Best Patient Intake Software - Page 2

How Many Patient Intake Software Products Does G2 Track?

Total Products under this Category: 100

Category Stats (Oct 2026)

  • Average Rating: 4.52/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: FormDr (+2.84%) - Among all products in this category, FormDr recorded the largest rating increase compared to last month

Last updated: October 26, 2026

How Does G2 Rank Patient Intake Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 3,600+ Authentic Reviews
  • 100+ 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.

G2 Grid® for Patient Intake Software

G2 Grid® for Patient Intake Software plotting products by satisfaction and market presence

Highlighted products: ModMed, Weave, NexHealth, Prompt Health, SPRY, Klara, Solutionreach, and EHRYourWay.

Underlying data: [Grid® JSON](https://www.g2.com/categories/patient-intake/grids.json?focus%5B%5D=modmed&focus%5B%5D=weave-weave&focus%5B%5D=nexhealth&focus%5B%5D=prompt-health&focus%5B%5D=spry-spry&focus%5B%5D=klara&focus%5B%5D=solutionreach&focus%5B%5D=ehryourway)

InteliChart

InteliChart offers an AI-powered patient engagement platform that makes healthcare easier for patients, families, and the care teams who support them. The platform unifies the entire patient journey within a single system, helping practices coordinate engagement, reduce administrative burden, and support patients and families throughout their care experience. InteliChart integrates with more than 45 EHR systems and supports over 94 million patient records across ambulatory practices, health systems, long-term care organizations, and EHR partners. The platform is also recognized as the #1 patient engagement platform by Black Book for three consecutive years and as a top-rated Patient Portal by KLAS. Healthy Outcomes includes Patient Portal, Patient Intake, Patient Schedule, Patient Notify, Patient Survey, Patient Activate, Patient eHealth, and our Family Portal giving organizations a connected set of tools for communication, digital forms, scheduling, follow-up, and virtual care. Because every product is developed in-house, the platform functions as a unified ecosystem rather than a collection of separate solutions. InteliChart also brings intelligence to every corner of the platform with InteliSense, a suite of AI agents that automate administrative, operational, and clinical tasks such as scheduling, appointment recalls, check-ins, revenue workflows, and answering/handling common patient questions. Because InteliSense is built directly into the patient engagement tools patients and care teams use every day, every interaction feels consistent and connected while significantly reducing the manual workload that contributes to staff burnout. Healthcare organizations choose InteliChart because it helps them: 1. Simplify patient engagement using one platform for the entire journey 2. Reduce manual tasks and lighten staff workload 3. Improve patient satisfaction, communication, and follow-through 4. Strengthen revenue by reducing missed steps and improving adherence 5. Consolidate vendors and create a more predictable, connected experience 6. Deliver modern digital tools that patients want to use InteliChart's patient engagement platform is HITRUST r2 Certified, SOC 2 Type 2 Certified, HITRUST Practitioner Certified, HIPAA Security Certified, and NIST Certified, supporting secure and reliable experiences across the healthcare ecosystem. For organizations evaluating patient engagement software or AI-enabled healthcare tools, InteliChart provides a complete, unified platform that supports workflow efficiency, patient communication, and long-term digital engagement.

Average Rating: 4.4/5.0

Total Reviews: 72

How Do G2 Users Rate InteliChart?

  • Form Workflow: 7.5/10 (Category avg: 8.7/10)
  • Has the product been a good partner in doing business?: 8.6/10 (Category avg: 8.8/10)
  • Patient Data Transfer: 7.9/10 (Category avg: 8.6/10)
  • Patient Check-in: 7.7/10 (Category avg: 8.9/10)

Who Is the Company Behind InteliChart?

