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Best Patient Intake Software

Emma Stein
ES
Researched and written by Emma Stein

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
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Featured Patient Intake Software At A Glance

NexHealth
Sponsored
NexHealth
Leader:
Weave
Weave
Highest Performer:
OhMD
OhMD
Easiest to Use:
NexHealth
NexHealth
Top Trending:
Weave
Weave
Show LessShow More
Highest Performer:
OhMD
OhMD
Easiest to Use:
NexHealth
NexHealth
Top Trending:
Weave
Weave

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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83 Listings in Patient Intake Available
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    G2 Score
Weave
(428)4.6 out of 5
Optimized for quick response
7th Easiest To Use in Patient Intake software
Entry Level Price:Starting at $249.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    • Office Manager
    • Owner
    Industries
    • Medical Practice
    • Hospital & Health Care
    Market Segment
    • 91% Small-Business
    • 7% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Weave Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    97
    Communication
    82
    Patient Communication
    76
    Text Messaging
    76
    Texting Communication
    61
    Cons
    Technical Issues
    46
    Messaging Issues
    24
    Software Bugs
    24
    Connectivity Issues
    23
    Communication Issues
    22
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Weave features and usability ratings that predict user satisfaction
    8.9
    Form Workflow
    Average: 8.8
    9.2
    Has the product been a good partner in doing business?
    Average: 8.7
    8.8
    Patient Data Transfer
    Average: 8.9
    8.6
    Patient Check-in
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Weave
    Company Website
    Year Founded
    2008
    HQ Location
    Lehi, Utah
    Twitter
    @getweave
    2,029 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,101 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • Office Manager
  • Owner
Industries
  • Medical Practice
  • Hospital & Health Care
Market Segment
  • 91% Small-Business
  • 7% Mid-Market
Weave Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
97
Communication
82
Patient Communication
76
Text Messaging
76
Texting Communication
61
Cons
Technical Issues
46
Messaging Issues
24
Software Bugs
24
Connectivity Issues
23
Communication Issues
22
View All Pros and Cons
Weave features and usability ratings that predict user satisfaction
8.9
Form Workflow
Average: 8.8
9.2
Has the product been a good partner in doing business?
Average: 8.7
8.8
Patient Data Transfer
Average: 8.9
8.6
Patient Check-in
Average: 8.8
Seller Details
Seller
Weave
Company Website
Year Founded
2008
HQ Location
Lehi, Utah
Twitter
@getweave
2,029 Twitter followers
LinkedIn® Page
www.linkedin.com
1,101 employees on LinkedIn®
NexHealth
(92)4.8 out of 5
Optimized for quick response
1st Easiest To Use in Patient Intake software
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 propri

    Users
    • Office Manager
    Industries
    • Hospital & Health Care
    • Medical Practice
    Market Segment
    • 87% Small-Business
    • 11% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • NexHealth Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    21
    Customer Support
    9
    Online Forms
    9
    Patient Communication
    9
    Communication
    7
    Cons
    Technical Issues
    4
    Limited Features
    3
    Messaging Issues
    3
    Appointment Management
    2
    Difficult Navigation
    2
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • NexHealth features and usability ratings that predict user satisfaction
    9.1
    Form Workflow
    Average: 8.8
    9.6
    Has the product been a good partner in doing business?
    Average: 8.7
    9.5
    Patient Data Transfer
    Average: 8.9
    9.5
    Patient Check-in
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Nex Health
    Company Website
    Year Founded
    2017
    HQ Location
    San Francisco, California
    Twitter
    @nexhealthHQ
    2,147 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    209 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 propri

