# Best Patient Intake Software - Page 4 *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's medical appointment. Patient intake software minimizes the time patients spend on registration, reduces any mistakes due to handwritten data, protects patient privacy, and simplifies the integration of patient data into the EHR. Both medical staff and patients, established and new, benefit from the software; with patient intake software, process bottlenecks are eased, satisfaction is raised, workload is reduced, and productivity is increased. To qualify for inclusion in the Patient Intake category, a product must: - Offer a digital or electronic method of filling out patient forms prior to appointments - Ensure security, encryption, and compliance with health care industry requirements - Integrate with EHRs and other patient health information databases ## Top Patient Intake Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [NexHealth](https://www.g2.com/products/nexhealth/reviews) | 4.8/5.0 (113 reviews) | PMS-synced digital intake and form automation | "[Transforming Patient Communication and Scheduling Efficiency](https://www.g2.com/survey_responses/nexhealth-review-13034286)" | | 2 | [Weave](https://www.g2.com/products/weave-weave/reviews) | 4.6/5.0 (416 reviews) | Paperless patient intake with text-to-pay | "[Real-Time Texting Transforms Office Communication](https://www.g2.com/survey_responses/weave-review-12181652)" | | 3 | [EHRYourWay](https://www.g2.com/products/ehryourway/reviews) | 4.7/5.0 (332 reviews) | Customizable behavioral health intake workflows | "[Extremely Helpful and Time-Saving EHR with Minimal Issues](https://www.g2.com/survey_responses/ehryourway-review-12210651)" | | 4 | [Klara](https://www.g2.com/products/klara/reviews) | 4.6/5.0 (105 reviews) | HIPAA-compliant text-based patient intake workflows | "[Enhanced Patient Communication, Easy Setup](https://www.g2.com/survey_responses/klara-review-12000889)" | | 5 | [SPRY](https://www.g2.com/products/spry-spry/reviews) | 4.6/5.0 (78 reviews) | Fax-to-chart intake with AI auto-population | "[Spry’s Intuitive Design and Hands-On Support Transformed Our Clinic Workflow](https://www.g2.com/survey_responses/spry-review-12543807)" | | 6 | [Tebra (previously Kareo + PatientPop)](https://www.g2.com/products/tebra-previously-kareo-patientpop/reviews) | 4.1/5.0 (255 reviews) | Pre-visit patient intake with integrated EHR billing | "[Easy Charge Capture for Accurate Coding](https://www.g2.com/survey_responses/tebra-previously-kareo-patientpop-review-12731619)" | | 7 | [Solutionreach](https://www.g2.com/products/solutionreach/reviews) | 4.3/5.0 (167 reviews) | Pre-visit digital intake with automated recall | "[Easy Texting for Payments, Reviews, and Paperwork](https://www.g2.com/survey_responses/solutionreach-review-12625716)" | | 8 | [RevenueWell](https://www.g2.com/products/revenuewell/reviews) | 4.7/5.0 (134 reviews) | Eaglesoft-integrated digital patient intake automation | "[Helpful Insights and Great Communication](https://www.g2.com/survey_responses/revenuewell-review-13068805)" | | 9 | [Phreesia](https://www.g2.com/products/phreesia/reviews) | 3.9/5.0 (44 reviews) | Pre-visit digital intake with EHR-integrated eligibility verification | "[Empowers Remote Work with Ease](https://www.g2.com/survey_responses/phreesia-review-12113577)" | | 10 | [Luma Health](https://www.g2.com/products/luma-health/reviews) | 4.8/5.0 (81 reviews) | Pre-visit intake with automated patient engagement | "[Luma Leads The Way](https://www.g2.com/survey_responses/luma-health-review-9733505)" | ## G2 Grid® for Patient Intake Software ![G2 Grid® for Patient Intake Software plotting products by satisfaction and market presence](https://www.g2.com/categories/patient-intake/grids.png?focus%5B%5D=48097&focus%5B%5D=87629&focus%5B%5D=44719&focus%5B%5D=46458&focus%5B%5D=166670&focus%5B%5D=4252&focus%5B%5D=42689&focus%5B%5D=43910) Highlighted products: Weave, NexHealth, EHRYourWay, Klara, SPRY, Tebra (previously Kareo + PatientPop), Solutionreach, and RevenueWell. Underlying data: [Grid® JSON](https://www.g2.com/categories/patient-intake/grids.json?focus%5B%5D=weave-weave&focus%5B%5D=nexhealth&focus%5B%5D=ehryourway&focus%5B%5D=klara&focus%5B%5D=spry-spry&focus%5B%5D=tebra-previously-kareo-patientpop&focus%5B%5D=solutionreach&focus%5B%5D=revenuewell) ## How