Guide To The 23 Best Patient Intake Software In 2024
10 Best Patient Intake Software Shortlist
Here's my pick of the 10 best software from the 23 tools reviewed.
Our one-on-one guidance will help you find the perfect fit.
With a patient intake solution, you can automate the entire patient intake workflow, significantly reducing paperwork and manual tasks. It's a boon for healthcare facilities as it resolves common pain points like errors in data entry, delayed check-ins, and inefficiencies in patient management.
What Is Patient Intake Software?
Patient intake software is a digital tool used primarily by healthcare providers to automate and streamline the process of collecting patient information. It enables medical staff to capture, store, and manage vital data such as personal details, medical history, insurance information, and consent forms digitally, replacing traditional paper-based methods.
Beyond hospitals and clinics, various healthcare entities, including dental practices, physiotherapy centers, and private practices, leverage this technology. It significantly eases scheduling appointments, improves data accuracy, enhances patient experience, and facilitates better resource management, thereby contributing to more efficient and effective healthcare delivery.
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Best Patient Intake Software Summary
| Tools | Price | |
|---|---|---|
| Mend | From $49/user/month | Website |
| Phreesia | Pricing upon request | Website |
| Florence | Florence's pricing is upon request. | Website |
| Intake | Pricing for Intake starts from $29.95/user/month. | Website |
| PatientTrak | From $200/user/month. | Website |
| Nexhealth | Pricing upon request | Website |
| Luma Health | No details | Website |
| IntakeQ | From $49.90/user/month. | Website |
| SolutionReach | From $299/user/month | Website |
| FormDr | From $50/user/month (billed annually) | Website |
Compare Software Specs Side by Side
Use our comparison chart to review and evaluate software specs side-by-side.
Compare SoftwareBest Patient Intake Software Reviews
Mend is a telehealth platform that simplifies appointment scheduling and telehealth visits, which directly contributes to reducing patient no-shows. Its focus on easy-to-use, intuitive appointment management makes it an ideal tool for healthcare practices aiming to boost efficiency and patient attendance.
Why I Picked Mend: I selected Mend for its robust, intuitive appointment scheduling system. Among the tools I examined, Mend was particularly effective in reducing no-shows, offering unique features like automated reminders and simple rescheduling options. This made it a clear choice for healthcare practices seeking to streamline appointment processes and minimize missed appointments.
Standout features & integrations:
Mend offers a powerful suite of features that includes video consultations, appointment reminders, online scheduling, and patient self-scheduling. What sets Mend apart is its integration capabilities with numerous EMR systems, billing software, and patient management systems, which aid in improving workflow.
Pros and cons
Pros:
- Robust integration capabilities
- Reduces patient no-shows
- Streamlines appointment scheduling
Cons:
- Limited customization of appointment reminders
- Advanced features may require a learning curve
- May not be cost-effective for smaller practices
Phreesia
Best for enhancing patient experience with a comprehensive check-in solution
Phreesia is a patient intake platform that delivers a holistic check-in experience. It combines various aspects of patient intake into one solution, aiming to enrich the patient experience at each touchpoint.
Why I Picked Phreesia: In my selection process, I was looking for software that offered a comprehensive solution, and Phreesia's holistic approach to patient check-in caught my attention. It encompasses appointment scheduling, insurance verification, payments, and even clinical screenings, making it best for enhancing overall patient satisfaction and experience.
Standout features & integrations:
Phreesia's salient features include self-service check-in, integrated payments, appointment reminders, and patient surveys. Its integrations include major electronic health record (EHR) systems, practice management systems, and payment gateways, facilitating a smooth workflow.
Pros and cons
Pros:
- Integrated payments and insurance verification
- Robust integration with EHR software and payment systems
- Comprehensive check-in solution
Cons:
- May be more than needed for smaller practices
- Setup might be complex due to comprehensive features
- No clear pricing information available
Florence is a health tech tool designed to streamline the entire process of managing clinical trials. With a strong focus on improving patient participation and compliance, Florence simplifies the informed consent process, making it an ideal solution for organizations conducting clinical research.
Why I Picked Florence: I selected Florence due to its comprehensive suite of features designed specifically for managing clinical trials. Its emphasis on simplifying the informed consent process sets it apart from other health tech tools. Given these capabilities, I believe Florence is best suited for clinical trials and for simplifying the informed consent process.
Standout features & integrations:
Florence's standout features include electronic document management, automated reminders for patients, and the ability to simplify the informed consent process. The software integrates with other EMR systems, providing a seamless flow of data and ensuring a holistic approach to patient management in clinical trials.