Users
  • Office Manager
Industries
  • Hospital & Health Care
  • Medical Practice
Market Segment
  • 87% Small-Business
  • 11% Mid-Market
NexHealth Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
21
Customer Support
9
Online Forms
9
Patient Communication
9
Communication
7
Cons
Technical Issues
4
Limited Features
3
Messaging Issues
3
Appointment Management
2
Difficult Navigation
2
View All Pros and Cons
NexHealth features and usability ratings that predict user satisfaction
9.1
Form Workflow
Average: 8.8
9.6
Has the product been a good partner in doing business?
Average: 8.7
9.5
Patient Data Transfer
Average: 8.9
9.5
Patient Check-in
Average: 8.8
Seller Details
Seller
Nex Health
Company Website
Year Founded
2017
HQ Location
San Francisco, California
Twitter
@nexhealthHQ
2,147 Twitter followers
LinkedIn® Page
www.linkedin.com
209 employees on LinkedIn®
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Klara
(111)4.6 out of 5
Optimized for quick response
6th Easiest To Use in Patient Intake software
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 effi

    Users
    No information available
    Industries
    • Medical Practice
    • Hospital & Health Care
    Market Segment
    • 72% Small-Business
    • 21% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Klara Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Communication
    26
    Ease of Use
    25
    Patient Communication
    23
    Texting Communication
    15
    Messaging Features
    12
    Cons
    Communication Issues
    6
    Limited Features
    6
    Messaging Issues
    6
    Search Issues
    5
    Limited Messaging Features
    4
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Klara features and usability ratings that predict user satisfaction
    9.6
    Form Workflow
    Average: 8.8
    9.0
    Has the product been a good partner in doing business?
    Average: 8.7
    9.3
    Patient Data Transfer
    Average: 8.9
    9.6
    Patient Check-in
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Klara
    Company Website
    Year Founded
    2013
    HQ Location
    New York, NY
    LinkedIn® Page
    www.linkedin.com
    94 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 effi

Users
No information available
Industries
  • Medical Practice
  • Hospital & Health Care
Market Segment
  • 72% Small-Business
  • 21% Mid-Market
Klara Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Communication
26
Ease of Use
25
Patient Communication
23
Texting Communication
15
Messaging Features
12
Cons
Communication Issues
6
Limited Features
6
Messaging Issues
6
Search Issues
5
Limited Messaging Features
4
View All Pros and Cons
Klara features and usability ratings that predict user satisfaction
9.6
Form Workflow
Average: 8.8
9.0
Has the product been a good partner in doing business?
Average: 8.7
9.3
Patient Data Transfer
Average: 8.9
9.6
Patient Check-in
Average: 8.8
Seller Details
Seller
Klara
Company Website
Year Founded
2013
HQ Location
New York, NY
LinkedIn® Page
www.linkedin.com
94 employees on LinkedIn®
Phreesia
(43)4.1 out of 5
15th Easiest To Use in Patient Intake software
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 sta

    Users
    • Office Manager
    Industries
    • Hospital & Health Care
    • Medical Practice
    Market Segment
    • 53% Small-Business
    • 40% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Phreesia Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    8
    Time-saving
    6
    Customer Support
    4
    Efficiency
    4
    Efficiency Improvement
    4
    Cons
    Learning Curve
    3
    Technical Issues
    3
    Training Deficiency
    3
    Difficult Navigation
    2
    Difficult Setup
    2
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Phreesia features and usability ratings that predict user satisfaction
    8.5
    Form Workflow
    Average: 8.8
    8.7
    Has the product been a good partner in doing business?
    Average: 8.7
    9.3
    Patient Data Transfer
    Average: 8.9
    8.8
    Patient Check-in
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Phreesia
    Year Founded
    2005
    HQ Location
    Wilmington, DE
    Twitter
    @phreesia
    1,541 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,621 employees on LinkedIn®
    Ownership
    NYSE: PHR
Product Description
How are these determined?Information
This description is provided by the seller.

