Best Patient Intake Software - Page 2
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Compare the Top Patient Intake Software as of January 2026 - Page 2
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1
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 -
2
GetDoctor
GetDoctor
Patients receive a text reminder before they arrive, and they're ready to check-in from the parking lot. View responses, arrival time, and other status information. Invite patients in with a simple click or follow up for further screening. We're plug-and-play compatible with most dental Practice Management Systems. GetDoctor automatically sends appointment reminders and prompts your patients to download the app. Plus, survey data and other forms auto-save and easily import back to your PMS. Patients securely scan their cards with their phone camera and instantly send them to you. Keep insurance information up-to-date without handling physical cards. We securely convert these documents into electronic in-app forms. Patients complete them at home or from their car, and the data uploads into your PMS.Starting Price: $19 per month -
3
Connect Patient
ChartLogic
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. -
4
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. -
5
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. -
6
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. -
7
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. -
8
Dental Symphony
Dental Symphony
Let your staff focus on the patient and not the paperwork. A HIPAA secure, online portal that works alongside any PMS system gives your new and updating patients a modern, sophisticated and paperless experience; all while eliminating the tedious daily tasks for your staff. Our revolutionary patient Presentations help protect dental practices against liability claims by giving you peace of mind that you've provided your patients all of the necessary information to support your treatment plan. From presenting contactless hygiene reports, to welcoming your new patients, Presentations educates your patients, eases patient anxiety and helps to sell complex cases thereby increasing your case acceptance rate. -
9
Access
Access eForms
Hospitals require patient signatures on a variety of complex forms across multiple departments. Access provides the best and most comprehensive healthcare-focused eSignature platform in order to meet the unique needs of hospitals, including remote eSignature capabilities for services such as telehealth, pre-registration, and contactless check-in. Access eSignature platform gives you the most efficient and effective technology tools, whether you need to capture a patient’s signature on an eConsent or you require additional functionality in the way of physician signature capture, data capture, rules-based data validation, rules-based workflows, or data integration with other systems. Access is the only partner you need to address any patient electronic signature need across the entirety of your healthcare ecosystem. We believe technology is important, but so are relationships. With Access, you get a single point of contact that gets to know you, your team, and your hospital. -
10
PatientDocs.com
Patient Docs
Don't settle for an online business card! The following four services are exclusively designed to make the web an active participant in your practice. How is the web working for your practice? Are you on the web? Request a free Web Analysis of your practice. Certified nerd, Parl Johnson, was recently published in Aesthetic Dentistry Magazine. Click here to read his latest article and remove the mystery from the web. PatientDocs will take a custom approach to your website design, working closely with you to capture the essence and brand of your practice. We don't use templates, standardized images or animations. Patients want to know what services and/or possible discounts your practice has to offer. We build tabs that invite the patient to act upon an "offer". Whether it be an offer to "click here for a discounted or free service" or a "click here to schedule an appointment" we want to invite the patient to take action. Within one click we are getting you new patient information. -
11
Luma Health
Luma Health
Luma Health was founded on the idea that healthcare should work better for all patients. Luma’s Patient Success Platform™ empowers patients and providers to be successful by connecting and orchestrating all the steps in the patient journey, along with all the operational workflows and processes in the healthcare ecosystem. This orchestration is supported by Luma Bedrock™ data-driven best practices, based on more than 700 million data points across more than 80 million patient interactions. Headquartered in San Francisco, Luma serves more than 600 health systems, integrated delivery networks, federally qualified health centers, specialty networks, and clinics across the United States, and today orchestrates the care journeys of more than 50 million patients. -
12
Fits America Platform
Fits America
Dynamic Clinic Toolkit. Create customized orthotics using drag-and-drop accommodations. Using iPad-based laser technology, scan feet with sub-millimeter accuracy for a perfect fit. Real-time video capture allows for instant biomechanical assessment and gait analysis. Generates A.I. risk assessment report. Quickly collect and process patient intake forms and import to your patient roster. Patients are instantly synced across all tools. Leveraging laser technology, quickly scan posterior to analyze symmetrical imbalances. Identifies physiological effects in real-time. Simply take a front and side view picture of a patient to produce a full analysis and report. Automatic skeletal recognition provides an accurate, instant analysis. All-in-one telehealth & clinic platform. Personalized web portals for each patient. Seamless telehealth video calls through your browser. Direct integration with your clinic shop. -
