of-sale text-to-pay

Should specialty practices choose Promptly or Luma?

Promptly is the best choice for specialty practices. Luma offers a broad feature set built for large enterprise healthcare networks, but it isn’t suited for small to mid-sized specialty practices due to its complexity and scope. Its heavy enterprise overhead requires lengthy implementation timelines and complex IT management that can stall smaller practices. Additionally, Promptly has more targeted features that practices can adapt to their needs, especially following its OptiCall acquisition, which allows practices to capture inbound phone calls and manage high-volume calls with ease.

How can we get started with Promptly?

It’s easy! Book a demo to see the complete platform in action. Our onboarding team takes it from there, meeting your practice where you are to deliver the most relevant support and get you up and running faster.

Specialized for specialty practices.

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Streamline your practice management with Promptly’s Patient Experience Suite.

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