# Best Patient Intake Software

## How Many Patient Intake Software Products Does G2 Track?

**Total Products under this Category:** 96

### Category Stats (Jul 2026)

- **Average Rating:** 4.51/5 (↓0.01 vs Jun 2026) The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Solv (+1.84%) - Among all products in this category, Solv recorded the largest rating increase compared to last month

_Last updated: July 27, 2026_

## How Does G2 Rank Patient Intake Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 3,000+ Authentic Reviews
- 96+ 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.

## G2 Grid® for Patient Intake Software
 ![G2 Grid® for Patient Intake Software plotting products by satisfaction and market presence](https://www.g2.com/categories/patient-intake/grids.png?focus%5B%5D=87629&focus%5B%5D=48097&focus%5B%5D=44719&focus%5B%5D=46458&focus%5B%5D=1203106&focus%5B%5D=166670&focus%5B%5D=4252&focus%5B%5D=42689)

Highlighted products: NexHealth, Weave, EHRYourWay, Klara, Prompt Health, SPRY, Tebra (previously Kareo + PatientPop), and Solutionreach.

Underlying data: [Grid® JSON](https://www.g2.com/categories/patient-intake/grids.json?focus%5B%5D=nexhealth&focus%5B%5D=weave-weave&focus%5B%5D=ehryourway&focus%5B%5D=klara&focus%5B%5D=prompt-health&focus%5B%5D=spry-spry&focus%5B%5D=tebra-previously-kareo-patientpop&focus%5B%5D=solutionreach)

### [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:** 122

#### How Do G2 Users Rate NexHealth?

- **Form Workflow:** 9.3/10 (Category avg: 8.6/10)
- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.8/10)
- **Patient Data Transfer:** 9.5/10 (Category avg: 8.7/10)
- **Patient Check-in:** 9.6/10 (Category avg: 8.8/10)

#### Who Is the Company Behind NexHealth?

- **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 (2,139 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/5366106/ (190 employees on LinkedIn®)

#### Who Uses This Product?

- **Who Uses This:** Office Manager, Dentist
- **Top Industries:** Hospital & Health Care, Medical Practice
- **Company Size:** 89% Small, 9% Medium

#### What Do G2 Reviewers Say About NexHealth?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of NexHealth, facilitating seamless communication and efficient payment processing.
- Users commend the **responsive customer support** of NexHealth, appreciating quick assistance and effective communication solutions.
- Users value the **effective communication tools** of NexHealth, significantly enhancing efficiency and patient interaction in practices.
- Users appreciate the **convenience of online forms** with NexHealth, enhancing efficiency in managing patient interactions.
- Users value the **ease of patient communication** with NexHealth, enhancing relationships and facilitating effective interactions.

##### Cons

- Users face **messaging issues** with NexHealth, experiencing inconvenience and inefficiencies due to lack of automation and complex navigation.
- Users often face **technical issues** like lagging and syncing problems, impacting checkout efficiency and user experience.
- Users find **limited features** in NexHealth, making tasks cumbersome and requiring multiple workarounds for efficiency.
- Users find the **appointment management difficult** due to cumbersome navigation and lack of automated message generation.
- Users often face **calendar syncing issues** that result in missing information and technical difficulties.

#### What Are Recent G2 Reviews of NexHealth?

**["Flexible Insurance, Credit Card, and Messaging Options in Nexhealth"](https://www.g2.com/survey_responses/nexhealth-review-12954504)**

**Rating:** 4.0/5.0 stars

_— Shawn M._

[Read full review](https://www.g2.com/survey_responses/nexhealth-review-12954504)

**["Left & Happily Came Back"](https://www.g2.com/survey_responses/nexhealth-review-13108173)**

**Rating:** 5.0/5.0 stars

_— Matthew U._

[Read full review](https://www.g2.com/survey_responses/nexhealth-review-13108173)

### [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:** 416

#### How Do G2 Users Rate Weave?

- **Form Workflow:** 8.9/10 (Category avg: 8.6/10)
- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.8/10)
- **Patient Data Transfer:** 8.8/10 (Category avg: 8.7/10)
- **Patient Check-in:** 8.6/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Weave?

- **Seller:** [Weave](https://www.g2.com/sellers/weave)
- **Company Website:** https://www.getweave.com
- **Year Founded:** 2008
- **HQ Location:** Lehi, Utah
- **Twitter:** @getweave (2,008 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/1271877/ (1,173 employees on LinkedIn®)

#### Who Uses This Product?

- **Who Uses This:** Office Manager, Owner
- **Top Industries:** Medical Practice, Hospital & Health Care
- **Company Size:** 91% Small, 7% Medium

#### What Do G2 Reviewers Say About Weave?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Weave's **ease of use** exceptional, making setup and daily operations intuitive and efficient.
- Users find Weave's **communication features** invaluable, enabling seamless interaction and updates with patients and team members.
- Users love the **convenience of text messaging** with Weave, enhancing communication with patients effortlessly.
- Users value the **convenient communication** tools of Weave, enhancing patient interaction and streamlining workflow effectively.
- Users find Weave’s **texting communication** incredibly convenient, allowing seamless patient interactions and efficient information sharing.

##### Cons

- Users often face **technical issues** with Weave, particularly with message delivery and phone tree setup difficulties.
- Users experience **glitchy notifications** for team messaging, leading to issues with functionality and ease of use.
- Users experience **communication issues** with Weave, leading to patient frustration and marketing inefficiencies.
- Users report **connectivity issues** with Weave, including lags and syncing problems that hinder seamless operation.
- Users feel the **limited features** restrict functionality, particularly in scheduling and package capabilities.