  • Seller: InteliChart
  • Company Website:
  • Year Founded: 2006
  • HQ Location: Charlotte, North Carolina
  • Twitter: @InteliChart
    929 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    78 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Hospital & Health Care, Medical Practice
  • Company Size: 55% Medium, 35% Small

What Do G2 Reviewers Say About InteliChart?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of InteliChart, making patient registration and communication efficient and streamlined.
  • Users value the efficient patient communication that simplifies workflows and enhances both patient experience and staff management.
  • Users appreciate the easy communication facilitated by InteliChart, enhancing interactions and streamlining office processes.
  • Users value the efficiency of InteliChart, streamlining patient communication and reducing manual tasks for staff.
  • Users value the easy integrations of InteliChart, enhancing functionality and simplifying workflows with seamless connections.
Cons
  • Users express frustration over limited features, particularly missing patient reminders and inadequate population filters in InteliChart.
  • Users find InteliChart's interface to be not user-friendly, complicating navigation and making setup more challenging than necessary.
  • Users find the difficult setup of InteliChart to be lengthy and complicated, especially for multiple users.
  • Users are frustrated by missing features, including patient reminders and unfulfilled enhancement requests within InteliChart.
  • Users face EMR integration issues with InteliChart, affecting lab data visibility and functionality for patients and staff.

What Are Recent G2 Reviews of InteliChart?

What Are G2 Users Discussing About InteliChart?

FormDr

FormDr gives your business everything needed to easily send and receive HIPAA-compliant forms online. Send patients your forms to fill out on their phone, tablet, or computer. Patients securely sign and submit completed forms directly to your account. Track your patients progress, send automated reminders, and receive completed forms online, before the appointment.

Average Rating: 4.1/5.0

Total Reviews: 19

How Do G2 Users Rate FormDr?

  • Form Workflow: 9.0/10 (Category avg: 8.7/10)
  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 8.8/10)
  • Patient Data Transfer: 8.9/10 (Category avg: 8.6/10)
  • Patient Check-in: 8.5/10 (Category avg: 8.9/10)

Who Is the Company Behind FormDr?

  • Seller: FormDr
  • HQ Location: San Francisco, California
  • LinkedIn® Page: www.linkedin.com
    11 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Medical Practice
  • Company Size: 68% Small, 26% Medium

What Are Recent G2 Reviews of FormDr?

Mend

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 integrated patient engagement platform that makes it easier for people to enter care, stay connected, and follow through with treatment. Mend is used by CCBHCs, Community Mental Health organizations, Substance Use and Alcohol Use treatment programs, group practices, and many other outpatient behavioral health providers with 25 or more caregivers. Our platform connects every major touchpoint in the outpatient experience so patients and staff can move seamlessly from scheduling to intake to ongoing communication without switching systems or navigating unnecessary steps. Organizations rely on Mend for self scheduling, digital intake, automated forms, two way patient messaging, reminders, Smart Waitlist matching, online payments, and video visits. Patients can complete everything from any device through a single integrated workflow, which significantly increases participation and reduces confusion and missed appointments. Mend works alongside leading EHR systems, which allows teams to enhance their operations without replacing their system of record. Staff reduce manual work, lower phone volume, and gain clearer insight into daily performance. Mend also provides AI attendance prediction, measurement based care automation, and real time operational dashboards that support higher provider utilization and stronger organizational outcomes. Patients gain a streamlined and accessible experience that supports timely treatment. Organizations gain higher show rates, increased revenue capture, and more time for mission centered work. Mend exists to make access to mental and behavioral healthcare more convenient for all and to help outpatient organizations deliver effective and compassionate care at scale.

Average Rating: 4.7/5.0

Total Reviews: 105

G2 Deal: Receive 3 months of Patient Scheduling with the purchase of Mend Enterprise

Receive 3 months of Patient Scheduling with the purchase of Mend Enterprise. Mend's patient engagement and telehealth platform helps healthcare organizations profitably scale their operations and care for more patients.

View this exclusive G2 deal

How Do G2 Users Rate Mend?

  • Form Workflow: 9.7/10 (Category avg: 8.7/10)
  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 8.8/10)
  • Patient Data Transfer: 9.5/10 (Category avg: 8.6/10)
  • Patient Check-in: 9.3/10 (Category avg: 8.9/10)

Who Is the Company Behind Mend?

Who Uses This Product?

  • Top Industries: Hospital & Health Care, Mental Health Care
  • Company Size: 53% Small, 31% Medium

What Do G2 Reviewers Say About Mend?

