# Best Patient Intake Software for Small Business *By [Emma Stein](https://research.g2.com/insights/author/emma-stein)* Products classified in the overall Patient Intake category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small Business Patient Intake to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Small Business Patient Intake category. In addition to qualifying for inclusion in the Patient Intake Software category, to qualify for inclusion in the Small Business Patient Intake Software category, a product must have at least 10 reviews left by a reviewer from a small business. ## Category Overview **Total Products under this Category:** 91 ## Trust & Credibility Stats **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 2,700+ Authentic Reviews - 91+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## Top-Rated Products (Ranked by G2 Score) ### 1. [Weave](https://www.g2.com/products/weave-weave/reviews) Weave is the all-in-one experience platform for small- and medium-sized healthcare businesses. 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 healthcare providers attract, communicate with and engage patients to grow their practice. To learn more, visit getweave.com. **Average Rating:** 4.6/5.0 **Total Reviews:** 413 **User Satisfaction Scores:** - **Form Workflow:** 8.9/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.7/10) - **Patient Data Transfer:** 8.8/10 (Category avg: 8.9/10) - **Patient Check-in:** 8.6/10 (Category avg: 8.9/10) **Seller Details:** - **Seller:** [Weave](https://www.g2.com/sellers/weave) - **Company Website:** https://www.getweave.com - **Year Founded:** 2008 - **HQ Location:** Lehi, Utah - **Twitter:** @getweave (2,013 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1271877/ (1,138 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Office Manager, Owner - **Top Industries:** Medical Practice, Hospital & Health Care - **Company Size:** 91% Small-Business, 7% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (87 reviews) - Communication (71 reviews) - Text Messaging (67 reviews) - Patient Communication (66 reviews) - Texting Communication (53 reviews) **Cons:** - Technical Issues (40 reviews) - Messaging Issues (22 reviews) - Communication Issues (21 reviews) - Connectivity Issues (21 reviews) - Limited Features (21 reviews) ### 2. [NexHealth](https://www.g2.com/products/nexhealth/reviews) NexHealth is the patient experience platform that provides true practice automation. We help you eliminate the tedious tasks that slows your team down and keeps them tied to the front desk. Our proprietary Synchronizer technology syncs directly with your health record system in real-time, with updates appearing in seconds, not minutes or hours. This unique, reliable sync means you can actually automate every step of the patient journey from booking to payment without the errors and delays common on other platforms. Our patient booking software helps you fill the calendar without endless phone calls. Real-time online booking lets patients schedule 24/7 while our automated Waitlist fills last-minute cancellations in minutes. Bring patients back for the care they need with automated patient recall messages. Our unique 1-Click Booking links makes it easy for patients to schedule follow-ups via SMS or email without a patient portal, saving your team from hours of manual outreach and delighting patients with fewer steps to make an appointment. Handle your entire patient intake process with our HIPAA compliant digital forms software that eliminates the need for paperwork and manual data entry. We digitize your existing forms for you or you can easily create your own with the powerful form builder. Capture all the data you need - from consent, history, payments, and more. Patient information syncs automatically to their record in your EHR, saving you hours of time and reducing data mistakes. Stay on schedule with patients that show up with their intake forms already completed by sending the right forms automatically before each appointment. Next, NexHealth helps you eliminate phone tag with a comprehensive patient communication suite. Automate everything from customizable appointment reminder sequences that reduce no-shows to review requests after appointments that boost your online reputation using feedback from your happiest patients. Our HIPAA-compliant two-way messaging lets your team text directly with patients, ending the game of phone tag for good. Finally, get paid faster with in-office terminals and digital payment requests that sync with your EHR ledger. You can collect outstanding balances with simple text and email payment requests that make it convenient for patients to pay. Ledger Sync instantly shows who has a balance and automatically posts payments back to the patient record with