13
Zocdoc
Zocdoc
Zocdoc is an innovative platform designed to help healthcare providers increase patient bookings and manage appointments effortlessly. With Zocdoc Marketplace, practices can list their services, gain visibility, and receive bookings from new patients based on their specialties, insurance networks, and visit types. The platform offers a range of free tools, such as online scheduling, intake form collection, and HIPAA-compliant video services. Zocdoc also integrates seamlessly with existing electronic health records (EHRs) and helps providers save time and reduce marketing costs by improving patient acquisition through online search visibility. -
14
WinMed EHR
WinMed
WinMed™ EHR is an ONC 2015 Certified EHR system that empowers medical providers with the tools they need to accurately document and maintain compliance while providing quality patient care. Reach across the scope of your practice with the Analytics Dashboard. Gather information and provide critical guidance to both providers and management. Enhance clinical compliance and improve quality of care with automated system recommendations that guide and accelerate provider documentation. Our Family Practice module is devoted to comprehensive health care for people of all ages and is specifically designed with an emphasis on both acute and chronic care. Preventive care management is the cornerstone of our Internal Medicine module which includes Clinical Decision Support and Population Management as key features for helping to improve patient outcomes. Patient Check-In permits the user to easily see when a patient has arrived in the clinic. -
15
PatientStudio
PatientStudio
Maximize your appointment calendar with improved visibility into your clinic's schedule and provider availability. View and schedule appointments across many providers, rooms or locations to ensure a steady patient flow. Automatically invite patients to complete patient intake online. Custom digital paperwork can be completed and submitted using a smartphone or personal device. The patient's data will sync directly to their patient chart. Reduce no-shows with perfectly timed patient reminders via email and text message. Patients and staff can communicate, confirm or reschedule with two-way text messaging. Easily generate claims from patient notes and suggested ICD-10 codes. Automatically scrub and submit claims electronically. Services to manage your entire billing process, from submission to payment collection. Quickly create defensible, legible, and comprehensive clinical notes with documentation templates, assessment reports and pre-populated patient data. -
16
SIS Complete
Surgical Information Systems
Achieve maximum value for a lower total cost with a comprehensive, cloud-based technology solution that covers your ASC management and clinical documentation needs, including patient and physician engagement. Ensure that the right information is available to the right user throughout the entire surgical process, from inventory and pre-surgical patient questionnaires to waiting room tracker boards and business intelligence. Ditch the learning curve and train your team in hours not days, thanks to the intuitive interface. With helpful trackers, worklists and visual cues to guide you through workflows, you’ll never miss a step. Our cloud-based software ensures your data is protected from both a security and a disaster recovery standpoint. It also enables quick implementation for a fast ROI. An all-in-one ASC solution that helps ensure the right information is available to the right user throughout the entire surgical process. -
17
Siva Forms
Siva Forms
Siva Forms increases the efficiency in the management of a dental practice as the manual and labor-intensive task of handling paper forms is eliminated. Everything is digital, secure, and all in one place; there’s no need for a complicated paper filing system. Dentists can retrieve patient records by logging in to our safe and secure portal. Also, our Smart Search feature allows dentists and staff to manage all their records according to the type of the form, the number of records required to be displayed, date, name, and phone number. Make life easier for your patients and staff with Siva Forms. Forget paper forms, you can now allow your patients to fill forms online, from anywhere and on any device. Moreover, dentists and their staff can easily sort, organize, manage, filter and view patient data online, wherever and from any device. An impressive feature of Siva Forms is the ability to add a digital signature. -
18
Solo
Teladoc Health
Built on our cloud-based network, Solo™ creates an integrated and scalable virtual care experience for any use case, care setting, and budget. Give your providers everything they need to offer world-class care anywhere, anytime by connecting people, healthcare systems, HIT systems, devices, and third-party software applications on a single platform. Built to meet the unique preferences of every user, role, and clinical workflow, the user dashboard brings together all of the components needed to manage your entire virtual care practice or programs in a single view. Our configurable software modules enable clinicians to view the patient’s continuous care journey, rather than by each episode of care – all on a single interface. Close workflow gaps around patient intake, scheduling, documentation, image access, and analytics to create a solution that meets your unique needs. -
