  # Best Patient Intake Software - Page 2

  *By [Emma Stein](https://research.g2.com/insights/author/emma-stein)*

   Patient intake software facilitates efficient and proactive capturing of patient data prior to a patient&#39;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




  ## How Many Patient Intake Software Products Does G2 Track?
**Total Products under this Category:** 92

  
## How Does G2 Rank Patient Intake Software Products?

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

- 30 Analysts and Data Experts
- 2,800+ Authentic Reviews
- 92+ 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.

  
## Which Patient Intake Software Is Best for Your Use Case?

- **Leader:** [Weave](https://www.g2.com/products/weave-weave/reviews)
- **Highest Performer:** [EHRYourWay](https://www.g2.com/products/ehryourway/reviews)
- **Easiest to Use:** [EHRYourWay](https://www.g2.com/products/ehryourway/reviews)
- **Top Trending:** [Weave](https://www.g2.com/products/weave-weave/reviews)
- **Best Free Software:** [Phreesia](https://www.g2.com/products/phreesia/reviews)

  
---

**Sponsored**

### NexHealth

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.



[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&amp;secure%5Bad_slot%5D=category_product_list&amp;secure%5Bcategory_id%5D=2054&amp;secure%5Bdisplayable_resource_id%5D=2054&amp;secure%5Bdisplayable_resource_type%5D=Category&amp;secure%5Bmedium%5D=sponsored&amp;secure%5Bplacement_reason%5D=page_category&amp;secure%5Bplacement_resource_ids%5D%5B%5D=2054&amp;secure%5Bprioritized%5D=false&amp;secure%5Bproduct_id%5D=87629&amp;secure%5Bresource_id%5D=2054&amp;secure%5Bresource_type%5D=Category&amp;secure%5Bsource_type%5D=category_page&amp;secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fpatient-intake%2Fsmall-business&amp;secure%5Btoken%5D=4ec550ed058949ca75ee7183df9cda66171ba6bd2396d523130142db81e9e218&amp;secure%5Burl%5D=https%3A%2F%2Ftry.nexhealth.com%2Fproduct%2Fhipaa-compliant-forms&amp;secure%5Burl_type%5D=custom_url)

---

  ## What Are the Top-Rated Patient Intake Software Products in 2026?
### 1. [AdvancedMD](https://www.g2.com/products/advancedmd/reviews)
  AdvancedMD is a unified suite of software solutions designed for mental health, physical therapy and medical healthcare organizations and independent physician practices. Features include practice management, electronic health records, medical billing, patient engagement tools, telemedicine functionality, patient charts, reputation management, financial analytics and business intelligence reporting that all work together to automate medical practice workflows. Integrated workflows automates the patient journey and improves the patient experience, starting with self-scheduling onsite or telemedicine appointments. Reminders can be sent to via text or email to notify of patient appointments . Using automated functionality, insurance eligibility verification for next-day patients runs automatically and alerts staff of potential issues. Intake and consent forms are sent through a patient portal and automatically collected into the patient chart. With a physician dashboard, charting and prescriptions can be done from a centralized location. Charge capture occurs during the charting process without billing staff needing to copy or paste. AdvancedMD&#39;s cloud platform provides remote access and the highest levels of data security available. AdvancedMD is browser agnostic for Mac and Windows operating systems and is available for any mobile device via an iOS and Android app.


  **Average Rating:** 3.6/5.0
  **Total Reviews:** 62
**How Do G2 Users Rate AdvancedMD?**

- **Form Workflow:** 5.0/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 8.1/10 (Category avg: 8.7/10)
- **Patient Data Transfer:** 10.0/10 (Category avg: 8.9/10)
- **Patient Check-in:** 10.0/10 (Category avg: 8.8/10)

**Who Is the Company Behind AdvancedMD?**

- **Seller:** [AdvancedMD](https://www.g2.com/sellers/advancedmd)
- **Year Founded:** 1999
- **HQ Location:** South Jordan, UT
- **Twitter:** @advancedmd (46,015 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/41691/ (634 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Medical Practice, Hospital &amp; Health Care
  - **Company Size:** 63% Small-Business, 27% Mid-Market


#### What Are AdvancedMD's Pros and Cons?


**Cons:**

- Billing Issues (1 reviews)
- Communication Issues (1 reviews)
- Delays (1 reviews)
- Expensive (1 reviews)
- Inefficient Workflow (1 reviews)