correct provider and procedure attribution, saving hours valuable admin time every week. Free your team from repetitive tasks so they can focus on what matters most: the patients. Get started with flexible, month-to-month billing and no long-term contracts. **Average Rating:** 4.8/5.0 **Total Reviews:** 97 **User Satisfaction Scores:** - **Form Workflow:** 9.1/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.7/10) - **Patient Data Transfer:** 9.6/10 (Category avg: 8.9/10) - **Patient Check-in:** 9.5/10 (Category avg: 8.9/10) **Seller Details:** - **Seller:** [Nex Health](https://www.g2.com/sellers/nex-health) - **Company Website:** https://nexhealth.com - **Year Founded:** 2017 - **HQ Location:** San Francisco, California - **Twitter:** @nexhealthHQ (2,146 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/5366106/ (201 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Office Manager, Dentist - **Top Industries:** Hospital & Health Care, Medical Practice - **Company Size:** 87% Small-Business, 11% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (28 reviews) - Customer Support (14 reviews) - Communication (10 reviews) - Online Forms (10 reviews) - Patient Communication (10 reviews) **Cons:** - Messaging Issues (4 reviews) - Technical Issues (4 reviews) - Limited Features (3 reviews) - Appointment Management (2 reviews) - Calendar Syncing Issues (2 reviews) ### 3. [EHRYourWay](https://www.g2.com/products/ehryourway/reviews) EHRYourWay is an end-to-end, ONC-certified electronic health record (EHR) solution specifically designed for the unique needs of behavioral health organizations. This comprehensive platform caters to outpatient and inpatient mental health clinics, addiction treatment centers, psychiatric hospitals, and Certified Community Behavioral Health Clinics (CCBHCs). By integrating all necessary functionalities—from patient intake and admissions to scheduling, clinical documentation, billing, and reporting—EHRYourWay eliminates the need for multiple vendors and disjointed systems, providing a seamless experience for users. Targeted primarily at healthcare providers in the behavioral health sector, EHRYourWay addresses the complexities of clinical workflows, compliance, and billing associated with mental health care. The platform is particularly beneficial for organizations that require a high degree of customization in their documentation and operational processes. Unlike rigid EHR systems that impose predefined workflows, EHRYourWay allows organizations to configure the platform according to their specific needs, ensuring that forms, workflows, and rules align with existing practices. This flexibility is essential for maintaining efficiency and minimizing disruption in clinical settings. One of the standout features of EHRYourWay is its robust clinical documentation capabilities. The platform enables users to create fully customized electronic replicas of their existing paper forms, allowing clinical staff to document care in a familiar format. It supports a wide range of behavioral health documentation, including psychiatric evaluations, therapy progress notes, and treatment plans. Additionally, built-in validated assessments, such as the PHQ-9 and GAD-7, automate scoring, while the integrated treatment planning module ensures continuity across patient records, linking assessments, diagnoses, and treatment goals in a comprehensive, audit-ready manner. In terms of billing and revenue cycle management, EHRYourWay streamlines the entire process from eligibility verification to claims submission. Its advanced fee schedule rules engine automates the determination of CPT codes and charge amounts, reducing manual entry and minimizing errors. The platform accommodates complex billing requirements, supporting various payers, including Medicaid, Medicare, and commercial insurers. Furthermore, EHRYourWay is equipped with compliance features, such as SOC 2 and ONC certifications, ensuring that organizations remain audit-ready while adhering to regulatory standards. EHRYourWay also excels in practice management, offering integrated solutions for scheduling, telehealth, patient portals, and intake management without the need for third-party add-ons. With a dedicated team of over 150 developers focused exclusively on behavioral health, EHRYourWay provides specialized support seven days a week, ensuring that users receive assistance tailored to their operational needs. This commitment to understanding the intricacies of behavioral health operations sets EHRYourWay apart as a comprehensive solution for organizations striving to enhance their clinical and administrative workflows. **Average Rating:** 4.7/5.0 **Total Reviews:** 332 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 8.7/10) **Seller Details:** - **Seller:** [EHR Your