Pros and cons
Pros:
- Integrates with other EMR systems
- Simplifies the informed consent process
- Comprehensive suite of features for clinical trial management
Cons:
- May be more features than needed for smaller-scale clinical trials
- The user interface could be more intuitive
- Pricing information is not transparent
Intake
Best for private practitioners seeking an intuitive, budget-friendly solution
Intake is a health practice management software that helps simplify tasks such as appointment scheduling, intake form management, and secure messaging. Tailored for private practitioners, its intuitive interface and budget-friendly pricing make it a perfect fit for individual providers or small practices.
Why I Picked Intake: I picked Intake due to its user-friendly design and cost-effective pricing template. What sets Intake apart is its ability to offer a feature-rich solution that does not compromise on ease of use or affordability. Given these features, I believe Intake is best for private practitioners seeking an intuitive, budget-friendly solution.
Standout features & integrations:
Key features of Intake include secure patient intake forms, appointment scheduling, and secure messaging. The platform can integrate with various EMR systems and also with payment platforms like Square and Stripe, making it a holistic solution for private practice management.
Pros and cons
Pros:
- Wide range of integrations with EMR and payment platforms
- Budget-friendly pricing model
- User-friendly interface
Cons:
- Limited reporting capabilities compared to some competitors
- Customizability of intake forms could be improved
- Might lack some advanced features found in more expensive solutions
PatientTrak is a healthcare practice management tool designed to improve patient flow through real-time tracking. It offers visual flow tools, tracking boards, and text messaging, which together facilitate seamless communication and flow within healthcare facilities. The focus on patient tracking and flow optimization makes it best for such tasks.
Why I Picked PatientTrak: I chose PatientTrak because of its distinctive emphasis on improving patient flow. Its use of real-time tracking to manage and enhance the flow of patients within a healthcare practice truly differentiates it. The tool's ability to provide clear, real-time insights into patient movement, as well as its ability to streamline communication, makes it ideal for improving patient flow.
Standout features & integrations:
PatientTrak's key features include real-time tracking, visual flow tools, tracking boards, and text messaging for improved communication. The tool integrates with other popular EHR systems, providing a more comprehensive solution for healthcare practice management.
Pros and cons
Pros:
- Improved communication through text messaging
- Seamless integration with popular EHR systems
- Focus on real-time tracking to improve patient flow
Cons:
- Could be more complex to use than some other tools
- May not be as useful for smaller healthcare practices
- Pricing information is not readily available
NexHealth is a patient experience management platform that automates various administrative tasks in healthcare practices. With the ability to handle patient forms, appointment reminders, and other functionalities, it streamlines many of the tasks in a typical healthcare practice. Its comprehensive approach to automation makes it a fitting choice for managing patient forms, reminders, and more.
Why I Picked NexHealth: I selected NexHealth for its extensive automation capabilities. In comparison to other options, it has a broad range of automation functionalities, covering not just appointment reminders but also patient forms and other tasks. Given these capabilities, I determined that it's best to automate a wide range of administrative tasks in a healthcare setting.
Standout features & integrations:
Some key features of NexHealth include automated appointment reminders, digital patient forms, and online booking. It integrates well with a variety of practice management systems, such as Dentrix, Eaglesoft, and Open Dental, facilitating seamless data sharing between these systems.
Pros and cons
Pros:
- Online booking feature
- Strong integration with various practice management systems
- Wide-ranging automation capabilities, covering appointment reminders, patient forms, and more
Cons:
- May be more feature-rich than smaller practices require
- Requires a yearly commitment for pricing
- High starting price compared to some other options
Best for managing the complete patient journey, from intake to follow-up
Luma Health is a comprehensive patient relationship management tool that facilitates the complete patient journey from intake to follow-up. It specializes in optimizing the patient-provider connection, making it a suitable choice for practices focused on delivering an integrated patient experience.
Why I Picked Luma Health: I chose Luma Health for its comprehensive patient journey management. It stands out with its holistic approach to patient interaction, providing tools for every stage, from intake to follow-up, including appointment scheduling, reminders, and feedback collection. Therefore, I believe it's best for practices that want to manage the full patient journey in an integrated manner.
Standout features & integrations:
Key features of Luma Health include automated reminders, telehealth capabilities, and a unique patient feedback system. Its capacity to integrate with leading Electronic Health Records (EHR) systems like Epic, Cerner, Nextgen, and Athenahealth further enhances its ability to provide an all-encompassing patient management solution.
