Best Patient Intake Software

Compare the Top Patient Intake Software as of September 2024

What is Patient Intake Software?

Patient intake software enables healthcare providers, doctors offices, hospitals, and clinics to manage and streamline the patient intake process. Patient intake software reduces intake and check-in times, verifies health insurance coverage, and helps ensure accurate patient data. Compare and read user reviews of the best Patient Intake software currently available using the table below. This list is updated regularly.

  • 1
    Jotform

    Jotform

    Jotform

    Trusted by more than 25+ million users worldwide, Jotform is an all-in-one platform that offers powerful tools for effortless data collection and management, including its popular drag-and-drop Form Builder. Create digital forms and surveys for your business without any coding to collect leads, contact information, files, appointments, payments, e-signatures, and whatever else you need. Build your own form from scratch, or customize 10,000+ ready-made templates for contact forms, order forms, feedback surveys, registration forms, and much more. Go beyond the basics with advanced features like conditional logic, autoresponder emails, and 200+ integrations with popular apps. Make the most of your data by turning responses into personalized PDFs with Jotform PDF Editor, visual reports with Jotform Report Builder, or tasks in an automated approval flow with Jotform Approvals. Create an online store with Jotform Store Builder — no coding required.
    Leader badge
    Starting Price: $34 per month
    View Software
    Visit Website
  • 2
    NextGen Healthcare EHR

    NextGen Healthcare EHR

    NextGen Healthcare

    NextGen Healthcare provides ambulatory practices of all sizes award-winning solutions along with dedicated support and professional services. We align with your goals to achieve the success that results in healthier patients and happier providers. NextGen® Enterprise EHR offers your practice configurable clinical content, intuitive workflows, and an integrated patient experience platform that incorporates telehealth. With NextGen® Mobile, your providers’ smartphones become an extension of your EHR, which saves valuable time. Managed cloud hosting keeps your practice secure and makes upgrades easy, though on-premise options are also available. NextGen® Office is a cloud-based EHR designed to support your practice growth, save staff time, and increase patient volume. This fully integrated clinical and billing platform features specialty-specific EHR content, mobile accessibility, a revenue cycle management system, and a convenient patient portal.
    View Software
    Visit Website
  • 3
    Upvio

    Upvio

    Upvio Healthtech

    Upvio is the most seamless and efficient practice experience platform, created to streamline workflows, eliminate repetitive admin time, and drive success in a digital-first healthcare ecosystem. Upvio’s solution in the healthcare industry targets healthcare providers across various specialties and organizations of all sizes. Upvio is perfect to streamline and automate various operations and processes, such as appointment scheduling, telehealth, messaging, patient monitoring, and payments. It is designed to meet regulatory requirements and compliance standards, such as HIPAA and GDPR, and offers features specifically tailored to the healthcare industry, such as automated reminders, customizable forms, full telehealth features, a virtual waiting room, and remote vital signs assessment. It is an affordable solution with easy integration and support for varying levels of technical expertise, including dedicated account managers for setup and ongoing support.
    Starting Price: $39/user/month
    View Software
    Visit Website
  • 4
    Modento

    Modento

    Modento Inc.

    Our cloud-based, user-friendly patient communication and engagement platform is a truly all-in-one solution to the everyday needs of your dental practice. Our HIPAA-compliant dashboard offers best-in-class digital forms and consents, two-way patient communication, intraoffice communication, automated appointment reminders/confirmations/reviews/recalls, a customized app-based loyalty program, and much more! Modento seamlessly layers on top of your Practice Management System to improve your daily efficiency and save your staff hours of time scanning documents and making phone calls. Modento is helping offices across the country improve their case acceptance, acquire and retain more patients, and increase their profitability. Visit our website to schedule your free demo today and see how Modento can make your life easier.
  • 5
    Clinicea

