10 Best Patient Intake Software in 2025

Introduction

The world of healthcare is ever-evolving, with technology making the healthcare processes better and easier. With so many software and tools being introduced, Patient Intake Software is one such tool that proves to be a game changer in the healthcare industry. Patient Intake Software is a smart solution that helps healthcare folks handle patient info in a way that’s efficient and top-notch. Picking up the right software makes all the difference.

Before we dive into the Top 10 Patient Intake Software options, let’s break it down a bit and see why getting the right one is a game-changer, and understand the right ways of picking the right software.

Key Features of Patient Registration System

While we step up our software selection process, it’s time we look into the key features of the software that can entirely change the way healthcare practices handle operations. Let us have a look at the key features to look for on the right patient intake software.

Electronic Patient Registration

1. Demographic Information

The patient journey in healthcare starts with collecting the demographic details. Patient Intake Software digitizes the patient registration process, seamlessly capturing and managing essential demographic information. 

2. Insurance Details

Getting the insurance details is another important part of the patient intake process. Patient onboarding software makes dealing with insurance info super easy. It helps with billing, processing claims, and ensures healthcare providers know all about a patient’s coverage.

Medical History and Patient Forms

1. Customizable Patient Intake Forms

One size doesn’t fit all, especially in healthcare. Patient Intake Software offers customizable patient intake forms that can be tailored to the unique requirements of different healthcare practices. This flexibility ensures that important information is captured while allowing for adaptability to specific specialties or preferences.

2. Consent and Authorization

Ensuring legal compliance and patient consent is streamlined with Patient onboarding software. Digital signatures and consent processes are integrated into the system, eliminating the need for paper-based authorizations. This not only enhances efficiency but also contributes to a more secure and legally compliant patient data management process.

Appointment Scheduling

Automated Appointment Reminders

Minimizing no-shows and optimizing appointment schedules is made possible with automated appointment reminders. Patient Intake Management Software takes a proactive approach of sending timely reminders to patients, enhancing engagement, and ensuring that the scheduling process operates with efficiency.

User-Friendliness

Patient Intake Software focuses a lot on user experience. The interfaces are designed with the end-users in mind, ensuring that both healthcare staff and patients can interact with the software effortlessly. Intuitive design, clear instructions, and straightforward navigation contribute to an overall user-friendly experience.

Scalability

Healthcare practices evolve, and a good Patient Intake Software must evolve with them. The scalability of the software allows it to adapt seamlessly to the changing needs and growing demands of healthcare practices. Whether a small clinic or a large hospital, Patient Intake Software should be designed to scale.

Customer Support

For an uninterrupted software experience, reliable customer support is a must-have. Good Patient onboarding software providers understand the importance of responsive and dependable support, ensuring that any issues or queries are addressed promptly. A constant customer support helps build trust for healthcare providers who depend on the software.

Security and Compliance

Compliance is not just a box to check—it’s a commitment to the well-being and trust of patients. A good Patient Intake Software needs to strictly follow the rules of the Health Insurance Portability and Accountability Act (HIPAA) to keep patient info safe and secure. 

HIPAA Compliance

1. Data Encryption

It is important for the Patient Intake Management Software to implement an end-to-end encryption technique. This ensures that patient data is transformed into an unreadable format during transmission and storage, providing an additional layer of protection against unauthorized access or breaches.

2. Access Controls

Patient privacy is non-negotiable, and Patient Intake Software must recognize this by employing access controls. These controls restrict data access to authorized personnel only, ensuring that sensitive information is only available to those with legitimate and essential roles within the healthcare organization.

Patient Data Protection

Secure Storage

Patient Intake Software must take a proactive step towards data protection by providing secure storage solutions. Your patient information should be kept safe in strong, locked-up storage systems that protects it from cyber threats or breaches. This tough storage setup makes sure your data stays private and secure.

Integration with Healthcare Systems

Seamless Integration with EMR/EHR

A good Patient Intake Software seamlessly integrates with Electronic Medical Records (EMR) or Electronic Health Records (EHR) systems. A good Patient Intake Software is designed to sync up with Practice Management Systems, ensuring that administrative tasks flow smoothly. From appointment scheduling to billing, this compatibility ensures that every part of the healthcare practice works together seamlessly, reducing headaches and enhancing overall efficiency. 

Benefits of Using Patient Intake Software

Let’s take a closer look at how Patient Intake Software transforms the traditional approach to patient intake. It streamlines processes, improves accuracy, and overall enhances experience for both healthcare providers and patients.

The adoption of automated patient intake software isn’t just a technological upgrade; it’s a commitment to efficiency, accuracy, and patient satisfaction. As we continue to explore the myriad benefits, it becomes evident that this innovation is reshaping the very foundation of healthcare delivery.

