Tired of endless patient registration forms?
Your staff is buried under manual data entry, and patient check-in takes forever. This not only slows down your clinic but frustrates patients.
The real issue is redundant data entry from paper forms into your EHR system. It creates a major bottleneck and invites costly errors.
Juggling both paper and digital intake only makes things worse. It adds operational complexity without solving the core inefficiency, ultimately frustrating your staff and patients.
But what if you could automate the entire registration process? Imagine freeing up your team to focus on quality patient care instead of paperwork.
In this article, I’m going to guide you through the best patient intake software on the market. I’ll help you find the perfect fit for your practice.
You’ll discover how these tools can slash administrative burdens, improve data accuracy, and significantly enhance the patient experience at your clinic.
Let’s get started.
Quick Summary:
| # | Software | Rating | Best For |
|---|---|---|---|
| 1 | Phreesia → | Growing healthcare clinics | |
| 2 | Yosi Health → | Wellness-focused practices | |
| 3 | Luma Health → | Growing clinics | |
| 4 | Tebra → | Growing medical practices | |
| 5 | NexHealth → | Growing healthcare clinics |
1. Phreesia
Are you struggling with overwhelming patient registration?
Phreesia offers automated tools for intake, access, and payments, streamlining your registration process with specialty-specific workflows. This means your staff can focus more on patient care and less on data entry, improving efficiency.
You’ll find Phreesia empowers patients to take an active role in their care. This leads to improved patient engagement, reducing the burden on your administrative team.
Simplify your operations.
Phreesia introduces online appointments, referral management, and automated appointment tracking. This drastically reduces manual tasks and helps manage your schedule efficiently, easing the load on limited resources.
You can also collect patient-reported data to improve accuracy and personalize care, which enhances overall population health initiatives. Additionally, Phreesia’s automated payment options, including e-cashiering and flexible plans, ensure you get paid faster, directly impacting your revenue cycle. Plus, Phreesia provides robust data and reporting analytics across all applications to help you gain actionable insights.
The result is better patient outcomes.
Key features:
- Automated Patient Intake: Streamlines mobile and in-office registration with tailored workflows, minimizing manual data entry and improving administrative efficiency for your staff.
- Comprehensive Scheduling Tools: Simplifies online appointments, referral tracking, and automated reminders, reducing call volume and enhancing the patient scheduling experience.
- Revenue Cycle Management: Facilitates insurance verification, flexible payment options, and e-cashiering to accelerate collections and boost your organization’s financial health.
Learn more about Phreesia features, pricing, & alternatives →
Verdict: Phreesia truly stands out as a strong contender for the best patient intake software, offering automated solutions for registration, scheduling, and payments. Its ability to empower patients and improve staff efficiency, along with integrated analytics, makes it ideal for growing healthcare clinics aiming for streamlined workflows and enhanced patient engagement.
2. Yosi Health
Frustrated with inefficient patient intake processes?
Yosi Health offers solutions centered around holistic well-being. This means they focus on comprehensive health practices like aromatherapy and natural pain relief.
Their approach aims to reduce your operational stress by addressing underlying health concerns, ultimately leading to a more balanced and productive practice environment for you.
Here’s how they support your clinic’s needs.
Yosi Health emphasizes improving overall health, which indirectly benefits your clinic’s operations by fostering a healthier patient base. This focuses on preventing conditions like stress and anxiety, common issues that can impact patient engagement and adherence.
Their offerings include natural pain relief methods, which reduce reliance on traditional pharmaceuticals, and also provide solutions for improved sleep and anti-aging. These health-focused capabilities contribute to a proactive patient care model. Additionally, they provide insights into maintaining healthy teeth and gums, along with skin care, showcasing a broad wellness approach for your patients. The result is a more engaged and healthier patient population.
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Key features:
- Holistic Health Focus: Provides resources on aromatherapy, natural pain management, and stress reduction, helping your patients achieve overall well-being.
- Preventative Care Education: Offers guidance on healthy sleep habits, dental hygiene, and anti-aging practices, reducing long-term health issues for patients.
- Natural Product Integration: Recommends specific essential oils and magnesium supplements, allowing for diverse treatment options within your practice.
