# Best Patient Intake Software - Page 3

*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





## 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 (112 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 (133 reviews) | Eaglesoft-integrated digital patient intake automation | "[Attentive Team, Easy Navigation, and a Great-Looking Platform](https://www.g2.com/survey_responses/revenuewell-review-12950471)" |
| 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)" |


## How Many Patient Intake Software Products Does G2 Track?
**Total Products under this Category:** 93

### Category Stats (Jul 2026)
- **Average Rating**: 4.51/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product**: InteliChart (+0.55%) - Among all products in this category, InteliChart recorded the largest rating increase compared to last month
*Last updated: July 05, 2026*


## 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
- 93+ 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:** [EHRYourWay](https://www.g2.com/products/ehryourway/reviews)
- **Easiest to Use:** [NexHealth](https://www.g2.com/products/nexhealth/reviews)
- **Top Trending:** [NexHealth](https://www.g2.com/products/nexhealth/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%5Bchosen_at%5D=2026-07-05T19%3A09%3A01Z&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%3Fpage%3D2&amp;secure%5Btoken%5D=797f1e03da374d684cd37110a7a76bd29ff2df6dbea278bbb988f1a6acbe7b04&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. [BuddyCare](https://www.g2.com/products/buddycare/reviews)
BuddyCare is a mobile care coordination platform that automates patient pathway coordination, allowing providers to easily implement their own care protocols and patient journey workflows in a digital format that is easy for patients to use. BuddyCare App for patients provides patients all the information, tasks, questionnaires and instructions they need to navigate throughout a care period. BuddyCare Dashboard provides care professionals real-time visibility over patients’ preparation and recovery procedures helping to focus on patients that need special attention.



**Who Is the Company Behind BuddyCare?**

- **Seller:** [Buddy Healthcare](https://www.g2.com/sellers/buddy-healthcare)
- **Year Founded:** 2016
- **HQ Location:** Helsinki, FI
- **LinkedIn® Page:** https://www.linkedin.com/company/buddy-healthcare (27 employees on LinkedIn®)






### 2. [b.well Connected Health](https://www.g2.com/products/b-well-connected-health/reviews)
b.well Connected Health provides a digital health engagement platform that simplifies communication and data management for hospitals, allowing the healthcare industry to improve reimbursement models as per compliance with information-blocking penalties in place.



**Who Is the Company Behind b.well Connected Health?**

- **Seller:** [b.well Connected Health](https://www.g2.com/sellers/b-well-connected-health)
- **Year Founded:** 2015
- **HQ Location:** Baltimore, US
- **Twitter:** @icanbwell (631 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/icanbwell/ (131 employees on LinkedIn®)

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



#### What Are Recent G2 Reviews of b.well Connected Health?

**"[B.Well Is Awesome!](https://www.g2.com/survey_responses/b-well-connected-health-review-11570137)"**

**Rating:** 5.0/5.0 stars
*— Angelina B.*

[Read full review](https://www.g2.com/survey_responses/b-well-connected-health-review-11570137)

---



### 3. [Cedar](https://www.g2.com/products/cedar-cedar/reviews)
Cedar’s consumer-friendly, enterprise platform delivers simplified and personalized experiences across the end-to-end healthcare journey so providers can increase patient collections, reduce administrative costs and improve patient satisfaction. From pre-service through post-billing, only Cedar combines health plan data with provider workflows for a seamless patient journey that enables providers to see value quickly and generate long-term ROI. How healthcare providers benefit: ● Payer-provider integration: Cedar bridges the divide between payers and providers, bringing benefit information, financial responsibility and accumulator data to the consumer to improve payment outcomes, reduce costs, and elevate your patient experience. ● Personalized patient engagement: Automatically tailor messaging and payment options for each patient to maximize the chance of payment and improve patient satisfaction. ● Dependable implementation: Implement a solution that complements your athenahealth EHR and alleviates administrative burdens. ● Continuous innovation: Gain a thought partner with aligned goals focused on driving your consumer engagement and digital strategies forward.


