Best Patient Intake Software
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Compare the Top Patient Intake Software as of October 2026
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What is Patient Intake Software?
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 currently available using the table below. This list is updated regularly.
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1
RXNT
RXNT
RXNT is an ambulatory healthcare technology pioneer that empowers medical practices and healthcare organizations to succeed and scale through innovative, data-backed, AI-powered software. Our fully-integrated, ONC-certified suite of medical software—like Clinical EHRs, Practice Management, Medical Billing and RCM, E-Prescribing, Practice Scheduling, Patient Portal, and more—optimizes clinical outcomes and RCM for your practice. Used by tens of thousands of medical professionals—from large physician practices to medical billing companies—to drive growth, streamline business operations, and improve patient care across all 50 U.S. states. Our unified “Full Suite” system employs a secure, central database so your data passes through every product in real-time from anywhere, and more than 135 million prescriptions have been transmitted and over $10 billion in claims have been processed using RXNT.Starting Price: $126/month -
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WaitWell
WaitWell
WaitWell simplifies and accelerates the patient intake process by allowing patients to complete pre-registration, health forms, consent documents, and insurance information online or via kiosk before their appointment. Automated reminders and real-time notifications keep patients informed about their upcoming visits, reducing no-shows and front-desk congestion. Staff can monitor arrivals, track wait times, and manage patient flow from a centralized dashboard, ensuring each patient is checked in efficiently. By digitizing intake and combining it with virtual queue management, WaitWell improves accuracy, enhances the patient experience, and allows clinics to operate more smoothly and efficiently.Starting Price: $29/location -
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AdvancedMD
AdvancedMD
AdvancedMD is a comprehensive cloud-based medical office management software designed to streamline operations for private healthcare practices. It combines practice management, EHR, and patient engagement tools into a unified platform. The AI Clinical Assistant powers ambient listening, auto-transcription, and chart action items to eliminate documentation burden. AI-generated pre-visit summaries, insurance card capture, and AI Narrative Insights automate clinical, financial, and administrative workflows. AdvancedMD enables providers to focus on patient care by minimizing repetitive tasks. The platform supports revenue cycle management via a multi-clearinghouse model — including Waystar — improving billing accuracy and cash flow. Password Breach Detection and secure AWS cloud hosting keep practice data protected and accessible from any device, anywhere. It delivers an integrated, intelligent solution that enhances productivity, patient outcomes, and practice performance.Starting Price: $321 - $1,070 -
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DoctorConnect
Adtel International
DoctorConnect delivers industry-leading patient engagement and automation tools that help healthcare providers improve efficiency, reduce no-shows, and enhance patient satisfaction. With over 32 years of experience, we support thousands of doctors, clinics, and hospitals nationwide. Our platform integrates with hundreds of EMR and PM systems to simplify communication and daily operations. Key Features: • ARIA Phase 1 – AI receptionist for 24/7 call answering, triage, and transfers • ARIA Phase 2 – AI scheduling automation for real-time booking and rescheduling • Automated Reminders and Recalls • Digital Patient Forms and Surveys • Automated Waitlist and No-Show Recovery • Secure Messaging, Telehealth, and Online Payments • And more Discover how DoctorConnect can boost revenue, streamline workflow, and transform your patient experience.Starting Price: $210 -
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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. -
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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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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. -
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Weave
Weave
Weave is the all-in-one customer communication and engagement platform for small business. From the first phone call to the final invoice and every touchpoint in between, Weave connects the entire customer journey. Weave’s software solutions transform how local businesses attract, communicate with and engage customers to grow their business. The first Utah company to join Y Combinator, Weave has set the bar for Utah startup achievement & work culture. In the past year, Weave has been included in the Forbes Cloud 100, Inc. 5000 fastest-growing companies in America, and Glassdoor Best Places to Work. -
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Nexus EHR
Nexus Clinical
Reclaiming the Patient-Provider Connection. Nexus EHR was built on a single premise: doctors should be healers, not data entry clerks. In an era of high burnout, Nexus provides a streamlined, intelligent interface that prioritizes the patient over the platform. By integrating native AI technology with specialty-specific logic, we’ve created an EHR that feels less like a database and more like an expert clinical partner. Nexus EHR includes Advanced e-Prescribing & ECPS capabilities, lab interface and much more. The AI Difference: Native Scribing The centerpiece of the Nexus experience is our Native AI Scribe. Unlike third-party add-ons, our scribe is woven into the fabric of the EHR. Automatically generates high-quality clinical notes by capturing natural dialogue. Specialty Nuance: Our AI scribe can work with terminologies in Neurology, Cardiology, Orthopedics and more than 25 specialties. Nexus offers dedicated modules tailored to the workflows of high-stakes specialties.Starting Price: $300 per physician/month -
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Practice Mate
Office Ally