19
OTech
HealthMark
Capture data on the front end of patient encounters with OTech, a digital patient engagement solution that guides patients through the self-registration process, alleviating administrative burdens and eliminating redundancies. Offload administrative work related to patient requests with MedRelease, a powerful, innovative system designed to securely and accurately support medical record management. Trust in solutions that manage patient data and work together to help relieve administrative burdens, ensure compliance, safeguard data, and save time and money. Patients select clinic-configured providers, locations, and appointment types to identify available times. OTech collects co-pays, due balances, budget plans, sliding fee scales, and bad debt all during self-check-in through an integrated credit card reader. -
20
Myndshft
Myndshft
Experience a seamless workflow by having real-time transactions driven within existing technology platforms. Providers and Payers reduce time and effort by up to 90% for benefits and utilization management. Eliminate the current benefits and utilization management black box – eliminating confusion for patients, providers and payers. Self-learning automation and fewer clicks mean more time for patients, providers and payers to focus on care. Myndshft eliminates the quagmire of point solutions by providing a unified, end-to-end platform for in the moment payer-provider-patient interactions. Myndshft dynamically updates automated workflow and rules engines based on the actual responses and results from provider-payer interactions. Our technology continuously adapts to the rules in use by payers. The more you use it, the smarter it gets. A library of continuously-updated thousands of rules for national, state and regional payers. -
21
Epion Health
Epion Health
Epion’s patient access, check-in and telehealth solutions, are built on our powerful, cloud-based patient engagement platform, making it easier to connect with patients at all points along the care journey—before, during and after the visit. Patients expect care that reaches and engages them where they are. To do that, your practice needs the right tools and automation to maximize engagement, satisfaction and ROI. Epion is dedicated to improving how healthcare works. We are singularly focused on developing innovative digital access solutions that drive better clinical and financial outcomes. As a trusted partner to healthcare organizations, we support your value-based care goals while delivering unparalleled customer support and comprehensive resources. These are some of the reasons our industry-leading platform has been adopted by medical practices across the nation, ranging from single-provider practices to large organizations. -
22
Experian Health
Experian Health
Patient access is the starting point for your entire revenue cycle process. Ensuring correct patient information on the front end reduces the errors that cause rework in the back office. 10 to 20 percent of a health system's revenue is forced to remediate denied medical claims and 30 to 50 percent of those occur during patient access. By adopting an automated, data-driven workflow—not only are you reducing the errors that lead to claim denials, you’re also improving access to care for your patients through capabilities like online scheduling options that are available 24/7. Access is further improved by reducing the friction around patient billing by leveraging real-time eligibility verification to deliver accurate patient estimates at registration. Increase staff efficiencies by improving registration accuracy. Correct discrepancies and errors in real time to avoid costly denials and rework. -
23
BRIDGE+ for ALFs
BRIDGE+ for ALFs
Quick view and access to critical alerts allows you to organize and resolve key daily activities, such as monthly notes, vitals and pending requests helping you maximize workflow & efficiency. Save and retrieve up-to-date resident documentation - facesheet, notes, vitals, incidents, forms, attachments, transfers and more. Easily exchange information with other facilities. Fill out, send, receive and e-sign state forms and other documents directly and securely, eliminating the need for printing and faxing. Quickly populate patients information from facesheet. Document, view and track all the information you need to help provide support to residents during critical situations or emergencies. Follow and document transfer progress. Send communication, instructions and documents by email or e-fax before you start a transfer. -
24
BuddyCare
Buddy Healthcare
The interactive timeline in the BuddyCare app provides patients with instructions precisely when they need them. The chronological order of events makes it easy for patients to follow everything that needs to be completed throughout the process. Patients may easily fill forms, such as pre-operative assessment or anesthesia pre-questionnaire, in the app, and submit them to the clinic through a secure channel. Care personnel is notified about answers needing attention, and the patient informed about form approval. The interactive timeline in the BuddyCare app provides patients with instructions precisely when they need them. The chronological order of events makes it easy for patients to follow everything that needs to be completed throughout the process. BuddyCare implements the principles of Enhanced Recovery After Surgery (ERAS) protocols to enhance early mobilization after surgery. BuddyCare contributes to helping run things as “normal” as possible before and after the procedure. -
25
cliexa
cliexa