### 2. [DATAVISION Electronic Sign In](https://www.g2.com/products/datavision-electronic-sign-in/reviews)
  Electronic sign in products


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 4

**Who Is the Company Behind DATAVISION Electronic Sign In?**

- **Seller:** [Datavision Image](https://www.g2.com/sellers/datavision-image)
- **Year Founded:** 1982
- **HQ Location:** San Clemente, US
- **LinkedIn® Page:** https://www.linkedin.com/company/datavision-image-llc/ (2 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 50% Small-Business, 25% Mid-Market


### 3. [Interlace Health](https://www.g2.com/products/interlace-health/reviews)
  Moving from paper-dependent processes to Interlace Health’s customized all-digital system drastically cuts hard costs, frees up staff time, virtually eliminates errors and compliance issues, and improves the patient experience


  **Average Rating:** 4.3/5.0
  **Total Reviews:** 4
**How Do G2 Users Rate Interlace Health?**

- **Has the product been a good partner in doing business?:** 6.7/10 (Category avg: 8.7/10)

**Who Is the Company Behind Interlace Health?**

- **Seller:** [Interlace Health (formerly FormFast)](https://www.g2.com/sellers/interlace-health-formerly-formfast)
- **Year Founded:** 1992
- **HQ Location:** St. Louis, US
- **Twitter:** @InterlaceHealth (1,378 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/interlacehealth (65 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 75% Enterprise, 25% Mid-Market


### 4. [MyCarePlan](https://www.g2.com/products/mycareplan/reviews)
  Qure4u is a very powerful real-time data aggregation platform, a monitoring platform that can detect patients at risk, and a communication platform that ties it all together.


  **Average Rating:** 4.1/5.0
  **Total Reviews:** 10
**How Do G2 Users Rate MyCarePlan?**

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.7/10)

**Who Is the Company Behind MyCarePlan?**

- **Seller:** [Qure4u](https://www.g2.com/sellers/qure4u)
- **Year Founded:** 1995
- **HQ Location:** Bradenton, FL
- **Twitter:** @Qure4u (186 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/3791081 (44 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 80% Small-Business, 10% Enterprise


### 5. [Myndshft](https://www.g2.com/products/myndshft/reviews)
  Myndshft is the only fully automated end-to-end prior authorization platform, designed to address the needs of providers and payers by delivering Collective Healthcare Intelligence™: real-time benefits and prior authorization insights in any system of record.&amp;nbsp;&amp;nbsp; With Myndshft you can: -Verify real-time medical benefits for 93% of U.S. covered patients -Automatically calculate the patient’s financial responsibility -Identify primary, secondary, and tertiary payers (if they exist) -Determine if a prior authorization is required, electronically submit prior authorization directly to the payer, then actively monitor the status of the submission. -Discover active insurance coverage even if not provided by the patient initially Easily integrated directly with any EHR or system of record, or used as a standalone web portal, healthcare providers can use Myndshft to improve patient care, get paid faster, boost productivity, and enhance data accuracy across their revenue cycle.


  **Average Rating:** 3.5/5.0
  **Total Reviews:** 5
**How Do G2 Users Rate Myndshft?**

- **Form Workflow:** 1.7/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.7/10)
- **Patient Data Transfer:** 1.7/10 (Category avg: 8.9/10)
- **Patient Check-in:** 1.7/10 (Category avg: 8.8/10)

**Who Is the Company Behind Myndshft?**

- **Seller:** [Myndshft](https://www.g2.com/sellers/myndshft)
- **Year Founded:** 2015
- **HQ Location:** Mesa, US
- **Twitter:** @myndshft (375 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/myndshft/ (12 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 60% Small-Business, 40% Mid-Market