AI-generated summary from verified user reviews

Pros
  • Users value the convenience of remote communication with Mend, feeling listened to and comfortable discussing personal issues.
  • Users value the convenience of telehealth services, appreciating the comfort of discussing personal issues from home.
  • Users value the convenience of home appointments that Mend provides, making scheduling easy and accessible.
  • Users value the communication efficiency of Mend, enhancing comfort and relatability during interviews and wellness checks.
  • Users find the ease of use of Mend's video chat feature enhances comfort and connection during interviews.

What Are Recent G2 Reviews of Mend?

What Are G2 Users Discussing About Mend?

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Rectangle Health

A leader in innovative healthcare technology for over 30 years, Rectangle Health is a trusted partner to more than 40,000 healthcare providers. The company’s comprehensive platform, Practice Management Bridge®, streamlines daily business operations including communications and engagement, payments and reimbursements, and office compliance. Customers of all sizes, in all sectors of healthcare, rely on Rectangle Health’s easy-to-use, scalable software to deliver a measurable increase in productivity and profitability, while improving patient experience.

Average Rating: 4.6/5.0

Total Reviews: 117

How Do G2 Users Rate Rectangle Health?

  • Form Workflow: 10.0/10 (Category avg: 8.7/10)
  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 8.8/10)
  • Patient Data Transfer: 10.0/10 (Category avg: 8.6/10)
  • Patient Check-in: 10.0/10 (Category avg: 8.9/10)

Who Is the Company Behind Rectangle Health?

  • Seller: Rectangle Health
  • Company Website:
  • Year Founded: 1993
  • HQ Location: Valhalla, NY
  • Twitter: @rectanglehealth
    313 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    321 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Executive Director, Owner
  • Top Industries: Medical Practice, Health, Wellness and Fitness
  • Company Size: 94% Small, 7% Medium

What Do G2 Reviewers Say About Rectangle Health?

AI-generated summary from verified user reviews

Pros
  • Users find Rectangle Health's ease of use remarkable, simplifying payment processes and enhancing overall efficiency.
  • Users highlight the efficient payment processing of Rectangle Health, praising its seamless integration and user-friendly features.
  • Users appreciate the customer engagement features of Rectangle Health, enhancing payment interactions and overall satisfaction.
  • Users highlight the exceptional customer support from Rectangle Health, making payment processes easy and efficient.
  • Users value the easy setup of Rectangle Health, facilitating smooth onboarding and efficient payment processes.
Cons
  • Users face payment issues with Rectangle Health, including connectivity problems and challenges in managing cost fluctuations.
  • Users experience connectivity issues with Rectangle Health, leading to complications during payment processing and transaction management.
  • Users find Rectangle Health expensive, with fluctuating costs complicating financial management and requiring long-term commitment.
  • Users face technical connectivity problems with Rectangle Health, leading to payment disruptions and challenges in finance management.
  • Users face challenges with cost fluctuations affecting their financial management and complicating budgeting decisions.

What Are Recent G2 Reviews of Rectangle Health?

What Are G2 Users Discussing About Rectangle Health?

Clearwave

Clearwave is the AI Patient Engagement Platform for healthcare organizations that automates the patient journey from the first call to the final payment. Clearwave's agentic workforce takes on the manual work behind phone calls, scheduling, check-in, eligibility, collections and communications—delivering operational efficiency at every step alongside the effortless experience today's patients expect. By freeing front-office staff from the work that traditionally falls on them, Clearwave agents help practices reclaim staff time, capture more revenue and reduce no-shows, while delivering the fast, convenient experience patients now expect. Trusted by 5,000+ specialty practices and top-ranked health systems nationwide, see five-star patient reviews every day. Learn more at www.clearwaveinc.com.

Average Rating: 4.7/5.0

Total Reviews: 14

How Do G2 Users Rate Clearwave?

  • Form Workflow: 9.4/10 (Category avg: 8.7/10)
  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 8.8/10)
  • Patient Data Transfer: 8.8/10 (Category avg: 8.6/10)
  • Patient Check-in: 9.3/10 (Category avg: 8.9/10)

Who Is the Company Behind Clearwave?