    Clinicea

    Clinicea

    We're the best all-in-one, cloud-based, clinic management platform for growing, ambitious clinics. Clinicea is loved for its unique technology that can replicate paper to generate a super-specialised EMR for you. Deploy virtual assistants to get questionnaires filled, and consents signed. Already in use by 40 specialities across 5 continents. Engage 24x7. Deploy white labelled tools for Online Bookings, Patient Portals, Auto-Invoicing. There’s lots more. No apps, no downloads, just a click. Comprehensive, easy and does it all. Take a demo and see live what the next-generation technology can do for you.
    Starting Price: $59 per user per month
  • 6
    OptiMantra

    OptiMantra

    OptiMantra

    OptiMantra is an EMR and practice management platform focused on helping integrative and wellness practices. It serves individual and multi-modality group practices of direct and primary care providers, acupuncturists, nurse practitioners, naturopaths, chiropractors, massage therapists, PTs, dieticians and nutritionists, aesthetics, and others across the US and Canada. It is a HIPAA and PHIPA-compliant platform and is highly adaptable and robust - it includes online appointment booking, patient messaging and email reminders, a patient portal, intake forms and customizable charting, integrated payment processing, integrated labs and imaging, insurance billing, in-program tele-health, inventory management, and more. The platform is cloud-based and accessible and usable via any desktop, laptop, tablet or phone with internet access.
    Starting Price: $99 per month
  • 7
    RXNT

    RXNT

    RXNT

    RXNT's integrated, cloud-based Electronic Health Records (EHR) software with E-Prescribing and Patient Portal optimizes patient care and streamlines workflows for practices of all specialties and sizes. Providers can access up-to-date patient health and prescription history using a single database, from any device. With integrated communications, providers can share real-time clinical data with patients and clinicians for better care coordination and next step support. Intake forms and "smart" keys enhance customization and eliminate redundancy. Your practice will benefit from the ease of the Patient Check-In feature, as well as integrated Electronic Prescribing (eRx). HIPAA compliant, ONC-certified, EPCS-certified, and satisfies MACRA/MIPS requirements. RXNT also offers Practice Management (PM) with Medical Billing and Scheduling and standalone E-Prescribing. Pick a solution a-la-carte with predictable pricing, or implement our Full Suite for a single, integrated platform.
    Starting Price: $85/month
  • 8
    mConsent

    mConsent

    SRS Web Solutions

    mConsent employs the Six Sigma methodology to optimize practice operations. This includes the digitization of forms, automated insurance verification, and the provision of online appointment scheduling. Augmenting patient communication, it integrates tools such as Text2Pay, treatment plan reminders, and appointment notifications. Valuable insights can be obtained through its extensive analytics. Trusted by a multitude of dental, medical, and optometry practices, mConsent stands as the preferred solution for ensuring smooth operations. Begin your journey toward transformation today.
  • 9
    Practice Mate

    Practice Mate

    Office Ally

    Practice Mate by Office Ally is a HIPAA-compliant practice management solution that simplifies revenue cycle management, reporting, billing, and streamlined booking to increase efficiency in your practice. Get started today at no cost to reduce unnecessary administrative tasks, enhance job satisfaction, and improve the overall patient experience.
    Starting Price: $0
  • 10
    Mend

    Mend

    Mend

    Mend is an enterprise-grade patient engagement and telehealth platform designed to help healthcare organizations profitably scale their practice and care for more patients. Founded in 2014, Mend is on a mission to revolutionize healthcare delivery so that every patient can receive extraordinary care. Mend makes it easy for healthcare providers to securely and efficiently communicate with their patients and colleagues, without concerns of violating HIPAA compliance or misplacing patient information. Mend provides integrated in-office and virtual care experiences for over 100 specialties with more than 5 million patients. Mend's comprehensive platform works hand-in-hand with all major EHR and PMS software to facilitate more than 400,000 telehealth visits per month, increase patient satisfaction by up to 23%, reduce no-show rates as low as 4%, radically improve staff productivity, and help providers drive more revenue through better patient attendance.
  • 11
    Medical Check In