### 6. [RXNT](https://www.g2.com/products/rxnt/reviews)
  Integrated, customizable, ONC-certified clinical management and practice management software for healthcare providers and care organizations. Founded in 1999 and headquartered in Maryland, RXNT&#39;s suite of practice software tools will drive efficiency and accuracy, and better patient outcomes. Our software is tailored for many practice types and specialties, including ambulatory physicians, healthcare providers, medical billers, and other health organizations throughout the United States. RXNT&#39;s software offer a wide range of functionality, such as E-Prescribing, Electronic Health Records, Patient Engagement, Medical Billing, Patient Scheduling, and more. Additionally, RXNT provides an all-in-one Full Suite system, which integrates all products for an seamless user experience. Over 100 million prescriptions have been transmitted and 5 billion claims processed using RXNT&#39;s software. Simple, transparent pricing includes a free onboarding and training period, free data transfer, forever free in-house support, free mobile applications, and no &quot;hidden fees.&quot; Our mobile applications for iOS and Android phones and tablets allow providers to e-prescribe, manage patient information, charge capture, schedule providers and practice resources, and check in patients from anywhere. Key features of RXNT include its HIPAA-compliant and ONC-ACB-certified status, ensuring that user data is secure and meets regulatory standards. The software is also Surescripts-certified, EPCS-certified, and PDMP-connected, which enhances its functionality in e-prescribing and medication management. RXNT&#39;s commitment to transparency is reflected in its straightforward pricing model, which includes free onboarding and training, free data transfer, and ongoing in-house support without hidden fees. The availability of mobile applications for iOS and Android devices further empowers healthcare providers to manage patient information, schedule appointments, and e-prescribe from virtually anywhere. RXNT has received recognition for its contributions to the healthcare technology landscape. It was named the Best Overall E-Prescribing Software in 2024 by Forbes Advisor and was ranked on the Inc. 5000 list of The Most Successful Companies in America for four consecutive years. Additionally, RXNT has been acknowledged as a &quot;true trailblazer&quot; and ranked among the Top 100 Healthtech Companies by the Healthcare Technology Report, further solidifying its reputation in the industry. With hundreds of Gartner Research Report Badges awarded for Top Software, RXNT continues to demonstrate its commitment to innovation and excellence in healthIT.


  **Average Rating:** 4.2/5.0
  **Total Reviews:** 49
**How Do G2 Users Rate RXNT?**

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.7/10)

**Who Is the Company Behind RXNT?**

- **Seller:** [RXNT](https://www.g2.com/sellers/rxnt)
- **Company Website:** https://www.rxnt.com
- **Year Founded:** 1999
- **HQ Location:** Annapolis, Maryland
- **LinkedIn® Page:** https://www.linkedin.com/company/rxnt/ (139 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Hospital &amp; Health Care, Medical Practice
  - **Company Size:** 62% Small-Business, 32% Mid-Market


### 7. [mConsent](https://www.g2.com/products/mconsent/reviews)
  The era of digitizing your practice is here! mConsent is the ultimate digital intake solution to make your office paperless. We save you hours of front desk labor, integrate with major PMS, and create a stress free office environment! Some of our features include, Appointment Reminders with 2-way Texting, Zaha Ai, mpyr, Insurance Concierge. Insurance Verification, Online Patient Scheduling, and more. Join over 5,000 Practices in creating a better, more profitable, work environment.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 4
**How Do G2 Users Rate mConsent?**

- **Form Workflow:** 10.0/10 (Category avg: 8.8/10)
- **Patient Data Transfer:** 8.3/10 (Category avg: 8.9/10)
- **Patient Check-in:** 8.3/10 (Category avg: 8.8/10)

**Who Is the Company Behind mConsent?**

- **Seller:** [SRS Web Solutions (Appocenter)](https://www.g2.com/sellers/srs-web-solutions-appocenter)
- **Year Founded:** 2007
- **HQ Location:** Ramsey, US
- **LinkedIn® Page:** https://www.linkedin.com/company/6439462 (86 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 75% Enterprise, 25% Mid-Market


### 8. [Steer Health](https://www.g2.com/products/steer-health/reviews)
  Steer Health is the AI-powered digital workforce for healthcare. We deploy intelligent AI agents that automate the most labor-intensive, high-cost operational workflows across hospitals, medical groups, and functional medicine practices — replacing fragmented point solutions with a unified, voice-first digital workforce. Our platform handles the full patient journey — from the first inbound call to post-discharge follow-up — covering scheduling, referral management, pre-visit prep, insurance verification, patient communication, and revenue cycle tasks. All delivered through autonomous AI agents that work 24/7, integrate directly into your existing EHR, and require no additional staff. Founded in 2021 and headquartered in Irving, Texas, Steer Health serves 19 million patients across 360+ health organizations nationwide. Our mission is to eliminate administrative burden in healthcare by deploying intelligent digital workers that let clinicians focus on what they do best - caring for patients.