  • Seller: Clearwave
  • Year Founded: 2004
  • HQ Location: Atlanta, GA
  • Twitter: @Clearwaveinc
    228 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    119 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Hospital & Health Care
  • Company Size: 93% Medium, 7% Small

What Are Recent G2 Reviews of Clearwave?

Intiveo

Intiveo's patient engagement software is designed to empower dental practices to enhance the patient experience. We facilitate open communication, reduce no-shows and cancellations, boost staff productivity, and increase revenue growth. Our platform improves patient engagement and loyalty through two-way chat, recall reminders, quality improvement surveys, and online review management tools. With comprehensive integrations across major PMS systems, Intiveo streamlines front-office workflows, centralizing patient engagement and communication management. Our dedicated team of experts offers personalized onboarding and ongoing support for seamless launch and scalability as your practice grows. Intiveo serves over 15,000 dental practices across North America, helping them improve their patients’ experience, streamline operations, and drive revenue growth while improving staff morale. Experience the Intiveo advantage – where dental practices flourish, and patients look forward to their visits with confidence and clarity.

Average Rating: 4.8/5.0

Total Reviews: 31

How Do G2 Users Rate Intiveo?

  • Form Workflow: 9.4/10 (Category avg: 8.7/10)
  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 8.8/10)
  • Patient Data Transfer: 10.0/10 (Category avg: 8.6/10)
  • Patient Check-in: 10.0/10 (Category avg: 8.9/10)

Who Is the Company Behind Intiveo?

  • Seller: Intiveo
  • Year Founded: 2010
  • HQ Location: Vancouver, CA
  • Twitter: @Intiveo
    183 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    60 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Hospital & Health Care, Medical Practice
  • Company Size: 84% Small, 13% Medium

What Do G2 Reviewers Say About Intiveo?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Intiveo, allowing for quick access to accurate results effortlessly.
Cons
  • Users find the long waiting time to check voicemails frustrating, impacting their overall experience with Intiveo.
  • Users find the poor call functionality frustrating, especially having to wait until 7am to check voicemails.
  • Users face unreliable communication delays, often waiting until 7am to access their voicemails.

What Are Recent G2 Reviews of Intiveo?

WaitWell

WaitWell is a secure, scalable platform for queue management and appointment scheduling that helps organizations improve customer flow and service delivery across single or multi-location operations. Customers can book appointments or join virtual queues through QR codes, web, SMS, or kiosks, receiving real-time updates and turn notifications for a smoother experience. Staff have access to real-time dashboards and AI-powered insights, including an AI chatbot that can assist customers. These tools help teams quickly spot bottlenecks, optimize staffing, and improve overall operational efficiency. With secure payment processing, open API integrations (CRM, EHR, and more), and HIPAA/SOC 2 compliance, WaitWell simplifies operations while delivering smarter, more responsive service experiences.

Average Rating: 4.7/5.0

Total Reviews: 101

How Do G2 Users Rate WaitWell?

  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 8.8/10)
  • Patient Check-in: 10.0/10 (Category avg: 8.9/10)

Who Is the Company Behind WaitWell?

  • Seller: WaitWell Inc.
  • Company Website:
  • Year Founded: 2020
  • HQ Location: Calgary, Canada
  • Twitter: @WaitWell2
    90 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    16 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Triage Specialist
  • Top Industries: Higher Education, Education Management
  • Company Size: 49% Small, 28% Medium

What Do G2 Reviewers Say About WaitWell?

AI-generated summary from verified user reviews

Pros
  • Users find WaitWell easy to use, enjoying seamless integration and real-time updates for a smoother check-in process.
  • Users rave about the exceptional customer support provided by WaitWell, quickly addressing needs and implementing suggestions.
  • Users laud WaitWell for its easy setup, making implementation and learning smooth for both staff and students.
  • Users appreciate the user-friendly interface of WaitWell, making it easy for staff and students to use.
  • Users value WaitWell for its ease of setup and integration, enhancing both staff and student experiences significantly.
Cons
  • Users note that wait time inaccuracies can lead to confusion and disrupt the scheduling process during busy periods.
  • Users find limited customization options in WaitWell restrict their ability to tailor service experiences to specific needs.
  • Users find the missing features frustrating, as managing queues and events is often tedious and inefficient.
  • Users face customization difficulty with WaitWell, particularly in adapting forms for specific services and branding needs.
  • Users find difficult navigation challenging, especially with complex queues and lack of clear tutorials for assistance.