Time Efficiency

1. Reduced Paperwork for Medical Intake

The days of drowning in paperwork are becoming a thing of the past with digital patient intake. By digitizing the documentation process, healthcare providers bid farewell to piles of patient intake forms, allowing for a more manageable and eco-friendly approach.

2. Faster Patient Onboarding Process

Automated Patient Intake doesn’t just stop at eliminating paperwork; it takes the check-in process to new speeds. Patients no longer face lengthy waits at the reception desk. Instead, a few clicks are all it takes for a swift and hassle-free check-in, leaving both staff and patients with more time for quality healthcare.

Improved Accuracy

1. Error Reduction in Data Entry

No more manual data entry. Patient Intake Management Software automates this often error-prone task, significantly reducing the risk of errors in patient records. This not only makes care better but also helps avoid problems from mistakes in data.

2. Consistent Information Capture while Patient onboarding

Consistency is key in healthcare, and Patient Intake Software ensures just the same. By using the same method for getting information, the software makes sure we collect all the patient data in a reliable and complete way, creating a better patient record.

Enhanced Patient Experience

1. Streamlined Patient Intake Registration Process

Patient experience plays a vital role in Patient Intake Software, especially during the registration process. With digitized intake processes, patients can easily navigate through registration forms. This not only reduces stress but also sets a positive tone for their overall healthcare journey.

2. Patient-Friendly Interfaces

Gone are the days of confusing forms and difficult interfaces. Patient Intake Management Software prioritizes user-friendliness, ensuring that patients can interact with the software effortlessly. Clear instructions, intuitive design, and accessible interfaces contribute to an overall positive and user-centric experience.

Top 10 Patient Intake Software in 2025

1. Emitrr
2. Curve Dental
3. LeadSquared
4. SolutionReach
5. Mend
6. Luma Health
7. Klara
8. Weave
9. Nexhealth
10. Phreesia

1. Emitrr: Best Patient Registration Software

Emitrr is a top-notch Patient Intake Software that’s perfect for healthcare practices. It’s great at digitizing the entire patient intake process, improving communication, making tasks easier, and involving patients more. Emitrr is easy to use, HIPAA compliant, and can grow with your needs. With Emitrr, you can create and send digital intake forms within seconds. You can add signatures, do customization, get real-time insurance verification, and more. If you want a simple and effective way to connect with your patients, Emitrr is the way to go.

Key Features

• Digital Patient Intake Forms: Simplify patient onboarding with easy-to-use digital patient intake forms. Complete patient intake forms before arrival via email, text, or portal, no paperwork required.
• E-Signature & Consent: Get patient’s e-signature for consent, privacy, and treatment forms and auto-store them for compliance and HIPAA.
• Real-time Insurance Verification: Verify insurance, check eligibility claims and benefits to reduce claim denials and last-minute billing surprises.
• Online Appointment Scheduling: Streamline your booking process with convenient online appointment scheduling.
• Self-Scheduling: Allow patients to view available providers and their time slots, and allow them to self-book their appointments.
• Form customization: Select from existing templates or create medical intake forms from scratch within seconds.

Watch this video to see how you can create and send digital intake forms to your patients using Emitrr in seconds:

• Bulk SMS Scheduling: Save time by scheduling bulk SMS messages for efficient communication.
• Appointment Reminders: Enhance appointment adherence with automated and timely appointment reminders.
• Webchat To Text: Engage with patients seamlessly through webchat to text conversions.
• Missed Call To Text: Turn missed calls into efficient text conversations for improved communication.
• Online Patient Surveys: Gather valuable insights with online patient surveys for continuous improvement.
• Patient Reviews And Reputation Management: Manage and boost your online reputation with patient reviews and reputation management tools.
• Unified inbox: Manage and reply to all the conversations happening across different platforms, such as the Web, Facebook, phone, etc., in a single place.
• Automation: Send automated replies to your customers or schedule your messages for later. 
• Reports: Track customer service volume, resolution time, message delivery rate, etc., and get detailed reports on the same.  
• Segmented list: Classify each of your customers to keep conversations separate.
• Chat-based SMS survey: Send review links, survey links, etc., to gather customer feedback. 
• Custom field & templates: Create new templates or customize the existing ones to send SMS to customers.
• Auto-replies: Set up auto-replies for frequently asked questions
• Opt-outs: Ensure TCPA compliance by giving your customers the option to opt out of your messages.
• Link shorteners: Share patient intake form links in a short presentable format.   
• Bilingual messaging: Conversate with customers in multiple languages with this patient registration system. 
• Web chat to text: Take conversations that started on the web to your inbox.
• VoIP: Enjoy calling features like call recordings, IVR, edit extensions, calling analytics, disposition, call transfers, voicemail transcription, and more. 
• AI: Automate patient responses, digital patient intake forms collection, generate SMS templates and improve texts with Emitrr AI.