**Average Rating:** 4.0/5.0
**Total Reviews:** 1

**Who Is the Company Behind Cedar?**

- **Seller:** [Cedar](https://www.g2.com/sellers/cedar)
- **Year Founded:** 2016
- **HQ Location:** New York, US
- **LinkedIn® Page:** https://www.linkedin.com/company/cedar-inc. (799 employees on LinkedIn®)

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



#### What Are Recent G2 Reviews of Cedar?

**"[Great](https://www.g2.com/survey_responses/cedar-review-7633366)"**

**Rating:** 4.0/5.0 stars
*— Verified User in Health, Wellness and Fitness*

[Read full review](https://www.g2.com/survey_responses/cedar-review-7633366)

---



### 4. [Certinal Healthcare Consent &amp; Compliance Platform](https://www.g2.com/products/certinal-healthcare-consent-compliance-platform/reviews)
Certinal is the purpose-built trust platform for healthcare organizations managing patient consent, data privacy, and regulatory compliance. Hospitals today rely on five to seven disconnected systems to manage trust — paper forms, generic e-signature tools, spreadsheet-based request tracking, and expensive horizontal privacy platforms that understand nothing about clinical workflows. Certinal replaces all of it with one platform, one audit trail, and one system of record. The platform is built around three pillars:| Consent Flow captures every patient consent across every channel — surgical, procedural, telehealth, data processing, and cookie consent through kiosks, mobile, web forms, APIs, and embedded widgets. It includes a purpose registry, collection point management, native EMR integration with Epic and other systems, and video-based informed consent for complex procedures. Consent Rights gives patients real control over their data and gives organizations proof they honored it. This includes a self-service data subject rights portal for access, portability, and deletion requests, DSAR management with SLA tracking, a preference center for modifying and withdrawing consent, identity verification, and a 360-degree consent view per patient with full audit history. Consent Govern turns compliance from a reactive burden into a provable, board-ready capability — compliance dashboards, data discovery and PII mapping, assessment management for PIAs and DPIAs, vendor risk management, policy acknowledgment tracking, AI governance with model inventory and impact assessments, and compliance scoring across the organization. Unlike generic privacy platforms that treat healthcare as one vertical among fifty, and unlike e-signature tools that reduce consent to a signing event, Certinal is engineered for the intersection of patient trust and regulatory compliance. Clinical workflows, EMR integration, and healthcare-specific compliance are native — not bolted on. The platform supports HIPAA, DPDP Act, GDPR, NABH, and other global privacy frameworks, scaling from single-facility deployments to enterprise rollouts across dozens of locations. Certinal&#39;s land-and-expand model starts with clinical consent capture, extends into data subject rights and privacy management, and grows into full compliance governance — increasing value at every stage. Live across healthcare organizations in India, the United States, and Thailand, Certinal delivers measurable results including significant reductions in consent processing costs, faster signing times, and complete elimination of paper-based workflows. For CIOs seeking consolidation, compliance officers preparing for enforcement, clinical leaders improving patient experience, and CFOs reducing litigation exposure — Certinal is the single platform that replaces the patchwork and proves trust at every level.



**Who Is the Company Behind Certinal Healthcare Consent &amp; Compliance Platform?**

- **Seller:** [Certinal](https://www.g2.com/sellers/certinal-65129f19-bff0-43d9-bbd3-e190f1f3d2a8)
- **Year Founded:** 2021
- **HQ Location:** Wilmington, US
- **LinkedIn® Page:** https://www.linkedin.com/company/certinal/ (24 employees on LinkedIn®)






### 5. [cliexa](https://www.g2.com/products/cliexa/reviews)
cliexa is a fully compliant integrated digital health platform that provides intake, screening and remote patient monitoring services, tailored to any sub-specialty. The platform increases clinical efficiency with customized intake workflows and up-front screening tools, while qualifying patients for reimbursements automatically. cliexa integrates critical patient data between appointments by connecting clinicians to their patients through the remote patient monitoring tools. The goal is to provide actionable data directly to the patient’s chart with robust, automated compliance support. cliexa empowers physicians by giving them opportunities to enhance their workflow, increase reimbursements and improve outcomes.



**Who Is the Company Behind cliexa?**

- **Seller:** [cliexa](https://www.g2.com/sellers/cliexa)
- **Year Founded:** 2016
- **HQ Location:** Denver, US
- **LinkedIn® Page:** https://www.linkedin.com/company/cliexa/ (25 employees on LinkedIn®)






### 6. [Coverage Voice](https://www.g2.com/products/coverage-voice/reviews)
Coverage Voice is a Medicare voice AI software platform that automates phone-based enrollment and qualification workflows for insurance agencies and call centers. It is a type of conversational AI solution designed to manage inbound and outbound Medicare calls, capture structured enrollment data, and route qualified prospects to licensed agents. The platform supports common Medicare use cases such as answering beneficiary inquiries, verifying identity, collecting Scope of Appointment (SOA) details, confirming eligibility criteria, and transferring enrollment-ready callers to human representatives. It can be used during high-volume periods, including the Annual Enrollment Period (AEP), to manage call spikes without requiring proportional staffing increases. Coverage Voice integrates with CRM systems to log call interactions, responses, and qualification outcomes for reporting and compliance documentation. It is designed to align with HIPAA-related data handling standards relevant to Medicare sales operations. The software is typically used by Medicare-focused insurance agencies, FMOs, and telesales teams seeking structured call automation, standardized scripting, and workflow-driven voice engagement within regulated insurance environments.