What Are Recent G2 Reviews of WaitWell?

IntakeQ

IntakeQ is a web-based online intake form management software that enables healthcare professionals and clinicians to electronically share HIPAA compliant forms with their patients, and receive them back completed & signed electronically before their next appointment. IntakeQ eliminates paperwork and tedious administrative tasks through our digital platform. The product automates the form intake process thereby improving record keeping and customer/patient onboarding. IntakeQ is well suited for the needs of any size practice from individual practitioners to clinics and big hospitals.

Average Rating: 4.2/5.0

Total Reviews: 16

How Do G2 Users Rate IntakeQ?

  • Form Workflow: 9.3/10 (Category avg: 8.7/10)
  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 8.8/10)
  • Patient Data Transfer: 9.3/10 (Category avg: 8.6/10)
  • Patient Check-in: 9.4/10 (Category avg: 8.9/10)

Who Is the Company Behind IntakeQ?

  • Seller: IntakeQ
  • Year Founded: 2014
  • HQ Location: Hamilton, Ontario
  • Twitter: @intakeQ
    146 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    6 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 81% Small, 13% Medium

What Are Recent G2 Reviews of IntakeQ?

What Are G2 Users Discussing About IntakeQ?

Finger-Ink

Finger-Ink is your clinic's digital receptionist. It runs patient intake and check-in for allied health clinics on Cliniko and Nookal, so your team gets their time back and every patient gets a branded, considered experience — not a generic form. Connect your PMS via API key in minutes. Build fully branded forms with visibility logic, calculation fields, body charts, consent/GDPR fields, video, and signatures - all syncing into your patient records within seconds. Then extend to a native iPad kiosk for in-clinic check-in: patients arrive, check themselves in, complete any outstanding forms, and your practitioner is notified through Cliniko's calendar automatically. Unlike web-based alternatives, Finger-Ink's iPad app is native and offline-capable, with true kiosk lockdown, no accidental refreshes, no data loss. Deep brand theming means your forms and kiosk look like an extension of your clinic, not generic software. Use custom colours, logo, and animated backgrounds that no competitor matches. Trusted by thousands of allied health professionals across Australia, New Zealand, UK, and USA. Over 1.5 million forms filled and 1 million patients checked in. 7-day free trial, no credit card required. Features: • Native iPad check-in kiosk (offline-capable, true kiosk lockdown) • Branded patient intake forms, both web delivery and in-clinic iPad • Cliniko and Nookal integration via API key (real-time sync) • Visibility logic, calculation fields, and outcome measures • Body chart fields for pain location mapping • Policy consent and data privacy compliance fields • Electronic signatures • Video embed fields for instructional content • Deep brand theming with custom colours, logo, animated backgrounds • Auto-theme generation from clinic website URL • Practitioner arrival notification via Cliniko calendar • Kiosk appointment booking and walk-in handling • Multi-form-session support with progress saves across visits Best for: • Solo practitioner replacing front-desk reception cover with an iPad kiosk • Multi-practitioner clinic automating patient intake and check-in to reduce admin load • Brand-conscious clinic upgrading from plain Cliniko forms to a fully themed patient experience • Satellite or secondary clinic location running without permanent reception staff • Clinics capturing explicit data privacy consent through policy consent fields

Average Rating: 4.5/5.0

Total Reviews: 19

How Do G2 Users Rate Finger-Ink?

  • Form Workflow: 9.4/10 (Category avg: 8.7/10)
  • Has the product been a good partner in doing business?: 5.0/10 (Category avg: 8.8/10)
  • Patient Data Transfer: 9.4/10 (Category avg: 8.6/10)
  • Patient Check-in: 9.4/10 (Category avg: 8.9/10)

Who Is the Company Behind Finger-Ink?