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 20
**How Do G2 Users Rate Steer Health?**

- **Form Workflow:** 10.0/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.7/10)
- **Patient Data Transfer:** 10.0/10 (Category avg: 8.9/10)
- **Patient Check-in:** 10.0/10 (Category avg: 8.8/10)

**Who Is the Company Behind Steer Health?**

- **Seller:** [Steer Health](https://www.g2.com/sellers/steer-health)
- **Year Founded:** 2021
- **HQ Location:** Irving, US
- **Twitter:** @Steer_Health (59 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/steerhealth/ (59 employees on LinkedIn®)

**Who Uses This Product?**
  - **Top Industries:** Hospital &amp; Health Care
  - **Company Size:** 38% Small-Business, 33% Mid-Market


#### What Are Steer Health's Pros and Cons?

**Pros:**

- Communication (1 reviews)
- Customer Support (1 reviews)
- Easy Integrations (1 reviews)
- Helpful (1 reviews)
- Integrations (1 reviews)


### 9. [Access eForms](https://www.g2.com/products/access-eforms/reviews)
  Access converts your difficult paper processes to EHR integrated and tablet-enabled eConsent and eForm solutions.


  **Average Rating:** 4.0/5.0
  **Total Reviews:** 2
**How Do G2 Users Rate Access eForms?**

- **Form Workflow:** 8.3/10 (Category avg: 8.8/10)
- **Patient Data Transfer:** 8.3/10 (Category avg: 8.9/10)
- **Patient Check-in:** 7.5/10 (Category avg: 8.8/10)

**Who Is the Company Behind Access eForms?**

- **Seller:** [Access EFM LP](https://www.g2.com/sellers/access-efm-lp)
- **Year Founded:** 1999
- **HQ Location:** Dallas, US
- **Twitter:** @AccessEFM (286 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/accessefm (216 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 50% Enterprise, 50% Small-Business


### 10. [CheckinAsyst](https://www.g2.com/products/checkinasyst/reviews)
  CheckinAsyst is an end-to-end digital platform for patient intake, payments, and communication. CheckinAsyst enhances your patient experience and improves your practice efficiency, allowing you to dedicate your attention to patient care.


  **Average Rating:** 5.0/5.0
  **Total Reviews:** 2

**Who Is the Company Behind CheckinAsyst?**

- **Seller:** [HealthAsyst](https://www.g2.com/sellers/healthasyst)
- **Year Founded:** 1999
- **HQ Location:** Bengaluru, Karnataka, India
- **LinkedIn® Page:** https://www.linkedin.com/company/healthasyst (421 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 100% Small-Business


### 11. [easy doc forms](https://www.g2.com/products/ai-documentation-llc-easy-doc-forms/reviews)
  EasyDocForms helps healthcare providers deliver the most seamless patient onboarding possible. We transform your existing PDF intake forms into mobile-optimized smart forms in minutes—no rebuilding from scratch. With custom development support, world-class UX design, and AI-generated intake summaries, we help practices dramatically improve form completion rates while giving clinicians the structured data they need for faster chart review. Founded by a physician who understood the frustrations of clunky, overpriced form solutions, EasyDocForms is headquartered in the United States and serves hundreds of independent healthcare practices nationwide. Our dedicated support team ensures smooth implementation and ongoing success for every client. Start your free trial today with no credit card required. We are here to provide white glove onboarding—describe your needs or send us a PDF and we will take care of the rest. Our team handles custom form development, integration setup, and ongoing support so you can focus on patient care. Built specifically for specialty practices including chiropractic offices, physical therapy clinics, orthopedic practices, pain management centers, and personal injury/workers compensation practices. Our form templates and body diagram tools are designed for the documentation these specialties actually need. Patients complete forms on any device before their appointment, reducing wait times and administrative burden while ensuring complete, accurate intake data every time.