Here’s a video showing what more Emitrr AI agent can do:

Pros of Emitrr

• Secure texting platform: Emitrr complies with HIPAA and TCPA to ensure all your healthcare-related communication is done securely.
• Secure chat feature: Using Emitrr’s secure chat feature, you can have a confidential conversation with your patients. 
• Exceptional customer service: This patient registration system offers excellent customer service 24×7 and even has a stellar 5/5 rating on Capterra for the same. 
• Customization options: With this patient registration system, you don’t have to pay for features you don’t need; the platform offers you customized pricing options specifically tailored to your healthcare needs. 
• 100% transparency, no hidden charges: Emitrr offers 100% transparency in pricing right from the initial call and does not surprise you later with hidden charges. 

Cons of Emitrr

• More advanced features are being launched.

Emitrr Pricing

Emitrr’s pricing is quite affordable and can be tailored to your healthcare practice’s specific use cases and needs. To get a custom price quote, you can contact support.

Emitrr Integrations

Emitrr seamlessly integrates with over 500 EHR/PMS software, including: 

• Drchrono
• Denticon
• eClinicalWorks
• Dolphin
• Dentrix Enterprise
• Curve Hero
• Eaglesoft
• AthenaHealth
• Kareo
• Dentrix Ascend
• OpenDental
• Dentrix
• Orthotrac
• Practiceworks
• And more!

Emitrr Reviews & Ratings

Emitrr’s overall customer rating on Capterra is 4.8 and on g2 is 4.7/5. Have a look at what Emitrr users are saying:

“You have it all integrated into one platform, the signatures, the amount of characters, you can attached files, send photos. You are able to create and send forms. Unlimited amount of things we can use and take advantage of.”

“AWESOME. I would recommend to anyone looking for a messaging platform. Especially love having a text friendly retail number that is the SAME as the number we’ve always had.”

Emitrr Support Channels

• Email: Send email to Emitrr’s support team at support@emitrr.com
• Phone: Call Emitrr at +1 (210) 941-4696
• Live chat: Chat with Emitrr’s live representatives
• FAQs/forum
• SMS
• Knowledge base

2. Curve Dental

Curve Dental is a leading dental practice management software that streamlines operations for dental professionals. With its user-friendly cloud-based platform, Curve Dental simplifies tasks such as appointment scheduling, patient records, and billing. Designed for efficiency and ease of use, this client intake software empowers dental teams to focus on delivering top-notch patient care while optimizing the overall management of their practice.

Key Features

• Anywhere Access: Curve Dental’s cloud platform lets you manage tasks from anywhere with an internet connection, offering flexibility and accessibility.
• Easy Interface: Curve Dental keeps it simple with a user-friendly design, making it easy for dental teams to navigate and use the software efficiently.
• All-in-One Management: Covering scheduling, patient records, and billing, Curve Dental streamlines tasks for a more organized dental practice.
• Top-notch Security: Curve Dental prioritizes data security, implementing strong measures to protect patient information and ensuring compliance with regulations like HIPAA.

Pros of Curve Dental

• Ease of use: Designed with simplicity in mind, making it easy for staff to learn and use effectively.
• Suitable for solo practitioners: This patient intake tool is suitable from solo to multi-location practices, adapting to various operational needs.
• Convenient tools: Tools like online scheduling and digital intake forms improve patient convenience and satisfaction.

Cons of Curve Dental

• May lack certain functionalities: This medical intake tool may lack features required by specialized practices, such as orthodontics or oral surgery.
• Customization limitations: Some users report limitations in customizing reports and templates to fit specific practice needs.

Curve Dental Pricing

Contact them for more details

Curve Dental Integration

Here’s what Curve Dental can integrate with:

• GoTo Connect
• Bola AI
• Birdeye
• Other Integrations

Curve Dental Reviews & Rating

Curve Dental has a rating of 4.4/5 on Capterra and 4.6/5 on g2. Here’ what Curve Dental customers are saying:

“There are many “options” needed that, hopefully, will be coming. If you print a receipt for a patient (they need for FSA or HSA) the tooth number does not print on the receipt. This has been an issue for several patients. Statements are not easy to process. The reports are unimpressive.”

“It is cloud based and can be accessed from anywhere with an internet or wifi.”

Source: Capterra

Curve Dental Customer Support Channels

• Phone
• Email
• Knowledge Base
• Live Chat

3. LeadSquared

LeadSquared is an innovative patient registration software that is designed to boost efficiency and improve patient engagement. Tailored for healthcare providers, it offers a seamless and user-friendly experience from initial contact to appointment scheduling.

Key features include:

• Automated Scheduling: Simplify appointment bookings with easy-to-use automation.
• Digital Intake Forms: Collect patient information effortlessly through customizable digital intake forms.
• Seamless Integration: Integrate with your existing EHR and practice management systems.
• Secure Data Handling: Ensure patient data privacy with robust security measures.
• Real-Time Notifications: Keep patients informed with instant notifications and reminders.

