Best Patient Intake Software

Trusted by over 25 million users, Jotform is an all-in-one, no-code platform that simplifies data collection, automation, and online sales. Using its drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, payments, and e-signatures. With 10,000+ templates and advanced features like conditional logic and 200+ integrations, Jotform streamlines workflows. Jotform's AI-powered Agents provide real-time customer support, guiding users through form submissions, answering questions, and ensuring a smooth experience while reducing manual intervention. These AI agents learn from interactions to improve responses, enhancing efficiency and customer satisfaction. The platform also includes a Store Builder to sell products and services, accept payments through 30+ gateways, and tools like Approvals and Report Builder to automate workflows and generate actionable insights.

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.

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.

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.

Medical Check In is a patient queuing solution specifically designed to meet HIPAA privacy standards and improve patient flow . With Medical Check In, medical offices can get basic information from patients like names, reason for visit, dob and accurate time stamps and then pass the information to an organized check list. Medical Check In will automatically sort patients for quicker response. Medical Check In is specifically built for the queuing business model.

PatientTrak offers world class patient tracking solutions which can be used in any healthcare setting needing to manage the patient flow process. From single provider practices to large hospital groups, to multi-facility healthcare organizations, our systems are both affordable and scalable. We offer patient flow solutions which can be used in any healthcare setting needing to manage the patient flow process. Our solutions are used to visual flow, identify bottlenecks and help facilities improve patient flow. From single provider practices to large hospital groups, to multi-facility healthcare organizations, our systems are both affordable and scalable. PatientTrak Text Messaging, Online Reservation and Text to Sign-In solutions can be used to create a virtual waiting room and direct patients to sign-in from outside the facility, and inform them when they are ready to be seen.

Enjoy ease of access and security without compromise. Work remotely, see patients and stay connected with a comprehensive cloud suite of office and remote care technologies. Since 1999 we are the only medical office software built on a 100% cloud platform. We are pleased to offer our entire suite of software and data storage on the Amazon Web Services (AWS) cloud hosting platform. Combined, AdvancedMD and AWS offer an unprecedented experience with fast, reliable access to all your information, unwavering data security, and simplified storage with automatic backup. No other ambulatory software system offers this standard of hosting, which means starting or growing your practice on the cloud is as easy and affordable as it gets. Because our software is hosted and managed on AWS, as part of your low monthly subscription you get the highest levels of reliability, security and performance. Our cloud platform makes our software simple to access across multiple devices and platforms.

Deliver an end-to-end patient experience that integrates in real-time with your practice management system. The only solution that reads and writes data in real-time with your practice management system. We spend most of our engineering resources on creating the best bidirectional integrations with EHR and practice management systems. Now you can develop and deploy your product in weeks, not years. Our engineers consume our own API to build our own doctor-facing SaaS product, so you know you will always get an experience that is tested and can scale. Online patient scheduling allows visitors to see your availability in real-time and schedule appointments on-demand from any location or device. NexHealth scheduling software fully customizes your schedule right out of the box. Our team of product experts helps implement both your calendar of record and your EHR system – no matter how complex your schedule.

Patient intake software. Digital tools to help your healthcare organization succeed in a changing landscape and deliver the modern, convenient experience your patients expect. Phreesia’s automated patient intake platform engages patients in their care and gives you the capacity to do more of what matters in your organization. Healthcare organizations are successfully using Phreesia’s Intake for Telehealth solution to gather important patient information for each telehealth visit, at scale. Phreesia’s automated patient intake platform supports your organization’s digital front door strategy, engaging your patients at every step in their healthcare journey, during in-person and telehealth visits, through our native applications or our library of APIs. Create a custom patient intake management solution that engages patients in their care and gives you the capacity to do more of what matters to your organization.

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.