### Contents

- [**Discussions**](#resources-discussions)
- [**Reports**](#resources-reports)

# Patient Intake Software Resources

##### Discussions and Reports to expand your knowledge on Patient Intake Software

Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find [discussions](#resources-discussions) from users like you and [reports](#resources-reports) from industry data.

[ContentsExpand/Collapse Contents](#)
- [**Discussions**](#resources-discussions)
- [**Reports**](#resources-reports)

## Patient Intake Software Discussions

0

Question on: Rectangle Health
[Are there discounts?](/discussions/are-there-discounts)

Yes! ReminderCall offers volume discounts as well as 10% off for all nonprofit organizations.

Answered: Chantal Halmos on October 17, 2019

[Your answer](/discussions/are-there-discounts/comments/new?remote=true)

0

Question on: Rectangle Health
[How much do appointment reminder emails cost?](/discussions/how-much-do-appointment-reminder-emails-cost)

Unlimited email reminders cost $25 per month.

Answered: Chantal Halmos on October 17, 2019

[Your answer](/discussions/how-much-do-appointment-reminder-emails-cost/comments/new?remote=true)

0

Question on: Solutionreach
[Is there a way to import copay's into the patient profile under insurance?](/discussions/12098-is-there-a-way-to-import-copay-s-into-the-patient-profile-under-insurance)

We are able to see pt's insurance under their profile but it does show as much info as we enter in Crystal. Also we have the patient's cards on file in Crystal PM yet it does not show on SR Profile. Do we have to upload and enter everything our self?

We use Eyefinity as our PM software. We believe SR and Eyefinity are compatible and therefore if the patient owes money the information ports over. Otherwise, SR will require you to input everything yourself. I hope this answers your question. Good luck!

Answered: Mark Fraire on March 17, 2020

[Your answer](/discussions/12098-is-there-a-way-to-import-copay-s-into-the-patient-profile-under-insurance/comments/new?remote=true)

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## Patient Intake Software Reports

Grid® Report for Patient Intake

Summer 2026

G2 Report: Grid® Report

Mid-Market Grid® Report for Patient Intake

Summer 2026

G2 Report: Grid® Report

Small-Business Grid® Report for Patient Intake

Summer 2026

G2 Report: Grid® Report

Momentum Grid® Report for Patient Intake

Summer 2026

G2 Report: Momentum Grid® Report

Small-Business Grid® Report for Patient Intake

Spring 2026

G2 Report: Grid® Report

Momentum Grid® Report for Patient Intake

Spring 2026

G2 Report: Momentum Grid® Report

Mid-Market Grid® Report for Patient Intake

Spring 2026

G2 Report: Grid® Report

Grid® Report for Patient Intake

Spring 2026

G2 Report: Grid® Report

Grid® Report for Patient Intake

Winter 2026

G2 Report: Grid® Report

Mid-Market Grid® Report for Patient Intake

Winter 2026

G2 Report: Grid® Report