Leadsquared Pros

• Suitable for all: Suitable for solo healthcare practitioners as well as multi-location units
• Useful: This patient registration software helps in reducing administrative burden
• Robust analytics tool: Powerful analytics tool for all kinds of insights
• Great for personalized communication: Support tools for personalized communication with patients

Leadsquared Cons

• Difficult to use: Leadsquared is not easy to use and there is a learning curve to using it
• No free trial available
• Limited reporting feature: The reporting and analytics feature of Leadsquared healthcare CRM is limited
• Frequent bugs: Some users experience frequent automation failures and bugs with this patient registration software.
• Poor mobile app: Mobile app is not fit for daily use and may come with integration problems

Leadsquared Pricing

Leadsquared pricing for healthcare CRM plans starts at $25 per user per month.

Leadsquared Integrations

Leadsquared integrates with tools like:

• 100 Coins
• AdvancedMD
• Ameyo
• Acuity Scheduling

Leadsquared Reviews & Ratings

Leadsquared has a rating of 4.3/5 on Capterra, and here’s what customers are saying about it:

“The UI of the software can become monotonous as there are not many options to customize the look and feel.“

“I liked the simple drag-and-drop interface, the powerful automation features, and the ability to quickly create and deploy custom applications.“

Source: Capterra

Leadsquared Customer Support Channels

• Phone
• Email
• Web

4. SolutionReach

Solutionreach is a leading patient relationship management solution, revolutionizing healthcare communication. It streamlines processes, enhances provider-patient connections, and empowers practices for exceptional care delivery. Take a look at the features that make Solutionreach one of the best patient intake solutions:

Key Features

• Two-way patient texting: Engage in one-on-one conversations with your patients and solve their queries in real-time.  
• Mass patient texting: Send SMS to hundreds of patients at once and save hours worth of daily time.  
• Access controls: Put a limit on who all can access patient data on your portal.
• EHR integration: Integrate SolutionReach with your existing EHR/EMR for easy data access.    

Pros of SolutionReach

• Variety of features: SolutionReach offers a bunch of features such as batch messaging, surveys, medical intake, text-to-pay, etc. 
• Great for team collaboration: The software also comes with great team collaboration features. 
• Intuitive platform: The SolutionReach software has a very intuitive interface and is very easy to use. 

Cons of SolutionReach

• Frequent technical issues: Many users have complained about the SolutionReach software giving them frequent technical issues and other glitches that slow them down. 
• Inconsistent customer support: The platform’s customer support is also inconsistent, and you may or may not receive quick and effective resolution from them. 
• Limited customization options: The software offers very limited customization options, be it for pricing, texting, etc. 

SolutionReach Pricing

There are three SolutionReach pricing plans available: 

• Pro: Need to contact support 
• Enterprise: Need to contact support
• Premium add-ons: Need to contact support

SolutionReach Integrations

SolutionReach offers integration with third-party tools; however, not much information is available on the same. 

SolutionReach Reviews & Ratings

SolutionReach has a rating of 4.3/5 on g2 and 3.8/5 on Capterra, and here’s what users are saying about it:

“This software does a great job sending out appointment reminders and birthday celebrations. The patients also like to be reminded about their appointment an hour in advance.”

“Customer support and reliability are awful. We left because we could not count on them and when they screwed up they don’t admit their errors which is very frustrating.”

Source: Capterra

SolutionReach Support Channels

• Phone
• Email
• Chat
• Knowledge base
• FAQs

5. Mend

Mend is a leading platform in healthcare with user friendly tools for patient communication and engagement. With a focus on connecting patients and providers seamlessly, Mend offers user-friendly tools for secure messaging, appointment reminders, and streamlined communication.

Key Features

• Digital intake forms: Send out digital intake forms and collect patient information easily.  
• Automated patient payments: Use an online check-in and payment center that is suitable for collecting payments from patients efficiently.
• Group video and scheduling: Schedule video patient appointments for patients who can’t visit you. 
• Digital patient check-in: Allow patients to check-in online and reduce patient wait time in your clinic. 

Pros of Mend

• Useful telehealth feature: Mend offers telehealth features like video calling patients, unlike many other platforms. 
• Easy to use: This patient intake solution has a very intuitive interface and easy design, and users love how easy it is to use its app.  
• Quick support: Users love how efficient and quick Mend’s customer support team is.

Cons of Mend

• Slow: The Mend app is very slow in scheduling appointments and processing other tasks. 
• Connectivity issues: Many users have pointed out facing connectivity issues and other glitches, which hinder the workflow a lot.  

Mend Pricing

To know Mend’s pricing, you would have to get in touch with their support team.