Many Patient Intake Software Products Does G2 Track? **Total Products under this Category:** 95 ### Category Stats (Jul 2026) - **Average Rating**: 4.51/5 (↓0.01 vs Jun 2026) The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: InteliChart (+0.57%) - Among all products in this category, InteliChart recorded the largest rating increase compared to last month *Last updated: July 13, 2026* ## How Does G2 Rank Patient Intake Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 2,900+ Authentic Reviews - 95+ 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:** [NexHealth](https://www.g2.com/products/nexhealth/reviews) - **Highest Performer:** [Hyro](https://www.g2.com/products/hyro/reviews) - **Easiest to Use:** [NexHealth](https://www.g2.com/products/nexhealth/reviews) - **Top Trending:** [WaitWell](https://www.g2.com/products/waitwell/reviews) - **Best Free Software:** [Phreesia](https://www.g2.com/products/phreesia/reviews) --- **Sponsored** ### Leadbeam Leadbeam is the AI-native operating system for field sales, the only platform purpose-built for sales teams that work on their feet, in their cars, and in front of customers, not at a desk. Used by Block, Mindbody, ClassPass, SumUp, Flipdish, and Sunday to run their global field teams. Leadbeam combines six AI-powered products in a single workflow: Atlas: Territory intelligence with 30M+ businesses mapped and scored on 30+ buying signals so reps know which doors are worth knocking first. Beamly: An AI rep companion that briefs sellers before every visit using context from the CRM, the web, and the team's collective knowledge. Compass: Smart routing that adapts to live business hours, calendars, and traffic so reps never hit a closed door. Pulse: Multimodal voice, image, and text capture that turns 30 seconds of dictation into complete, multi-object CRM records. Studio: A web workspace for managers, RevOps, and sales leaders to plan, coach, and review the field motion in real time. Leadbeam CRM: An AI-native field CRM, built bottom up for those on the move Customer outcomes: 6X more data captured to CRM 5+ hours per week back to every rep (240 hours/year) [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=2054&secure%5Bchosen_at%5D=2026-07-13T15%3A00%3A22Z&secure%5Bdisplayable_resource_id%5D=1189&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=1354134&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1354134&secure%5Bresource_id%5D=2054&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fpatient-intake%3Fpage%3D2&secure%5Btoken%5D=16b06c2294662dffbb5a72931391adadc95d4510ea4e5b9ca376dbd127739e9e&secure%5Burl%5D=https%3A%2F%2Fwww.leadbeam.ai%2F%3Futm_source%3Dg2%26utm_medium%3Dcpc&secure%5Burl_type%5D=custom_url) --- ## What Are the Top-Rated Patient Intake Software Products in 2026? ### 1. [Nexus EHR](https://www.g2.com/products/nexus-ehr/reviews) Reclaiming the Patient-Provider Connection. Nexus EHR was built on a single premise: doctors should be healers, not data entry clerks. In an era of record-high burnout, Nexus provides a streamlined, intelligent interface that prioritizes the patient over the platform. By integrating native AI technology with specialty-specific logic, we’ve created an EHR that feels less like a database and more like an expert clinical partner. The AI Difference: Native Scribing The centerpiece of the Nexus experience is our Native AI Scribe. - Unlike third-party add-ons, our scribe is woven into the fabric of the EHR. - Real-Time Documentation: Automatically generates high-quality clinical notes by capturing natural dialogue. - Specialty Nuance: Understands complex terminology in Neurology, Cardiology, and Psychiatry. - Uninterrupted Care: Eliminates typing during visits, restoring eye contact and patient rapport. Precision Workflows for High-Complexity Specialties Nexus offers dedicated modules tailored to the rigorous workflows of high-stakes specialties: 1. Cardiology: Specialized templates for EKG interpretations, stress tests, and echo findings. Track hypertension and CHF with longitudinal dashboards that visualize trends over time. 2. Neurology & Brain Health: Built for high-density data. Features specialized workflows for cranial nerve testing, gait analysis, and seizure tracking. Seamlessly manage chronic conditions like MS, Parkinson’s, and Epilepsy. 