Pros and cons
Pros:
- Integrates well with leading EHR systems
- Useful telehealth capabilities
- Comprehensive approach to patient journey management
Cons:
- Limited customization options
- Might be overwhelming for small practices
- Lack of transparent pricing
IntakeQ is a versatile patient intake software that provides a suite of tools to streamline your administrative processes. Its key feature is the ability to design highly customizable intake forms that can cater to various healthcare organizations.
Why I Picked IntakeQ: When compiling this list, I was impressed by IntakeQ's adaptability to different healthcare practices. Its standout feature, customizable intake forms, is what differentiates it. This adaptability and customization are crucial to diverse healthcare practices, making IntakeQ the best for this purpose.
Standout features & integrations:
IntakeQ offers the creation of custom intake forms, appointment scheduling, automated reminders, and secure messaging. Its most vital integrations include electronic health records (EHR) systems, payment processors like Stripe and Square, and even telehealth solutions.
Pros and cons
Pros:
- Robust appointment scheduling
- A wide range of integrations
- Customizable intake forms
Cons:
- No native mobile app
- Customization might require more setup time
- Higher starting price point
Best for boosting patient engagement through personalized communication
SolutionReach is a dynamic patient relationship management tool that prioritizes personalized patient communication. By using a blend of automated and custom communication methods, it fosters better patient engagement, which is its standout feature.
Why I Picked SolutionReach: During my evaluation, SolutionReach emerged as a tool with distinctive patient communication abilities. Its focus on individualized messaging is unique and valuable in establishing strong patient relationships, which made it my top choice for practices wanting to boost patient engagement and maximize outreach.
Standout features & integrations:
SolutionReach provides an array of impressive features, including appointment reminders, two-way texting, telehealth video conferencing, and satisfaction surveys. It integrates seamlessly with popular EHR and practice management systems, ensuring a smooth information flow.
Pros and cons
Pros:
- Integrates well with EHR and practice management systems
- Comprehensive feature set
- Personalized patient communication
Cons:
- May not be suitable for smaller practices with simple needs
- May have a learning curve due to numerous features
- Pricing details not readily available
FormDr is an advanced healthcare platform that majorly focuses on telehealth integrations. This platform excels in linking patient intake directly to telehealth services, making it an ideal choice for practices that heavily rely on remote care.
Why I Picked FormDr: In selecting the top software for this list, FormDr stood out due to its robust telehealth capabilities. It integrates intake forms directly into telehealth sessions, creating a seamless flow of information from the patient registration to the provider. It's this innovative approach that makes it the best for medical practices prioritizing seamless telehealth integration.
Standout features & integrations:
FormDr offers a user-friendly interface, appointment reminders, and e-signature functionality for consent forms. Moreover, its telehealth functionality includes video calling and session recording. The software also integrates with leading EMRs, including Athenahealth and eClinicalWorks, ensuring a seamless data transfer process.
Pros and cons
Pros:
- User-friendly interface
- Seamless EMR integrations
- Robust telehealth functionality
Cons:
- Annual billing only
- Lacks real-time insurance verification
- Relatively high starting price
Other Patient Intake Software
- Accuro
Best for seamless integration with electronic medical records (EMR)
- RevenueWell
Best for dental practices, optimizing administrative tasks
- Kareo
Good for improving office efficiency with an easy-to-use interface
- Bridge
Good for enhancing patient interaction with a feature-rich patient portal
- DrChrono
Good for personalizing patient care with a customizable EHR platform
- eClinicalWorks
Good for integrating patient engagement in a unified health records system
- Clearwave
Good for reducing wait times with self-service check-in kiosks
- AdvancedMD
Good for automating consent forms and streamlining administrative tasks
- CareCloud
Good for enhancing patient experience with comprehensive practice management
- Curago
Good for reducing paperwork with digital patient intake forms
- CheckinAsyst
Good for boosting front-office productivity with efficient digital check-in
- PatientPop
Good for increasing online visibility and attracting new patients
- Intelichart
Good for facilitating patient-provider communication through advanced intake capabilities
Other Patient Intake Software Reviews
Selection Criteria
Selecting the right patient intake software is a pivotal task for any healthcare provider as it affects everything from patient experience to operational efficiency. I've evaluated dozens of patient intake software tools, focusing on their core functionality, key features, and usability aspects. I've been searching for tools that streamline the patient onboarding process, reduce wait times, and improve the patient experience.