    Medical Check In

    Check In Systems

    Medical Check In is a patient queuing solution specifically designed to meet HIPAA privacy standards and improve patient flow . With Medical Check In, medical offices can get basic information from patients like names, reason for visit, dob and accurate time stamps and then pass the information to an organized check list. Medical Check In will automatically sort patients for quicker response. Medical Check In is specifically built for the queuing business model.
    Starting Price: $399.00/year
  • 12
    RAPID

    RAPID

    ACOM Health

    ACOM Health is a premier provider of superior billing services and software solution. Specifically built for chiropractic offices, RAPID by ACOM Health offers the industry's most results-oriented, effective, and comprehensive solutions for electronic health record (EHR), notes, practice management, and insurance billing and collections services. Key features for doctors include fully automated EHR workflow, chiropractic templates and charts, automated alerts. For patients, RAPID provides an online patient registration, patient appointment reminders, self-service registration kiosk, appointment reminders, and more.
    Starting Price: $199.00/month
  • 13
    IntakeQ

    IntakeQ

    IntakeQ

    Remove the paperwork from your intake with IntakeQ, a web-based online intake form management software for health professionals. HIPAA compliant, IntakeQ lets health professionals share online case forms with their patients privately; thus, improving client onboarding. The platform also comes with e-signature support, questionnaire analytics, client notes and profile, automated appointment reminders, and a secure messaging portal.
    Starting Price: $49.90/month
  • 14
    PracticeSuite

    PracticeSuite

    PracticeSuite

    PracticeSuite is a practice management, electronic health records (EHR) and patient management solution that is suitable for several medical practices and third-party medical billing companies. PracticeSuite features include patient outreach, scheduling capabilities, patient kiosks, and patient portals. With PracticeSuite's EHR feature, clinical teams can manage clinical measures, include flexible charting tools, and health maintenance. PracticeSuite's EHR also has nationwide connectivity to pharmacies, labs, HIE networks, and the patient portal.
    Starting Price: 34.95/month
  • 15
    Practice Sense

    Practice Sense

    Practice Sense

    Practice Sense is a 100% Cloud-Based HIPAA / HITECH compliant Solution. All patient records are stored in an online vault that can only be viewed the practice. Practice Sense also incorporates a secure and authenticated e-signature in its forms. Patients can complete their registration forms anywhere, at any time prior to their medical appointment. This will decrease the time they need to spend at the medical office and allows patients the opportunity to complete the registration forms in a private location. Forms can be securely emailed or accessed through your medical practice’s website. We work hard to make sure you don’t have to. We’ve done countless interviews and focus groups to ensure that we deliver a tool that will make patient registration much easier for both parties involved. Let us handle time consuming tasks.
    Starting Price: $99.00/month/user
  • 16
    PatientTrak

    PatientTrak

    PatientTrak

    PatientTrak offers world class patient tracking solutions which can be used in any healthcare setting needing to manage the patient flow process. From single provider practices to large hospital groups, to multi-facility healthcare organizations, our systems are both affordable and scalable. We offer patient flow solutions which can be used in any healthcare setting needing to manage the patient flow process. Our solutions are used to visual flow, identify bottlenecks and help facilities improve patient flow. From single provider practices to large hospital groups, to multi-facility healthcare organizations, our systems are both affordable and scalable. PatientTrak Text Messaging, Online Reservation and Text to Sign-In solutions can be used to create a virtual waiting room and direct patients to sign-in from outside the facility, and inform them when they are ready to be seen.
  • 17
    ZENTAKE

    ZENTAKE

    ZENTAKE

    The smartest way to manage your patient documents. ZENTAKE removes the hassle of managing paper intake documents. It is the perfect electronic intake and consent management platform for your staff and patients. Securely encrypted so you can collect and manage sensitive health data and keep your peace of mind. Save time and money by automating previously time-consuming intake management tasks. Solve your intake management problems forever by taking your form processes digital. Getting up and running is easier than you think. Start sending forms in minutes. ZENTAKE is designed to save your team and patients the headache of paper forms. It doesn't matter if patients complete their forms at home or in your office, ZENTAKE's intake tools help streamline your operations, while giving patients the safe, contactless options they want and you the specific information you need.
    Starting Price: $49/month
  • 18
    DrChrono