Turn patient-reported data into actionable insights with cliexa's proven RPM solutions. cliexa increases care efficiency and save money through powerful, real-time data. Streamlining the documentation aspect via integration with EMR for audit protection and compliance. With automated billing code qualification and documentation, cliexa saves you time and money immediately. cliexa-OPTIONS offers a multi-metric, proprietary screening assessment for adolescents assessing risk factors such as depression, anxiety, sexual risk, drug use and alcohol use. Providers receive an intuitive risk report supplemented with national guidelines and recommendations to best facilitate next steps. The platform offers a proprietary resiliency screening tool from which providers can garner key insights into patient protective factors that can be used to facilitate follow up conversations and personalize treatment. -
26
Benchmark PM
Benchmark Solutions
Benchmark PM enhances patient engagement from initial intake through final encounter with features such as patient onboarding, easy appointment scheduling, customizable reminders, robust reporting, and user-friendly dashboards. For billing, Benchmark PM simplifies filing, processing, and follow-up with integrated claims management, an integrated clearinghouse, electronic billing, insurance verification, and a versatile payment portal. Benchmark Solutions operates as healthcare practices’ one-stop management solution, comprising of Benchmark EHR software, Benchmark PM software, and Benchmark RCM services. Benchmark Solutions' offerings come together to form a comprehensive electronic toolset that can streamline daily internal operations and increase revenue earned all while improving the overall patient experience. Each piece of the Benchmark Solutions suite is modular so it can easily integrate with other technologies already in place. -
27
Saviance Patient Intake Tablet
Saviance
The Saviance Patient Intake Tablet is an innovative solution that digitizes the first point of care for patients. It automates the entire intake process and significantly reduces the scope of error while collecting vital insurance information and full patient history. The Saviance Patient Intake Tablet is a cutting-edge mobile integrated solution for different IDNs, hospitals, physicians' practices, and retail clinics. Our secure cloud-based solution offers customized and personalized online forms which ensure that our client gets the maximum advantage with minimum investment. As an integrated solution (hardware and software), the Saviance Intake Patient Tablet ensures ROI and increases productivity significantly by enabling patient engagement through process automation. The onsite training also helps the client manage the solution in the most effective and productive manner. -
28
Zebra Doctor
Zebra Doctor
Zebra Doctor not only offers online appointment scheduling, increased patient intake, digital reputation management, and an exceptional patient experience; but it also helps innumerable patients as well, to find the appropriate healthcare provider, access online reviews and informative content, along with the facility of booking an appointment online. We cover all medical industries, from Primary Care and Medical Spas, to Dental Care and everything in between - we offer: Telemedicine Patient Acquisition Mobile App Digital Reputation Digital Front Door EHR Customized QR Code Forms With our focus directed towards Practices, Patients, Processes, & Technology - We’re a constantly improving, turnkey healthcare solutions provider that has revolutionized patient engagement and experience by bringing doctors & patients closer than ever; with facilities such as: Easy & instant communication Seamless televisits Real-time online scheduling Secure chats Email & text remindersStarting Price: $199 per month -
29
NextPatient
NextPatient
NextPatient is a front-office automation platform for medical practices that integrates with major EHR/PM systems to streamline scheduling, patient engagement, and administrative workflows. It enables 24/7 patient self-scheduling, allowing new or returning patients to book, reschedule, or cancel appointments online from any device, while still giving providers full control over available slots and appointment types. It includes an automated waitlist; when cancellations or openings occur, patients on the waitlist are notified so providers can efficiently fill last-minute openings. NextPatient supports digital check-in, letting patients complete paperwork, consent forms, and insurance submission online before arriving at the clinic, reducing waiting-room time and eliminating undecipherable paper forms. It also handles payments, including deposits, card-on-file storage, and automatic balance collection via secure links. -
30
Lobbie
Lobbie
Lobbie is a modern, all-in-one healthcare SaaS platform that streamlines patient intake, scheduling, electronic health records, lab and prescription management, billing, and payments, aiming to simplify and modernize the administrative side of a clinic or medical practice. Lobbie replaces paper forms with mobile-optimized, HIPAA-compliant digital intake forms (over 2,000 ready-made templates, or custom-built if needed), which patients can fill out remotely before their visit, often on a smartphone, desktop, or tablet, with no need to create an account. It supports dynamic consent and e-signatures, pre-filled data and automation, and delivers high pre-visit completion rates (clients report up to ~91% of forms completed before arrival). Once intake is digital, Lobbie offers automated scheduling (self-scheduling for patients, staff scheduling for providers), reminders via email or SMS, telehealth support, and integrations with calendars or external systems.
