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12 Best Patient Intake Software

I've curated this shortlist of the best patient intake software:

  1. FormDr - Best for seamless telehealth integration
  2. IntakeQ - Best for diverse healthcare practices with its customizable forms
  3. Phreesia - Best for enhancing patient experience with a comprehensive check-in solution
  4. SolutionReach - Best for boosting patient engagement through personalized communication
  5. Mend - Best for streamlining appointment scheduling and reducing no-shows
  6. Luma Health - Best for managing the complete patient journey, from intake to follow-up
  7. RevenueWell - Best for dental practices, optimizing administrative tasks
  8. PatientTrak - Best for improving patient flow with real-time tracking
  9. Nexhealth - Best for automating patient forms, and appointment reminders
  10. Accuro - Best for seamless integration with electronic medical records (EMR)
  11. Intake - Best for private practitioners seeking an intuitive, budget-friendly solution
  12. Florence - Best for clinical trials, simplifying the informed consent process

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.

Overviews of the 12 Best Patient Intake Software

1. FormDr - Best for seamless telehealth integration

Desktop and mobile view of FormDr's intake form.
Here is a screenshot of FormDr's intake form.

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.


From $50/user/month (billed annually)


  • Robust telehealth functionality
  • Seamless EMR integrations
  • User-friendly interface


  • Relatively high starting price
  • Lacks real-time insurance verification
  • Annual billing only

2. IntakeQ - Best for diverse healthcare practices with its customizable forms

Registration format on IntakeQ.
Registering on IntakeQ.

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.


From $29.90/user/month (billed annually)


  • Customizable intake forms
  • A wide range of integrations
  • Robust appointment scheduling


  • Higher starting price point
  • Customization might require more setup time
  • No native mobile app

3. Phreesia - Best for enhancing patient experience with a comprehensive check-in solution

Phreesia sample features on mobile view such as signing in to start scheduling appointments.
Phreesia's checking in and scheduling pages.

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.


Pricing upon request


  • Comprehensive check-in solution
  • Robust integration with EHR software and payment systems
  • Integrated payments and insurance verification


  • No clear pricing information available
  • Setup might be complex due to comprehensive features
  • May be more than needed for smaller practices

4. SolutionReach - Best for boosting patient engagement through personalized communication

Payment reminder tab for SolutionReach.
Take a look inside SolutionReach's payment tab, where you can check scheduled payments and payment reminders.

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.


Pricing upon request


  • Personalized patient communication
  • Comprehensive feature set
  • Integrates well with EHR and practice management systems


  • Pricing details not readily available
  • May have a learning curve due to numerous features
  • May not be suitable for smaller practices with simple needs

5. Mend - Best for streamlining appointment scheduling and reducing no-shows

Sample photo for the website of Mend.
Here is a screenshot of the Mend website.

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.


From $49/user/month


  • Streamlines appointment scheduling
  • Reduces patient no-shows
  • Robust integration capabilities


  • May not be cost-effective for smaller practices
  • Advanced features may require a learning curve
  • Limited customization of appointment reminders

6. Luma Health - Best for managing the complete patient journey, from intake to follow-up

Messaging/chat feature for Luma Health.
Screenshot of the messaging tab for Luma Health - where the patient-provider connection is established.

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.


Pricing upon request


  • Comprehensive approach to patient journey management
  • Useful telehealth capabilities
  • Integrates well with leading EHR systems


  • Lack of transparent pricing
  • Might be overwhelming for small practices
  • Limited customization options

7. RevenueWell - Best for dental practices, optimizing administrative tasks

Example profile for RevenueWell.
Here is a sample profile on RevenueWell.

RevenueWell is a dental practice management tool designed specifically to optimize administrative tasks for dental offices. It offers a comprehensive suite of solutions, including patient communication, online scheduling, and automated appointment reminders, making it an ideal option for dental practices aiming to streamline operations.

Why I Picked RevenueWell:

In my selection process, RevenueWell stood out due to its specialization in dental practices. It provides a tailored solution that caters to the unique needs and challenges of dental offices, especially in reducing administrative burdens. Thus, it becomes the best option for dental practices looking to optimize administrative tasks.

Standout features & integrations:

RevenueWell offers several noteworthy features, such as automatic reminders, online scheduling, and a patient portal. It also has targeted marketing tools designed specifically for dental practices. Its integrations include widely-used dental practice management software like Dentrix, EagleSoft, and Open Dental, further enhancing its utility.


Pricing upon request


  • Tailored specifically for dental practices
  • Includes a comprehensive suite of tools to streamline administrative tasks
  • Offers valuable integrations with leading dental practice management software


  • Lack of transparent pricing information
  • Not suitable for non-dental healthcare providers
  • Some features might be unnecessary for small dental practices

8. PatientTrak - Best for improving patient flow with real-time tracking

PatientTrak messaging feature.
Patient engagement in PatientTrak.