3. Psychiatry & Behavioral Health: A secure, narrative-driven environment featuring Mental Status Exams (MSE), DSM-5-TR support, and sensitive note handling for psychotherapy and group therapy. 4. Family & Internal Medicine: The hub for longitudinal care. Manage acute visits and chronic disease with automated health maintenance alerts and preventive screening reminders. Advanced e-Prescribing & Rapid Rx Our medication suite is designed for speed, safety, and absolute compliance. 1. Rapid Rx Import: Instantly import up to two years of medication history from Surescripts®, eliminating manual entry. 2. Full Compliance: Integrated EPCS for controlled substances and one-click PDMP access. 3. Pharmacy Selection: Self-service pharmacy selection for patients ensures accuracy the first time. The Integrated Virtual Office Telehealth with Integrated Paywall: Launch secure, browser-based video visits directly from the schedule and collect fees before the session begins. Essential RCM: Maintain practice health with clean claim scrubbing, real-time eligibility verification, and automated payment posting (ERA). Why Choose Nexus? The Three Cs 1. Connection: We remove the screen as a barrier, using AI to restore the face-to-face connection of great medicine. 2. Compliance: From HIPAA-compliant cloud architecture to integrated EPCS and DSM-5-TR logic, we make regulatory standards effortless. 3. Consistency: A unified, seamless experience across desktop, tablet, and mobile devices. Experience the power of an AI-first EHR designed for the future of medicine. **Average Rating:** 4.6/5.0 **Total Reviews:** 7 **Who Is the Company Behind Nexus EHR?** - **Seller:** [Nexus Clinical](https://www.g2.com/sellers/nexus-clinical) - **Year Founded:** 2009 - **HQ Location:** Delray Beach, US - **Twitter:** @NexusClinical (47 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/nexus-clinical/ (23 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 86% Small-Business, 14% Mid-Market #### What Are Recent G2 Reviews of Nexus EHR? **"[Nexus: Efficient and Easy-to-Use EHR Supporting Better Clinical Documentation](https://www.g2.com/survey_responses/nexus-ehr-review-12815797)"** **Rating:** 5.0/5.0 stars *— Verified User in Medical Practice* [Read full review](https://www.g2.com/survey_responses/nexus-ehr-review-12815797) --- **"[Streamlined Patient Management, Needs Modernization](https://www.g2.com/survey_responses/nexus-ehr-review-12776855)"** **Rating:** 4.0/5.0 stars *— Miriam V.* [Read full review](https://www.g2.com/survey_responses/nexus-ehr-review-12776855) --- ### 2. [One Mnet Health](https://www.g2.com/products/one-mnet-health/reviews) One Mnet Health provides clinical software that transforms patient data into actionable insights, automates clinical workflows, and enhances patient engagement, along with patient billing services that improve financial outcomes. We serve eight distinct healthcare segments, each with unique needs. Whether you’re looking to boost clinical efficiency and productivity, reduce cancellations, enhance patient engagement, improve facility coordination, and/or recover patient balances with a patient-centric approach, we have solutions composed of purpose-built SaaS products and services, deployed independently or together to meet your objectives. **Who Is the Company Behind One Mnet Health?** - **Seller:** [One Mnet Health](https://www.g2.com/sellers/one-mnet-health) - **HQ Location:** 85 Argonaut, Suite 212 Aliso Viejo, CA 92656 - **LinkedIn® Page:** https://www.linkedin.com/company/onemnethealth/ (105 employees on LinkedIn®) - **Ownership:** One Mnet Health - **Phone:** 888-807-7709 ### 3. [Orion Digital Front Door](https://www.g2.com/products/orion-digital-front-door/reviews) Orion Health’s Digital Front Door is an omni-channel consumer engagement platform that integrates data, tools and services for end-to-end healthcare navigation and management. **Who Is the Company Behind Orion Digital Front Door?