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Best Patient Intake Software for Medium-Sized Businesses

Emma Stein
ES
Researched and written by Emma Stein

Products classified in the overall Patient Intake category are similar in many regards and help companies of all sizes solve their business problems. However, medium-sized business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Medium-Sized Business Patient Intake to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Medium-Sized Business Patient Intake category.

In addition to qualifying for inclusion in the Patient Intake Software category, to qualify for inclusion in the Medium-Sized Business Patient Intake Software category, a product must have at least 10 reviews left by a reviewer from a medium-sized business.

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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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8 Listings in Patient Intake Available
(43)4.1 out of 5
15th Easiest To Use in Patient Intake software
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  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    The Phreesia platform makes care easier everyday by empowering patients to manage their own care and giving staff tools that automate time-consuming tasks and increase revenue. With automated too

    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
    7
    Time-saving
    6
    Customer Support
    4
    Efficiency Improvement
    4
    Features
    4
    Cons
    Technical Issues
    3
    Training Deficiency
    3
    Difficult Navigation
    2
    Insufficient Guidance
    2
    Integration Issues
    2
  • 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: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Phreesia
    Year Founded
    2005
    HQ Location
    Wilmington, DE
    Twitter
    @phreesia
    1,544 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.

The Phreesia platform makes care easier everyday by empowering patients to manage their own care and giving staff tools that automate time-consuming tasks and increase revenue. With automated too

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
7
Time-saving
6
Customer Support
4
Efficiency Improvement
4
Features
4
Cons
Technical Issues
3
Training Deficiency
3
Difficult Navigation
2
Insufficient Guidance
2
Integration Issues
2
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: 8.7
Seller Details
Seller
Phreesia
Year Founded
2005
HQ Location
Wilmington, DE
Twitter
@phreesia
1,544 Twitter followers
LinkedIn® Page
www.linkedin.com
1,621 employees on LinkedIn®
Ownership
NYSE: PHR
(53)4.5 out of 5
Optimized for quick response
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  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    InteliChart’s Healthy Outcomes platform is a comprehensive patient engagement solution suite that was designed to empower consumers to take control of their healthcare while simplifying the patient ma

    Users
    No information available
    Industries
    • Hospital & Health Care
    • Medical Practice
    Market Segment
    • 66% Mid-Market
    • 26% 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
    14
    Patient Communication
    11
    Customer Support
    6
    Easy Integrations
    5
    Efficiency Improvement
    5
    Cons
    Limited Features
    4
    Missing Features
    3
    Notification Issues
    3
    Technical Issues
    3
    Frequent Updates
    2
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • InteliChart features and usability ratings that predict user satisfaction
    7.3
    Form Workflow
    Average: 8.8
    8.5
    Has the product been a good partner in doing business?
    Average: 8.7
    7.8
    Patient Data Transfer
    Average: 8.9
    7.6
    Patient Check-in
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2006
    HQ Location
    Charlotte, North Carolina
    Twitter
    @InteliChart
    931 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’s Healthy Outcomes platform is a comprehensive patient engagement solution suite that was designed to empower consumers to take control of their healthcare while simplifying the patient ma

Users
No information available
Industries
  • Hospital & Health Care
  • Medical Practice
Market Segment
  • 66% Mid-Market
  • 26% 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
14
Patient Communication
11
Customer Support
6
Easy Integrations
5
Efficiency Improvement
5
Cons
Limited Features
4
Missing Features
3
Notification Issues
3
Technical Issues
3
Frequent Updates
2
InteliChart features and usability ratings that predict user satisfaction
7.3
Form Workflow
Average: 8.8
8.5
Has the product been a good partner in doing business?
Average: 8.7
7.8
Patient Data Transfer
Average: 8.9
7.6
Patient Check-in
Average: 8.7
Seller Details
Company Website
Year Founded
2006
HQ Location
Charlotte, North Carolina
Twitter
@InteliChart
931 Twitter followers
LinkedIn® Page
www.linkedin.com
77 employees on LinkedIn®

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(84)4.8 out of 5
10th Easiest To Use in Patient Intake software
Save to My Lists
  • 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.
  • 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: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2015
    HQ Location
    San Mateo, California
    Twitter
    @lumahealthhq
    690 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    186 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.
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: 8.7
Seller Details
Year Founded
2015
HQ Location
San Mateo, California
Twitter
@lumahealthhq
690 Twitter followers
LinkedIn® Page
www.linkedin.com
186 employees on LinkedIn®
(20)4.9 out of 5
2nd Easiest To Use in Patient Intake software
Save to My Lists
  • 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
    431 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    141 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
431 Twitter followers
LinkedIn® Page
www.linkedin.com
141 employees on LinkedIn®
(170)4.8 out of 5
Optimized for quick response
5th Easiest To Use in Patient Intake software
Save to My Lists
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
  • 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
    48 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
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
48 employees on LinkedIn®
(14)4.7 out of 5
12th Easiest To Use in Patient Intake software
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Clearwave is the Patient Revenue Platform for High-Growth Practices. Clearwave provides a purpose-built platform turbo-charged to enable practices to grow revenue, increase point-of-service collection

    Users
    No information available
    Industries
    • Hospital & Health Care
    Market Segment
    • 93% Mid-Market
    • 7% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Clearwave features and usability ratings that predict user satisfaction
    9.4
    Form Workflow
    Average: 8.8
    9.6
    Has the product been a good partner in doing business?
    Average: 8.7
    8.8
    Patient Data Transfer
    Average: 8.9
    9.3
    Patient Check-in
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Clearwave
    Year Founded
    2004
    HQ Location
    Atlanta, GA
    Twitter
    @Clearwaveinc
    233 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    124 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Clearwave is the Patient Revenue Platform for High-Growth Practices. Clearwave provides a purpose-built platform turbo-charged to enable practices to grow revenue, increase point-of-service collection

Users
No information available
Industries
  • Hospital & Health Care
Market Segment
  • 93% Mid-Market
  • 7% Small-Business
Clearwave features and usability ratings that predict user satisfaction
9.4
Form Workflow
Average: 8.8
9.6
Has the product been a good partner in doing business?
Average: 8.7
8.8
Patient Data Transfer
Average: 8.9
9.3
Patient Check-in
Average: 8.7
Seller Details
Seller
Clearwave
Year Founded
2004
HQ Location
Atlanta, GA
Twitter
@Clearwaveinc
233 Twitter followers
LinkedIn® Page
www.linkedin.com
124 employees on LinkedIn®
(167)4.3 out of 5
13th Easiest To Use in Patient Intake software
Save to My Lists
  • 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
  • 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: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2000
    HQ Location
    Lehi, UT
    Twitter
    @solutionreach
    1,839 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
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: 8.7
Seller Details
Year Founded
2000
HQ Location
Lehi, UT
Twitter
@solutionreach
1,839 Twitter followers
LinkedIn® Page
www.linkedin.com
328 employees on LinkedIn®
(121)4.7 out of 5
14th Easiest To Use in Patient Intake software
Save to My Lists
  • 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
    • 49% 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
    Appointment Scheduling
    1
    Communication
    1
    Telehealth Services
    1
    Cons
    This product has not yet received any negative sentiments.
  • 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: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    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
  • 49% 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
Appointment Scheduling
1
Communication
1
Telehealth Services
1
Cons
This product has not yet received any negative sentiments.
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: 8.7
Seller Details
Year Founded
2014
HQ Location
Orlando, Florida
LinkedIn® Page
www.linkedin.com
76 employees on LinkedIn®