Way](https://www.g2.com/sellers/ehr-your-way) - **Company Website:** https://ehryourway.com/ - **Year Founded:** 2008 - **HQ Location:** San Diego, California - **Twitter:** @ehryourway (168 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/ehr-your-way/ (32 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Therapist, Office Manager - **Top Industries:** Mental Health Care, Hospital & Health Care - **Company Size:** 55% Small-Business, 43% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (68 reviews) - Customer Support (29 reviews) - Efficiency (27 reviews) - Document Management (22 reviews) - Navigation Ease (21 reviews) **Cons:** - Technical Issues (12 reviews) - Limited Customization (11 reviews) - Poor Navigation (9 reviews) - Not User-Friendly (8 reviews) - Learning Curve (7 reviews) ### 4. [Klara](https://www.g2.com/products/klara/reviews) Constant phone calls lead to long wait times, fragmented communication, endless phone tag, unhappy patients, and staff burnout. With Klara, medical practices are able to improve their operational efficiency and centralize patient communication channels with a true system of engagement, integrated with the leading EHRs, and used throughout the entire practice. Every touchpoint throughout the patient journey can be automated with Klara, from appointment reminders to post-visit instructions and beyond. Practices can also communicate with third-party healthcare providers, such as pharmacies, to reduce the time it takes for things like prior authorizations to get approved. Improving patient care and collaboration is as easy as texting. Klara is a leader in patient communication and collaboration whose platform empowers patients to take more control of their healthcare experience and practices to increase efficiency. We help HIPAA-compliant healthcare providers effectively communicate with their patients by transforming high phone volume into two-way messaging. Medical practices across specialties such as dermatology, plastic surgery, OBGYN, family and internal medicine, otolaryngology, pediatrics, primary care, and many more use Klara to improve their patient experience while streamlining their internal administrative workflows. **Average Rating:** 4.6/5.0 **Total Reviews:** 105 **User Satisfaction Scores:** - **Form Workflow:** 9.6/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.7/10) - **Patient Data Transfer:** 9.3/10 (Category avg: 8.9/10) - **Patient Check-in:** 9.6/10 (Category avg: 8.9/10) **Seller Details:** - **Seller:** [Klara](https://www.g2.com/sellers/klara) - **Company Website:** https://www.klara.com/ - **Year Founded:** 2013 - **HQ Location:** New York, NY - **LinkedIn® Page:** https://www.linkedin.com/company/getklara/ (94 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Medical Practice, Hospital & Health Care - **Company Size:** 72% Small-Business, 21% Mid-Market #### Pros & Cons **Pros:** - Communication (24 reviews) - Ease of Use (21 reviews) - Patient Communication (18 reviews) - Texting Communication (12 reviews) - User Interface (11 reviews) **Cons:** - Limited Features (6 reviews) - Communication Issues (5 reviews) - Messaging Issues (5 reviews) - Search Issues (5 reviews) - Limited Messaging Features (3 reviews) ### 5. [SPRY](https://www.g2.com/products/spry-spry/reviews) SPRY: The Fastest-Growing AI-Powered EMR & Billing Platform for Rehab Therapy SPRY isn’t just an EMR—it’s your practice partner. Built specifically for physical therapy clinics, SPRY helps reduce admin costs, increase patient visits, and maximize reimbursements. Its AI-powered, fully integrated platform is designed to enhance efficiency, minimize administrative burdens, improve patient care, and support future-proofing your practice. Why SPRY? Whether you're a clinic owner, physical therapist, clinic manager, billing specialist, or front desk staff, SPRY provides an end-to-end solution that simplifies everything from patient scheduling to automated billing. Our customizable workflows, intuitive interface, and real-time automation empower clinics to operate with confidence and efficiency. Most PT platforms claim to be end-to-end but lack seamless module integration, leaving clinics to deal with inefficiencies and workarounds. With the vision to eliminate these gaps, SPRY provides a truly all-in-one solution that streamlines workflows and ensures everything works effortlessly together. Key Features ✔ AI-Powered Documentation – AI Scribe enables real-time note-taking and seamlessly converts notes into structured SOAP templates. ✔ Automated Billing & Claim Management – Pre-authorization, eligibility verification, claim scrubbing, & Medicare compliance ✔ Real-Time Business Intelligence (BI) Dashboard – Data-driven insights for revenue and performance tracking, with the ability to ask queries in