  **Average Rating:** 5.0/5.0
  **Total Reviews:** 2
**How Do G2 Users Rate easy doc forms?**

- **Patient Check-in:** 10.0/10 (Category avg: 8.8/10)

**Who Is the Company Behind easy doc forms?**

- **Seller:** [EasyDocForms](https://www.g2.com/sellers/easydocforms-d2f66663-42f8-40c6-89d2-86b092d160a1)
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 100% Small-Business


### 12. [Healee](https://www.g2.com/products/healee/reviews)
  Healee is an integrated patient access solution built for the operational complexity of healthcare organizations. Healee helps medical groups efficiently manage complex physician and team schedules with a robust patient access solution that integrates with their EHR. Healee empowers patients to easily find and schedule care, while allowing clinical operators to coordinate diverse care teams with effective calendar management. With Healee, healthcare teams attract, engage and retain more patients, while simplifying operations, balancing workloads, and growing profitability. Healee replaces a multitude of manual workarounds associated with existing sub-optimal tools to alleviate patient complaints, improve capacity utilization, and reduce clinician burnout. The most reliable and robust patient access platform on the market, Healee facilitates over 700,000 appointments per month across over 5000 providers.


  **Average Rating:** 5.0/5.0
  **Total Reviews:** 5
**How Do G2 Users Rate Healee?**

- **Form Workflow:** 10.0/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.7/10)
- **Patient Data Transfer:** 10.0/10 (Category avg: 8.9/10)
- **Patient Check-in:** 10.0/10 (Category avg: 8.8/10)

**Who Is the Company Behind Healee?**

- **Seller:** [Healee](https://www.g2.com/sellers/healee)
- **Year Founded:** 2017
- **HQ Location:** Great Neck, US
- **Twitter:** @HealeeHQ (151 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/healeehq (26 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 80% Small-Business, 20% Mid-Market


### 13. [Certify Health](https://www.g2.com/products/certify-health/reviews)
  Certify Health is an advanced cloud-based SaaS platform designed to simplify and streamline the entire patient intake process for healthcare providers. From scheduling and pre-registration to payments and EHR integration, Certify Health transforms patient engagement, eliminating the need for paper forms and manual data entry. With Certify Health, patients can easily complete their pre-registration steps online before arriving for an appointment, including inputting their demographic information, verifying insurance, and signing digital consent forms. Once at the facility, patients can check in through various interfaces, such as self-service kiosks, tablets, or mobile devices, all securely linked to the healthcare provider’s workflow. For healthcare providers, Certify Health offers a comprehensive Care Dashboard for managing appointments, processing payments, and communicating directly with patients. Additionally, the Admin Portal equips healthcare administrators with robust tools for configuring workflows, managing user access, and overseeing patient records across multiple facilities. Certify Health’s compatibility with leading EHR systems also ensures seamless integration, enabling automatic data transfer for efficient and accurate patient management. Key Features: Digital Pre-Registration &amp; Consent: Patients can complete registration and sign consents remotely. Self-Service Kiosks &amp; Tablets: On-site check-in options reduce wait times and streamline the intake process. Insurance &amp; Eligibility Verification: Built-in verification tools to ensure accurate coverage and co-pay information. Payment Processing: Integrated payment options for co-pays, outstanding balances, and payment plans. Comprehensive Reporting: Detailed analytics on patient flow, wait times, and appointment metrics. EHR Integration: Seamlessly integrates with most EHR platforms to ensure data consistency and minimize manual entry. Certify Health serves healthcare organizations of all sizes, from large hospitals to specialty clinics, offering a modular, customizable system that adapts to each provider’s unique operational needs. With an emphasis on efficiency, security, and patient convenience, Certify Health helps healthcare providers create a modern, patient-centric experience that enhances staff productivity and streamlines operational workflows.


  **Average Rating:** 5.0/5.0
  **Total Reviews:** 1

**Who Is the Company Behind Certify Health?**

- **Seller:** [Certify Global](https://www.g2.com/sellers/certify-global)
- **Year Founded:** 2012
- **HQ Location:** GAITHERSBURG, US
- **LinkedIn® Page:** https://www.linkedin.com/company/certify (81 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 100% Enterprise


#### What Are Certify Health's Pros and Cons?

**Pros:**

- Centralization (1 reviews)
- Ease of Use (1 reviews)
- Patient Communication (1 reviews)
- Professionalism (1 reviews)
- Setup Ease (1 reviews)


### 14. [Dental Symphony ePatient](https://www.g2.com/products/dental-symphony-epatient/reviews)
  ePatient is an online patient registration and pre-clinical assessment system that allows your patients to register online using your ePatient portal to give you their information ahead of time.