Mend Integrations

Mend can be integrated with your EHR/PMS software easily, including:

• athenaHealth
• Exam
• Kipu
• eClinicalWorks
• Acumen

Mend Reviews & Ratings

Mend has a rating of 4.6/5 on Capterra and 4.7/5 on g2, and here’s what Mend users are saying:

“I have had frequent disconnections or missed connection and frequently have to trouble shoot.”

“Mend tech team wonderful at making changes as we request them and finding solutions for alternate workflows. Great implementation process.”

Source: Capterra 

Mend Support Channels

• Call
• Email

6. Luma Health

Luma Health is a pioneering patient engagement platform revolutionizing healthcare communication. With a suite of tools, it streamlines appointment scheduling, enhances communication, and prioritizes personalized patient care.

Key Features

• EMR integration: Integrate this patient intake software with your existing EHR/EMR for easy access to patient information. 
• Broadcast messaging: Send important notifications and emergency alerts to multiple people at once. 
• Automation: Automate outreach for sending customized reminders and recall texts for effective patient communication.
• Reviews and reputation management: Send review links and collect patient feedback to improve and manage your healthcare practice’s reputation. 
• Scheduling: Allow patients to book appointments via SMS and set up rule-based scheduling of appointments. 

Pros of Luma Health

• Integrates with multiple EHRs: Users appreciate how well Luma Health integrates with different EHRs and brings together all the processes in one place. 
• Good automation capabilities: This software offers many automation capabilities, such as AI voice navigator, Luma bot, digital intakes, scheduler assistant, etc., to automate tasks related to scheduling appointments. 
• Easy-to-use interface: Luma Health has a modern and easy-to-use interface that can be used by people at all levels easily. 

Cons of Luma Health

• No live support: The biggest complaint of users is that Luma Health does not offer live chat support, and that really becomes a challenge for users when they face urgent issues.  
• Offers limited features: Luma Health offers very less HIPAA-compliant SMS texting features and majorly comes with features related to online scheduling. 
• Expensive for small practices: Luma Health’s pricing starts at $250 a month, which can be quite expensive for small healthcare providers. 
• Limited customization: Since there is a lack of SMS features, there is also a limitation to how much customization you can do using Luma Health. 

Luma Health Pricing

Luma Health has not revealed its pricing plans on its website. However, according to Software Advice, it charges about $250 per month from its customers.

Luma Health Integrations

• Epic
• Veradigm
• OracleHealth
• eClinicalWorks
• Greenway
• Meditech

Luma Health Reviews & Ratings

Luma Health has a rating of 4.6/5 on Capterra and 4.8/5 on g2. Here’s what Luma Health users are saying:

“Not having access to patient account numbers and not being able to exclude patients by insurance companies are our major hurdles. It is also a bit pricy and the contract terms are long and inflexible.”

“I love that Luma gives us the opportunity to customize the messages that go out to our patients. We have used other software that didn’t and this capability is huge for us.”

Source: Capterra 

Luma Health Support Channels

Luma Health offers solutions to customer queries and concerns only through email/ticketing. A lot of users have complained about the lack of real time/live support on this platform.

7. Klara

Klara is a cutting-edge communication platform reshaping healthcare interactions. With a focus on seamless and secure messaging, Klara connects healthcare providers and patients to streamline communication, optimize workflows, and enhance patient care experiences.

Key Features

• Appointment reminders: Send appointment reminders to patients via SMS with options to confirm, cancel, or reschedule appointments.
• Webchat: Enable the web chat feature and interact with potential patients right on the website.
• EHR integration: Simplify your workflow and keep your records updated by integrating your current EHR system with Klara. 
• Broadcast messaging: Update changes in the schedule of healthcare providers and share important information with all your patients scheduled for the day at once with broadcast messaging. 
• Two-way texting: Allow your patients to text you back with a two-way texting feature.
• Healthcare automation: Automate routine tasks like appointment reminders, patient messaging, etc., to reduce administrative workload and improve patient interaction. 
• Textable numbers: Make your medical phone number textable without changing numbers and start receiving patient SMS. 

Pros of Klara

• Telemedicine support: Klara offers a telemedicine facility with features like a virtual waiting room and video streaming, allowing your patients to connect with you remotely.
• Useful automation capabilities: Klara automates many routine tasks such as answering calls, sending appointment reminders, sending patient forms, etc., and reduces administrative workload. 
• Intuitive dashboard: This patient intake solution has a very intuitive interface and is super easy to use. Klara’s desktop version is also well-designed and can easily be used by all.
• Engagement optimization: With features like two-way texting, secure texting, file sharing, etc., Klara helps healthcare professionals simplify patient communication for better patient engagement. 

Cons of Klara

• Poor integration with PMS/EMR/EHR/ systems: Klara does not integrate with PMS/EMR/EHR/ systems seamlessly, affecting the way healthcare professionals communicate with their patients.
• Many functional issues: Users find many functional issues with the Klara app, such as issues with internal message assignment, issues with labeling conversations, etc., which affect the day-to-day healthcare tasks. 
• Unreliable customer support: Klara users often complain about delayed responses from Klara’s customer support team, even for urgent issues. They have also pointed out how the limited support options pose a lot of problems for users. 
• Limited team collaboration features: Klara lacks many team communication features such as conversation tags, conversation assignments, sharing reference notes, tags, etc.