#### What Are Recent G2 Reviews of Weave?

**["Real-Time Texting Transforms Office Communication"](https://www.g2.com/survey_responses/weave-review-12181652)**

**Rating:** 5.0/5.0 stars

_— Kelly ._

[Read full review](https://www.g2.com/survey_responses/weave-review-12181652)

**["Excellent feature development; very useful and integral to our operations."](https://www.g2.com/survey_responses/weave-review-9471547)**

**Rating:** 4.0/5.0 stars

_— Craig E._

[Read full review](https://www.g2.com/survey_responses/weave-review-9471547)

### [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

#### How Do G2 Users Rate EHRYourWay?

- **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 8.8/10)

#### Who Is the Company Behind EHRYourWay?

- **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/ (33 employees on LinkedIn®)

#### Who Uses This Product?

- **Who Uses This:** Therapist, Office Manager
- **Top Industries:** Mental Health Care, Hospital & Health Care
- **Company Size:** 55% Small, 43% Medium

#### What Do G2 Reviewers Say About EHRYourWay?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of EHR Your Way, simplifying navigation and streamlining daily tasks effectively.
- Users find EHRYourWay’s **customer support exceptional** , promptly assisting with issues and enhancing overall user experience.
- Users value the **efficiency** of EHRYourWay, enjoying streamlined workflows and quick access to necessary information.
- Users appreciate the **streamlined documentation workflow** of EHRYourWay, which enhances efficiency and reduces administrative tasks.
- Users praise the **user-friendly navigation** of EHRYourWay, making it convenient for staff and improving their experience.

##### Cons

- Users often face **technical issues** , including bugs and slow performance, which hinder daily workflow and productivity.
- Users find the **limited customization** in EHRYourWay restricting for their clinical documentation needs.
- Users find **poor navigation** in EHRYourWay frustrating, impacting usability and slowing down their workflow significantly.
- Users find EHRYourWay to be **not user-friendly** , especially for older coworkers and during busy workflow times.
- Users notice a **significant learning curve** with EHRYourWay, making initial navigation challenging for new users.

#### What Are Recent G2 Reviews of EHRYourWay?

**["Extremely Helpful and Time-Saving EHR with Minimal Issues"](https://www.g2.com/survey_responses/ehryourway-review-12210651)**

**Rating:** 5.0/5.0 stars

_— Amanda J._

[Read full review](https://www.g2.com/survey_responses/ehryourway-review-12210651)

**["Consistently Excellent Support and a Smooth EHRYW Implementation"](https://www.g2.com/survey_responses/ehryourway-review-12678542)**

**Rating:** 4.0/5.0 stars

_— Kate T._

[Read full review](https://www.g2.com/survey_responses/ehryourway-review-12678542)

### [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

#### How Do G2 Users Rate Klara?

- **Form Workflow:** 9.6/10 (Category avg: 8.6/10)
- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.8/10)
- **Patient Data Transfer:** 9.3/10 (Category avg: 8.7/10)
- **Patient Check-in:** 9.6/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Klara?

- **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/ (89 employees on LinkedIn®)

#### Who Uses This Product?

- **Top Industries:** Medical Practice, Hospital & Health Care
- **Company Size:** 72% Small, 21% Medium

#### What Do G2 Reviewers Say About Klara?

_AI-generated summary from verified user reviews_

##### Pros

- Users love Klara for its **user-friendly communication** , providing quick and safe interaction with their doctors' offices.
- Users love the **ease of use** of Klara, enjoying seamless communication and customization options for patient interactions.
- Users appreciate the **simplicity of patient communication** with Klara, enjoying easy access and outreach capabilities.
- Users recognize the **efficient texting communication** of Klara, enhancing patient interaction and streamlining operations effectively.
- Users praise the **easy and intuitive interface** of Klara, enhancing productivity and communication with patients.

##### Cons

- Users find Klara's **limited features** frustrating, as it hampers easy use and lacks necessary customization options.
- Users experience significant **communication issues** with Klara, facing difficulties in accessing past conversations and receiving timely support.
- Users face **messaging issues** in Klara, including glitches, unclear messages, and difficulties in managing communications effectively.
- Users struggle with **search issues** in Klara, often unable to find closed conversations or locate patients efficiently.
- Users express frustration with **limited messaging features** , including small texts and lack of customization options.

#### What Are Recent G2 Reviews of Klara?

**["Enhanced Patient Communication, Easy Setup"](https://www.g2.com/survey_responses/klara-review-12000889)**

**Rating:** 5.0/5.0 stars

_— Abigail S._

[Read full review](https://www.g2.com/survey_responses/klara-review-12000889)

**["Effortless Patient Communication with Klara"](https://www.g2.com/survey_responses/klara-review-12657112)**

**Rating:** 4.5/5.0 stars

_— KRUNAL P._

[Read full review](https://www.g2.com/survey_responses/klara-review-12657112)

