Best Patient Intake Software
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Compare the Top Patient Intake Software as of February 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 125 million prescriptions have been transmitted and over $7 billion in claims have been processed using RXNT.Starting Price: $118/month -
2
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: $250/location -
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Aesthetic Insight
Aesthetic Insight
Aesthetic Insight is a cloud-based, HIPAA-compliant, all-in-one software solution purpose-built for medical spas and aesthetic clinics that consolidates scheduling, online booking, point-of-sale, memberships/packages, automated digital intake and consent forms, custom treatment charting, integrated ecommerce, automated marketing campaigns, and client engagement tools into a single platform. It enables clinics to offer online booking with resource-based availability, digitize their intake, consent, and after-care workflows, manage bundled service and product memberships with automated billing, sell products online through an integrated store, and nurture client relationships through tailored marketing messages and campaigns, all while centralizing front-desk operations, treatment records, and inventory under one interface. The system also supports calendar management, client segmentation, automated reminders, and tracking of package redemption.Starting Price: $165.00 -
4
Modento
Modento Inc.
Our cloud-based, user-friendly patient communication and engagement platform is a truly all-in-one solution to the everyday needs of your dental practice. Our HIPAA-compliant dashboard offers best-in-class digital forms and consents, two-way patient communication, intraoffice communication, automated appointment reminders/confirmations/reviews/recalls, a customized app-based loyalty program, and much more! Modento seamlessly layers on top of your Practice Management System to improve your daily efficiency and save your staff hours of time scanning documents and making phone calls. Modento is helping offices across the country improve their case acceptance, acquire and retain more patients, and increase their profitability. Visit our website to schedule your free demo today and see how Modento can make your life easier. -
5
Upvio
Upvio Healthtech
Upvio is the most seamless and efficient practice experience platform, created to streamline workflows, eliminate repetitive admin time, and drive success in a digital-first healthcare ecosystem. Upvio’s solution in the healthcare industry targets healthcare providers across various specialties and organizations of all sizes. Upvio is perfect to streamline and automate various operations and processes, such as appointment scheduling, telehealth, messaging, patient monitoring, and payments. It is designed to meet regulatory requirements and compliance standards, such as HIPAA and GDPR, and offers features specifically tailored to the healthcare industry, such as automated reminders, customizable forms, full telehealth features, a virtual waiting room, and remote vital signs assessment. It is an affordable solution with easy integration and support for varying levels of technical expertise, including dedicated account managers for setup and ongoing support.Starting Price: $39/user/month -
6
Clinicea
Clinicea
We're the best all-in-one, cloud-based, clinic management platform for growing, ambitious clinics. Clinicea is loved for its unique technology that can replicate paper to generate a super-specialised EMR for you. Deploy virtual assistants to get questionnaires filled, and consents signed. Already in use by 40 specialities across 5 continents. Engage 24x7. Deploy white labelled tools for Online Bookings, Patient Portals, Auto-Invoicing. There’s lots more. No apps, no downloads, just a click. Comprehensive, easy and does it all. Take a demo and see live what the next-generation technology can do for you.Starting Price: $59 per user per month -
7
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. -
8
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. -
9
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 -
10
mConsent
SRS Web Solutions
mConsent employs the Six Sigma methodology to optimize practice operations. This includes the digitization of forms, automated insurance verification, and the provision of online appointment scheduling. Augmenting patient communication, it integrates tools such as Text2Pay, treatment plan reminders, and appointment notifications. Valuable insights can be obtained through its extensive analytics. Trusted by a multitude of dental, medical, and optometry practices, mConsent stands as the preferred solution for ensuring smooth operations. Begin your journey toward transformation today. -
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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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EasyDocForms
EasyDocForms
EasyDocForms is a smart patient intake platform that transforms existing PDF forms into mobile-friendly, AI-powered digital experiences. Built by a physician, it is designed to eliminate paperwork headaches and save clinicians time before and during appointments. Practices can upload their current PDFs and instantly convert them into tap-friendly forms without rebuilding anything from scratch. Patients can complete intake on any device, upload photos of medications and insurance cards, and sign forms electronically. AI-powered summaries condense lengthy intake information into a concise overview clinicians can review in seconds. The platform is fully HIPAA compliant, with encrypted storage, audit logs, and signed BAAs. EasyDocForms helps independent practices streamline workflows, improve data accuracy, and walk into every visit better prepared.Starting Price: $49/month per location -
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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 -
15
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. -
16
Nexus EHR
Nexus Clinical
Nexus EHR is a cloud-based EHR and PM platform for clinical healthcare providers. Our EHR works with your clinical workflow and maximizes the physician-patient encounter. Access anywhere, any time, and with any device (PC, Tablet, Mobile). Breeze through encounters via our intuitive, easy-to-use interface that allows you to practice naturally. Multi-modal data input allows for maximum flexibility. Nexus Practice Management systems help you manage all billing activities, claims, and ERAs to maximize your revenues. Nexus EHR offers telemedicine to connect with your patients remotely. Nexus's Patient portal offers great flexibility to patients to fill all the demographics, insurance information, and histories online at their convenience. -
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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. -
18
Artera
Artera
Artera, a SaaS leader in digital health, transforms patient experience with AI-powered virtual agents (voice and text) for every step of the patient journey. Trusted by 900+ provider organizations — including specialty groups, FQHCs, large IDNs and federal agencies — engaging 100 million patients annually. Artera’s virtual agents support front desk staff to improve patient access including self-scheduling, intake, forms, billing and more. Whether augmenting a team or unleashing a fully autonomous digital workforce, Artera offers multiple virtual agent options to meet healthcare organizations where they are in their AI journey. Artera helps support 2B communications in 109 languages across voice, text and web. A decade of healthcare expertise, powered by AI. -
19
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. -
20
Myndshft
Myndshft
Experience a seamless workflow by having real-time transactions driven within existing technology platforms. Providers and Payers reduce time and effort by up to 90% for benefits and utilization management. Eliminate the current benefits and utilization management black box – eliminating confusion for patients, providers and payers. Self-learning automation and fewer clicks mean more time for patients, providers and payers to focus on care. Myndshft eliminates the quagmire of point solutions by providing a unified, end-to-end platform for in the moment payer-provider-patient interactions. Myndshft dynamically updates automated workflow and rules engines based on the actual responses and results from provider-payer interactions. Our technology continuously adapts to the rules in use by payers. The more you use it, the smarter it gets. A library of continuously-updated thousands of rules for national, state and regional payers. -
21
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. -
22
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. -
24
CheckinAsyst
HealthAsyst
CheckinAsyst is an end-to-end digital platform for patient intake, payments, and communication. CheckinAsyst enhances your patient experience and improves your practice efficiency, allowing you to dedicate your attention to patient care. -
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CareCloud Breeze
CareCloud
Eliminate the risk of high touch items like tablets and clipboards. With Breeze, patients can easily check-in from home or from the waiting room while on their own personal device. Connecting with your patients and sending critical information has never been more important. Easily send important communication to patients before they enter your office. Let everyone know the latest news with your practice before their visit. Avoid the physical exchange of cash, checks, or cards. Practices can leverage the payment power behind Breeze and encourage patients to pay from the comfort of their home, while on the go or in the office. Create a safe transaction for all. Turn paper and pens into taps and clicks for patients in your practice, at home or on the go with the fastest electronic intake solution available. Patients can request, reschedule, pre-pay and get reminders for upcoming appointments without a single minute of staff time wasted.
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