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.


Pricing upon request


  • Focus on real-time tracking to improve patient flow
  • Seamless integration with popular EHR systems
  • Improved communication through text messaging


  • Pricing information is not readily available
  • May not be as useful for smaller healthcare practices
  • Could be more complex to use than some other tools

9. NexHealth - Best for automating patient forms, appointment reminders, and more

Mobile view for the appointment scheduling feature in NexHealth.
Here is the appointment scheduling feature on the NexHealth mobile app.

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.


Pricing starts from $300/user/month (billed annually)


  • Wide-ranging automation capabilities, covering appointment reminders, patient forms, and more
  • Strong integration with various practice management systems
  • Online booking feature


  • High starting price compared to some other options
  • Requires a yearly commitment for pricing
  • May be more feature-rich than smaller practices require

10. Accuro - Best for seamless integration with electronic medical records (EMR)

Interface sample for Accuro.
Screenshot of the Accuro user interface.

Accuro is a health management platform that offers a robust and fully featured electronic medical records (EMR) system. The platform is designed to streamline various aspects of healthcare delivery, including appointment scheduling, patient documentation, billing, and more. Its strong capability to integrate with EMR makes it particularly suited for practices seeking seamless interoperability.

Why I Picked Accuro:

In choosing Accuro, I valued its comprehensive and seamless integration with EMR systems. Compared to other platforms, it provides a more integrated approach, making it easier for healthcare providers to access and update patient health information. Based on these capabilities, I've determined Accuro to be the best tool for practices needing seamless integration with EMRs.

Standout features & integrations:

Accuro provides features like patient documentation, appointment scheduling, medical billing, and more. Notably, its integration with EMR systems is excellent, allowing real-time updates and easy access to patient records.


The pricing starts from $100/user/month.


  • Seamless integration with EMR systems
  • Provides a comprehensive suite of healthcare management tools
  • Real-time updates to patient records


  • The pricing may be high for smaller practices
  • The interface may be overwhelming for users not familiar with EMRs
  • The tool may have more features than needed for simple practice management

11. Intake - Best for private practitioners seeking an intuitive, budget-friendly solution

Website screenshot for Intake.
Here is a screenshot of the website for Intake.

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.


Pricing for Intake starts from $29.95/user/month.


  • User-friendly interface
  • Budget-friendly pricing model
  • Wide range of integrations with EMR and payment platforms


  • Might lack some advanced features found in more expensive solutions
  • Customizability of intake forms could be improved
  • Limited reporting capabilities compared to some competitors
Desktop view for the dashboard of Florence.
Patient records in Florence.

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.


Florence's pricing is upon request.


  • Comprehensive suite of features for clinical trial management
  • Simplifies the informed consent process
  • Integrates with other EMR systems


  • Pricing information is not transparent
  • The user interface could be more intuitive
  • May be more features than needed for smaller-scale clinical trials

Other Patient Intake Software

  1. Clearwave - Good for reducing wait times with self-service check-in kiosks
  2. PatientPop - Good for increasing online visibility and attracting new patients
  3. CareCloud - Good for enhancing patient experience with comprehensive practice management
  4. eClinicalWorks - Good for integrating patient engagement in a unified health records system
  5. AdvancedMD - Good for automating consent forms and streamlining administrative tasks
  6. DrChrono - Good for personalizing patient care with a customizable EHR platform
  7. Kareo - Good for improving office efficiency with an easy-to-use interface
  8. Bridge - Good for enhancing patient interaction with a feature-rich patient portal
  9. Intelichart - Good for facilitating patient-provider communication through advanced intake capabilities
  10. Curago - Good for reducing paperwork with digital patient intake forms
  11. CheckinAsyst - Good for boosting front-office productivity with efficient digital check-in

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.


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:

  1. Streamlined operations: It simplifies the patient check-in process by digitizing forms, reducing paperwork, and minimizing data entry errors.
  2. Better patient experience: By enabling patients to fill out forms, book appointments, and manage their profiles online, it enhances the patient experience.
  3. Enhanced data security: These tools usually comply with HIPAA regulations, ensuring that sensitive patient data is secure.
  4. Integration with EHRs: They often integrate with electronic health records systems, enabling seamless data exchange and coordination of care.
  5. 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.

Other Patient Intake Software Reviews


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:

  1. 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.
  2. 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.
  3. 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.

John Payne
By John Payne

John Payne is the co-founder and company director of Symphony Health. With over 20 years of management experience John is working alongside his wife, Dr. Kate Payne to build a multi-site Medical Practice where staff work collaboratively for the good of their patients. John is passionate about improving access to quality Healthcare in North Vancouver and sharing best practice with other people managing medical practices.