### [Prompt Health](https://www.g2.com/products/prompt-health/reviews)

Prompt is the AI-powered Electronic Medical Record (EMR) and practice management platform for physical therapy, occupational therapy, speech-language pathology, pediatric, and chiropractic practices. Most EMRs store your data. Prompt acts on it. Before the visit, in the room, and after the visit, Prompt handles the work between your decisions and pauses when your judgment matters. You stay in control. AI handles everything between. Thousands of practices have switched to Prompt and the results are proven. 15-20 more visits per provider per month. $32K in annual revenue per clinician. 35% lower provider attrition. AI built on 9 years of clean, rehab-specific data across 100M+ visits and proven in real PT, OT, SLP, and chiropractic practices. Prompt unifies documentation, scheduling, billing, patient engagement, and analytics into one platform. No disconnected systems. No duplicate data entry. A clearer picture of how your practice is performing and a team invested in helping you grow. Core capabilities: EMR + practice management: Documentation, scheduling, billing, and compliance in one platform, built for PT, OT, SLP, pediatrics, and chiropractic practices. AI documentation assistance: 92% of notes completed during work hours. Clinicians finish faster and leave on time. Coding intelligence: Real-time coding support that increases functional CPT usage and recaptures revenue practices are currently leaving behind. Patient engagement: Digital intake, automated reminders, and outcomes tracking keep schedules full and patients coming back. Analytics: Real-time reporting across productivity, revenue, and documentation compliance for single-location clinics and multi-site organizations. Proven results driving thousands of practices to Prompt: 15-20 more visits per provider per month after switching from legacy systems. +18-20 point improvement in CPT coding accuracy. $32K in additional annual revenue per clinician. 92% of documentation completed during work hours. 1 full day cut from note sign-off time. 35% lower provider attrition. 45% fewer notes completed after hours. We are more than an EMR. We are the team behind your team: a clinician, a biller, an analyst, and a success rep assigned to your practice. Career Connection. 75+ university partnerships. Capitol Hill advocacy. Free business reviews. Because your success is how we grow. Other practices are getting squeezed by falling reimbursements and tightening compliance. Prompt practices are growing. That’s the difference.

**Average Rating:** 4.8/5.0

**Total Reviews:** 118

#### How Do G2 Users Rate Prompt Health?

- **Form Workflow:** 10.0/10 (Category avg: 8.6/10)
- **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 8.8/10)
- **Patient Data Transfer:** 10.0/10 (Category avg: 8.7/10)
- **Patient Check-in:** 10.0/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Prompt Health?

- **Seller:** [Prompt Therapy Solutions](https://www.g2.com/sellers/prompt-therapy-solutions)
- **Company Website:** https://www.prompthealth.com/
- **Year Founded:** 2017
- **HQ Location:** Hoboken, New Jersey
- **LinkedIn® Page:** https://www.linkedin.com/company/promptemr/ (344 employees on LinkedIn®)

#### Who Uses This Product?

- **Who Uses This:** Physical Therapist, Office Manager
- **Top Industries:** Health, Wellness and Fitness, Hospital & Health Care
- **Company Size:** 56% Medium, 41% Small

#### What Are Recent G2 Reviews of Prompt Health?

**["Prompt Streamlines Workflow Building with Flexible, Consistent Solutions and Great Support"](https://www.g2.com/survey_responses/prompt-health-review-13140779)**

**Rating:** 5.0/5.0 stars

_— Monica M._

[Read full review](https://www.g2.com/survey_responses/prompt-health-review-13140779)

**["More Than a Platform, A True Partner"](https://www.g2.com/survey_responses/prompt-health-review-13140476)**

**Rating:** 5.0/5.0 stars

_— Elizabeth N._

[Read full review](https://www.g2.com/survey_responses/prompt-health-review-13140476)

### [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:** 79

#### How Do G2 Users Rate SPRY?

- **Form Workflow:** 10.0/10 (Category avg: 8.6/10)
- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.8/10)
- **Patient Data Transfer:** 10.0/10 (Category avg: 8.7/10)
- **Patient Check-in:** 10.0/10 (Category avg: 8.8/10)

#### Who Is the Company Behind SPRY?

- **Seller:** [SPRY](https://www.g2.com/sellers/spry)
- **Year Founded:** 2021
- **HQ Location:** Wilmington, US
- **LinkedIn® Page:** https://www.linkedin.com/company/sprypt/ (240 employees on LinkedIn®)

#### Who Uses This Product?

- **Who Uses This:** Physical Therapist, Owner
- **Top Industries:** Health, Wellness and Fitness, Hospital & Health Care
- **Company Size:** 85% Small, 15% Medium

#### What Do G2 Reviewers Say About SPRY?

_AI-generated summary from verified user reviews_

##### Pros

- Users find SPRY incredibly **easy to use** , appreciating its customization and seamless navigation across devices.
- Users commend the **exceptional customer support** from Spry, enhancing their overall experience and platform customization.
- Users value the **enhanced efficiency** of Spry, allowing for quicker documentation and improved workflow across teams.
- Users appreciate the **exceptional customer support** of Spry, ensuring a smooth and efficient experience across their practice.
- Users value the **ease and automation in billing** , significantly improving their practice efficiency and customer service experience.

##### Cons

- Users report frequent **technical issues** like glitches and slow note-generation, impacting their overall experience with SPRY.
- Users experience **slow performance** with SPRY, particularly during AI note generation and page loading, affecting efficiency.
- Users struggle with **data management issues** like inconsistent chart population and lack of follow-up workflow for claims.
- Users highlight the **limited features** of SPRY, particularly lacking follow-up workflows and tracking for authorizations.
- Users experience **occasional software bugs** with Spry but appreciate the support in resolving these issues promptly.