  • Seller: Finger-Ink
  • HQ Location: Tauranga, New Zealand
  • Twitter: @finger_ink
    21 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 68% Small, 21% Medium

What Are Recent G2 Reviews of Finger-Ink?

CareCloud Breeze

Save 10-15 min per new patient with electronic intake forms and pre-registration. CareCloud Breeze reduces no-shows and streamlines the front office, so staff can focus on valuable tasks. - Eliminate waiting by having patients fill out forms in advance, with their responses directly populating CareCloud Central Practice Management and CareCloud Charts EHR - Patients can review and update demographic and insurance information from anywhere at anytime - It’s easy to build custom clinical intake questionnaires using Breeze’s powerful forms engine - Customize patient consent forms based on visit type, location, or provider - CareCloud Breeze is available from any web browser, on PCs or Macs, on iOS or Android smartphones, or through Clover POS kiosks

Average Rating: 3.9/5.0

Total Reviews: 10

How Do G2 Users Rate CareCloud Breeze?

  • Form Workflow: 9.2/10 (Category avg: 8.7/10)
  • Patient Data Transfer: 5.0/10 (Category avg: 8.6/10)
  • Patient Check-in: 5.0/10 (Category avg: 8.9/10)

Who Is the Company Behind CareCloud Breeze?

  • Seller: CareCloud
  • Year Founded: 1999
  • HQ Location: Somerset, NJ
  • Twitter: @CareCloud
    6,517 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,574 employees on LinkedIn®
  • Ownership: NASDAQ: CCLD

Who Uses This Product?

  • Company Size: 40% Medium, 40% Small

What Do G2 Reviewers Say About CareCloud Breeze?

AI-generated summary from verified user reviews

Pros
  • Users enjoy the ease of use of CareCloud Breeze, making daily tasks effortless for both patients and staff.
  • Users highlight the excellent patient care provided by CareCloud Breeze, enhancing efficiency and satisfaction for both patients and staff.
  • Users highlight the responsive customer support of CareCloud Breeze, ensuring assistance is readily available for any issues.
  • Users value the easy integration capabilities of CareCloud Breeze, enhancing efficiency and patient experience seamlessly.
  • Users love the intuitive design of CareCloud Breeze, which makes it easy and enjoyable for both patients and staff.
Cons
  • Users find the inadequate information in the charting section of CareCloud Breeze frustrating, requiring more detailed insights.
  • Users feel the charting section lacks detail and could benefit from incorporating previous patient inputs.
  • Users feel that the note management system lacks descriptive details and doesn't effectively use prior information inputs.
  • Users face challenges due to system instability, as reliance on technology makes them vulnerable during outages.
  • Users express concern over the dependence on technology, which can lead to vulnerabilities during system failures or outages.

What Are Recent G2 Reviews of CareCloud Breeze?

OneMD

Clear your waiting room and give patients the peace-of-mind they deserve. OneMD is a zero-contact patient check-in and parking lot notification system to streamline your patient check-in process. Use OneMD to avoid unnecessary contact, saving time and protecting families in the process. Using OneMD and a smartphone, patients can securely upload their insurance cards, fill out health history or new-patient forms, and directly ask any pre-appointment questions they may have.

Average Rating: 4.4/5.0

Total Reviews: 8

How Do G2 Users Rate OneMD?

  • Form Workflow: 9.3/10 (Category avg: 8.7/10)
  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 8.8/10)
  • Patient Data Transfer: 8.8/10 (Category avg: 8.6/10)
  • Patient Check-in: 7.1/10 (Category avg: 8.9/10)

Who Is the Company Behind OneMD?

  • Seller: OneMD
  • HQ Location: Atlanta, US
  • Twitter: @onemdapp
    7 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    4 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 38% Medium, 38% Small

What Are Recent G2 Reviews of OneMD?