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 sta

Users
  • Office Manager
Industries
  • Hospital & Health Care
  • Medical Practice
Market Segment
  • 53% Small-Business
  • 40% Mid-Market
Phreesia Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
8
Time-saving
6
Customer Support
4
Efficiency
4
Efficiency Improvement
4
Cons
Learning Curve
3
Technical Issues
3
Training Deficiency
3
Difficult Navigation
2
Difficult Setup
2
View All Pros and Cons
Phreesia features and usability ratings that predict user satisfaction
8.5
Form Workflow
Average: 8.8
8.7
Has the product been a good partner in doing business?
Average: 8.7
9.3
Patient Data Transfer
Average: 8.9
8.8
Patient Check-in
Average: 8.8
Seller Details
Seller
Phreesia
Year Founded
2005
HQ Location
Wilmington, DE
Twitter
@phreesia
1,541 Twitter followers
LinkedIn® Page
www.linkedin.com
1,621 employees on LinkedIn®
Ownership
NYSE: PHR
SPRY
(66)4.6 out of 5
15th Easiest To Use in Patient Intake software
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 redu

    Users
    • Physical Therapist
    • Owner
    Industries
    • Health, Wellness and Fitness
    • Medical Practice
    Market Segment
    • 82% Small-Business
    • 18% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Spry is a user-friendly electronic medical record (EMR) system that utilizes AI to automate and simplify various tasks such as documentation, scheduling, and billing.
    • Users like the system's intuitive interface, AI-assisted documentation, and responsive customer service, noting that it significantly reduces note-writing time and allows for real-time financial tracking.
    • Users experienced issues with the onboarding process, inconsistent training, communication breakdowns, and technical glitches such as errors in saving notes and delays in AI note-generation.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • SPRY Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    43
    Efficiency
    28
    Customer Support
    27
    Helpful
    23
    Customizability
    20
    Cons
    Technical Issues
    11
    Slow Performance
    9
    Software Bugs
    7
    Appointment Management
    6
    Billing Issues
    6
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • SPRY features and usability ratings that predict user satisfaction
    0.0
    No information available
    9.7
    Has the product been a good partner in doing business?
    Average: 8.7
    10.0
    Patient Data Transfer
    Average: 8.9
    10.0
    Patient Check-in
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    SPRY
    Year Founded
    2021
    HQ Location
    Wilmington, US
    Twitter
    @SPRY575503
    23 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    221 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 redu

Users
  • Physical Therapist
  • Owner
Industries
  • Health, Wellness and Fitness
  • Medical Practice
Market Segment
  • 82% Small-Business
  • 18% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Spry is a user-friendly electronic medical record (EMR) system that utilizes AI to automate and simplify various tasks such as documentation, scheduling, and billing.
  • Users like the system's intuitive interface, AI-assisted documentation, and responsive customer service, noting that it significantly reduces note-writing time and allows for real-time financial tracking.
  • Users experienced issues with the onboarding process, inconsistent training, communication breakdowns, and technical glitches such as errors in saving notes and delays in AI note-generation.
SPRY Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
43
Efficiency
28
Customer Support
27
Helpful
23
Customizability
20
Cons
Technical Issues
11
Slow Performance
9
Software Bugs
7
Appointment Management
6
Billing Issues
6
View All Pros and Cons
SPRY features and usability ratings that predict user satisfaction
0.0
No information available
9.7
Has the product been a good partner in doing business?
Average: 8.7
10.0
Patient Data Transfer
Average: 8.9
10.0
Patient Check-in
Average: 8.8
Seller Details
Seller
SPRY
Year Founded
2021
HQ Location
Wilmington, US
Twitter
@SPRY575503
23 Twitter followers
LinkedIn® Page
www.linkedin.com
221 employees on LinkedIn®
Solutionreach
(167)4.3 out of 5
13th Easiest To Use in Patient Intake software
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    • Office Manager
    Industries
    • Medical Practice
    • Hospital & Health Care
    Market Segment
    • 89% Small-Business
    • 10% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Solutionreach Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Appointment Scheduling
    1
    Client Management
    1
    Communication
    1
    Communication Ease
    1
    Communication Efficiency
    1
    Cons
    Frequent Updates
    1
    Inconvenience
    1
    Inefficient Updates
    1
    Payment Issues
    1
    Update Issues
    1
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Solutionreach features and usability ratings that predict user satisfaction
    6.7
    Form Workflow
    Average: 8.8
    8.4
    Has the product been a good partner in doing business?
    Average: 8.7
    6.9
    Patient Data Transfer
    Average: 8.9
    7.8
    Patient Check-in
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Solutionreach
    Year Founded
    2000
    HQ Location
    Lehi, UT
    Twitter
    @solutionreach
    1,833 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    328 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • Office Manager
Industries
  • Medical Practice
  • Hospital & Health Care
Market Segment
  • 89% Small-Business
  • 10% Mid-Market
Solutionreach Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Appointment Scheduling
1
Client Management
1
Communication
1
Communication Ease
1
Communication Efficiency
1
Cons
Frequent Updates
1
Inconvenience
1
Inefficient Updates
1
Payment Issues
1
Update Issues
1
View All Pros and Cons
Solutionreach features and usability ratings that predict user satisfaction
6.7
Form Workflow
Average: 8.8
8.4
Has the product been a good partner in doing business?
Average: 8.7
6.9
Patient Data Transfer
Average: 8.9
7.8
Patient Check-in
Average: 8.8
Seller Details
Seller
Solutionreach
Year Founded
2000
HQ Location
Lehi, UT
Twitter
@solutionreach
1,833 Twitter followers
LinkedIn® Page
www.linkedin.com
328 employees on LinkedIn®
RevenueWell
(136)4.7 out of 5
10th Easiest To Use in Patient Intake software
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 product