    DrChrono

    DrChrono

    Increase the efficiency of your medical practice with an all-in-one practice management, electronic health records, and medical billing platform from DrChrono. With its modern and simple interface and dozens of advanced features, DrChrono empowers medical practitioners to better serve their patients. Users can easily schedule patient appointments, check and edit patient charts, and manage billing with ease.
  • 19
    iMARSMED

    iMARSMED

    iMARS Systems

    iMARSMED introduces the all new contactless patient check in, intake forms, electronic health records, and Patient Portal. All designed to get the headache out of running your practice. Cloud-based and Customizable scheduling and health records. iMARS offers a simple and easy-to-use health records system optimized for maximum security and privacy. Appointment scheduling, Appointment reminders, bill pay, HIPAA compliant email and file sharing, and much more. Using an old out-dated EHR system? Not using a Paperless EHR/EMR? How about office scheduling? Using Google Calendar? You can now make the switch and go to the new Paperless EHR/EMR software with iMARSMED. Find out how you can successfully transition from the old and out dated paper charts to the new Paperless EHR/EMR software.
    Starting Price: $149 per month
  • 20
    Finger-Ink

    Finger-Ink

    Finger-Ink

    Paperless forms & patient check-in, for Cliniko. Using Cliniko? Tried to go paperless but disappointed by the other solutions out there? Want patients to check themselves in? Want it all to work reliably and look professional? We got you. When your patients arrive for their appointment, let them check-in on the iPad in reception — then fill out any forms still outstanding. Send your patients links to your forms before their appointment. They can fill them out on their own device — at home or on the go. When a form is filled in the iPad app, the patient is checked-in, their record is updated, a PDF (with signature) is uploaded to their files, and a treatment note can optionally be created as well. Either in-clinic, using our native iPad app, or in the patient's home, on their own Mac, PC or mobile device. Just about any of your existing forms can be converted to our format using our own purpose-built editor.
    Starting Price: $14.99/month
  • 21
    IMH (Instant Medical History)

    IMH (Instant Medical History)

    Primetime Medical Software

    We are the leading provider of patient interview technology. We save physicians 3 minutes per encounter & reduce EHR clicks by 31%. Patients quickly progress through adjustable questionnaires from an extensive knowledgebase of thousands of presenting symptoms. The responses are organized, codified, and passed to the Electronic Health Record. LSU and the University of Wisconsin have both published studies indicating that almost 90% of patients want to complete Instant Medical History. We'll help you organize your symptoms and prepare to get the most from your precious time with the physicians. EMRs that use Instant Medical History enable physicians to increase their productivity while obtaining the benefits of the EHR. Physicians manage the subjective history, without having to use templates, pick lists, or cumbersome data entry.
    Starting Price: $50 per month
  • 22
    AdvancedMD

    AdvancedMD

    AdvancedMD

    Enjoy ease of access and security without compromise. Work remotely, see patients and stay connected with a comprehensive cloud suite of office and remote care technologies. Since 1999 we are the only medical office software built on a 100% cloud platform. We are pleased to offer our entire suite of software and data storage on the Amazon Web Services (AWS) cloud hosting platform. Combined, AdvancedMD and AWS offer an unprecedented experience with fast, reliable access to all your information, unwavering data security, and simplified storage with automatic backup. No other ambulatory software system offers this standard of hosting, which means starting or growing your practice on the cloud is as easy and affordable as it gets. Because our software is hosted and managed on AWS, as part of your low monthly subscription you get the highest levels of reliability, security and performance. Our cloud platform makes our software simple to access across multiple devices and platforms.
  • 23
    Interlace Health