** - **Seller:** [Orion Health](https://www.g2.com/sellers/orion-health) - **Year Founded:** 1993 - **HQ Location:** Auckland, Auckland, New Zealand - **Twitter:** @OrionHealth (12,763 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/orion-health (714 employees on LinkedIn®) - **Ownership:** ASX: OHE ### 4. [PatientDocs.com Online Patient Forms](https://www.g2.com/products/patientdocs-com-online-patient-forms/reviews) eForms allows new patients to fill out and submit their forms to you before they come to the office.It makes your office more productive and more enjoyable for your patient, since they don't have to sit around and wait all day for your services. **Who Is the Company Behind PatientDocs.com Online Patient Forms?** - **Seller:** [PatientDocs](https://www.g2.com/sellers/patientdocs) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) ### 5. [PatientLink Online](https://www.g2.com/products/patientlink-online/reviews) PatientLink provides the widest variety of online and point-of-service solutions to automate patient intake and improve the patient experience. Our affordable products make it possible for clinics to collect and send patient information as discrete structured data into your EHR and/or PM system, removing the burden of manual data entry, and promoting a quality patient encounter. Patients can sign forms, complete custom forms, pay bills, complete satisfaction surveys, and much more. **Who Is the Company Behind PatientLink Online?** - **Seller:** [PatientLink](https://www.g2.com/sellers/patientlink) - **Year Founded:** 1999 - **HQ Location:** Oklahoma City, US - **LinkedIn® Page:** https://www.linkedin.com/company/1375256 (22 employees on LinkedIn®) ### 6. [PatientPage](https://www.g2.com/products/patientpage/reviews) Patient Page is a digital intake software that drives revenue, improves operational efficiency, and enables better patient outcomes for healthcare practices. Patient Page offers: Integrated self-scheduling & appointment reminders. Seamless scheduling integration on your website and two-way SMS reminders increase bookings while reducing no-shows and ensuring your schedule is always full. Scheduling can be configured to only allow patients to book certain appointment types or providers online vs. having to call the practice. Digital intake and pre-registration. Patients are sent intake forms via text and email to complete ahead of their appointment to reduce in office wait times. Patient Page averages a 70% pre-registration completion rate at least 1 hour ahead of patient appointments. Capture demographics, insurance, pharmacy, medical and social history, and signed consent forms with our simple mobile UI. Discrete intake data flows in real time to the patient QuickView and chart, with PDF documents storing consent and other forms organized however you’d like. Onsite self service check in and payments. Allow patients to complete registration digitally, collect co-pays and outstanding balances, and self check in using their own device or office tablet. Reputation management. Manage your reputation online with post-visit patient surveys and reviews and get found by more prospective patients to grow your business. Take control of where your reviews are posted (Google, Yelp, etc.) **Who Is the Company Behind PatientPage?** - **Seller:** [Patient Page](https://www.g2.com/sellers/patient-page) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) ### 7. [PatientWay Suite](https://www.g2.com/products/patientway-suite/reviews) PatientWay Suite streamlines patient access through web, kiosk and mobile apps by making the patient a more active participant in the delivery of their care, healthcare organizations will quickly realize time and cost savings, while increasing staff and patient satisfaction. **Who Is the Company Behind PatientWay Suite?** - **Seller:** [PatientWay](https://www.g2.com/sellers/patientway) - **Year Founded:** 2009 - **HQ Location:** N/A - **Twitter:** @PatientWay (254 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/patientway (1 employees on LinkedIn®) ### 8. [Pomelo Health](https://www.g2.com/products/pomelo-health/reviews) A fresh approach to healthcare - Patient engagement tools designed to simplify provider and patient flows. Online booking, secure messaging, broadcast, appointment reminders, telehealth, mobile check-in, eforms, queue management. All in one place. **Average Rating:** 3.5/5.0 **Total Reviews:** 2 **How Do G2 Users Rate Pomelo Health?** - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.8/10) **Who Is the Company Behind Pomelo Health?** - **Seller:** [Pomelo Health](https://www.g2.com/sellers/pomelo-health) - **Year Founded:** 2012 - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/pomelohealth/ (2 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 50% Mid-Market, 50% Small-Business #### What Are Recent G2 Reviews of Pomelo Health? **"[Easy to use appointment reminder software](https://www.g2.com/survey_responses/pomelo-health-review-5084425)"** **Rating:** 4.5/5.0 stars *— Verified User in Health, Wellness and Fitness* [Read full review](https://www.g2.com/survey_responses/pomelo-health-review-5084425) --- #### What Are G2 Users Discussing About Pomelo Health? - [What is Pomelo Health used for?](https://www.g2.com/discussions/what-is-pomelo-health-used-for) ### 9. [Practice Sense](https://www.g2.com/products/practice-sense/reviews) Practice Sense provides HIPAA Compliant Online Patient Registration forms for new and existing patients that streamline the patient registration process and provide the practice with all the information required to better treat the patient. **Who Is the Company Behind Practice Sense?** - **Seller:** [Practice Sense](https://www.g2.com/sellers/practice-sense) - **Year Founded:** 2014 - **HQ Location:** San Diego, US - **Twitter:** @practicesense (512 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/4841296 (1 employees on LinkedIn®) ### 10. [Relatient](https://www.g2.com/products/relatient/reviews) At Relatient, we believe that the key to better health is better access. Better access lies at the intersection of scheduling and communication. Our Dash® platform combines best in KLAS patient self-scheduling and centralized scheduling with modern two-way patient communication tools to provide better access for patients, better utilization for providers, and better outcomes for all. For more information or to schedule a demo, visit www.relatient.com. **Average Rating:** 4.8/5.0 **Total Reviews:** 26 **How Do G2 Users Rate Relatient?** - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.8/10) **Who Is the Company Behind Relatient?** - **Seller:** [Relatient](https://www.g2.com/sellers/relatient) - **Year Founded:** 2012 - **HQ Location:** Franklin, TN - **Twitter:** @Relatient (1,110 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3217952/ (211 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Hospital & Health Care, Medical Practice - **Company Size:** 52% Small-Business, 41% Mid-Market #### What Are Recent G2 Reviews of Relatient? **"[Excellent and responsive vendor](https://www.g2.com/survey_responses/relatient-review-4928875)"** **Rating:** 5.0/5.0 stars *— Rodolfo G.* [Read full review](https://www.g2.com/survey_responses/relatient-review-4928875) --- **"[Easy to work with and very adaptable.](https://www.g2.com/survey_responses/relatient-review-3577517)"** **Rating:** 5.0/5.0 stars *— Monique C.* [Read full review](https://www.g2.com/survey_responses/relatient-review-3577517) --- #### What Are G2 Users Discussing About Relatient? - [What does Relatient do?](https://www.g2.com/discussions/what-does-relatient-do) - [What is patient engagement?](https://www.g2.com/discussions/what-is-patient-engagement) - [What are patient engagement platforms?](https://www.g2.com/discussions/what-are-patient-engagement-platforms) - [Who is Relatient net?](https://www.g2.com/discussions/who-is-relatient-net) ### 11. [Semble](https://www.g2.com/products/semble/reviews) Healthcare is complex, your systems shouldn’t be. Semble is the only open system built for private healthcare, uniting your tools, teams and data together in a single platform. Spend less time clicking between systems and more time treating patients. **Average Rating:** 5.0/5.0 **Total Reviews:** 3 **Who Is the Company Behind Semble?** - **Seller:** [Semble](https://www.g2.com/sellers/semble) - **Year Founded:** 2016 - **HQ Location:** London, GB - **LinkedIn® Page:** http://www.linkedin.com/company/semble-health (119 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### What Are Recent G2 Reviews of Semble? **"[Effortless Booking and Outstanding Support](https://www.g2.com/survey_responses/semble-review-12600160)"** **Rating:** 5.0/5.0 stars *— David R.