Klara Pricing

There is limited information available on Klara pricing.

Klara Integrations

Klara integrates with EHR & PMS software, including:

• Practice Fusion
• NexHealth
• EpicCare EMR
• ModMed
• Nextech
• Athenahealth
• DrChrono
• Oracle Health

Klara Reviews & Ratings

Klara customer ratings is & 4.5/5 on G2 and 4.3/5 on Capterra, and here’s what users are saying about it:

“The way the messages are labeled or assigned needs to improve. My suggestion is to bump up the screening of the type of msgs. Improvement is needed in picking up certain filtered words to help categorize the msgs.”

“What I like most about the Klara app is the simplicity of getting around the app. It’s very easy to use and you can speak with your provider with ease, as well as send and receive documents/forms.”

Source: Capterra 

Klara Support Channels

• Phone
• Email
• Chat

8. Weave

Weave is a top communication platform, simplifying customer interactions and optimizing business operations. With user-friendly tools like messaging and VoIP, Weave helps businesses effortlessly connect with clients for enhanced customer engagement and streamlined communication. Take a look at features that make Weave one of the best patient intake solutions:

Key Features

• Reminders: Send message reminders to your patients ahead of their appointments and reduce no-shows.   
• Team chat: Connect with your medical staff with the efficient team chat option and keep everyone in the loop for all internal communications.  
• Two-way texting: Engage one-on-one with your patients for better patient experience. 
• Reviews: Send review requests to patients via SMS to build your online healthcare reputation. 
• Billing and payments: Send payment requests via SMS and allow your patients to pay you online
• Missed text auto-reply: Send automated replies to patients upon missing their message. 

Pros of Weave

• Ease of use: Weave users love the software’s simplistic design and ease of use. 
• Insurance verification: This client intake software verifies your patients’ insurance details automatically and imports them into your office’s schedule.
• Great mobile app: Weave’s app is great and users really appreciate how it allows them to tackle patient conversations from anytime, anywhere.

Cons of Weave

• Expensive: Weave’s plans start at $399 a month, which is way more than other client intake software shared in the guide.  
• Inconsistent customer support: As per many reviews, Weave’s customer support is unresponsive and slow.
• Limited text features: Weave does not offer features like filters to sort individual conversations, being able to send replies on a thread, etc.
• Frequent glitches: Many Weave users’ reviews suggest how often they face outages and downtimes when using the Weave software.

Weave Pricing

There are four Weave pricing options available: 

• Ultimate: $399 per month + $750 setup fees 
• Pro: Need to contact support 
• Elite: Need to contact support
• Essentials: Need to contact support

Weave Integrations

This patient intake solution integrates with many PMS/EHR software, including:

• Softdent
• PracticeWorks
• Sensei
• OrthoTrac
• drChrono
• Win OMS
• Eaglesoft
• Dolphin
• And more!

Weave Reviews & Ratings

Weave’s customer ratings are 4.5/5 on g2 and 4.8/5 on Capterra. Have a look at what customers are saying about Weave: 

“Support is terrible. Extremely long wait times both by phone, chat and email. If deploying in multiple locations, be VERY CAUTIOUS. Sales reps are quickly to sign you up, and no single point of contact.”

“I have overall had an amazing experience with Weave, from the ease of installation, to the ease of use and the ever helpful updates.”

Source: Capterra 

Weave Support Channels

• Chat
• FAQs/Forum
• Phone
• Email/Help Desk
• Knowledge Base

9. Nexhealth

Nexhealth is a leading healthcare technology platform, reshaping the patient experience through seamless digital solutions. With a focus on online scheduling and secure communication, Nexhealth enhances both provider efficiency and patient satisfaction and is considered as a good patient onboarding software.

Key Features

• Administrative Simplification: Optimizes administrative processes for healthcare providers. Reduces manual tasks, saving time and resources.
• Patient-Centric Approach: Fosters a patient-centric healthcare experience. Enhances overall satisfaction by providing convenient and efficient digital solutions.
• Two-way messaging: Talk with your patients via SMS and cater to their communication needs in a convenient way.  
• Access control: Create activity logs and monitor the overall activity of all users. 
• Online appointment scheduling: Let patients self-schedule their appointments. 
• Secure patient texting: Keep conversations with your patients private with this feature.
• Reminders: Send customizable patient reminders for recalls, upcoming appointments, or forms, to reduce no-shows in your outpatient clinic or any other clinic. 
• EHR integration: Integrate NexHealth with your internal tools and streamline your healthcare workflows. 