    Interlace Health

    Interlace Health

    Interlace Health has reduced overhead costs by millions of dollars annually for 1100+ healthcare organizations nationwide – simply by changing their processes. Healthcare organizations gain all the efficiencies and overhead reduction of Interlace Health, without the expense or disruption of transitioning to a different EHR or adopting new software. Interlace Health is designed for seamless integration and customization with existing systems. Patients can complete forms, provide insurance information, and pay their co-pays from home, on their own device, before they arrive. Or, do so in a fraction of the time on site. What was once overly time-consuming and frustrating for patients and staff, is now easy and efficient for everyone. Staff no longer needs to ask for payment, and patients never have to be surprised at what they owe. Our Patient Intake Solution asks for co-pays and balances owed, so patients can pay before they arrive.
  • 24
    Curogram

    Curogram

    Curogram, Inc.

    Upgrade your practice management system with Curogram two-way texting, mass texting, customizable smart reminders, automated survey and rating requests, multi-user telemedicine, electronic patient forms, and online appointment booking! Create your own virtual online clinic and start seeing your patients via laptop, tablet or phone. Integrates with your current practice management system so you can manage your schedule from one place. Multi-feature platform enables typical office workflows in remote environments. All-in-one HIPAA-secure messaging platform for patient texting and staff-to-staff messaging. Easy to use for doctors and patients so doctors don’t have to deal with IT troubleshooting. Two-way texting and virtual clinic waiting room enables traditional workflows by office staff such as patient intake, payment, document collection, check-in and check-out.
    Starting Price: $125/month
  • 25
    Medcubics

    Medcubics

    Medcubics

    Medcubics provides a unique strategy from the front office to the back office. Saves time, facilitates process, provides flexibility, and provides rapid access. Because we are a partner for both physicians and patients, you can rely on our trustworthy software and corporate dedication to customer service. As a medical practitioner, you want to open a practice that is profitable, reliable and will allow you to handle the patients with care and respect. Whether you’re separating from your current medical practice partners or no longer want to work for another doctor, you need a plan to make sure that your business can continue to provide the same level of care you would. Patients can schedule appointments with ease and get notified when their appointment is near reducing no-show considerably.
    Starting Price: $99 per month
  • 26
    Connect Patient
    Connect Patient by ChartLogic is a mobile-friendly multifunction patient portal. This web-based solution allows physicians and patients to easily communicate and engage using any browser or device or browser, thereby improving the quality of care and enhancing the overall patient experience. For providers, the key features of the tool are patient history, secure messaging, patient intake forms, and appointment reminders. For patients, the primary features include appointment requests, pay bills online, and RX refill requests.
  • 27
    Pomelo Health

    Pomelo Health

    Pomelo Health

    Pomelo Health is a leader in the patient engagement and management space in North America since 2012. Pomelo’s suite of products includes an all-in-one patient engagement platform, a waiting room solution, and a vaccination solution for COVID-19 and other immunization campaigns. Key features to Pomelo’s patient engagement platform include e-booking, email and text appointment reminders, e-forms, telemedicine, broadcasts, and secure messaging. With thousands of healthcare practices in North America using its software, Pomelo is proven to improve patient satisfaction and reduce no-shows. The Pomelo Health vaccination solution is used by governments in both the US and Canada as well as some of the largest pharmacy chains including Walmart Canada.
  • 28
    Phreesia

    Phreesia

    Phreesia

    Patient intake software. Digital tools to help your healthcare organization succeed in a changing landscape and deliver the modern, convenient experience your patients expect. Phreesia’s automated patient intake platform engages patients in their care and gives you the capacity to do more of what matters in your organization. Healthcare organizations are successfully using Phreesia’s Intake for Telehealth solution to gather important patient information for each telehealth visit, at scale. Phreesia’s automated patient intake platform supports your organization’s digital front door strategy, engaging your patients at every step in their healthcare journey, during in-person and telehealth visits, through our native applications or our library of APIs. Create a custom patient intake management solution that engages patients in their care and gives you the capacity to do more of what matters to your organization.
  • 29
    RevenueWell