simple language ✔ Seamless Patient Engagement – Online scheduling, digital onboarding, Kiosk check-in & HIPAA-compliant patient portal ✔ Operational Efficiency – AI Fax, automated alerts & co-sign functionality for compliance Powering the Future of Physical Therapy SPRY is backed by industry experts, innovative technology, and deep clinical insights, making it the go-to platform for rehab therapy clinics looking to grow, optimize operations, and improve patient outcomes. **Average Rating:** 4.6/5.0 **Total Reviews:** 74 **User Satisfaction Scores:** - **Form Workflow:** 10.0/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.7/10) - **Patient Data Transfer:** 10.0/10 (Category avg: 8.9/10) - **Patient Check-in:** 10.0/10 (Category avg: 8.9/10) **Seller Details:** - **Seller:** [SPRY](https://www.g2.com/sellers/spry) - **Year Founded:** 2021 - **HQ Location:** Wilmington, US - **LinkedIn® Page:** https://www.linkedin.com/company/sprypt/ (221 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Physical Therapist, Owner - **Top Industries:** Health, Wellness and Fitness, Medical Practice - **Company Size:** 82% Small-Business, 18% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (47 reviews) - Customer Support (28 reviews) - Efficiency (28 reviews) - Helpful (25 reviews) - Customizability (20 reviews) **Cons:** - Technical Issues (12 reviews) - Slow Performance (9 reviews) - Software Bugs (8 reviews) - Data Management Issues (7 reviews) - Limited Features (7 reviews) ### 6. [Solutionreach](https://www.g2.com/products/solutionreach/reviews) Accelerate your revenue cycle with a unified, customizable patient messaging solution that streamlines the patient journey from first appointment to final payment. Solutionreach is the easy-to-use communications solution that helps build personalized patient relationships, improves care outcomes, optimizes staff time, and drives revenue We transform your patient communications while integrating seamlessly into existing operations. For 24 years, Solutionreach has kept offices running smoothly daily by growing revenue, and reducing no-shows for healthcare customers of all sizes with our industry-leading platform and service reliability. To learn how to get happier patients and staff with Solutionreach, visit www.solutionreach.com. **Average Rating:** 4.3/5.0 **Total Reviews:** 167 **User Satisfaction Scores:** - **Form Workflow:** 6.7/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 8.7/10) - **Patient Data Transfer:** 6.9/10 (Category avg: 8.9/10) - **Patient Check-in:** 7.8/10 (Category avg: 8.9/10) **Seller Details:** - **Seller:** [Solutionreach](https://www.g2.com/sellers/solutionreach) - **Year Founded:** 2000 - **HQ Location:** Lehi, UT - **Twitter:** @solutionreach (1,829 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2326749/ (326 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Office Manager - **Top Industries:** Medical Practice, Hospital & Health Care - **Company Size:** 88% Small-Business, 9% Mid-Market #### Pros & Cons **Pros:** - Appointment Scheduling (1 reviews) - Client Management (1 reviews) - Communication (1 reviews) - Communication Ease (1 reviews) - Communication Efficiency (1 reviews) **Cons:** - Frequent Updates (1 reviews) - Inconvenience (1 reviews) - Inefficient Updates (1 reviews) - Payment Issues (1 reviews) - Update Issues (1 reviews) ### 7. [Phreesia](https://www.g2.com/products/phreesia/reviews) Phreesia’s award-winning, AI-powered platform helps practices and health systems expand capacity, streamline workflows, accelerate collections and deliver modern patient experiences—without adding staff. Trusted by 4,650 healthcare organizations: With 20+ years of experience, Phreesia powers 1 in 6 U.S. patient visits (180M+ annually) and is proven to drive measurable operational and financial improvements. Highly recommended: 9 in 10 clients would recommend Phreesia. With Phreesia, you can: • Let AI handle inbound and outbound calls so your staff doesn’t have to. Automate scheduling, prescription refills, recalls, payment outreach, referrals and more with Phreesia VoiceAI—your 24/7 AI agent. • Expand your capacity and streamline patient intake: Across our network, 85% of patients check themselves in, saving 5+ minutes of staff time per visit. Maximize front-office efficiency by digitally collecting patient information, consents and medical history and more before the visit. • Get paid more, faster with flexible payment options, including Apple Pay® and Google Pay™, online payments, payment plans, card on file and more. Patients pay 89% of their copays at the time of service with Phreesia. • Eliminate paper statements—Phreesia automatically sends patients itemized digital statements as soon as their EOB is ready, helping practices get paid 4x faster. • Make scheduling