Artera

Artera is a patient communication and engagement platform designed to assist healthcare providers in managing and automating interactions with patients through various channels, including text, email, phone, and voice AI agents. This innovative solution caters to a diverse range of healthcare entities, such as specialty practices, Federally Qualified Health Centers (FQHCs), health systems, and federal agencies, all of which require efficient coordination of patient communication across multiple workflows. The platform's unique structure combines its core offering, Artera Harmony, with dedicated AI Service Squads. These teams work closely with healthcare organizations to develop tailored solutions that seamlessly integrate into existing workflows and Electronic Health Record (EHR) environments. This collaborative approach ensures that each organization can optimize its patient engagement strategies while maintaining the integrity of its operational processes. Artera's key capabilities significantly enhance patient communication efficiency. The voice AI agents are particularly noteworthy, as they can manage routine patient interactions such as appointment scheduling, intake processes, referrals, payments, and care gap outreach. This automation not only reduces the administrative burden on healthcare staff but also improves the overall patient experience by providing timely and accurate responses. Additionally, the Smart Inbox feature consolidates all patient communications in one accessible location, allowing providers to maintain a complete log of conversation history and context across different practices. Automated workflows further streamline routine tasks and complex care journeys, including appointment reminders and proactive patient outreach. These workflows are designed to operate without requiring staff intervention, thanks to deep EHR integrations that facilitate seamless communication. The AI Service Squads play a critical role in this process, collaborating directly with provider teams to design, implement, and support customized AI solutions tailored to the specific needs of each practice. Artera's platform supports over 200 million patients and processes more than 2 billion communications annually, showcasing its robust capabilities in the healthcare communication landscape. With integrations into major EHR systems and a commitment to security, as evidenced by its SOC 2 Type 2, HITRUST, HIPAA compliance, and FedRAMP Class D Certification, Artera prioritizes patient data protection. Importantly, patient data is not utilized to train AI models, ensuring privacy and compliance. With over 11 years of experience in healthcare communication and recognition as the top-ranked solution in KLAS for Patient Communications in 2026, Artera stands out as a comprehensive solution for healthcare organizations seeking to enhance patient engagement and streamline communication processes.

Average Rating: 4.8/5.0

Total Reviews: 96

How Do G2 Users Rate Artera?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 8.8/10)

Who Is the Company Behind Artera?

  • Seller: Artera
  • Company Website:
  • Year Founded: 2015
  • HQ Location: Santa Barbara, US
  • Twitter: @Artera_io
    762 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    286 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Hospital & Health Care, Medical Practice
  • Company Size: 66% Medium, 17% Large

What Do G2 Reviewers Say About Artera?

AI-generated summary from verified user reviews

Pros
  • Users value the quick and versatile communication capabilities of Artera, enhancing patient outreach effectively.
  • Users value the ease of use of Artera, enhancing communication and simplifying appointment management for patients.
  • Users value the effective patient communication features of Artera, enabling quick outreach and two-way messaging.
  • Users value the quick and effective texting communication that enhances outreach and engagement with patients.
  • Users love the mass texting feature of Artera for its ease of use and efficient patient communication.
Cons
  • Users highlight the messaging issues in Artera, noting challenges with filtering and missed notifications.
  • Users find the limited features of Artera challenging, especially for managing high patient volumes in larger organizations.
  • Users find the limited messaging features of Artera hinder efficient communication and organization for managing high patient volumes.
  • Users experience communication issues due to a lack of notifications for new messages and channel activity.
  • Users find the difficult navigation in Artera frustrating, particularly in scaling features for larger organizations.

What Are Recent G2 Reviews of Artera?

What Are G2 Users Discussing About Artera?

Veerchual

Veerchual automates the process of collecting patient demographics. It uses a state of the art HIPAA-certified technological solution that uses patient-owned smart devices to automate the process of filling out patient forms in medical practices. This eliminates the possibility of human error. Veerchual follows HL7 standards, integrating to EMR platforms like: EPIC, Cerner, MEDITECH, Allscripts, Athenahealth, and eClinicalworks. (HIPAA Verified & ISO Certified)

Average Rating: 4.9/5.0

Total Reviews: 6

How Do G2 Users Rate Veerchual?

  • Form Workflow: 10.0/10 (Category avg: 8.7/10)
  • Has the product been a good partner in doing business?: 9.4/10 (Category avg: 8.8/10)
  • Patient Data Transfer: 10.0/10 (Category avg: 8.6/10)
  • Patient Check-in: 9.4/10 (Category avg: 8.9/10)

Who Is the Company Behind Veerchual?