#### What Are Recent G2 Reviews of SPRY?

**["Clean UI and Fast, Efficient Billing That Helps Close Claims Faster"](https://www.g2.com/survey_responses/spry-review-12647308)**

**Rating:** 4.5/5.0 stars

_— Brady J._

[Read full review](https://www.g2.com/survey_responses/spry-review-12647308)

**["Spry’s Intuitive Design and Hands-On Support Transformed Our Clinic Workflow"](https://www.g2.com/survey_responses/spry-review-12543807)**

**Rating:** 5.0/5.0 stars

_— Trina S._

[Read full review](https://www.g2.com/survey_responses/spry-review-12543807)

### [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

#### How Do G2 Users Rate Solutionreach?

- **Form Workflow:** 6.7/10 (Category avg: 8.6/10)
- **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 8.8/10)
- **Patient Data Transfer:** 6.9/10 (Category avg: 8.7/10)
- **Patient Check-in:** 7.8/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Solutionreach?

- **Seller:** [Solutionreach](https://www.g2.com/sellers/solutionreach)
- **Year Founded:** 2000
- **HQ Location:** Lehi, UT
- **Twitter:** @solutionreach (1,828 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/2326749/ (309 employees on LinkedIn®)

#### Who Uses This Product?

- **Who Uses This:** Office Manager
- **Top Industries:** Medical Practice, Hospital & Health Care
- **Company Size:** 88% Small, 9% Medium

#### What Do G2 Reviewers Say About Solutionreach?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **streamlined appointment scheduling** with Solutionreach, enhancing communication and user satisfaction for staff and patients.
- Users value the **streamlined patient communication** with Solutionreach, making scheduling effortless for both staff and patients.
- Users value the **efficient communication** capabilities of Solutionreach, ensuring quick and easy updates for all customers.
- Users find **communication easy** with Solutionreach, allowing quick updates to reach customers efficiently.
- Users value the **communication efficiency** of Solutionreach, finding it quick to send updates to customers.

##### Cons

- Users are frustrated by **frequent updates** that change the functionality of Conversations, leading to a less seamless experience.
- Users find the **browser dependency inconvenient** , as it complicates usage and leads to accidental closures.
- Users find the **inefficient updates** frustrating, as it complicates the user experience with unnecessary browser requirements.
- Users desire a **pay per use payments option** for greater flexibility with Solutionreach billing.
- Users are frustrated with the **update issues** in Solutionreach, particularly the unintended browser opening of Conversations.

#### What Are Recent G2 Reviews of Solutionreach?

**["Easy Texting for Payments, Reviews, and Paperwork"](https://www.g2.com/survey_responses/solutionreach-review-12625716)**

**Rating:** 5.0/5.0 stars

_— Kelsey H._

[Read full review](https://www.g2.com/survey_responses/solutionreach-review-12625716)

**["Great Partner!"](https://www.g2.com/survey_responses/solutionreach-review-12439031)**

**Rating:** 5.0/5.0 stars

_— Betsy C._

[Read full review](https://www.g2.com/survey_responses/solutionreach-review-12439031)

### [Tebra (previously Kareo + PatientPop)](https://www.g2.com/products/tebra-previously-kareo-patientpop/reviews)

Tebra is an all-in-one EHR and practice management platform designed for independent healthcare practices. The platform includes certified electronic health records, clinical charting, electronic prescribing, lab ordering, scheduling, billing, and claims management, telehealth, and patient engagement tools within a single, integrated system. Rather than relying on disconnected add-ons, Tebra provides native workflows that support care delivery, operations, and patient experience in one platform. The solution is purpose-built to help small and mid-sized practices improve efficiency, reduce administrative complexity, and manage day-to-day operations within one system.

**Average Rating:** 4.1/5.0

**Total Reviews:** 255

#### How Do G2 Users Rate Tebra (previously Kareo + PatientPop)?

- **Form Workflow:** 7.4/10 (Category avg: 8.6/10)
- **Has the product been a good partner in doing business?:** 8.2/10 (Category avg: 8.8/10)
- **Patient Data Transfer:** 7.4/10 (Category avg: 8.7/10)
- **Patient Check-in:** 8.3/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Tebra (previously Kareo + PatientPop)?

- **Seller:** [Tebra](https://www.g2.com/sellers/tebra)
- **Company Website:** https://www.tebra.com/
- **HQ Location:** Corona del Mar, US
- **Twitter:** @TebraOfficial (11,001 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/tebra/ (1,054 employees on LinkedIn®)

#### Who Uses This Product?

- **Who Uses This:** Owner, Office Manager
- **Top Industries:** Medical Practice, Hospital & Health Care
- **Company Size:** 86% Small, 11% Medium

#### What Do G2 Reviewers Say About Tebra (previously Kareo + PatientPop)?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **user-friendly interface** of Tebra, highlighting ease of use and simple setup.
- Users praise the **responsive customer support** of Tebra, appreciating quick resolutions and personal assistance via video chat.
- Users value Tebra's **efficiency** in managing tasks and claims seamlessly, enhancing productivity and user experience significantly.
- Users appreciate the **user-friendly app and AI note feature** , enhancing convenience and efficiency in healthcare management.
- Users appreciate the **customizability** of Tebra, benefiting from multiple templates and easy report generation.

##### Cons

- Users find the **limited features** of Tebra hinder their efficiency, especially regarding sorting and billing capabilities.
- Users face **inadequate reporting** issues, requiring manual data manipulation and experiencing duplicate reports and refresh problems.
- Users find the **inefficiency** of Tebra due to excessive clicking and lengthy report generation processes frustrating.
- Users experience **billing issues** that hinder workflow, including slow claims, limited changes post-billing, and incorrect patient coupons.
- Users find Tebra's reporting to be **inefficient** , often requiring manual data exports to meet their needs.