    Users
    • Office Manager
    Industries
    • Medical Practice
    • Hospital & Health Care
    Market Segment
    • 94% Small-Business
    • 5% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • RevenueWell Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    8
    Reminders
    8
    Confirmation Automation
    7
    Efficiency
    7
    Patient Communication
    7
    Cons
    Billing Issues
    4
    Technical Issues
    4
    Messaging Issues
    3
    Connectivity Issues
    2
    Customer Service Issues
    2
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • RevenueWell features and usability ratings that predict user satisfaction
    9.6
    Form Workflow
    Average: 8.8
    9.6
    Has the product been a good partner in doing business?
    Average: 8.7
    9.6
    Patient Data Transfer
    Average: 8.9
    9.5
    Patient Check-in
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    RevenueWell
    Company Website
    Year Founded
    2010
    HQ Location
    Chicago, Illinois
    Twitter
    @RevenueWell
    1,156 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    164 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 product

Users
  • Office Manager
Industries
  • Medical Practice
  • Hospital & Health Care
Market Segment
  • 94% Small-Business
  • 5% Mid-Market
RevenueWell Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
8
Reminders
8
Confirmation Automation
7
Efficiency
7
Patient Communication
7
Cons
Billing Issues
4
Technical Issues
4
Messaging Issues
3
Connectivity Issues
2
Customer Service Issues
2
View All Pros and Cons
RevenueWell features and usability ratings that predict user satisfaction
9.6
Form Workflow
Average: 8.8
9.6
Has the product been a good partner in doing business?
Average: 8.7
9.6
Patient Data Transfer
Average: 8.9
9.5
Patient Check-in
Average: 8.8
Seller Details
Seller
RevenueWell
Company Website
Year Founded
2010
HQ Location
Chicago, Illinois
Twitter
@RevenueWell
1,156 Twitter followers
LinkedIn® Page
www.linkedin.com
164 employees on LinkedIn®
Tebra (previously Kareo + PatientPop)
(250)4.1 out of 5
Optimized for quick response
12th Easiest To Use in Patient Intake software
View top Consulting Services for Tebra (previously Kareo + PatientPop)
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 ch