* [Read full review](https://www.g2.com/survey_responses/semble-review-12600160) --- **"[Semble Streamlines Clinical Workflows with an Intuitive All-in-One System](https://www.g2.com/survey_responses/semble-review-12605939)"** **Rating:** 5.0/5.0 stars *— Verified User in Hospital & Health Care* [Read full review](https://www.g2.com/survey_responses/semble-review-12605939) --- ### 12. [SIS Complete](https://www.g2.com/products/sis-complete/reviews) SIS Complete™ by Surgical Information Systems (SIS) is comprehensive ASC-specific software that streamlines practice management, clinical documentation, patient and physician engagement, business intelligence, and more. SIS has been recognized as the No. 1 ASC EHR vendor by Black Book for 11 consecutive years and honored with the Best in KLAS Award for ASC Solutions in 2026, 2025, 2023, and 2022. **Average Rating:** 4.0/5.0 **Total Reviews:** 1 **How Do G2 Users Rate SIS Complete?** - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.8/10) **Who Is the Company Behind SIS Complete?** - **Seller:** [Surgical Information Systems](https://www.g2.com/sellers/surgical-information-systems) - **Year Founded:** 1996 - **HQ Location:** Alpharetta, US - **LinkedIn® Page:** https://www.linkedin.com/company/166208 (651 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Mid-Market #### What Are Recent G2 Reviews of SIS Complete? **"[User friendly software](https://www.g2.com/survey_responses/sis-complete-review-6957063)"** **Rating:** 4.0/5.0 stars *— Dinesh N.* [Read full review](https://www.g2.com/survey_responses/sis-complete-review-6957063) --- ### 13. [Siva Forms](https://www.g2.com/products/siva-forms/reviews) Siva Solutions Inc. offers you the choice of creating your own customized online forms with Siva Forms. Make life easier for your patients and staff today by adding your medical forms to your practice website. All Siva forms adhere to the HIPAA Privacy Act for patient privacy. Siva Forms allow patients to enter their personal information with ease, comfort, and security. Siva Forms increases the efficiency in the management of dental practice as the manual and labor-intensive task of handling paper forms is eliminated **Who Is the Company Behind Siva Forms?** - **Seller:** [Siva Forms](https://www.g2.com/sellers/siva-forms) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/siva-forms (2 employees on LinkedIn®) ### 14. [Solo by InTouch](https://www.g2.com/products/solo-by-intouch/reviews) Solo by InTouch is the backbone of healthcare first fully integrated virtual care platform, connecting people, healthcare systems, HIT systems, devices, and third-party applications. **Who Is the Company Behind Solo by InTouch?** - **Seller:** [Teladoc](https://www.g2.com/sellers/teladoc) - **Year Founded:** 2013 - **HQ Location:** Purchase, NY - **Twitter:** @TeladocHealth (17,457 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/128505/ (5,441 employees on LinkedIn®) - **Ownership:** TDOC ### 15. [TeleVox](https://www.g2.com/products/televox/reviews) Televox is a human-first, AI-powered patient engagement platform that empowers healthcare organizations to create clear, connected experiences across every step of care. Supporting both multi-modal and multi-lingual communication, patients can engage in their preferred channels and languages. The platform delivers human-centered communication through automated reminders, two-way outreach, and intelligent virtual agents, reducing no-shows, lightening staff workload, and improving patient follow-through. Care teams and patients experience smoother interactions with fewer bottlenecks as routine outreach, reminders, and follow-up happen automatically and reliably through seamless EHR integration and time-saving workflows. The platform orchestrates communication across voice, SMS, RCS, email, and chat, reaching patients on the right channel at the right moment with clear, compliant messaging. Multi-lingual support across channels ensures every patient receives clear, culturally sensitive communication they can understand and act on. Teams can automate high-volume needs such as appointment reminders and confirmations, balance notifications, visit instructions, and post-visit follow-up, reducing call volume, closing care gaps, and keeping schedules