Learn more about Yosi Health features, pricing, & alternatives →
Verdict: Yosi Health isn’t a direct patient intake software, but their focus on complementary medicine and holistic health can enhance patient experience. If your clinic aims to provide comprehensive wellness solutions that go beyond traditional intake and care, aligning with a platform that champions natural health and well-being like Yosi Health could be the best Patient Intake Software strategy to attract and retain patients seeking such integrated care.
3. Luma Health
Is your patient intake process still a headache? This means you’re likely grappling with manual data entry, frustrated patients, and missed appointments, which are common pain points for growing clinics.
Luma Health’s platform offers automated solutions designed to address these very issues. It streamlines your entire intake workflow, from registration to scheduling.
Here’s how Luma Health transforms your patient experience.
You can automate patient registration, consent forms, and pre-visit instructions, reducing administrative burden. The platform features robust patient scheduling capabilities, allowing patients to book and manage appointments independently, which significantly cuts down on calls.
Additionally, Luma Health includes automated reminders and recalls, which means you can reduce no-shows and ensure continuity of care, leading to better patient outcomes and increased revenue for your practice. It also offers real-time insurance verification. The result is a more efficient, patient-centric practice.
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Key features:
- Automated patient registration and consent forms significantly reduce manual data entry and ensure all necessary paperwork is completed digitally before appointments.
- Patient self-scheduling capabilities empower patients to book, reschedule, and cancel appointments on their own, improving convenience and reducing staff workload.
- Integrated appointment reminders and recalls help minimize no-shows, improve patient adherence to care plans, and ensure a consistent flow of patients for your practice.
Learn more about Luma Health features, pricing, & alternatives →
Verdict: Luma Health’s focus on automation, patient self-service, and real-time verification makes it a strong contender for the best patient intake software. It directly addresses the challenges of administrative overload and patient engagement, helping your clinic achieve smoother operations and improved patient satisfaction.
4. Tebra
Are clunky systems and admin tasks slowing you down?
Tebra offers an integrated EHR+ platform that connects care, billing, and scheduling, addressing your core challenges. This means you can increase time with patients, reduce paperwork, and maximize reimbursements.
It streamlines clinical documentation, freeing you to focus on patient care and ensures your team isn’t drowning in manual charting, billing, and review management.
Here’s how Tebra helps.
Tebra integrates your EHR with billing, scheduling, and reputation tools that communicate seamlessly. This means no more switching tabs or chasing down claims, simplifying your daily operations.
For instance, the patient experience tools simplify booking and intake with online scheduling and digital forms, while also providing HIPAA-compliant two-way messaging. Additionally, AI-powered features like AI Note Assist and AI Smart Staff help automate repetitive administrative work and generate quick replies to reviews. Plus, you get medical practice marketing tools to attract new patients, manage your online presence, and maintain up-to-date profiles across directories like Google, along with analytics to reveal trends and improve retention.
The result is a unified platform, designed for practice growth.
Key features:
- Integrated EHR+ platform connects care, billing, and scheduling, streamlining clinical documentation and maximizing reimbursements, all within one intuitive system.
- Patient experience tools like online scheduling, digital intake forms, and HIPAA-compliant two-way messaging to simplify patient interactions and reduce waiting room times.
- AI-powered automation including AI Note Assist for clinical notes, AI Smart Staff for admin tasks, and AI insights for review responses, speeding up workflows and reducing errors.
Learn more about Tebra features, pricing, & alternatives →
Verdict: Tebra stands out as the best patient intake software for growing practices, with over 150,000 providers trusting its integrated EHR+ platform. It simplifies everything from patient intake to billing and marketing, providing an all-in-one solution that reduces administrative burden and drives practice growth, helping you achieve more efficient operations and enhanced patient satisfaction.
5. NexHealth
Tired of manual patient intake causing headaches?
NexHealth offers a Patient Experience Platform designed to automate your entire patient journey. This means your practice can effortlessly book appointments, manage payments, and digitize forms.
You’ll be able to eliminate paperwork with digital forms that sync to your system, freeing up your team to focus on patient care.
This is how you streamline your practice.
NexHealth helps you streamline operations by offering online booking that syncs directly with your existing health record system. This reduces administrative workload and helps fill last-minute openings using features like the Waitlist.
You can also automate texts and emails with their Communications features, including reminders to significantly reduce no-shows and messaging to replace time-consuming voicemails. NexHealth also provides online Payments for faster transactions and Insurance Verification to confirm coverage in seconds, ensuring a smoother financial process for your patients and staff. Additionally, their Reviews feature helps turn every visit into a 5-star patient review, boosting your practice’s online reputation.