    Users
    • Owner
    • Office Manager
    Industries
    • Medical Practice
    • Hospital & Health Care
    Market Segment
    • 87% Small-Business
    • 11% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Tebra is a standalone application designed to track the status of medical claims and integrate with other EHR software.
    • Reviewers appreciate Tebra's user-friendly interface, its ability to manage claims for multiple practices efficiently, and the robust support it has provided for over fifteen years.
    • Reviewers noted that Tebra can be slow when opening claims, lacks customization options, requires a lot of clicking within tabs, and its reporting and patient friendliness could be improved.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Tebra (previously Kareo + PatientPop) Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    7
    Customer Support
    4
    Helpful
    4
    Appointment Scheduling
    3
    Billing
    3
    Cons
    Inadequate Reporting
    4
    Inefficient Reporting
    3
    Limited Features
    3
    Poor Reporting
    3
    Customer Service Issues
    2
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Tebra (previously Kareo + PatientPop) features and usability ratings that predict user satisfaction
    7.3
    Form Workflow
    Average: 8.8
    8.2
    Has the product been a good partner in doing business?
    Average: 8.7
    7.3
    Patient Data Transfer
    Average: 8.9
    8.2
    Patient Check-in
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Tebra
    Company Website
    HQ Location
    Corona del Mar, US
    Twitter
    @TebraOfficial
    11,028 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,054 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 ch

Users
  • Owner
  • Office Manager
Industries
  • Medical Practice
  • Hospital & Health Care
Market Segment
  • 87% Small-Business
  • 11% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Tebra is a standalone application designed to track the status of medical claims and integrate with other EHR software.
  • Reviewers appreciate Tebra's user-friendly interface, its ability to manage claims for multiple practices efficiently, and the robust support it has provided for over fifteen years.
  • Reviewers noted that Tebra can be slow when opening claims, lacks customization options, requires a lot of clicking within tabs, and its reporting and patient friendliness could be improved.
Tebra (previously Kareo + PatientPop) Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
7
Customer Support
4
Helpful
4
Appointment Scheduling
3
Billing
3
Cons
Inadequate Reporting
4
Inefficient Reporting
3
Limited Features
3
Poor Reporting
3
Customer Service Issues
2
View All Pros and Cons
Tebra (previously Kareo + PatientPop) features and usability ratings that predict user satisfaction
7.3
Form Workflow
Average: 8.8
8.2
Has the product been a good partner in doing business?
Average: 8.7
7.3
Patient Data Transfer
Average: 8.9
8.2
Patient Check-in
Average: 8.8
Seller Details
Seller
Tebra
Company Website
HQ Location
Corona del Mar, US
Twitter
@TebraOfficial
11,028 Twitter followers
LinkedIn® Page
www.linkedin.com
1,054 employees on LinkedIn®
InteliChart
(62)4.4 out of 5
Optimized for quick response
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 w

    Users
    No information available
    Industries
    • Hospital & Health Care
    • Medical Practice
    Market Segment
    • 60% Mid-Market
    • 29% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • InteliChart Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    15
    Patient Communication
    12
    Customer Support
    6
    Easy Integrations
    5
    Efficiency Improvement
    5
    Cons
    Limited Features
    5
    Technical Issues
    4
    Missing Features
    3
    Notification Issues
    3
    Frequent Updates
    2
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • InteliChart features and usability ratings that predict user satisfaction
    7.5
    Form Workflow
    Average: 8.8
    8.5
    Has the product been a good partner in doing business?
    Average: 8.7
    7.9
    Patient Data Transfer
    Average: 8.9
    7.7
    Patient Check-in
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    InteliChart
    Company Website
    Year Founded
    2006
    HQ Location
    Charlotte, North Carolina
    Twitter
    @InteliChart
    932 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    77 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 w

Users
No information available
Industries
  • Hospital & Health Care
  • Medical Practice
Market Segment
  • 60% Mid-Market
  • 29% Small-Business
InteliChart Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
15
Patient Communication
12
Customer Support
6
Easy Integrations
5
Efficiency Improvement
5
Cons
Limited Features
5
Technical Issues
4
Missing Features
3
Notification Issues
3
Frequent Updates
2
View All Pros and Cons
InteliChart features and usability ratings that predict user satisfaction
7.5
Form Workflow
Average: 8.8
8.5
Has the product been a good partner in doing business?
Average: 8.7
7.9
Patient Data Transfer
Average: 8.9
7.7
Patient Check-in
Average: 8.8
Seller Details
Seller
InteliChart
Company Website
Year Founded
2006
HQ Location
Charlotte, North Carolina
Twitter
@InteliChart
932 Twitter followers
LinkedIn® Page
www.linkedin.com
77 employees on LinkedIn®
Luma Health
(84)4.8 out of 5
9th Easiest To Use in Patient Intake software
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 coo