**Who Is the Company Behind Coverage Voice?**

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






### 7. [Curago Health](https://www.g2.com/products/curago-health/reviews)
Founded in 2015, Curago Health is a fast-growing patient engagement company committed to improving the patient experience within the healthcare system. Curago’s powerful platform automates patient intake workflows in a patient’s native language, leveraging mobile, web, and text. Its platform scales from medical practices, community health centers, and behavioral health organizations, to hospitals and a wide range healthcare providers. Key features: -Designed for the needs of Community Health Centers -Automate Patient Intake Workflows -Pre-Registration, kiosk and contactless check-in -Pre-visit instructions and Reminders sent via email &amp; text -Available in 8 different languages -Low Code/No Code Customizations -Automate and Take Action on Social Determinants of Health -Apple iPad based kiosk -Automate data collection for UDS -Electronic payment -Health history data collection -Smart scheduling -Broadcast Messaging -Patient Surveys -HIPAA Compliant two-way texting -Lowest Total Cost of Ownership


**Average Rating:** 3.5/5.0
**Total Reviews:** 1

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

- **Seller:** [Curago Health](https://www.g2.com/sellers/curago-health)
- **Year Founded:** 2015
- **HQ Location:** Los Angeles, US
- **LinkedIn® Page:** https://www.linkedin.com/company/curagohealth (4 employees on LinkedIn®)

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


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

**Pros:**

- Ease of Use (1 reviews)
- Time-saving (1 reviews)

**Cons:**

- Missing Features (1 reviews)


### What Do G2 Reviewers Say About Curago Health?
*AI-generated summary from verified user reviews*

**Pros:**

- Users value the **ease of use** of Curago Health, streamlining patient intake and saving valuable time.
- Users value the **time-saving features** of Curago Health, allowing them to focus more on patient care.

**Cons:**

- Users are frustrated by the **missing features** that limit access to specific patient data like completion rates and demographics.



### 8. [Demandforce](https://www.g2.com/products/demandforce/reviews)
Attract. Retain. Grow. Demandforce helps businesses automate front office tasks and streamline communications with an all-in-one solution. From automated appointment reminders to robust reputation management, only Demandforce uniquely combines all the features and functionality a business needs to grow, in one place. For more information, or to see a demo, visit www.demandforce.com.


**Average Rating:** 3.4/5.0
**Total Reviews:** 27
**How Do G2 Users Rate Demandforce?**

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.8/10)

**Who Is the Company Behind Demandforce?**

- **Seller:** [Internet Brands](https://www.g2.com/sellers/internet-brands)
- **Year Founded:** 1998
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/internet-brands/ (6,980 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Medical Practice
- **Company Size:** 62% Small-Business, 34% Mid-Market


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

**Pros:**

- Communication (2 reviews)
- Communication Efficiency (2 reviews)
- Appointment Scheduling (1 reviews)
- Booking Efficiency (1 reviews)
- Feedback Management (1 reviews)

**Cons:**

- Messaging Issues (2 reviews)
- Poor Customer Support (2 reviews)
- Scheduling Issues (2 reviews)
- Slow Speed (2 reviews)
- App Instability (1 reviews)


### What Do G2 Reviewers Say About Demandforce?
*AI-generated summary from verified user reviews*

**Pros:**

- Users value Demandforce&#39;s **real-time two-way texting** , facilitating immediate communication and improving client interactions effectively.
- Users value Demandforce&#39;s **real-time two-way texting** , facilitating immediate communication and enhancing client engagement effectively.
- Users value the **easy appointment requests** from clients due to seamless website integration with Demandforce.
- Users value the **booking efficiency** of Demandforce, simplifying appointment requests through seamless website integration.
- Users value the **integration with Millennium software** , enhancing client communications and facilitating valuable feedback through surveys.

**Cons:**

- Users experience significant **messaging issues** with Demandforce, leading to communication problems and client confusion.
- Users experience **poor customer support** , with unresolved issues and frustration over glitches and communication delays.
- Users express frustration over **scheduling issues** with delays and errors in appointment confirmations, causing confusion and inefficiency.
- Users experience **slow speed** with Demandforce, facing delays and glitches that hinder timely client communication and efficiency.
- Users experience significant **app instability** with glitches and delays, undermining effective communication and efficiency.