Pros of NexHealth

• Great customization features: NexHealth’s customization features, such as sending reminders, scheduling appointments, etc, work really well. 
• Easy setup: Setting up NexHealth is very easy, and you can get started with the platform in no time. 
• Seamless integrations: The NexHealth app integrates seamlessly with third-party tools and apps to ensure a smooth workflow. 

Cons of NexHealth

• Poor customer support: Nexhealth’s customer support is sluggish, and sometimes they don’t even respond. Even when they do respond, their resolution can be a hit-or-miss.
• High pricing: User reviews suggest that Nexhealth is pricey , especially when compared to other patient registration software.
• No mobile app: NexHealth does not offer an app which means users can’t access the software from their mobile device.

NexHealth Pricing

There is not much information available on NexHealth pricing, you would have to contact NexHealth support to get a custom quote.

NexHealth Integrations

This patient onboarding software offers synchronizer API to sync bidirectionally with health record systems like eClinicalWorks, Open Dental, Dentrix, etc. 

NexHealth Reviews & Ratings

NexHealth has a rating of 4.9/5 on Capterra and 4.8/5 on g2. Here’s what NexHealth customers are saying: 

“They make changes without adequate/any notification. They change workflow and functionality on the fly and expect the office to adapt. They placate, but do not listen to customers. LIMITED support hours. WEST coast centric mentality – east coast starts at 8am, but west coast support starts at 5am so they can fix issues before they impact the day.”

“Robust functionality that automates patient engagement workflow and integrates seamlessly with our Patient Management System.”

Source: Capterra 

NexHealth Support Channels

• Email
• Chat
• Phone

10. Phreesia

Phreesia, a pioneer in patient intake and engagement, transforms healthcare experiences through innovative solutions for registration, automated check-ins, and secure data collection. Streamlining administrative processes, Phreesia is dedicated to optimizing patient interactions and enhancing overall satisfaction for healthcare providers.

Key Features

• Efficient Patient Intake: Streamlines patient registration and check-in processes. Reduces administrative burden and enhances overall efficiency.
• Automated Check-Ins: Facilitates automated and seamless patient check-ins. Improves the patient experience by minimizing wait times.
• Secure Data Collection: Ensures the collection of patient information is secure and compliant. Enhances data accuracy and privacy for both patients and providers.
• Insurance verification: Save precious time by using this feature to verify the patient’s insurance beforehand.
• Automated payment collection: Phreesia offers patients several ways to pay copays and balances online without the involvement of staff.
• Appointment tracking: Track all appointments and see what new appointments were made, canceled, or rescheduled for the day. 
• Online appointment: Allow patients to self-schedule appointments directly from their own device anytime. 
• Analytics: Get detailed reports, be it appointments, scheduling, payments, and more.  

Pros of Phreesia

• Easy to use: Phreesia’s interface is modern, and users love how easy it is to use this patient communication software. 
• Detailed reporting feature: Users love the detailed reports generated by Phreesia as it helps them analyze how their campaigns are performing. 
• All-in-one solution: Phreesia is an all-in-one communication software, and it offers features for payment collection, communication, and insurance verification,  which users really love.

Cons of Phreesia

• Laggy software: As per many user reviews, Phreesia lags a lot and takes up unnecessary precious time. 
• Long integration time: Integration with Phreesia takes a lot of time, and users find that quite a problem. 
• Poor customer service: Phreesia’s customer support team can be quite impatient at times and take days to offer effective solutions. 

Phreesia Pricing

Phreesia has not shared their pricing structure; you will have to get in touch with their support team to know more. 

Phreesia Integrations

Phreesia offers integrations with:

• eClinicalWorks
• athenaHealth
• AdvancedMD
• Meditech
• Epic
• Oracle
• Nextgen
• And more!

Phreesia Reviews & Ratings

Phreesia is rated 4.3/5 on Capterra and 3.9/5 on g2, and here’s what Phreesia customers are saying:

“Integration has been an ongoing issue. The interface is clunky and causes a lot of problems with duplicate encounters, multiple documents in EHR, and lag time from when an appointment is entered into our EHR to when it populates in Phreesia varies from instantaneous to many minutes.”

Source: Capterra

Phreesia Support Channels

• Call
• Email

Feature-to-Feature Comparison for Software

Software	Medical Intake Forms	Appointment Booking	Group Texting	Online Scheduling	Reviews And Reputation	Automated Reminders	Payment Follow Ups
Emitrr	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Curve Dental	Yes	Yes	No	Yes	No	Yes	Yes
Solutionreach	No	Yes	No	Yes	Yes	Yes	Yes
Mend	No	Yes	No	Yes	No	Yes	Yes
Luma Health	No	Yes	No	Yes	No	Yes	No
Klara	No	Yes	No	Yes	No	Yes	No
Weave	Yes	Yes	Yes	Yes	Yes	Yes	Yes
NexHealth	Yes	Yes	No	Yes	Yes	Yes	No
Phreesia	Yes	Yes	No	Yes	Yes	No	No

How Emitrr is the Best Patient Intake Software

Emitrr provides a whole suite of patient engagement features along with the patient intake forms. Here are all the top reasons why we think Emitrr is the best patient intake software:

Patient Self-scheduling Option

Using Emitrr, you can add an appointment self-scheduling option on your website. Using this feature, you will be able to manage and present all available slots for multiple providers during any given day. And patients will be able to view and book the appointment as per the slot that best fits them.