#### What Are Recent G2 Reviews of Tebra (previously Kareo + PatientPop)?

**["Easy Charge Capture for Accurate Coding"](https://www.g2.com/survey_responses/tebra-previously-kareo-patientpop-review-12731619)**

**Rating:** 5.0/5.0 stars

_— Belinda C._

[Read full review](https://www.g2.com/survey_responses/tebra-previously-kareo-patientpop-review-12731619)

**["Easy to use!"](https://www.g2.com/survey_responses/tebra-previously-kareo-patientpop-review-7710720)**

**Rating:** 5.0/5.0 stars

_— Dawn P._

[Read full review](https://www.g2.com/survey_responses/tebra-previously-kareo-patientpop-review-7710720)

### [RevenueWell](https://www.g2.com/products/revenuewell/reviews)

RevenueWell is a dental practice management and patient communication platform that helps dental practices attract new patients, automate administrative workflows, and strengthen relationships with existing patients throughout the care journey. Designed for solo practices, group practices, and dental specialists, the platform integrates marketing, communication, and front-office tools into a single solution built specifically for the dental industry. RevenueWell was founded in 2010 by dental professionals to address the operational and communication challenges unique to dental practices. The platform reduces manual front-desk work by automating outreach, appointment management, and patient follow-up — allowing staff to spend less time on administrative tasks and more time on patient care. Core platform capabilities include: Automated appointment reminders, post-op instructions, and treatment plan follow-ups via email, text, and phone Two-way texting and integrated phone (RevenueWell Phone) for flexible, real-time patient communication Online scheduling and digital patient intake forms (RevenueWell Forms) to reduce paperwork and streamline check-in Social media management and online reputation management tools to support patient acquisition Teledentistry support for remote patient consultations RevenueWell also offers add-on products for practices that want to extend their capabilities: AI Receptionist — An AI-powered virtual receptionist that handles inbound patient calls, answers common questions, and captures appointment requests around the clock, reducing missed calls and front-desk phone volume AI Insurance Verification — An automated insurance verification tool that checks patient eligibility in real time, reducing manual verification time and helping prevent claim errors before appointments For practices that prefer a fully managed approach to patient acquisition, RevenueWell offers digital marketing services, including website design, paid search advertising, and SEO — handled by a team with dental-specific marketing expertise. This allows practices to outsource their online marketing without managing agencies or building in-house capabilities. RevenueWell integrates with major dental practice management systems, making it compatible with existing clinical workflows without requiring practices to replace their current software infrastructure.

**Average Rating:** 4.7/5.0

**Total Reviews:** 134

#### How Do G2 Users Rate RevenueWell?

- **Form Workflow:** 9.6/10 (Category avg: 8.6/10)
- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.8/10)
- **Patient Data Transfer:** 9.6/10 (Category avg: 8.7/10)
- **Patient Check-in:** 9.5/10 (Category avg: 8.8/10)

#### Who Is the Company Behind RevenueWell?

- **Seller:** [RevenueWell](https://www.g2.com/sellers/revenuewell)
- **Company Website:** https://www.revenuewell.com
- **Year Founded:** 2010
- **HQ Location:** Chicago, Illinois
- **Twitter:** @RevenueWell (1,154 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/1183856/ (156 employees on LinkedIn®)

#### Who Uses This Product?

- **Who Uses This:** Office Manager
- **Top Industries:** Medical Practice, Hospital & Health Care
- **Company Size:** 93% Small, 6% Medium

#### What Do G2 Reviewers Say About RevenueWell?

_AI-generated summary from verified user reviews_

##### Pros

- Users enjoy the **ease of use** with RevenueWell, enhancing patient connections and simplifying practice management.
- Users appreciate the **effective patient communication** features of RevenueWell, enhancing their connection and engagement with patients.
- Users appreciate the **automatic reminders** in RevenueWell, which streamline appointment confirmations and save valuable time.
- Users appreciate the **confirmation automation** of RevenueWell, simplifying patient communication and saving valuable staff time.
- Users love the **efficiency** of RevenueWell, appreciating time savings in confirmations, reminders, and real-time notifications.

##### Cons

- Users report frustrating **billing issues** with RevenueWell, including delays in cancellation and excessive password changes.
- Users report frequent **technical issues** with RevenueWell, including glitches and difficulties with campaign alerts and reminders.
- Users experience **messaging issues** with RevenueWell, reporting instability and lack of timely notifications in the mobile app.
- Users face **connectivity issues** with RevenueWell, impacting timely patient communications and overall app stability.
- Users report **poor customer service** , citing long billing issues and difficult transitions to RevenueWell phones.

#### What Are Recent G2 Reviews of RevenueWell?

**["Helpful Insights and Great Communication"](https://www.g2.com/survey_responses/revenuewell-review-13068805)**

**Rating:** 4.5/5.0 stars

_— Karen D._

[Read full review](https://www.g2.com/survey_responses/revenuewell-review-13068805)

**["RevenueWell is like having an extra person working for you."](https://www.g2.com/survey_responses/revenuewell-review-879108)**

**Rating:** 5.0/5.0 stars

_— Lesley R._

[Read full review](https://www.g2.com/survey_responses/revenuewell-review-879108)

### [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 4,700 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. 80%+ of patients pay their copay at point 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:** 3.9/5.0

**Total Reviews:** 44

#### How Do G2 Users Rate Phreesia?

- **Form Workflow:** 8.5/10 (Category avg: 8.6/10)
- **Has the product been a good partner in doing business?:** 8.1/10 (Category avg: 8.8/10)
- **Patient Data Transfer:** 9.3/10 (Category avg: 8.7/10)
- **Patient Check-in:** 7.9/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Phreesia?