  **Average Rating:** 3.5/5.0
  **Total Reviews:** 1
**How Do G2 Users Rate Dental Symphony ePatient?**

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.7/10)

**Who Is the Company Behind Dental Symphony ePatient?**

- **Seller:** [Dental Symphony](https://www.g2.com/sellers/dental-symphony)
- **Year Founded:** 2005
- **HQ Location:** Fort Worth, US
- **Twitter:** @DentalSymphony (2,295 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/dental-symphony (7 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 100% Mid-Market


### 15. [HealthTalk A.I.](https://www.g2.com/products/healthtalk-a-i/reviews)
  HealthTalk A.I. is an AI-fueled platform that helps healthcare organizations engage patients throughout the full continuum of care with patient outreach before and after visits, care coordination, telehealth solutions, and reputation management services. Understanding the barriers many patients face in receiving access to quality care, HealthTalk A.I. meets the patients where they are by skipping over application downloads and remembering log-in credentials. HealthTalk A.I. engages patients via text message, web chat, and provides telehealth services through an easy to use web-based platform that patients can access via a link sent to their phone.


  **Average Rating:** 4.3/5.0
  **Total Reviews:** 3
**How Do G2 Users Rate HealthTalk A.I.?**

- **Form Workflow:** 8.3/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.7/10)
- **Patient Data Transfer:** 10.0/10 (Category avg: 8.9/10)
- **Patient Check-in:** 8.3/10 (Category avg: 8.8/10)

**Who Is the Company Behind HealthTalk A.I.?**

- **Seller:** [HealthTalk A.I.](https://www.g2.com/sellers/healthtalk-a-i)
- **Year Founded:** 2017
- **HQ Location:** Reston, US
- **LinkedIn® Page:** https://www.linkedin.com/company/healthtalk-a-i (14 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 67% Small-Business, 33% Enterprise


### 16. [iMARS -Medical / Surgical Office](https://www.g2.com/products/imars-medical-surgical-office/reviews)
  iMarsMed is a paperless electronic health records (EHR).


  **Average Rating:** 4.3/5.0
  **Total Reviews:** 2
**How Do G2 Users Rate iMARS -Medical / Surgical Office?**

- **Form Workflow:** 10.0/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.7/10)
- **Patient Data Transfer:** 10.0/10 (Category avg: 8.9/10)
- **Patient Check-in:** 10.0/10 (Category avg: 8.8/10)

**Who Is the Company Behind iMARS -Medical / Surgical Office?**

- **Seller:** [iMARS Systems](https://www.g2.com/sellers/imars-systems)
- **Year Founded:** 2014
- **HQ Location:** Los Angeles, US
- **LinkedIn® Page:** https://www.linkedin.com/company/imars-systems (1 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 50% Mid-Market, 50% Small-Business


### 17. [Instant Medical History](https://www.g2.com/products/instant-medical-history/reviews)
  Organize patient information, improve medical chart quality and accessibility, and unify medical histories


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 1
**How Do G2 Users Rate Instant Medical History?**

- **Form Workflow:** 10.0/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 6.7/10 (Category avg: 8.7/10)
- **Patient Data Transfer:** 10.0/10 (Category avg: 8.9/10)
- **Patient Check-in:** 10.0/10 (Category avg: 8.8/10)

**Who Is the Company Behind Instant Medical History?**

- **Seller:** [Primetime Medical Software](https://www.g2.com/sellers/primetime-medical-software)
- **HQ Location:** Columbia, US
- **LinkedIn® Page:** http://www.linkedin.com/company/primetime-medical-software-inc. (4 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 100% Enterprise


### 18. [Patient Communicator](https://www.g2.com/products/patient-communicator/reviews)
  Created as a way to streamline the way dental practices interact with their patients, Total Recall Solutions new Patient Communicator provides a full scheduling and patient communication system.