Customizable Digital Patient Intake forms

Using Emitrr, you can create customizable digital patient intake forms. You can either choose from various patient intake templates or create a new one from scratch. And the best part is, that you can send these forms to your patient very easily, just like you would send a text message.

AI Integration Capability

Emitrr now offers many AI capabilities. Be it generating texts from prompts, reframing sentences, automating replies to frequently asked questions related to patient forms, insurance, or any other thing.

Converting Phone Calls to Texts

Emitrr transforms missed calls into text chats, ditching voicemails for efficient communication. Reduce call volume by 40% and stay seamlessly connected with patients. No voicemail worries – Emitrr provides accurate transcripts and lets you customize responses based on office hours. 

Elevate your healthcare practice, ensuring no call slips through the cracks. Stay smart, stay connected with Emitrr for guaranteed patient satisfaction.

Schedule Management

Emitrr streamlines scheduling, saving time and enhancing communication. Easily integrate and manage appointments, organize team schedules, and access key customer details. Simplify your workflow with Emitrr.

Patient Retention With Automated Recalls

Emitrr’s automated patient recall, boosting retention by 75%. Customize and schedule recalls with two-way texting for confirmations. Streamline management and integrate seamlessly with EHR/EMR and PMS for efficient retention.

Enhancing Online Reviews and Reputation

Emitrr simplifies online reputation enhancement. Our automated review campaigns make requesting and managing customer reviews easy. You control when and how to ask for reviews, receive alerts for new feedback, and respond directly from a single platform. Streamline your reputation management with Emitrr.

All-In-One Platform

Emitrr simplifies your work by bringing all your essential features – conversations, team discussions, reviews, calendar, and emails – under one roof. No more hopping between different platforms! With Emitrr, everything you need is just a click away on a single screen, allowing you to focus on other crucial tasks.

Emitrr’s Handy Chrome Extension

Tired of copying and pasting phone numbers for texting? Emitrr’s Chrome Extension has you covered. It lets you send a text directly from any number you find online, without switching back to your texting platform. Simply click the Emitrr logo on the number, and start texting instantly.

User-friendly and Easy

Emitrr keeps things simple with a user-friendly interface. It’s easy to use, and you can get the hang of it with minimal effort. No complex learning curves here!

1000+ Integrations for Smooth Workflows

Emitrr plays well with others. It seamlessly integrates with your existing systems like EHR, PMS, and EMR, automating tasks and saving you from doing things manually.

5-star Customer Support

Emitrr boasts best-in-class customer support available 24/7 to assist you. Whether you have questions, encounter issues, or need guidance, Emitrr’s customer support team is always ready to make your experience seamless and your work easier.

Additional Features

• Effortless Contact Management: Easily handle your contacts by selecting and removing multiple entries effortlessly.
• Unlimited Contact Addition: Add as many contacts as you need without any restrictions holding you back.
• Seamless Reminder Automation: Simplify the process of setting up reminders, ensuring smooth operations.
• Comprehensive Text Messaging Automation: Address all your communication needs with automated text messaging.
• Reliable Message Delivery: Benefit from a solid 100% message delivery rate, ensuring your messages consistently reach their destination.
• Customizable Templates: Choose from a variety of templates for different scenarios, making messaging a straightforward task.
• Extensive EMR/EHR Integrations: Integrate seamlessly with over 1000+ EMR/EHR systems, ensuring a streamlined workflow.
• Message Priority: Quickly locate unread messages for prompt attention and response.
• Broadcasting Feature: Send the same message instantly to multiple contacts, saving you time and effort.
• Transparent Pricing: Experience fair and transparent pricing with no surprises.

Access to so many features and functionality makes Emitrr one of the best patient intake solutions.

Patient Intake Software FAQs

Conclusion

Investing in patient intake software is the secret sauce for a brighter healthcare future. Exploring healthcare onboarding software options has shown us a range of innovative solutions. After careful consideration, Emitrr stands out as the best choice, offering a user-friendly interface and robust features for meaningful patient interactions. Choosing Emitrr means embracing a future-ready and patient-focused approach to healthcare.

Dive into a new era of healthcare excellence! Improve communication, simplify operations, and boost patient satisfaction with us. Let’s shape the future of healthcare together! 

Book a demo now to experience enhanced communication and take patient engagement to a whole new level.