- **Seller:** [Phreesia](https://www.g2.com/sellers/phreesia)
- **Year Founded:** 2005
- **HQ Location:** Wilmington, DE
- **Twitter:** @phreesia (1,542 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/64726/ (1,519 employees on LinkedIn®)
- **Ownership:** NYSE: PHR

#### Who Uses This Product?

- **Who Uses This:** Office Manager
- **Top Industries:** Hospital & Health Care, Medical Practice
- **Company Size:** 56% Small, 38% Medium

#### What Do G2 Reviewers Say About Phreesia?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Phreesia, enjoying its user-friendly interface and efficient scheduling features.
- Users appreciate the **time-saving features** of Phreesia, significantly reducing check-in durations and streamlining scheduling processes.
- Users praise the **exceptional customer support** of Phreesia, noting responsiveness and proactive assistance throughout implementation and beyond.
- Users value the **intuitive and customizable features** of Phreesia, enhancing patient intake and communication efficiency.
- Users appreciate the **efficiency** of Phreesia, significantly reducing check-in times and enhancing overall productivity.

##### Cons

- Users note a **steep learning curve** for new features and training that could be more structured and cohesive.
- Users often face **technical issues** with integration and system usability, impacting efficiency and functionality negatively.
- Users report a **training deficiency** with Phreesia, finding the onboarding process and materials disorganized and challenging.
- Users find the **difficult setup** of Phreesia challenging, often leading to overwhelming experiences and persistent issues.
- Users face **insufficient guidance** in navigating Phreesia University, making it difficult to piece together training effectively.

#### What Are Recent G2 Reviews of Phreesia?

**["Empowers Remote Work with Ease"](https://www.g2.com/survey_responses/phreesia-review-12113577)**

**Rating:** 5.0/5.0 stars

_— Maripat E._

[Read full review](https://www.g2.com/survey_responses/phreesia-review-12113577)

**["Streamlined Patient Process with Ease of Use"](https://www.g2.com/survey_responses/phreesia-review-11700601)**

**Rating:** 5.0/5.0 stars

_— Karen H._

[Read full review](https://www.g2.com/survey_responses/phreesia-review-11700601)

### [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

#### How Do G2 Users Rate Luma Health?

- **Form Workflow:** 9.5/10 (Category avg: 8.6/10)
- **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.8/10)
- **Patient Data Transfer:** 9.4/10 (Category avg: 8.7/10)
- **Patient Check-in:** 9.8/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Luma Health?

- **Seller:** [Luma Health](https://www.g2.com/sellers/luma-health)
- **Year Founded:** 2015
- **HQ Location:** San Mateo, California
- **Twitter:** @lumahealthhq (686 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/6403362/ (198 employees on LinkedIn®)

#### Who Uses This Product?

- **Top Industries:** Medical Practice, Hospital & Health Care
- **Company Size:** 57% Medium, 38% Small

#### What Do G2 Reviewers Say About Luma Health?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **automation features** of Luma Health, enhancing patient engagement while minimizing the need for human intervention.
- Users value the **easy communication** with patients, facilitating quick and effective replies.
- Users appreciate the **comprehensive features** of Luma Health, enhancing patient engagement and streamlining operational efficiency.
- Users appreciate the **easy communication** with patients, enabling seamless text exchanges and quick responses.
- Users value the **outstanding customer support** of Luma Health, appreciating the team's brilliance and compassion in problem-solving.

##### Cons

- Users find the **complex interface** of Luma Health challenging, needing prior knowledge of products for effective use.
- Users face challenges with **data management** in Luma, often stemming from inaccurate or incomplete system-level data.
- Users report that **incomplete data** often leads to issues with Luma's functionality, affecting overall user experience.
- Users find Luma Health **not user-friendly** due to its complexity and the need for product familiarity to navigate successfully.
- Users find Luma Health's **system complexity** challenging, needing prior knowledge for effective use and data management.

#### What Are Recent G2 Reviews of Luma Health?

**["Luma Leads The Way"](https://www.g2.com/survey_responses/luma-health-review-9733505)**

**Rating:** 4.5/5.0 stars

_— Vonda M._

[Read full review](https://www.g2.com/survey_responses/luma-health-review-9733505)

**["Effortless Patient Communication Made Easy"](https://www.g2.com/survey_responses/luma-health-review-11980167)**

**Rating:** 5.0/5.0 stars

_— Stephanie S._

[Read full review](https://www.g2.com/survey_responses/luma-health-review-11980167)

### [InteliChart](https://www.g2.com/products/intelichart/reviews)

InteliChart offers an AI-powered patient engagement platform that makes healthcare easier for patients, families, and the care teams who support them. The platform unifies the entire patient journey within a single system, helping practices coordinate engagement, reduce administrative burden, and support patients and families throughout their care experience. InteliChart integrates with more than 45 EHR systems and supports over 94 million patient records across ambulatory practices, health systems, long-term care organizations, and EHR partners. The platform is also recognized as the #1 patient engagement platform by Black Book for three consecutive years and as a top-rated Patient Portal by KLAS. Healthy Outcomes includes Patient Portal, Patient Intake, Patient Schedule, Patient Notify, Patient Survey, Patient Activate, Patient eHealth, and our Family Portal giving organizations a connected set of tools for communication, digital forms, scheduling, follow-up, and virtual care. Because every product is developed in-house, the platform functions as a unified ecosystem rather than a collection of separate solutions. InteliChart also brings intelligence to every corner of the platform with InteliSense, a suite of AI agents that automate administrative, operational, and clinical tasks such as scheduling, appointment recalls, check-ins, revenue workflows, and answering/handling common patient questions. Because InteliSense is built directly into the patient engagement tools patients and care teams use every day, every interaction feels consistent and connected while significantly reducing the manual workload that contributes to staff burnout. Healthcare organizations choose InteliChart because it helps them: 1. Simplify patient engagement using one platform for the entire journey 2. Reduce manual tasks and lighten staff workload 3. Improve patient satisfaction, communication, and follow-through 4. Strengthen revenue by reducing missed steps and improving adherence 5. Consolidate vendors and create a more predictable, connected experience 6. Deliver modern digital tools that patients want to use InteliChart's patient engagement platform is HITRUST r2 Certified, SOC 2 Type 2 Certified, HITRUST Practitioner Certified, HIPAA Security Certified, and NIST Certified, supporting secure and reliable experiences across the healthcare ecosystem. For organizations evaluating patient engagement software or AI-enabled healthcare tools, InteliChart provides a complete, unified platform that supports workflow efficiency, patient communication, and long-term digital engagement.