    Users
    No information available
    Industries
    • Medical Practice
    • Hospital & Health Care
    Market Segment
    • 57% Mid-Market
    • 38% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Luma Health Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Communication
    1
    Customer Communication
    1
    Ease of Use
    1
    Messaging Management
    1
    Navigation Ease
    1
    Cons
    This product has not yet received any negative sentiments.
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Luma Health features and usability ratings that predict user satisfaction
    9.5
    Form Workflow
    Average: 8.8
    9.7
    Has the product been a good partner in doing business?
    Average: 8.7
    9.4
    Patient Data Transfer
    Average: 8.9
    9.8
    Patient Check-in
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Luma Health
    Year Founded
    2015
    HQ Location
    San Mateo, California
    Twitter
    @lumahealthhq
    691 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    196 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 coo

Users
No information available
Industries
  • Medical Practice
  • Hospital & Health Care
Market Segment
  • 57% Mid-Market
  • 38% Small-Business
Luma Health Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Communication
1
Customer Communication
1
Ease of Use
1
Messaging Management
1
Navigation Ease
1
Cons
This product has not yet received any negative sentiments.
View All Pros and Cons
Luma Health features and usability ratings that predict user satisfaction
9.5
Form Workflow
Average: 8.8
9.7
Has the product been a good partner in doing business?
Average: 8.7
9.4
Patient Data Transfer
Average: 8.9
9.8
Patient Check-in
Average: 8.8
Seller Details
Seller
Luma Health
Year Founded
2015
HQ Location
San Mateo, California
Twitter
@lumahealthhq
691 Twitter followers
LinkedIn® Page
www.linkedin.com
196 employees on LinkedIn®
OhMD
(170)4.8 out of 5
Optimized for quick response
5th Easiest To Use in Patient Intake software
Entry Level Price:Starting at $300.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 ac

    Users
    • Office Manager
    • Medical Assistant
    Industries
    • Medical Practice
    • Hospital & Health Care
    Market Segment
    • 54% Small-Business
    • 45% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • OhMD Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Communication
    24
    Patient Communication
    20
    Ease of Use
    16
    Texting Feature
    16
    Customer Communication
    11
    Cons
    Messaging Issues
    9
    Limited Messaging Features
    7
    Limited Features
    6
    Missing Features
    5
    Technical Issues
    4
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • OhMD features and usability ratings that predict user satisfaction
    0.0
    No information available
    9.6
    Has the product been a good partner in doing business?
    Average: 8.7
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    OhMD
    Company Website
    Year Founded
    2016
    HQ Location
    Burlington, Vermont
    LinkedIn® Page
    www.linkedin.com
    46 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 ac

Users
  • Office Manager
  • Medical Assistant
Industries
  • Medical Practice
  • Hospital & Health Care
Market Segment
  • 54% Small-Business
  • 45% Mid-Market
OhMD Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Communication
24
Patient Communication
20
Ease of Use
16
Texting Feature
16
Customer Communication
11
Cons
Messaging Issues
9
Limited Messaging Features
7
Limited Features
6
Missing Features
5
Technical Issues
4
View All Pros and Cons
OhMD features and usability ratings that predict user satisfaction
0.0
No information available
9.6
Has the product been a good partner in doing business?
Average: 8.7
0.0
No information available
0.0
No information available
Seller Details
Seller
OhMD
Company Website
Year Founded
2016
HQ Location
Burlington, Vermont
LinkedIn® Page
www.linkedin.com
46 employees on LinkedIn®
WaitWell
(78)4.7 out of 5
Optimized for quick response
3rd Easiest To Use in Patient Intake software
Entry Level Price:Starting at $29.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    WaitWell is a secure, scalable platform for queue management and appointment scheduling that helps organizations improve customer flow and service delivery across single or multi-location operations.