  **Average Rating:** 4.0/5.0
  **Total Reviews:** 1
**How Do G2 Users Rate Patient Communicator?**

- **Patient Data Transfer:** 10.0/10 (Category avg: 8.9/10)
- **Patient Check-in:** 10.0/10 (Category avg: 8.8/10)

**Who Is the Company Behind Patient Communicator?**

- **Seller:** [Patient Communicator](https://www.g2.com/sellers/patient-communicator)
- **Year Founded:** 2011
- **HQ Location:** Fresh Meadows, US
- **LinkedIn® Page:** https://www.linkedin.com/company/9186725 (9 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 100% Small-Business


### 19. [PatientStudio](https://www.g2.com/products/patientstudio/reviews)
  The Ultimate Practice Growth Platform. PatientStudio provides therapists with an easy-to-use solution for managing the front desk, clinical notes, and billing needs. Our mission is to help therapists provide better patient outcomes, maximize billing revenue and grow their practice. From booking appointments to getting paid, PatientStudio provides everything a modern practice needs to grow and scale.


  **Average Rating:** 5.0/5.0
  **Total Reviews:** 1
**How Do G2 Users Rate PatientStudio?**

- **Form Workflow:** 8.3/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.7/10)
- **Patient Data Transfer:** 8.3/10 (Category avg: 8.9/10)
- **Patient Check-in:** 8.3/10 (Category avg: 8.8/10)

**Who Is the Company Behind PatientStudio?**

- **Seller:** [PatientStudio](https://www.g2.com/sellers/patientstudio)
- **Year Founded:** 2009
- **HQ Location:** Arlington, US
- **LinkedIn® Page:** https://www.linkedin.com/company/35505559 (12 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 100% Small-Business


### 20. [Solv](https://www.g2.com/products/solv/reviews)
  Solv is the AI company for on-demand care. We build AI agents that take on the work nobody wants to do, so your team can focus on the patient in front of them. Solv is used by thousands of provider sites across 48 states and has powered over 100 million patient visits. What makes Solv different: our agents don&#39;t sit outside your operation and hand work back to your front desk. They&#39;re powered by the Solv Experience OS, which powers a modern, end-to-end patient experience. We&#39;re EHR-agnostic and purpose-built for on-demand care, designed for the walk-in, high-volume, labor-constrained reality of the category. Solv Experience becomes the operating system for the front desk. Online scheduling and waitlist, digital registration and paperwork, insurance card capture (OCR), kiosk / QR / mobile check-in, AI-managed queue, 2-way patient messaging, NPS surveys, Google review generation, post-visit rebooking, and new-patient acquisition across the Solv consumer marketplace, Google Business Profile &quot;Book Online,&quot; Apple Maps, and an embeddable website widget. Solv AI Agents reason and take action inside the Solv Experience OS, each purpose-built for a specific workflow to eliminate the admin work that nobody wants to do: Maya — Inbound voice agent. Answers every call 24/7, books visits, takes payments, and resolves the call. 650K+ patient calls handled, ~50% resolution rate without human transfer. ClearPay — Insurance and cost agent. AI OCR, AI payer selection, AI real-time eligibility, AI cost estimation against the clinic&#39;s own fee schedules. InboxAI — Patient comms triage. Reads every inbound message, tags it, and routes it to the right team member.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 2
**How Do G2 Users Rate Solv?**

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.7/10)

**Who Is the Company Behind Solv?**

- **Seller:** [Solv](https://www.g2.com/sellers/solv)
- **Year Founded:** 2016
- **HQ Location:** San Francisco, US
- **LinkedIn® Page:** https://www.linkedin.com/company/solvhealth (124 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 100% Mid-Market


#### What Are Solv's Pros and Cons?


**Cons:**

- EMR Integration Issues (1 reviews)
- Integration Issues (1 reviews)
- Poor Integration (1 reviews)

### 21. [TouchHealth](https://www.g2.com/products/touchhealth/reviews)
  Touch Health creates systems that improve clinical outcomes and patient satisfaction by enhancing the doctor-patient relationship and by facilitating communication across the healthcare continuum.


