Best Patient Intake Software for Microsoft 365
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Compare the Top Patient Intake Software that integrates with Microsoft 365 as of April 2026
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This a list of Patient Intake software that integrates with Microsoft 365. Use the filters on the left to add additional filters for products that have integrations with Microsoft 365. View the products that work with Microsoft 365 in the table below.
What is Patient Intake Software for Microsoft 365?
Patient intake software streamlines the process of collecting and managing patient information before or during their visit to a healthcare facility. It automates the registration process by enabling patients to submit personal details, medical history, insurance information, and consent forms digitally. This reduces paperwork, minimizes errors, and speeds up check-in times for a smoother patient experience. The software often integrates with electronic health records (EHR) and practice management systems to ensure seamless data flow and improved accuracy. By optimizing intake workflows, it helps healthcare providers focus more on patient care and less on administrative tasks. Compare and read user reviews of the best Patient Intake software for Microsoft 365 currently available using the table below. This list is updated regularly.
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Upvio
Upvio Healthtech
Vitals AI is Upvio’s camera-based remote vital signs monitoring technology. It uses a short face scan and remote photoplethysmography (rPPG) with computer vision to detect subtle blood-flow signals and convert them into clinically validated physiological insights using a standard phone or webcam, with no wearables or external hardware. In around 30 seconds, Vitals AI can deliver 20+ health markers, including heart rate, HRV, breathing rate, blood pressure, stress metrics, and cardiovascular risk indices. Teams can configure scans using reusable templates, generate secure, shareable links for any workflow (customers, campaigns, teams, individuals), and review results and trends from a single platform. Deployment is available as a fully hosted solution, with enterprise-grade security, governance, and compliance built in, and integration supported via platform tools and API options.Starting Price: $319/user/month -
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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.
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