    Users
    • Triage Specialist
    Industries
    • Higher Education
    • Government Administration
    Market Segment
    • 46% Small-Business
    • 26% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • WaitWell is a queuing software that allows users to send SMS messages to students, integrate with Outlook calendars, and troubleshoot technical and logistical issues.
    • Users like the ability to interact with students quickly, the queue organization, the ability to communicate with students through text, and the integration with sales force.
    • Users experienced limitations in report customization, difficulty in tracking when a specific area closes a ticket, inability to create categories and subcategories in sales force, and challenges in updating the settings.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • WaitWell Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    32
    Customer Support
    17
    User-Friendly
    17
    Easy Setup
    15
    Convenience
    11
    Cons
    Data Inaccuracy
    5
    Limited Customization
    5
    Missing Features
    5
    Customization Difficulty
    4
    Difficult Navigation
    3
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • WaitWell features and usability ratings that predict user satisfaction
    0.0
    No information available
    9.5
    Has the product been a good partner in doing business?
    Average: 8.7
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    WaitWell Inc.
    Company Website
    Year Founded
    2020
    HQ Location
    Calgary, Canada
    Twitter
    @WaitWell2
    88 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    15 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

WaitWell is a secure, scalable platform for queue management and appointment scheduling that helps organizations improve customer flow and service delivery across single or multi-location operations.

Users
  • Triage Specialist
Industries
  • Higher Education
  • Government Administration
Market Segment
  • 46% Small-Business
  • 26% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • WaitWell is a queuing software that allows users to send SMS messages to students, integrate with Outlook calendars, and troubleshoot technical and logistical issues.
  • Users like the ability to interact with students quickly, the queue organization, the ability to communicate with students through text, and the integration with sales force.
  • Users experienced limitations in report customization, difficulty in tracking when a specific area closes a ticket, inability to create categories and subcategories in sales force, and challenges in updating the settings.
WaitWell Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
32
Customer Support
17
User-Friendly
17
Easy Setup
15
Convenience
11
Cons
Data Inaccuracy
5
Limited Customization
5
Missing Features
5
Customization Difficulty
4
Difficult Navigation
3
View All Pros and Cons
WaitWell features and usability ratings that predict user satisfaction
0.0
No information available
9.5
Has the product been a good partner in doing business?
Average: 8.7
0.0
No information available
0.0
No information available
Seller Details
Seller
WaitWell Inc.
Company Website
Year Founded
2020
HQ Location
Calgary, Canada
Twitter
@WaitWell2
88 Twitter followers
LinkedIn® Page
www.linkedin.com
15 employees on LinkedIn®
Hyro
(20)4.9 out of 5
2nd Easiest To Use in Patient Intake software
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    No information available
    Industries
    • Computer Software
    Market Segment
    • 60% Mid-Market
    • 25% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Hyro features and usability ratings that predict user satisfaction
    0.0
    No information available
    10.0
    Has the product been a good partner in doing business?
    Average: 8.7
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Hyro
    Year Founded
    2018
    HQ Location
    New York, NY
    Twitter
    @hyro_ai
    430 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    166 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
No information available
Industries
  • Computer Software
Market Segment
  • 60% Mid-Market
  • 25% Small-Business
Hyro features and usability ratings that predict user satisfaction
0.0
No information available
10.0
Has the product been a good partner in doing business?
Average: 8.7
0.0
No information available
0.0
No information available
Seller Details
Seller
Hyro
Year Founded
2018
HQ Location
New York, NY
Twitter
@hyro_ai
430 Twitter followers
LinkedIn® Page
www.linkedin.com
166 employees on LinkedIn®
Mend
(123)4.7 out of 5
14th Easiest To Use in Patient Intake software
DealsSpecial offer!
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 int