  **Average Rating:** 5.0/5.0
  **Total Reviews:** 1

**Who Is the Company Behind TouchHealth?**

- **Seller:** [TouchHealth](https://www.g2.com/sellers/touchhealth)
- **Year Founded:** 2012
- **HQ Location:** N/A
- **Twitter:** @TouchHealthInc (1 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/2749710 (2 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 100% Mid-Market


### 22. [Zentake](https://www.g2.com/products/zentake/reviews)
  Zentake is a software platform designed for healthcare providers to streamline their patient intake process. It uses electronic forms instead of paper, which can save time and improve efficiency. Zentake.com is HIPAA-compliant, so you can be assured that patient information is secure. Some of the features of Zentake.com include:


  **Average Rating:** 5.0/5.0
  **Total Reviews:** 1
**How Do G2 Users Rate Zentake?**

- **Form Workflow:** 10.0/10 (Category avg: 8.8/10)
- **Patient Data Transfer:** 10.0/10 (Category avg: 8.9/10)
- **Patient Check-in:** 10.0/10 (Category avg: 8.8/10)

**Who Is the Company Behind Zentake?**

- **Seller:** [Zentake](https://www.g2.com/sellers/zentake)
- **Year Founded:** 2019
- **HQ Location:** South Jordan, US
- **LinkedIn® Page:** https://www.linkedin.com/company/zentake (3 employees on LinkedIn®)

**Who Uses This Product?**
  - **Company Size:** 100% Mid-Market


### 23. [Aron Dental AI](https://www.g2.com/products/aron-dental-ai/reviews)
  Aron is an AI-powered growth platform designed specifically for dental practices. Instead of using multiple tools for SEO, patient communication, review management, social media, and analytics, Aron brings everything together in one platform. Dental practices use Aron to attract new patients, automate marketing tasks, manage online reputation, and understand exactly where their growth is coming from.



**Who Is the Company Behind Aron Dental AI?**

- **Seller:** [Aron](https://www.g2.com/sellers/aron)
- **Year Founded:** 2026
- **HQ Location:** New York, US
- **LinkedIn® Page:** https://www.linkedin.com/company/aron-ai/ (1 employees on LinkedIn®)



### 24. [Auditdata Manage](https://www.g2.com/products/auditdata-manage/reviews)
  Auditdata Manage is a cloud-based practice management system built for hearing care providers and audiology clinics. It’s designed to power day-to-day operations by bringing scheduling, clinical workflows, documentation, billing, and reporting into a single platform—helping teams reduce administrative work while delivering a more consistent patient experience across one or many locations. Auditdata positions Manage as a compliant, reliable solution and says it is trusted by over 30,000 hearing care professionals. ￼ Core capabilities commonly emphasized across Auditdata materials include: • Guided, step-by-step workflows to standardize clinical processes across providers and locations and reduce variation in care delivery. • Centralized patient management, where history, tasks, and communication live in one record—useful when patients move between locations or see different staff members. • Smart scheduling for multi-clinic calendars, including automated reminders and waitlists to reduce no-shows and keep appointment books full. • AI-powered Notes Assistant support, designed to capture and organize appointment details so clinicians can focus on the patient while staying in control of the final documentation. • Performance reporting to track and compare results across locations and identify operational improvement opportunities. • Patient feedback tools, including paperless surveys that sync into the patient record for easier follow-up and experience improvement. • Integrations and connectivity, including best-in-class integrations plus options like Zapier and open API standards. ￼ Overall, Auditdata Manage is best suited for hearing care organizations that want an all-in-one, data-driven operating system for clinical and business workflows—especially if they need multi-location visibility, standardized processes, and strong integrations that keep staff focused on patients rather than administration. Best suitable for multi-location hearing clinics from +5 locations to retail enterprises. We work with global customers.



**Who Is the Company Behind Auditdata Manage?**

- **Seller:** [Auditdata](https://www.g2.com/sellers/auditdata)
- **Year Founded:** 1992
- **HQ Location:** Copenhagen, DK
- **Twitter:** @AuditdataCom (285 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/auditdata/ (158 employees on LinkedIn®)



### 25. [Bridge+ ALF](https://www.g2.com/products/bridge-alf/reviews)
  ALF eMAR solution



**Who Is the Company Behind Bridge+ ALF?**

- **Seller:** [Aquila MIS](https://www.g2.com/sellers/aquila-mis)
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®)




    ## What Is Patient Intake Software?
  [Patient Experience Software](https://www.g2.com/categories/patient-experience-88bbaea1-3b81-4636-8255-4b3ab72d3675)
  ## What Software Categories Are Similar to Patient Intake Software?
    - [Patient Scheduling Software](https://www.g2.com/categories/patient-scheduling)
    - [Patient Relationship Management (PRM) Software](https://www.g2.com/categories/patient-relationship-management-prm)
    - [Patient Engagement Software](https://www.g2.com/categories/patient-engagement)

  
    