#### What Are Recent G2 Reviews of Demandforce?

**"[Real-Time Two-Way Texting Makes Communication Effortless](https://www.g2.com/survey_responses/demandforce-review-12063833)"**

**Rating:** 5.0/5.0 stars
*— Laura  B.*

[Read full review](https://www.g2.com/survey_responses/demandforce-review-12063833)

---

**"[Great software ](https://www.g2.com/survey_responses/demandforce-review-3552156)"**

**Rating:** 5.0/5.0 stars
*— Daniela Bueno B.*

[Read full review](https://www.g2.com/survey_responses/demandforce-review-3552156)

---


#### What Are G2 Users Discussing About Demandforce?

- [What is local demand force com?](https://www.g2.com/discussions/what-is-local-demand-force-com)
- [How do I use demandforce?](https://www.g2.com/discussions/how-do-i-use-demandforce)
- [What does Demandforce do?](https://www.g2.com/discussions/what-does-demandforce-do)

### 9. [Experian Patient Access Registration](https://www.g2.com/products/experian-patient-access-registration/reviews)
Experian&#39;s Patient Access Registration solutions streamline the patient intake process by automating registration tasks, reducing manual data entry errors, and enhancing overall efficiency. These tools enable healthcare providers to offer a seamless, digital registration experience, allowing patients to complete necessary forms and provide information conveniently from their mobile devices. By integrating with Experian&#39;s eCare NEXT® platform, the system ensures accurate data capture and verification, leading to improved patient satisfaction and reduced claim denials. Key Features and Functionality: - Automated Patient Intake: Patients receive a text link to complete registration forms, sign documents, and upload identification and insurance cards, facilitating a paperless process. - Data Verification: The system cross-references patient-provided information with existing records, flagging discrepancies such as name changes or updated insurance details for staff review. - Seamless Integration: Captured data is automatically uploaded into the eCare NEXT® platform, ensuring a smooth flow into other Experian Health products like Eligibility Verification and Registration Quality Assurance. - User-Friendly Experience: No app downloads or logins are required, simplifying the process for patients and reducing the burden on healthcare staff. Primary Value and Problem Solved: Experian&#39;s Patient Access Registration solutions address common challenges in the healthcare registration process, such as manual data entry errors, time-consuming paperwork, and patient dissatisfaction. By automating and digitizing patient intake, these solutions enhance data accuracy, reduce claim denials, and improve the overall patient experience. Healthcare providers benefit from increased operational efficiency, allowing staff to focus more on patient care rather than administrative tasks.



**Who Is the Company Behind Experian Patient Access Registration?**

- **Seller:** [Experian](https://www.g2.com/sellers/experian)
- **Year Founded:** 1826
- **HQ Location:** Dublin, Ireland
- **Twitter:** @Experian_US (38,771 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/experian (26,191 employees on LinkedIn®)
- **Ownership:** LSE: EXPNL






### 10. [Formisoft](https://www.g2.com/products/formisoft/reviews)
Formisoft is a patient engagement and front-office automation platform built for healthcare practices. It brings digital intake forms, online scheduling, payment collection, patient messaging, and workflow automation together in a single platform that&#39;s simple enough to set up in minutes. Unlike legacy systems that bolt on features as paid add-ons, Formisoft includes everything out of the box: HIPAA-compliant digital forms, online appointment booking, automated reminders via email and SMS, secure patient messaging, payment processing, document management, and e-signatures. No surprise fees, no feature gating.



**Who Is the Company Behind Formisoft?**

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






### 11. [Health Note](https://www.g2.com/products/health-note/reviews)
Health Note is a next-generation, clinically intelligent patient intake platform that automates workflow while improving the quality of patient care and overall efficiency in clinics. The platform is unique in its physician note automation and deep workflow and documentation integration into Epic, Cerner, Allscripts and other EHRs, all while having a simple-to-use interface for patients. Health Note creates structured clinical data, documents, and progress notes by collecting, reconciling, and automatically syncing information such as demographics, symptoms, and consent signatures. Patients who don’t fill in their Health Note before their visit can use iPads at the clinic. Health Note helps providers and staff to: • Save time and see more patients by eliminating manual data entry • Decrease no-shows (95% correlation between patients filling out Health Note and arriving) • Decrease provider burnout and optimize time spent with patients • Increase patient engagement (83% completion rate prior to visit)



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

- **Seller:** [Health Note](https://www.g2.com/sellers/health-note)
- **Year Founded:** 2018
- **HQ Location:** San Francisco, US
- **LinkedIn® Page:** https://www.linkedin.com/company/health-note (28 employees on LinkedIn®)






### 12. [HealthSubmit.com](https://www.g2.com/products/healthsubmit-com/reviews)
Patient data collection solution that helps a practice receive electronic patient registration and history forms from their website.



