Compare the Top Patient Intake Software in the USA as of October 2026

What is Patient Intake Software in the USA?

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 in the USA currently available using the table below. This list is updated regularly.

  • 1
    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.
  • 2
    Weave

    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.
  • 3
    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
  • 4
    Hello Patient

    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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