    Users
    No information available
    Industries
    • Hospital & Health Care
    • Mental Health Care
    Market Segment
    • 50% Small-Business
    • 33% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Mend Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Communication
    2
    Telehealth Services
    2
    Appointment Scheduling
    1
    Communication Efficiency
    1
    Ease of Use
    1
    Cons
    This product has not yet received any negative sentiments.
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Mend features and usability ratings that predict user satisfaction
    9.7
    Form Workflow
    Average: 8.8
    9.6
    Has the product been a good partner in doing business?
    Average: 8.7
    9.5
    Patient Data Transfer
    Average: 8.9
    9.3
    Patient Check-in
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Mendfamily
    Year Founded
    2014
    HQ Location
    Orlando, Florida
    LinkedIn® Page
    www.linkedin.com
    76 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 int

Users
No information available
Industries
  • Hospital & Health Care
  • Mental Health Care
Market Segment
  • 50% Small-Business
  • 33% Mid-Market
Mend Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Communication
2
Telehealth Services
2
Appointment Scheduling
1
Communication Efficiency
1
Ease of Use
1
Cons
This product has not yet received any negative sentiments.
View All Pros and Cons
Mend features and usability ratings that predict user satisfaction
9.7
Form Workflow
Average: 8.8
9.6
Has the product been a good partner in doing business?
Average: 8.7
9.5
Patient Data Transfer
Average: 8.9
9.3
Patient Check-in
Average: 8.8
Seller Details
Seller
Mendfamily
Year Founded
2014
HQ Location
Orlando, Florida
LinkedIn® Page
www.linkedin.com
76 employees on LinkedIn®
Rectangle Health
(116)4.6 out of 5
4th Easiest To Use in Patient Intake software
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    A leader in innovative healthcare technology for over 30 years, Rectangle Health is a trusted partner to more than 40,000 healthcare providers. The company’s comprehensive platform, Practice Managemen

    Users
    • Executive Director
    • Office Manager
    Industries
    • Medical Practice
    • Health, Wellness and Fitness
    Market Segment
    • 94% Small-Business
    • 7% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Rectangle Health Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    4
    Payment Processing
    4
    Customer Support
    3
    Efficiency
    3
    Online Payments
    3
    Cons
    Payment Issues
    4
    Connectivity Issues
    2
    Expensive
    2
    Inefficiency
    2
    Manual Entry
    2
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Rectangle Health features and usability ratings that predict user satisfaction
    10.0
    Form Workflow
    Average: 8.8
    9.5
    Has the product been a good partner in doing business?
    Average: 8.7
    10.0
    Patient Data Transfer
    Average: 8.9
    10.0
    Patient Check-in
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Rectangle Health
    Company Website
    Year Founded
    1993
    HQ Location
    Valhalla, NY
    Twitter
    @rectanglehealth
    405 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    323 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

A leader in innovative healthcare technology for over 30 years, Rectangle Health is a trusted partner to more than 40,000 healthcare providers. The company’s comprehensive platform, Practice Managemen

Users
  • Executive Director
  • Office Manager
Industries
  • Medical Practice
  • Health, Wellness and Fitness
Market Segment
  • 94% Small-Business
  • 7% Mid-Market
Rectangle Health Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
4
Payment Processing
4
Customer Support
3
Efficiency
3
Online Payments
3
Cons
Payment Issues
4
Connectivity Issues
2
Expensive
2
Inefficiency
2
Manual Entry
2
View All Pros and Cons
Rectangle Health features and usability ratings that predict user satisfaction
10.0
Form Workflow
Average: 8.8
9.5
Has the product been a good partner in doing business?
Average: 8.7
10.0
Patient Data Transfer
Average: 8.9
10.0
Patient Check-in
Average: 8.8
Seller Details
Seller
Rectangle Health
Company Website
Year Founded
1993
HQ Location
Valhalla, NY
Twitter
@rectanglehealth
405 Twitter followers
LinkedIn® Page
www.linkedin.com
323 employees on LinkedIn®
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