The result is increased productivity, profitability, and patient satisfaction.
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Key features:
- Online Booking & Waitlist: Fills your schedule effortlessly with direct EHR sync and helps you manage last-minute openings efficiently, reducing administrative burden.
- Automated Communications: Sends reminders, messages, and marketing campaigns to patients via text and email, significantly reducing no-shows and improving engagement.
- Digital Forms & Payments: Eliminates paper forms with real-time syncing and facilitates faster patient payments, saving your team hours of manual billing tasks.
Learn more about NexHealth features, pricing, & alternatives →
Verdict: NexHealth stands out as a strong contender for the best patient intake software, offering seamless EHR integration and automation for scheduling, communications, forms, payments, and insurance verification. Its ability to save practices like Daily Smiles Dental 50% on no-shows and cancellations directly addresses key pain points for growing healthcare clinics, providing a comprehensive solution to automate your registration process.
6. Doctible
Frustrated with time-consuming patient intake and communication?
Doctible offers a streamlined platform for patient engagement, practice operations, and marketing.
This means you can automate patient texting, reminders, and scheduling, saving your practice valuable administrative hours.
It’s time to simplify your daily workflow.
Doctible allows you to turn every patient interaction into an effortless experience. You can personalize targeted messaging for reminders and appointments, reducing no-shows and improving patient satisfaction.
This includes features like Smart Scheduler, which empowers patients to book appointments directly on your website, and Digital Forms, which improves patient experience by digitizing intake and consent. Additionally, the EasyFill feature provides an automated digital waitlist, enabling you to fill those last-minute cancellations quickly.
Plus, Doctible’s Patient Communicator allows you to text patients from your existing landline, providing a HIPAA-compliant, secure two-way communication channel.
The result is a more efficient and patient-friendly practice.
Key features:
- Automated Patient Reminders: Prevent no-shows with automated reminders, including voice reminders for hard-to-reach patients, significantly improving your appointment fill rate.
- Digital Forms & Smart Scheduler: Streamline patient intake by digitizing forms and empowering patients to self-schedule appointments directly from your website.
- Patient Communicator & Recall: Enable two-way text communication from your landline and automatically remind patients for past due appointments, enhancing patient engagement and retention.
Learn more about Doctible features, pricing, & alternatives →
Verdict: Doctible offers an all-in-one patient engagement solution that helps automate your registration process and save significant staff time. With reported results like 44% of last-minute cancellations filled and 131 hours saved per month, it’s a compelling choice if you’re looking for the best patient intake software to improve efficiency and patient retention.
7. Mend
Are patient no-shows delaying care and costing your clinic money?
Mend helps you solve this by enabling 24/7 self-scheduling that syncs in real-time with your EHR, reducing scheduling burdens.
This means you can fill appointment slots automatically, maximizing billable hours for your providers and ensuring client continuity, all while your waitlist gets addressed.
Time to automate your patient journey.
Mend streamlines your entire client journey, from initial scheduling to post-visit follow-up, all powered by AI. It manages critical moments, like automated appointment reminders and digital check-ins, significantly reducing the communication burden on your staff.
You can automatically send forms and screeners, provide instant confirmations, and easily collect payments, ensuring visits start on time with all necessary information. Mend also offers HIPAA-compliant virtual visits with one-click access, eliminating the need for patient portals or app downloads, boosting patient access to care.
Additionally, Mend integrates seamlessly with many popular EHR/PMS systems, allowing bi-directional syncing of client demographics and appointments, sending forms as discrete data to your EHR, and automating workflows. This frees up your staff to focus on direct client care, enhancing operational efficiency and patient satisfaction.
The result is increased access and reduced revenue loss.
Key features:
- AI-powered patient assistance: Emma, the AI assistant, handles scheduling, rescheduling, and technical support, freeing your staff to focus on patient care.
- Automated digital check-in: Collect forms, screeners, and payments easily for both virtual and in-person visits, ensuring a smooth, on-time start.
- Seamless EHR integration: Automatically sync client data and appointments bi-directionally with popular EHR/PMS systems, streamlining workflows and reducing manual data entry.