effortless by letting patients self-schedule appointments on their own time. Phreesia VoiceAI handles scheduling calls and outreach, while automated reminders reduce no-shows and Appointment Accelerator® automatically fills open slots. • Reduce denials and save staff time with automated, AI-enabled eligibility and benefits verification. Phreesia confirms coverage instantly, selects the correct copay, flags out-of-network status and gives patients visibility into their benefits—helping you prevent errors, collect sooner and improve the patient experience. Let’s face it, registration = revenue. • Acquire new patients at no added cost with MediFind—our free clinician finder helps your practice get discovered and enables patients to seamlessly book appointments through embedded self-scheduling. • Close gaps in care with our robust library of clinical screening tools and customizable patient outreach messaging options. Double the number of clinical screenings you conduct by administering them automatically with Phreesia. • Engage patients in their care and provide the modern, convenient experience they expect. Across our network, 96% of patients are satisfied with their Phreesia experience. You’ll also benefit from: Actionable analytics: Gain deeper insights into intake patterns, revenue cycle metrics, appointment workflows, clinical performance and more. Privacy and security: We’re honored to have our efforts recognized with many of the industry’s most well-known certifications, including: • HITRUST CSF Certification • Payment Card Industry Data Security Standard (PCI-DSS) Level 1 Service Provider • Security Organization Control (SOC) 2 Type 2 • PCI Point-to-Point Encryption (P2PE) “Every Phreesia product helps the business do better and generate more revenue—it’s such a beautiful rhythm. Our patient population has grown tremendously, our staff is fully utilized, and we’re able to fully engage with our patients and meet them where they want to be met. We really couldn’t do it all without Phreesia.” -Liz Galvan, Practice Manager, MyOBGYN **Average Rating:** 4.1/5.0 **Total Reviews:** 42 **User Satisfaction Scores:** - **Form Workflow:** 8.5/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 8.7/10) - **Patient Data Transfer:** 9.3/10 (Category avg: 8.9/10) - **Patient Check-in:** 8.8/10 (Category avg: 8.9/10) **Seller Details:** - **Seller:** [Phreesia](https://www.g2.com/sellers/phreesia) - **Year Founded:** 2005 - **HQ Location:** Wilmington, DE - **Twitter:** @phreesia (1,546 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/64726/ (1,605 employees on LinkedIn®) - **Ownership:** NYSE: PHR **Reviewer Demographics:** - **Who Uses This:** Office Manager - **Top Industries:** Hospital & Health Care, Medical Practice - **Company Size:** 53% Small-Business, 40% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (8 reviews) - Time-saving (6 reviews) - Customer Support (4 reviews) - Efficiency (4 reviews) - Efficiency Improvement (4 reviews) **Cons:** - Learning Curve (3 reviews) - Technical Issues (3 reviews) - Training Deficiency (3 reviews) - Difficult Navigation (2 reviews) - Difficult Setup (2 reviews) ### 8. [Tebra (previously Kareo + PatientPop)](https://www.g2.com/products/tebra-previously-kareo-patientpop/reviews) Looking to harness the full power of the Tebra platform? Our practice success platform includes a certified electronic health record solution built to empower today’s providers with robust clinical charting, streamlined documentation, telehealth, & more. Already have an EHR? That works too. Tebra integrates seamlessly with third-party products, meaning any practice can leverage our solutions. Tebra is the leading practice automation solution for independent practices. **Average Rating:** 4.1/5.0 **Total Reviews:** 247 **User Satisfaction Scores:** - **Form Workflow:** 7.3/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 8.2/10 (Category avg: 8.7/10) - **Patient Data Transfer:** 7.3/10 (Category avg: 8.9/10) - **Patient Check-in:** 8.2/10 (Category avg: 8.9/10) **Seller Details:** - **Seller:** [Tebra](https://www.g2.com/sellers/tebra) - **Company Website:** https://www.tebra.com/ - **HQ Location:** Corona del Mar, US - **Twitter:** @TebraOfficial (11,005 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/tebra/ (1,054 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Owner, Office Manager - **Top Industries:** Medical Practice, Hospital & Health Care - **Company Size:** 86% Small-Business, 11% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (8 reviews) - Features (4 reviews) - Customer Support (3 reviews) - Efficiency (3 reviews) - User Interface (3 reviews) **Cons:** - Inadequate Reporting (4 reviews) - Inefficiency (4 reviews) - Limited Features (4 reviews) - Billing Issues (3 reviews) - Inefficient