    RevenueWell

    RevenueWell

    Say goodbye to phone tag and unscheduled treatment plans. Say hello to confirmed appointments, engaged patients and productive days. See how easy it can be with RevenueWell’s all-in-one patient communication and marketing platform. RevenueWell Phone is a cloud-based VoIP system that centralizes all your communication channels, phone, text, email, fax, and ties them to your existing practice number. Save time and improve patient relationships with a phone system that’s easy to set up, use, and manage from anywhere. Put RevenueWell to work and you’ll immediately have the tools you need to simplify and supercharge your patient communication, marketing and engagement. You’ll save hours each day to focus on more productive tasks. Skip the phone tag and time-consuming marketing and communications tasks. We make it incredibly easy to automate and simplify things like scheduling, confirming appointments, answering account-related questions, sending postcards, and processing payments.
  • 30
    Nexus EHR

    Nexus EHR

    Nexus Clinical

    Nexus EHR is a cloud-based EHR and PM platform for clinical healthcare providers. Our EHR works with your clinical workflow and maximizes the physician-patient encounter. Access anywhere, any time, and with any device (PC, Tablet, Mobile). Breeze through encounters via our intuitive, easy-to-use interface that allows you to practice naturally. Multi-modal data input allows for maximum flexibility. Nexus Practice Management systems help you manage all billing activities, claims, and ERAs to maximize your revenues. Nexus EHR offers telemedicine to connect with your patients remotely. Nexus's Patient portal offers great flexibility to patients to fill all the demographics, insurance information, and histories online at their convenience.
  • Previous
  • You're on page 1
  • 2
  • 3
  • Next

Guide to Patient Intake Software

Patient intake software is a type of health information technology (HIT) utilized by healthcare providers to manage the patient registration process. It is designed to streamline the initial steps taken when a patient visits a medical office or hospital, including collecting demographic and insurance information, verifying eligibility for care, obtaining necessary signatures, and scheduling follow-up appointments.

The initial step of patient intake begins with the collection of basic information such as name, address, date of birth, gender, phone number, etc. This data is used to create a unique electronic health record (EHR) for each new patient that can be accessed from any point within the organization’s network. Following this step is insurance verification. A provider typically verifies eligibility for services based on forms of coverage such as Medicaid or private insurers. If a form of payment is found to be valid and accepted by the facility, then eligibility will be approved and outstanding payments are collected at the time of service.

The next step in patient intake is obtaining consent forms or waivers if necessary. These documents typically cover topics such as release of medical records or authorization to perform certain treatments/procedures on behalf of the patient. Once consent forms have been submitted and accepted by both parties involved in treatment (e.g., doctor and patient), it indicates that all parties accept their respective roles in providing care for the individual.

Lastly, once all preliminary paperwork has been completed, providers use their specialized software to schedule follow-up appointments with patients who need further evaluation or care. This allows clinics to manage multiple appointments simultaneously while ensuring that individuals receive timely access to quality healthcare services when they need them most. Ultimately this reduces costs associated with missed appointments and increases overall productivity within medical facilities that offer an array of specialty services under one roof.

In summary, patient intake software enables healthcare organizations to efficiently process new patients’ onboarding paperwork while providing an array of features tailored specifically towards managing long-term relationships via appointment scheduling capabilities offered within these systems.