Learn more about Mend features, pricing, & alternatives →
Verdict: If you’re seeking the best patient intake software to transform your mental and behavioral healthcare practice, Mend offers a robust solution. With a guaranteed ROI and proven results like a 43% decrease in no-shows, it simplifies scheduling, automates communications, and integrates with existing EHRs, ensuring your providers stay productive and clients receive timely care.
8. OperaDDS
Overwhelmed by patient intake and administrative burdens?
OperaDDS offers an easy, touch-free solution with paperless forms that write back to your practice management system.
This means you can effortlessly collect intake and consent forms, removing a considerable data entry burden from your team.
It’s time to streamline your office.
OperaDDS solves information management by automating paperless forms, patient reminders, and review management, all designed for dental offices. You can easily collect sensitive information, ensure HIPAA compliance, and even retract emails.
The platform significantly reduces no-shows through automated two-way texting, voice reminders, and emails, allowing you to reschedule immediately if a patient cancels. Additionally, its intelligent review system pushes positive reviews to social media while flagging issues privately for your team to resolve, protecting your online reputation.
Plus, you get secure team messaging for instant, internal communication and patient updates from any device, alongside secure email for sharing sensitive patient data like CT scans, ensuring robust security.
This is everything you need in one place.
Key features:
- Paperless Forms: Easily collect all necessary patient intake and consent forms digitally, with automatic write-back functionality to your practice management system, eliminating manual data entry.
- Automated Reminders & Reviews: Reduce no-shows with customizable two-way texting and voice reminders, while an intelligent system automates positive review collection and flags issues for private resolution.
- Secure Communication: Benefit from HIPAA-compliant secure email for sensitive data transfer and an integrated team chat for instant, secure internal messaging and patient handoff checklists.
Learn more about OperaDDS features, pricing, & alternatives →
Verdict: OperaDDS provides a comprehensive, easy-to-use suite of tools ideal for any growing dental practice seeking the best patient intake software. Its focus on paperless forms, automated reminders, and secure communications helps you reduce administrative time, ensure compliance, and streamline workflows.
9. Solutionreach
Is managing patient intake overwhelming your team?
Solutionreach offers digital intake capabilities that help automate appointment reminders and collect patient information, streamlining your front office tasks.
This means you can easily reduce manual processes that frustrate both patients and staff, and turn around slow revenue collection in your practice.
Here’s how Solutionreach helps.
Solutionreach provides an all-in-one platform for patient engagement, powered by smart automation to keep your schedule full and revenue cycle moving.
It offers features like online scheduling and two-way texting, allowing you to engage patients with personalized messages every step of the way.
Additionally, you can utilize secure documents, payment technology, and insurance eligibility verification, making it easy to focus on high-value tasks while acquiring more patients and reducing no-shows. This boosts staff efficiency and accelerates your revenue cycle.
Get easy, effective communication for all.
Key features:
- Digital intake and online scheduling: Automate patient information collection and allow patients to book appointments, reducing manual entry and improving efficiency for your staff.
- Automated communication and reminders: Utilize two-way texting and appointment reminders to keep patients engaged, reduce no-shows, and maintain a full schedule.
- Revenue cycle acceleration: Manage payments, verify insurance eligibility, and implement recall campaigns to boost revenue and ensure faster collections.
Learn more about Solutionreach features, pricing, & alternatives →
Verdict: Solutionreach excels as a strong contender for the best patient intake software, offering robust automation for scheduling, digital intake, and payment processing. Its ability to boost appointment volume and accelerate revenue, with reported results like +$120,000 revenue from recall, makes it a valuable investment for practices aiming to improve patient satisfaction and staff efficiency.
Conclusion
Still drowning in patient paperwork?
I know the frustration of choosing the right tool. Redundant data entry creates bottlenecks, invites costly errors, and slows your entire clinic’s workflow.
Digital solutions are proven to fix this by reducing data duplication and improving workflow automation. This means less time spent on administrative tasks and more valuable time focused on direct patient care.
Here’s my top recommendation for you.
From everything I’ve reviewed, Phreesia stands out. It’s the most effective solution for automating your entire registration and intake process from start to finish.
Its specialty-specific workflows for intake, scheduling, and payments are unmatched. For a complete solution, it’s the best patient intake software for any growing healthcare clinic.
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I highly recommend you book a free demo of Phreesia to see how its automated tools can immediately transform your practice’s efficiency.
Your staff and patients will thank you.