Reporting (3 reviews) ### 9. [RevenueWell](https://www.g2.com/products/revenuewell/reviews) RevenueWell is a dental marketing and communication platform that gives busy dental practices the smart, easy-to-use tools they need to attract new patients, streamline communication, and grow production from existing patients. With RevenueWell, dental staff spend less time on the phone and more time focused on what really matters: providing an amazing patient experience and improving patient outcomes. RevenueWell was designed by dentists for dentists. The company was founded in 2010 to create a patient relationship management solution that specifically meets the unique needs of busy dental practices. The RevenueWell Dental Marketing Platform provides a powerful dental marketing and communication solution for the entire patient journey. Features include social media management, online reputation management, online scheduling, appointment reminders; paperless patient forms; and automatic post-op instructions and treatment plan follow-ups. RevenueWell’s integrated email, phone, 2-way texting, and teledentistry solutions allow you communicate and even meet with patients safely, securely, and flexibly. RevenueWell Forms allows patients to complete paperwork on their time, saving time for them and your team. RevenueWell Phone completes the total communication solution for dental practices, providing a flexible Cloud-based phone system that makes sure you never lose contact with patients. **Average Rating:** 4.7/5.0 **Total Reviews:** 132 **User Satisfaction Scores:** - **Form Workflow:** 9.6/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.7/10) - **Patient Data Transfer:** 9.6/10 (Category avg: 8.9/10) - **Patient Check-in:** 9.5/10 (Category avg: 8.9/10) **Seller Details:** - **Seller:** [RevenueWell](https://www.g2.com/sellers/revenuewell) - **Company Website:** https://www.revenuewell.com - **Year Founded:** 2010 - **HQ Location:** Chicago, Illinois - **Twitter:** @RevenueWell (1,156 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1183856/ (160 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Office Manager - **Top Industries:** Medical Practice, Hospital & Health Care - **Company Size:** 94% Small-Business, 5% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (9 reviews) - Patient Communication (8 reviews) - Reminders (8 reviews) - Confirmation Automation (7 reviews) - Efficiency (7 reviews) **Cons:** - Billing Issues (4 reviews) - Technical Issues (4 reviews) - Messaging Issues (3 reviews) - Connectivity Issues (2 reviews) - Customer Service Issues (2 reviews) ### 10. [Luma Health](https://www.g2.com/products/luma-health/reviews) Luma was founded on the idea that healthcare should work better for all. Our solutions eliminate bottlenecks in the patient journey to make health systems more efficient – from scheduling and care coordination to AI fax processing. Headquartered in San Francisco, Luma serves more than 1,000 healthcare organizations in the United States, Canada, and the United Kingdom. Luma supports the care journeys of more than 100 million patients. **Average Rating:** 4.8/5.0 **Total Reviews:** 81 **User Satisfaction Scores:** - **Form Workflow:** 9.5/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.7/10) - **Patient Data Transfer:** 9.4/10 (Category avg: 8.9/10) - **Patient Check-in:** 9.8/10 (Category avg: 8.9/10) **Seller Details:** - **Seller:** [Luma Health](https://www.g2.com/sellers/luma-health) - **Year Founded:** 2015 - **HQ Location:** San Mateo, California - **Twitter:** @lumahealthhq (684 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/6403362/ (201 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Medical Practice, Hospital & Health Care - **Company Size:** 57% Mid-Market, 38% Small-Business #### Pros & Cons **Pros:** - Communication (1 reviews) - Customer Communication (1 reviews) - Ease of Use (1 reviews) - Messaging Management (1 reviews) - Navigation Ease (1 reviews) ### 11. [IntakeQ](https://www.g2.com/products/intakeq/reviews) IntakeQ is a web-based online intake form management software that enables healthcare professionals and clinicians to electronically share HIPAA compliant forms with their patients, and receive them back completed & signed electronically before their next appointment. IntakeQ eliminates paperwork and tedious administrative tasks through our digital platform. The product automates the form intake process thereby improving record keeping and customer/patient onboarding. IntakeQ is well suited for the needs of any size practice from individual practitioners to clinics and big hospitals. **Average Rating:** 4.7/5.0 **Total Reviews:** 14 **User Satisfaction Scores:** - **Form Workflow:** 9.3/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.7/10) - **Patient Data Transfer:** 