Practice Mate by Office Ally is a comprehensive practice management solution used by over 25,000 healthcare organizations. It simplifies revenue cycle management and assists in HIPAA-compliant recordkeeping for new and existing practices. Its user-friendly interface offers easy billing management that checks eligibility and benefits and manages claim submission and tracking. Its seamless integration with other Office Ally solutions provides additional functionality such as patient intake, reminders, e-prescriptions, and more. With no cost, commitment, or implementation, you can get started today to help reduce unnecessary administrative tasks, enhance provider job satisfaction, and improve the overall patient experience.Starting Price: $0 -
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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. -
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NexHealth
NexHealth
Deliver an end-to-end patient experience that integrates in real-time with your practice management system. The only solution that reads and writes data in real-time with your practice management system. We spend most of our engineering resources on creating the best bidirectional integrations with EHR and practice management systems. Now you can develop and deploy your product in weeks, not years. Our engineers consume our own API to build our own doctor-facing SaaS product, so you know you will always get an experience that is tested and can scale. Online patient scheduling allows visitors to see your availability in real-time and schedule appointments on-demand from any location or device. NexHealth scheduling software fully customizes your schedule right out of the box. Our team of product experts helps implement both your calendar of record and your EHR system – no matter how complex your schedule. -
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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 -
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Hello Patient
Hello Patient
Hello Patient is a healthcare AI company. Its product, Mia, is an AI receptionist for healthcare that handles every patient conversation, across voice, text, and web chat, around the clock. Multi-location groups across specialties, as well as consumer health brands, use Mia to handle more conversations without adding staff. At the front office, Mia answers every call, books appointments, runs new-patient intake, verifies insurance, takes refill requests, and collects payments. Behind the desk, she follows up after visits, converts referrals, runs recall outreach, and chases open balances. When a call needs a person, she hands it off with full context, never gives medical advice, and logs every interaction. She works with the EHR, practice management, and CRM systems practices run, reads the live schedule, and books into it. With Mia answering 100% of calls, the front desk stays with the patient, and practices book around 20% more appointments. Hello Patient is HIPAA-compliant. -
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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. -
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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. -
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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. -
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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. -
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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. -
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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 -
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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. -
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Artera
Artera
Artera strengthens how healthcare providers communicate and care for patients. We bring together text, email, phone, and voice AI agents in one platform built for healthcare. Our voice AI agents handle the routine conversations that consume staff time: appointment scheduling, patient intake, referral management, payments, and care gap outreach. Artera pairs its secure agentic platform, Artera Harmony, with dedicated AI Service Squads who work within each practice's workflows to design and build custom AI solutions around their needs. Trusted by 1,000+ specialty practices, FQHCs, health systems, and federal agencies with 11+ years of healthcare-native experience. SOC 2 Type 2, HITRUST, HIPAA compliant, and FedRAMP Class D Certified. Patient data is never used to train AI models. 2B+ Annual Comms. | #1 Best in KLAS (Patient Communications, 2026) | 11+yrs Experience | FedRAMP Class D Certification | 200M+ Patients | 1,000+ Provider Customers -
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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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Solutionreach
Solutionreach
Solutionreach is 100 percent focused on providing the technology, and the expertise on how to effectively use it, to deliver better care and build a more profitable practice. We did it first, and after nearly 20 years, we’re continuing to lead the way. We show practices how to improve the patient experience and connect with patients in the way they want to connect. The result? More patients schedule more appointments and actually show up for them. More patients leave glowing reviews of their providers for others to see, and then they book appointments. And all patients get regular communications that keep them connected to the practice and coming back. When practices commit to working with us, we bring all the experience we’ve gained working with 52,000 other practices to the entire process, whether it’s that first welcome email or a practice check-in five years down the road. If a practice is ready to start growing and increasing revenue, then we’re the right partner. -
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Tebra
Tebra
Independent practices need complete solutions to maximize patient and provider well-being. While each Tebra product is purpose-built to modernize and optimize every step of the patient-practice journey, the combined platform delivers a complete operating system that provides added value for providers and patients alike. Power your connected practice with everything you need to attract new patients and keep current ones through the power of digital presence. Empower patients through every communication touchpoint and deliver a uniquely frictionless experience and convenient access that builds trust and a healthier practice. A modern, certified EHR solution built for the needs of today’s provider, delivering everything your practice needs. This includes robust charting, streamlined documentation, a comprehensive view of patients and their history, eRx, eLabs, telehealth, and more, allowing providers control of how they deliver care.
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