full without manual outreach. This flexible, EHR-agnostic approach is built for healthcare environments that require scalability along with strict regulatory and security standards. Televox gives organizations visibility into how patient communications perform, making it easier to track metrics like no-show reduction, engagement, adherence, and operational efficiency and to continuously refine outreach strategies. A focus on effortless communication, flexible solutions, human-first experiences, and measurable outcomes keeps the platform centered on time savings, staff relief, and ROI that can be repeated and scaled. Healthcare organizations see where communication works well and where it can improve, strengthening care coordination with confidence. Televox is a trusted patient engagement brand under the WestCX organization, which specializes in secure, scalable, and compliant communication journeys. Delivered as a modern, cloud-based solution, Televox automates routine outreach, supports care teams, and creates clearer, more connected patient experiences at every step of care through accessible, multi-channel, multi-lingual communication. **Average Rating:** 3.9/5.0 **Total Reviews:** 4 **How Do G2 Users Rate TeleVox?** - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.8/10) **Who Is the Company Behind TeleVox?** - **Seller:** [West Technology Group](https://www.g2.com/sellers/west-technology-group) - **Year Founded:** 1986 - **HQ Location:** N/A - **Twitter:** @Mosaicx_ (1,747 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/west-tg/ (57 employees on LinkedIn®) - **Phone:** 1-920-954-2900 **Who Uses This Product?** - **Company Size:** 67% Small-Business, 17% Enterprise #### What Are Recent G2 Reviews of TeleVox? **"[Patient service coordinator](https://www.g2.com/survey_responses/televox-review-4168757)"** **Rating:** 4.5/5.0 stars *— Verified User in Hospital & Health Care* [Read full review](https://www.g2.com/survey_responses/televox-review-4168757) --- **"[Effective and easy to use!](https://www.g2.com/survey_responses/televox-review-8195869)"** **Rating:** 4.0/5.0 stars *— Jacob W.* [Read full review](https://www.g2.com/survey_responses/televox-review-8195869) --- ### 16. [Tonic](https://www.g2.com/products/tonic/reviews) Tonic is a patient engagement software that provides a cost-effective, mobile solution that streamlines and improves the patient intake process. **Who Is the Company Behind Tonic?** - **Seller:** [Tonic](https://www.g2.com/sellers/tonic) - **Year Founded:** 2003 - **HQ Location:** Salt Lake City, Utah, United States - **LinkedIn® Page:** https://www.linkedin.com/company/r1-rcm (20,368 employees on LinkedIn®) ### 17. [uStart](https://www.g2.com/products/ustart/reviews) Let patients check-in BEFORE their appointment on any internet-ready device‚Ķ computer, tablet or smartphone. **Who Is the Company Behind uStart?** - **Seller:** [OTech Group](https://www.g2.com/sellers/otech-group) - **HQ Location:** Addison, Texas, United States - **Twitter:** @OTechGroup (80 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/healthmark-group/ (538 employees on LinkedIn®) ### 18. [Valhalla Healthcare](https://www.g2.com/products/valhalla-healthcare/reviews) Valhalla Healthcare is an agentic AI platform for front office automation in independent medical practices — autonomously handling patient intake, clinical documentation, and EHR chart population with zero manual staff touchpoints. It integrates natively with Elation Health, athenahealth, and Epic to automate pre-visit intake, structured chart documentation, and AI-assisted SOAP note generation. Unlike standard EHR intake tools that dump all patient responses into a single notes field, Valhalla maps every answer to the correct chart section — demographics to demographics, chief complaint to chief complaint, history to HPI, consents to their corresponding documents. This eliminates manual transcription and prevents documentation errors. Key capabilities include: - Automated intake delivery triggered at appointment booking — no staff action required - Required field enforcement that prevents incomplete form submissions - Specialty-validated screening tools pre-built and auto-scored: PHQ-9, GAD-7, ASQ, SWYC, Edinburgh Postnatal Depression Scale, Vanderbilt