9.3/10 (Category avg: 8.9/10) - **Patient Check-in:** 9.4/10 (Category avg: 8.9/10) **Seller Details:** - **Seller:** [IntakeQ](https://www.g2.com/sellers/intakeq) - **Year Founded:** 2014 - **HQ Location:** Hamilton, Ontario - **Twitter:** @intakeQ (145 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/9499150 (6 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 79% Small-Business, 14% Mid-Market ### 12. [OhMD](https://www.g2.com/products/ohmd/reviews) OhMD is a HIPAA-compliant omni-channel patient communication platform designed to reduce high inbound call volume for physician practices. OhMD brings AI-driven and human-led conversations together across phone, text, and web in a single unified inbox, allowing practices to deflect routine calls with AI while keeping staff in control when expertise is needed. Practices use OhMD to: • Deflect inbound patient calls into text and AI-assisted conversations • Answer calls, texts, and web chats from one unified inbox • Automate scheduling and routine requests without removing staff from the loop • Reduce front desk interruptions and staff burnout • Improve patient access without hiring or outsourcing Practices using OhMD report: • Fewer staff-handled calls • Lower communication costs • Improved patient access and growth Core capabilities include: • AI-assisted call answering and scheduling • Secure texting and call-to-text deflection • Unified inbox for calls, texts, and web chat • Smart routing and assignments based on patient intent • Human takeover of AI conversations when needed **Average Rating:** 4.8/5.0 **Total Reviews:** 171 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.7/10) **Seller Details:** - **Seller:** [OhMD](https://www.g2.com/sellers/ohmd) - **Company Website:** https://www.ohmd.com/ - **Year Founded:** 2016 - **HQ Location:** Burlington, Vermont - **LinkedIn® Page:** https://www.linkedin.com/company/3265568/ (48 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Office Manager, Medical Assistant - **Top Industries:** Medical Practice, Hospital & Health Care - **Company Size:** 54% Small-Business, 44% Mid-Market #### Pros & Cons **Pros:** - Communication (23 reviews) - Patient Communication (20 reviews) - Ease of Use (16 reviews) - Texting Feature (16 reviews) - Customer Communication (11 reviews) **Cons:** - Messaging Issues (8 reviews) - Limited Features (6 reviews) - Limited Messaging Features (6 reviews) - Missing Features (5 reviews) - Technical Issues (4 reviews) ### 13. [Mend](https://www.g2.com/products/mend/reviews) Patients rarely use portals, and EHRs were not designed to support the full patient journey. Mend solves both challenges by giving outpatient mental and behavioral healthcare organizations a fully integrated patient engagement platform that makes it easier for people to enter care, stay connected, and follow through with treatment. Mend is used by CCBHCs, Community Mental Health organizations, Substance Use and Alcohol Use treatment programs, group practices, and many other outpatient behavioral health providers with 25 or more caregivers. Our platform connects every major touchpoint in the outpatient experience so patients and staff can move seamlessly from scheduling to intake to ongoing communication without switching systems or navigating unnecessary steps. Organizations rely on Mend for self scheduling, digital intake, automated forms, two way patient messaging, reminders, Smart Waitlist matching, online payments, and video visits. Patients can complete everything from any device through a single integrated workflow, which significantly increases participation and reduces confusion and missed appointments. Mend works alongside leading EHR systems, which allows teams to enhance their operations without replacing their system of record. Staff reduce manual work, lower phone volume, and gain clearer insight into daily performance. Mend also provides AI attendance prediction, measurement based care automation, and real time operational dashboards that support higher provider utilization and stronger organizational outcomes. Patients gain a streamlined and accessible experience that supports timely treatment. Organizations gain higher show rates, increased revenue capture, and more time for mission centered work. Mend exists to make access to mental and behavioral healthcare more convenient for all and to help outpatient organizations deliver effective and compassionate care at scale. **Average Rating:** 4.7/5.0 **Total Reviews:** 105 **User Satisfaction Scores:** - **Form Workflow:** 9.7/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.7/10) - **Patient Data Transfer:** 9.5/10 (Category avg: 8.9/10) - **Patient Check-in:** 9.3/10 (Category avg: 8.9/10) **Seller Details:** - **Seller:** [Mendfamily](https://www.g2.com/sellers/mendfamily) - **Year