Patient Intake Software Features

  • Appointment Scheduling: Patient intake software allows healthcare providers to quickly and easily schedule patient appointments. It also provides useful features such as automatic appointment reminders, waiting room management, and automated billing processes.
  • Registration Forms: With patient intake software, healthcare providers can create digital registration forms that patients can fill out online or in-person in order to register for their appointment. These forms are designed to be HIPAA compliant and ensure that the patient's information is kept secure and private.
  • Electronic Health Records (EHRs): Patient intake software enables healthcare providers to store all of a patient's medical data electronically in one place, making it easy to access when needed. It also includes features such as customized templates for different types of health records, allowing users to quickly capture important information about the patient’s condition and history.
  • Medical History Tracking: One of the key features of patient intake software is tracking medical histories over time. This feature allows healthcare providers to view a patient's entire medical history at once, helping them make informed decisions about treatment options and diagnoses.
  • Payment Integration: With many modern versions of patient intake software, users are able to integrate their payment processing systems with the platform. This makes it easier for healthcare providers to accept payments from patients directly within the system without having to manually input details or manage an external payment processor.
  • Security and Privacy: Patient intake software is designed to protect patient data and adhere to HIPAA regulations. It makes use of encryption technology, secure connections, and other measures to ensure that patient data remains confidential at all times.

What Are the Different Types of Patient Intake Software?

  • Electronic Medical Record (EMR) Software: This type of patient intake software allows for the secure storage and retrieval of electronic patient records, as well as the communication between healthcare providers. It can contain information such as health history, diagnoses, lab results, medications, images, and more.
  • Medical Practice Management Software: This type of software helps streamline practice management operations by automating processes such as scheduling appointments and submitting insurance claims. It also contains features to track patient demographics and billing information.
  • Clinical Documentation Software: This type of system provides medical professionals with a way to document their interactions with patients in an organized manner. It can help facilitate data sharing across healthcare organizations by creating comprehensive notes that capture every detail from a visit or consultation.
  • Telehealth Platforms: These platforms allow patients to connect with their healthcare provider remotely via video conferencing or online messaging tools. They provide the same level of care that would be available during an in-person visit and can help reduce wait times for both the patient and provider.
  • Medical Billing Software: This type of software is used to submit claims to insurance companies on behalf of patients, ensuring they receive proper reimbursement for their care. It also helps streamline payment collection processes and simplify compliance with industry regulations.

Benefits Provided by Patient Intake Software

Patient intake software provides a range of benefits that can help streamline patient registration and improve the overall efficiency of a healthcare organization. The advantages include:

  1. Automating Administrative Work: Patient intake software helps automate much of the administration and paperwork associated with patient onboarding. It allows healthcare organizations to quickly process patient information accurately, track administrative tasks, and securely store patients’ data in one place for easy access.
  2. Improved Workflows: By automating the process of bringing new patients onboard, patient intake software helps streamline workflows by taking away manual processes such as manually entering data into a system or sorting through folders to find documents related to patient registration. This makes work easier for staff and minimizes errors caused by human error.
  3. Increased Efficiency: Since much of the administrative labor associated with registering new patients is automated, it greatly reduces wait times during check-in and speeds up appointment scheduling processes. It also eliminates the need to manually enter information multiple times into different systems, which saves time and increases efficiency.
  4. Enhanced Data Security: Patient intake software often includes features like encryption protocols and secure login credentials. This ensures that all sensitive information remains protected at all times while being accessible only to those who are authorized to view it. It also helps reduce the risk of data breaches due to unauthorized access from outsiders or hackers.
  5. Improved Accuracy: With automated data entry processes in place, it reduces the risk of inaccurate or incomplete records being entered into the system which can lead to mistakes when treating patients or billing insurance companies for services rendered. By automating the process and ensuring accuracy, patient intake software guarantees that all patient records are up-to-date and accurate.
  6. Reduced Costs: Automated processes save time which means less staff is needed to manually enter information into the system. This can help reduce labor costs associated with registering new patients. Additionally, by using secure login credentials, it reduces the need for additional security measures such as paper files or lockable storage rooms, which again decreases costs.

Who Uses Patient Intake Software?