**Average Rating:** 4.4/5.0

**Total Reviews:** 68

#### How Do G2 Users Rate InteliChart?

- **Form Workflow:** 7.5/10 (Category avg: 8.6/10)
- **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 8.8/10)
- **Patient Data Transfer:** 7.9/10 (Category avg: 8.7/10)
- **Patient Check-in:** 7.7/10 (Category avg: 8.8/10)

#### Who Is the Company Behind InteliChart?

- **Seller:** [InteliChart](https://www.g2.com/sellers/intelichart)
- **Company Website:** https://intelichart.com
- **Year Founded:** 2006
- **HQ Location:** Charlotte, North Carolina
- **Twitter:** @InteliChart (929 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/intelichart/ (80 employees on LinkedIn®)

#### Who Uses This Product?

- **Top Industries:** Hospital & Health Care, Medical Practice
- **Company Size:** 56% Medium, 34% Small

#### What Do G2 Reviewers Say About InteliChart?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of InteliChart, streamlining patient registration and communication effectively.
- Users value the **efficient patient communication** features of InteliChart, enhancing both patient experience and staff workflow.
- Users appreciate the **easy patient communication** facilitated by InteliChart, enhancing efficiency for both staff and patients.
- Users value the **efficiency** of InteliChart, enhancing communication and streamlining workflow for healthcare providers.
- Users find **easy integrations** with InteliChart enhance functionality and improve patient experience significantly.

##### Cons

- Users find the **limited features** of InteliChart frustrating, particularly regarding patient reminders and population filters.
- Users find InteliChart **not user-friendly** , struggling with its complex layout and time-consuming setup process.
- Users find the **difficult setup** of InteliChart frustrating, especially for accessing multiple accounts or features.
- Users are frustrated by the **missing features** in InteliChart, impacting usability and desired functionalities.
- Users report **EMR integration issues** with InteliChart, impacting access to essential patient information and requiring IT intervention.

#### What Are Recent G2 Reviews of InteliChart?

**["Intelichart has been an amazing product for our Clinic"](https://www.g2.com/survey_responses/intelichart-review-10237753)**

**Rating:** 4.5/5.0 stars

_— Adriana S._

[Read full review](https://www.g2.com/survey_responses/intelichart-review-10237753)

**["Creating a positive patient portal experience, boosting engagement"](https://www.g2.com/survey_responses/intelichart-review-13056501)**

**Rating:** 4.5/5.0 stars

_— Stacie E._

[Read full review](https://www.g2.com/survey_responses/intelichart-review-13056501)

### [Hyro](https://www.g2.com/products/hyro/reviews)

Say goodbye to rigid chatbots and poor IVRs that constantly break: Meet Hyro - the world’s first adaptive communications platform, powered by AI virtual assistants which drive superior engagement with customers and efficiency within organizations. Featuring plug & play conversational AI and natural language automation, Hyro empowers enterprises to flex their processes and messaging across their most valuable platforms, services, and channels — including call centers, website chat solutions, SMS, and more. With the adaptive advantage for enterprise, Hyro is ushering in a new age of conversational technologies that are quick to deploy, easy to maintain, and simple to scale — conserving vital resources while generating better conversations, more conversions, and revenue-driving intelligence.

**Average Rating:** 4.9/5.0

**Total Reviews:** 20

#### How Do G2 Users Rate Hyro?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Hyro?

- **Seller:** [Hyro](https://www.g2.com/sellers/hyro)
- **Year Founded:** 2018
- **HQ Location:** New York, NY
- **Twitter:** @hyro\_ai (424 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/hyroai/ (183 employees on LinkedIn®)

#### Who Uses This Product?

- **Top Industries:** Computer Software
- **Company Size:** 60% Medium, 25% Small

#### What Are Recent G2 Reviews of Hyro?

**["Hyro is superior to any chatbot solution"](https://www.g2.com/survey_responses/hyro-review-7078311)**

**Rating:** 5.0/5.0 stars

_— Jillian G._

[Read full review](https://www.g2.com/survey_responses/hyro-review-7078311)

**["27% increase in lead coverage"](https://www.g2.com/survey_responses/hyro-review-7449259)**

**Rating:** 5.0/5.0 stars

_— Oded O._

[Read full review](https://www.g2.com/survey_responses/hyro-review-7449259)

### [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:** 170

#### How Do G2 Users Rate OhMD?

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.8/10)

#### Who Is the Company Behind OhMD?

- **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/ (47 employees on LinkedIn®)

#### Who Uses This Product?

- **Who Uses This:** Office Manager, Medical Assistant
- **Top Industries:** Medical Practice, Hospital & Health Care
- **Company Size:** 54% Small, 45% Medium

#### What Do G2 Reviewers Say About OhMD?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **easy communication** with patients via OhMD, eliminating phone tag and ensuring timely responses.
- Users value the **easy patient communication** with OhMD, enhancing connections without sharing personal phone numbers.
- Users love the **user-friendly experience** of OhMD, facilitating quick, bidirectional communication with patients.
- Users love the **texting feature** of OhMD for seamless communication with patients, enhancing convenience and accessibility.
- Users value the **efficient patient communication** through OhMD, enhancing convenience and minimizing missed connections.