Core Functionality
When evaluating patient intake software, the core functionalities that I have identified as critical are:
- Digital form completion: The tool should enable patients to complete forms digitally before their appointments.
- Patient verification: The software should verify patient information against the data in the Electronic Health Records (EHR).
- Appointment scheduling: It should provide a seamless appointment booking and scheduling interface for both patients and healthcare providers.
Key Features
For this category of software, the key features that stand out and provide the most value are:
- Integration with EHR systems: This allows for the seamless exchange of information, enhancing care coordination and reducing data-entry errors.
- Automated reminders: These reminders, often in the form of emails or text messages, ensure that patients do not forget about upcoming appointments.
- Patient portal: This feature allows patients to manage their appointments, update personal information, and access medical records.
- HIPAA compliant: Since patient intake software deals with sensitive medical data, compliance with Health Insurance Portability and Accountability Act (HIPAA) regulations is critical for patient privacy and data security.
Usability
In terms of usability, the following aspects are particularly significant for patient intake software:
- Intuitive interface: The tool should have an intuitive design that allows both patients and medical staff to navigate easily.
- Mobile optimization: Given the prevalence of smartphones, the software should be optimized for mobile use to enable patients to complete forms or book appointments on the go.
- Customer support: Because this software is critical to healthcare operations, robust customer support for quick resolution of any issues is crucial.
- Onboarding and training: Especially for complex solutions, the software should include comprehensive onboarding resources or training programs to help users understand its functionalities.
People Also Ask (FAQs)
What are the benefits of using patient intake software?
Using patient intake software offers several benefits:
- Streamlined operations: It simplifies the patient check-in process by digitizing forms, reducing paperwork, and minimizing data entry errors.
- Better patient experience: By enabling patients to fill out forms, book appointments, and manage their profiles online, it enhances the patient experience.
- Enhanced data security: These tools usually comply with HIPAA regulations, ensuring that sensitive patient data is secure.
- Integration with EHRs: They often integrate with electronic health records systems, enabling seamless data exchange and coordination of care.
- Increased productivity: By automating tasks like appointment scheduling and patient reminders, it allows healthcare staff to focus on patient care, thereby increasing productivity.
How much does patient intake software typically cost?
The cost of patient intake software varies significantly depending on its features, the size of the healthcare practice, and the vendor. The pricing model typically involves a monthly or annual subscription fee, with the cost ranging anywhere from $50/user/month to $300/user/month.
What are the pricing models for patient intake software?
Most patient intake software providers follow a subscription-based pricing model, either on a monthly or annual basis. Some providers may also charge additional fees for set-up, training, and customer support.
What is the typical range of pricing for patient intake software?
The typical price range for patient intake software is between $50/user/month to $300/user/month. Some providers offer tiered pricing based on the features included and the number of users.
Which are the cheapest and most expensive patient intake software options?
Among the commonly used patient intake software options, DrChrono and Kareo tend to be on the lower end of the price spectrum, starting at around $50/user/month. AdvancedMD and eClinicalWorks are on the higher end, with prices often exceeding $200/user/month.
Are there any free patient intake software options?
While free patient intake software options are rare, some providers offer free trials or free versions with limited features. It’s worth checking with individual providers to see if they offer any such options.
Summary
In conclusion, finding the ideal patient intake software is crucial to streamline patient management, improve engagement and facilitate efficient and effective healthcare delivery. The range of tools available is diverse, but it's important to remember that the best solution is one that meets the unique needs of your practice.
Key Takeaways:
- Analyze Your Needs: Different tools excel in different areas - from seamless EMR integration to intuitive interfaces ideal for private practitioners. Identify the requirements and constraints of your specific practice and use these as your primary selection criteria.
- Pay Attention to Key Features: The essential features of patient intake software can greatly impact its efficiency. Look for tools that offer secure data storage, easy-to-use interfaces, automated appointment reminders, and integration with existing systems.
- Understand Pricing Models: Each tool has a unique pricing structure. Some offer per-user/month pricing, while others might require a one-time setup fee. Understand what your budget allows for and assess the long-term value of each software solution.
Remember, there's no one-size-fits-all tool when it comes to patient intake software. Take the time to evaluate each option against your practice's specific needs and constraints, and you're likely to find a tool that helps improve your patient intake process significantly.
What Do You Think?
I recognize that my list might not include every great patient intake software out there. If you've had a positive experience with a tool I didn't mention, please let me know.
I’m always keen to learn about tools that can make healthcare practices of all sizes more efficient and improve patient care. Your recommendations could help me make this resource even better for everyone.