Who Uses This Product?

  • Top Industries: Medical Practice
  • Company Size: 100% Medium

What Are Recent G2 Reviews of Veerchual?

AdvancedMD

AdvancedMD is a cloud EHR, practice management, billing, and patient engagement platform in one system, built for independent practices, group practices, and billing companies. AI streamlines documentation, scheduling, and claims workflows so providers spend less time on paperwork. 13,000+ practices use it to process 9.5 million+ claims every month. Deployment options. Choose software-only if your team handles billing in-house, or fully managed RCM services where AdvancedMD handles billing end to end. Practice management & scheduling. Customizable multi-provider, multi-location scheduling, automated insurance eligibility and benefits verification (including secondary and tertiary), patient intake, and waitlist management. EHR/EMR. Specialty-specific templates, customizable workflows, e-prescribing with EPCS, lab and imaging integrations, eMAR, and clinical decision support. ONC-certified and MACRA/MIPS ready. AI Clinical Assistant. Built to help providers prioritize patient care over paperwork. Optional ambient listening and transcription captures the patient conversation and drafts the note, for in-office and telehealth visits. Providers review, edit, and approve all content before signing, and can pause or stop recording at any time, so they keep complete control of the final record. Pre-visit summaries surface what matters before the encounter, and action items are suggested for medications, allergies, referrals, risk factors, and patient education. Available on desktop and mobile. Medical billing & revenue cycle. Automated claim submission and scrubbing, denial and collections worklists, patient-portion estimation, claim attachments, and coverage detection. Patient engagement. Patient portal, HIPAA-compliant telehealth, two-way messaging, automated reminders, online scheduling, digital intake, card-on-file payments, and reputation management. Reporting & analytics. Configurable dashboards and BI across clinical, financial, and operational data, with benchmarking to track performance over time. Support that answers. US-based support teams with a 90-second average response time, a dedicated implementation methodology, and an on-demand Learning Center with 500+ training videos, webinars, product sheets, and guides. About AdvancedMD. Founded 1999. Headquartered in South Jordan, Utah. AWS-hosted and HIPAA-supported.

Average Rating: 3.6/5.0

Total Reviews: 62

How Do G2 Users Rate AdvancedMD?

  • Form Workflow: 5.0/10 (Category avg: 8.7/10)
  • Has the product been a good partner in doing business?: 8.1/10 (Category avg: 8.8/10)
  • Patient Data Transfer: 10.0/10 (Category avg: 8.6/10)
  • Patient Check-in: 10.0/10 (Category avg: 8.9/10)

Who Is the Company Behind AdvancedMD?

  • Seller: AdvancedMD
  • Year Founded: 1999
  • HQ Location: South Jordan, UT
  • Twitter: @advancedmd
    45,930 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    627 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Medical Practice, Hospital & Health Care
  • Company Size: 63% Small, 27% Medium

What Do G2 Reviewers Say About AdvancedMD?

AI-generated summary from verified user reviews

Cons
  • Users experience significant billing issues with AdvancedMD, feeling neglected and undervalued despite substantial financial commitments.
  • Users report significant communication issues with AdvancedMD, leading to frustrating onboarding experiences and inadequate support.
  • Users report significant delays in onboarding and support, leading to frustration and poor communication throughout the process.
  • Users find AdvancedMD expensive and poorly managed, leading to frustrating onboarding experiences and inadequate support.
  • Users report an inefficient workflow due to poor onboarding and lack of communication from the support team.

What Are Recent G2 Reviews of AdvancedMD?

What Are G2 Users Discussing About AdvancedMD?

DATAVISION Electronic Sign In

Electronic sign in products

Average Rating: 4.8/5.0

Total Reviews: 4

Who Is the Company Behind DATAVISION Electronic Sign In?

Who Uses This Product?

  • Company Size: 50% Small, 25% Large

What Are Recent G2 Reviews of DATAVISION Electronic Sign In?

Emma Stein
ES
Researched and written by Emma Stein
Updated October 3, 2024