ADHD Assessment - Mobile-optimized forms patients complete from any device before their visit - E-signature collection for consents and HIPAA notices - Allevia AI clinical agent that pre-drafts the SOAP note from intake responses so physicians walk in with a chart already started - HIPAA-compliant, BAA included with every subscription Valhalla is purpose-built for independent practices that want to reduce front-desk workload, improve chart completeness, and give physicians more time in the room with patients. It is not a scheduling tool, a billing platform, or a population health system — it focuses exclusively on the intake-to-documentation workflow and does it deeply. Practices on Elation Health and athenahealth can deploy Valhalla in days without changing their existing EHR workflows. **Who Is the Company Behind Valhalla Healthcare?** - **Seller:** [Valhalla Healthcare](https://www.g2.com/sellers/valhalla-healthcare) - **Year Founded:** 2017 - **HQ Location:** Houston, US - **LinkedIn® Page:** https://www.linkedin.com/company/valhalla-healthcare/ (4 employees on LinkedIn®) ### 19. [Vecna Technologies](https://www.g2.com/products/vecna-technologies/reviews) Vecna automated self service platform streamlines patient experience and operational eÔ¨Éciency from appointment made to care received. **Who Is the Company Behind Vecna Technologies?** - **Seller:** [Vecna Technologies](https://www.g2.com/sellers/vecna-technologies) - **Year Founded:** 1999 - **HQ Location:** Burlington, US - **Twitter:** @VecnaInc (966 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/b-inctech/ (75 employees on LinkedIn®) ### 20. [Zebdoc](https://www.g2.com/products/zebra-doctor-zebdoc/reviews) ZebDoc, headquartered inthe United States, was founded in 2021 by a team of healthcare professionals and technology enthusiasts. As a startup, ZebDoc has quickly grown to a size of 20 employees, focusing on leveraging technology to streamline healthcare processes. The company's mission is to improve patient care through innovative software solutions, primarily serving healthcare providers in Pakistan with plans to expand to other regions. Electronic Health Records (EHR) Secure digital storage and retrieval of patient medical histories, treatment plans, and notes. Appointment Scheduling An intuitive system for booking and managing appointments, with automated reminders to reduce no-shows. Telemedicine Capabilities Enables virtual consultations directly through the platform, facilitating healthcare delivery regardless of geographical barriers. Laboratory Integration Allows for direct ordering and retrieval of lab tests within the platform, speeding up the diagnostic process. Billing and Insurance Processing Automated billing features and integration with insurance providers to simplify payment processes. Patient Portal A secure online portal where patients can access their health records, communicate with their providers, and manage their appointments and treatments. Primary Value of the Product and What It Solves for Your Users The primary value of ZebDoc lies in its ability to significantly enhance the efficiency of healthcare delivery. By integrating various aspects of patient management into a single platform, ZebDoc reduces administrative burdens, minimizes the risks of errors, and allows medical professionals to focus more on patient care. For patients, the platform offers the convenience of managing their health records and communicating with healthcare providers effortlessly. Overall, ZebDoc solves the critical need for an integrated approach to healthcare management, ultimately leading to better patient outcomes and increased satisfaction. **Who Is the Company Behind Zebdoc?** - **Seller:** [Zebra.Doctor](https://www.g2.com/sellers/zebra-doctor) - **HQ Location:** West New York, New Jersey, US - **LinkedIn® Page:** https://www.linkedin.com/company/zebradoctor (1 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business #### What Are Recent G2 Reviews of Zebdoc? **"[Amazing Platform That Simplifies Healthcare Processes](https://www.g2.com/survey_responses/zebdoc-review-12188942)"** **Rating:** 5.0/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/zebdoc-review-12188942) --- ## 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)