##### Cons

- Users experience **messaging issues** with OhMD, including lack of privacy and the need to refresh for new messages.
- Users highlight the **limited features** of OhMD, expressing a desire for more functionality and improvements.
- Users find the **limited messaging features** of OhMD hinder their ability to communicate efficiently and manage patient interactions.
- Users feel there's a lack of **missing features** in OhMD, limiting its full potential and functionality.
- Users experience occasional **technical issues** with OhMD, including slow performance and temporary login problems.

#### What Are Recent G2 Reviews of OhMD?

**["Love OHMD"](https://www.g2.com/survey_responses/ohmd-review-11664821)**

**Rating:** 5.0/5.0 stars

_— Lisa S._

[Read full review](https://www.g2.com/survey_responses/ohmd-review-11664821)

**["OhMD easy to integrate"](https://www.g2.com/survey_responses/ohmd-review-11680721)**

**Rating:** 5.0/5.0 stars

_— Verified User in Medical Practice_

[Read full review](https://www.g2.com/survey_responses/ohmd-review-11680721)

### [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

#### How Do G2 Users Rate Mend?

- **Form Workflow:** 9.7/10 (Category avg: 8.6/10)
- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.8/10)
- **Patient Data Transfer:** 9.5/10 (Category avg: 8.7/10)
- **Patient Check-in:** 9.3/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Mend?

- **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®)

#### Who Uses This Product?

- **Top Industries:** Hospital & Health Care, Mental Health Care
- **Company Size:** 51% Small, 32% Medium

#### What Do G2 Reviewers Say About Mend?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **convenient video chat communication** for appointments, enhancing comfort and relatability during discussions.
- Users value the **convenience of remote appointments** , feeling comfortable discussing personal issues during video consultations.
- Users love the **convenience of scheduling appointments from home** with Mend, enhancing their overall experience.
- Users value the **communication efficiency** of Mend, finding video chats convenient and enhancing their comfort in sharing personal issues.
- Users find the **ease of use** in Mend's video chat feature enhances comfort and accessibility during interviews.

#### What Are Recent G2 Reviews of Mend?

**["Easy, Convenient, and Secure Telemedicine with Mend."](https://www.g2.com/survey_responses/mend-review-13131341)**

**Rating:** 5.0/5.0 stars

_— Verified User in Mental Health Care_

[Read full review](https://www.g2.com/survey_responses/mend-review-13131341)

**["Convenient, High-Quality Telehealth That Expands Access to Care"](https://www.g2.com/survey_responses/mend-review-12629036)**

**Rating:** 4.5/5.0 stars

_— Verified User in Mental Health Care_

[Read full review](https://www.g2.com/survey_responses/mend-review-12629036)

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Similar Categories

- [Interactive Patient Care Systems (IPC)](/categories/interactive-patient-care-systems-ipc)
- [Other Patient Experience](/categories/other-patient-experience)
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- [Patient Engagement](/categories/patient-engagement)
- [Patient Relationship Management (PRM)](/categories/patient-relationship-management-prm)
- [Patient Scheduling](/categories/patient-scheduling)

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[Browse Patient Intake Themes](/categories/patient-intake/themes)

 ![Emma Stein](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Emma Stein")
ES

Researched and written by [Emma Stein](https://research.g2.com/insights/author/emma-stein)

Updated October 3, 2024

Patient intake software facilitates efficient and proactive capturing of patient data prior to a patient's medical appointment. Patient intake software minimizes the time patients spend on registration, reduces any mistakes due to handwritten data, protects patient privacy, and simplifies the integration of patient data into the EHR. Both medical staff and patients, established and new, benefit from the software; with patient intake software, process bottlenecks are eased, satisfaction is raised, workload is reduced, and productivity is increased.

To qualify for inclusion in the Patient Intake category, a product must:

- Offer a digital or electronic method of filling out patient forms prior to appointments
- Ensure security, encryption, and compliance with health care industry requirements
- Integrate with EHRs and other patient health information databases

Top Tools at a Glance

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PMS-synced digital intake and form automation

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User Review

"Left & Happily Came Back"

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Paperless patient intake with text-to-pay

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User Review

"Real-Time Texting Transforms Office Communication"

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Customizable behavioral health intake workflows

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User Review

"Extremely Helpful and Time-Saving EHR with Minimal Issues"

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HIPAA-compliant text-based patient intake workflows

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User Review

"Enhanced Patient Communication, Easy Setup"

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Fax-to-chart intake with AI auto-population

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User Review

"Spry’s Intuitive Design and Hands-On Support Transformed Our Clinic Workflow"

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Pre-visit digital intake with automated recall

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User Review

"Easy Texting for Payments, Reviews, and Paperwork"

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Pre-visit patient intake with integrated EHR billing

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User Review

"Easy Charge Capture for Accurate Coding"

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Eaglesoft-integrated digital patient intake automation

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User Review

"Helpful Insights and Great Communication"

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Pre-visit digital intake with EHR-integrated eligibility verification

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User Review

"Empowers Remote Work with Ease"

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