  • Clinicians: Professionals who use the software to collect patient data and document important medical information.
  • Patients: Individuals who enter their own information into the system in order to receive care.
  • Administrative Staff: Personnel responsible for managing user accounts, ensuring accuracy of patient information and maintaining compliance with relevant regulations.
  • Data Analysts: Professionals who use the data collected from the system to evaluate outcomes or to generate reports.
  • IT Professionals: Technicians responsible for troubleshooting, managing server issues and performing maintenance tasks on the system.
  • Insurance Companies: Entities that require access to patient information in order to process claims and reimbursements.
  • Third Party Vendors: Organizations that provide added functionality or services related to patient intake software such as hardware integration, custom coding development, etc.
  • Research and Development Teams: Groups that use data collected from the system to develop new products or services.
  • Educators: Instructors who use patient intake software as part of curriculum materials to teach students medical information.
  • Government Organizations: Agencies that require patient information to fulfill their responsibilities and duties.
  • Regulatory Bodies: Authorities that use the data obtained from the system to monitor activities and enforce policies.

How Much Does Patient Intake Software Cost?

The cost of patient intake software varies greatly depending on the size and scope of your medical practice. A small primary care office might only need a basic form builder for about $15 per month, whereas larger practices or specialty clinics may require more robust features such as personalized templates, electronic signatures, or cloud integration, which can range from around $50 to several hundred dollars per month. Additionally, many software companies offer special discounts for long-term contracts or bulk purchases, so it's important to shop around and compare different options to find the best value for your practice. Ultimately, the cost of patient intake software will depend on the features you need and how you plan to use it within your business.

What Software Can Integrate with Patient Intake Software?

Patient intake software can integrate with a variety of different types of software. For instance, it can integrate with practice management software, which helps doctors and other medical professionals keep track of patient appointments, medical records, billing information, and more. It can also integrate with electronic health record (EHR) systems to provide access to secure health data that is stored in a single location. Additionally, patient intake software may be able to integrate with document imaging and storage systems so that patients’ documents can be digitally stored and easily accessed. Finally, the software might also be able to connect with telehealth systems so that doctors are able to conduct appointments remotely. All of these integrations help streamline operations and make it easier for both patients and providers to manage their healthcare needs.

Recent Trends Related to Patient Intake Software

  1. Automation: Patient intake software is becoming increasingly automated. This allows for easier data entry, streamlining the process of collecting patient information and allowing medical staff to focus more on care.
  2. Improved Efficiency: Patient intake software can improve efficiency by reducing administrative tasks associated with traditional forms-based patient intake processes. It also reduces paperwork and improves the accuracy of patient data entry.
  3. Accessibility: Patient intake software can be cloud-based, giving healthcare providers easy access to patient information from anywhere. This makes it easier for providers to provide timely care and coordinate with other teams outside their facility.
  4. Security: Patient intake software has advanced security measures in place to protect patient privacy, such as encryption of data and two-factor authentication.
  5. Customization: Patient intake software can be customized to fit the specific needs of different healthcare facilities. This helps providers streamline their processes, save time, and provide better care to their patients.
  6. Analytics: Patient intake software can track data over time, allowing healthcare providers to gain insights into how their operations are running and identify areas for improvement.
  7. Cost Savings: By streamlining processes and reducing paperwork, patient intake software can help healthcare facilities save time and money.

How to Select the Right Patient Intake Software

Utilize the tools given on this page to examine patient intake software in terms of price, features, integrations, user reviews, and more.

  1. Identify your organization’s needs: Think about the intake process you currently have in place and what specific challenges you are trying to solve by investing in a patient intake software. Make a list of the features and capabilities you need it to have.
  2. Research available solutions: Evaluate different software that meet your organization’s needs and review customer reviews or user ratings to help narrow down your choices. Also consider the cost of implementation, customization options, and support services offered by each vendor.
  3. Test out potential solutions: Reach out to vendors for trial versions or demos of their patient intake software so you can get an idea of how they work and if they fit your organization’s preferences. Take this opportunity to ask questions and make sure you understand how the system works and if it is compatible with other systems used in your organization.
  4. Finalize Selection: After evaluating multiple options, select the system that best meets all requirements identified at the beginning of this process including ease-of-use, data entry accuracy, compatibility with existing systems, implementation timeline and total costs involved.