Founded:** 2014 - **HQ Location:** Orlando, Florida - **LinkedIn® Page:** https://www.linkedin.com/company/mendfamily (75 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Hospital & Health Care, Mental Health Care - **Company Size:** 50% Small-Business, 33% Mid-Market #### Pros & Cons **Pros:** - Communication (2 reviews) - Telehealth Services (2 reviews) - Appointment Scheduling (1 reviews) - Communication Efficiency (1 reviews) - Ease of Use (1 reviews) ### 14. [FormDr](https://www.g2.com/products/formdr/reviews) FormDr gives your business everything needed to easily send and receive HIPAA-compliant forms online. Send patients your forms to fill out on their phone, tablet, or computer. Patients securely sign and submit completed forms directly to your account. Track your patients progress, send automated reminders, and receive completed forms online, before the appointment. **Average Rating:** 3.9/5.0 **Total Reviews:** 17 **User Satisfaction Scores:** - **Form Workflow:** 9.0/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 7.9/10 (Category avg: 8.7/10) - **Patient Data Transfer:** 8.9/10 (Category avg: 8.9/10) - **Patient Check-in:** 8.5/10 (Category avg: 8.9/10) **Seller Details:** - **Seller:** [FormDr](https://www.g2.com/sellers/formdr) - **HQ Location:** San Francisco, California - **LinkedIn® Page:** https://www.linkedin.com/company/formdr/ (11 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Medical Practice - **Company Size:** 59% Small-Business, 29% Mid-Market ### 15. [Finger-Ink](https://www.g2.com/products/finger-ink/reviews) Finger-Ink is the patient check-in kiosk and intake forms platform purpose-built for allied health clinics on Cliniko and Nookal. Connect your PMS via API key in minutes. Build fully branded forms with visibility logic, calculation fields, body charts, consent/GDPR fields, video, and signatures - all syncing into your patient records within seconds. Then extend to a native iPad kiosk for in-clinic check-in: patients arrive, check themselves in, complete any outstanding forms, and your practitioner is notified through Cliniko's calendar automatically. Unlike web-based alternatives, Finger-Ink's iPad app is native and offline-capable, with true kiosk lockdown, no accidental refreshes, no data loss. Deep brand theming means your forms and kiosk look like an extension of your clinic, not generic software. Use custom colours, logo, and animated backgrounds that no competitor matches. Trusted by thousands of allied health professionals across Australia, New Zealand, UK, and USA. Over 1 million forms filled. 600,000 patients checked in. 7-day free trial, no credit card required. Features: • Native iPad check-in kiosk (offline-capable, true kiosk lockdown) • Branded patient intake forms, both web delivery and in-clinic iPad • Cliniko and Nookal integration via API key (real-time sync) • Visibility logic, calculation fields, and outcome measures • Body chart fields for pain location mapping • Policy consent and data privacy compliance fields • Electronic signatures • Video embed fields for instructional content • Deep brand theming with custom colours, logo, animated backgrounds • Auto-theme generation from clinic website URL • Practitioner arrival notification via Cliniko calendar • Kiosk appointment booking and walk-in handling • Multi-form-session support with progress saves across visits Best for: • Solo practitioner replacing front-desk reception cover with an iPad kiosk • Multi-practitioner clinic automating patient intake and check-in to reduce admin load • Brand-conscious clinic upgrading from plain Cliniko forms to a fully themed patient experience • Satellite or secondary clinic location running without permanent reception staff • Clinics capturing explicit data privacy consent through policy consent fields **Average Rating:** 4.5/5.0 **Total Reviews:** 19 **User Satisfaction Scores:** - **Form Workflow:** 9.4/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 5.0/10 (Category avg: 8.7/10) - **Patient Data Transfer:** 9.4/10 (Category avg: 8.9/10) - **Patient Check-in:** 9.4/10 (Category avg: 8.9/10) **Seller Details:** - **Seller:** [Finger-Ink](https://www.g2.com/sellers/finger-ink) - **HQ Location:** Tauranga, New Zealand - **Twitter:** @finger_ink (21 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 68% Small-Business, 21% Mid-Market ## Parent Category [Patient Experience Software](https://www.g2.com/categories/patient-experience-88bbaea1-3b81-4636-8255-4b3ab72d3675) ## Related Categories - [Patient Scheduling Software](https://www.g2.com/categories/patient-scheduling) - [Patient Relationship Management (PRM) Software](https://www.g2.com/categories/patient-relationship-management-prm) - [Patient Engagement Software](https://www.g2.com/categories/patient-engagement)