**Who Is the Company Behind HealthSubmit.com?**

- **Seller:** [Wybtrak](https://www.g2.com/sellers/wybtrak)
- **HQ Location:** Las Vegas, US
- **LinkedIn® Page:** http://www.linkedin.com/company/wybtrak-inc (3 employees on LinkedIn®)






### 13. [Infermedica](https://www.g2.com/products/infermedica/reviews)
Infermedica is a digital health company, providing AI-powered solutions for early symptoms assessment, digital triage and care navigation. Through its technology healthcare organizations can introduce solutions for symptoms checking, patient intake, follow-up, call center support and more. Infermedica’s Medical Guidance Platform is a Class IIb Medical Device under the MDR in the European Union, and is developed with recognized standards of quality and data protection, compliant with ISO, HIPAA, GDPR, SOC2. Infermedica develops a Medical Guidance Platform, accessible via API and iframe, that enables AI-driven early symptoms assessment, digital triage, and optimized care navigation. At the core of Infermedica’s technologies are its Medical Knowledge Base, Inference Engine and API gateway. Infermedica’s technologies can be used by healthcare providers, insurers, telemedicine companies, employers, pharma, technology providers, and governments to minimize inappropriate use of medical services, improve patient navigation, and user satisfaction. Infermedica has been adeptly interweaving cutting edge technologies, including AI, LLMs, and NLP, with the proven Medical Knowledge and Inference Engine that lies in the core of its technologies. Those technologies can be accessed through various touchpoints, including web, mobile, call centers, voice agents and chat bots. Infermedica’s solutions achieve 94% of accuracy. Infermedica is continuously working on the development of engaging and empathetic solutions, such as agentic AI, that bring medical benefits with full transparency of the underlying medical reasoning and data processing. Infermedica is used by over 100 healthcare organizations in over 30 countries, including leaders like Allianz Partners, Médis, Microsoft, Teladoc Health, and Sana Kliniken. It is available over 20 languages, and has completed more than 23 million successful health checks to date. Infermedica also provides Symptomate, a symptom checker free for individuals wishing to better understand their symptoms. Benefits of using Infermedica: - Providing patients with 24/7 care navigation - Connecting patients with variety of resources and services - Improving utilization of care at right levels - Increased adoption of digital health services - Supporting call center nurses and agents - Providing new, valuable data to EHR - Equipping physicians with up-to-date insights - Generating more time for patients who actually visit - Access to unique data that drives optimization - Easy integration to other systems and multi-agentic solutions - Access to certified medical technologies


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

- **Has the product been a good partner in doing business?:** 6.7/10 (Category avg: 8.8/10)

**Who Is the Company Behind Infermedica?**

- **Seller:** [Infermedica](https://www.g2.com/sellers/infermedica)
- **Year Founded:** 2012
- **HQ Location:** Wrocław, PL
- **Twitter:** @Infermedica (2,616 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/infermedica/ (202 employees on LinkedIn®)

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



#### What Are Recent G2 Reviews of Infermedica?

**"[Infermedica - Medical Masters](https://www.g2.com/survey_responses/infermedica-review-8941116)"**

**Rating:** 4.5/5.0 stars
*— ibrahim s.*

[Read full review](https://www.g2.com/survey_responses/infermedica-review-8941116)

---



### 14. [IntakeAI](https://www.g2.com/products/intakeai/reviews)
IntakeAI is an AI-powered patient intake platform built for healthcare providers. It automates the patient intake process with clinical-grade reliability, reducing administrative burden and improving data accuracy. IntakeAI captures structured patient information before appointments, integrates with existing EHR systems, and ensures compliance with healthcare regulations. Designed for medical practices, clinics, and health systems looking to streamline workflows and enhance the patient experience from the very first touchpoint.



**Who Is the Company Behind IntakeAI?**

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






### 15. [Intake Pro](https://www.g2.com/products/intake-pro/reviews)
ProOffice Ally new Intake Pro service will make your patient check-in process faster, easier, and more efficient than ever. Paper forms and clipboards are a thing of the past your patients can now check in for appointments using an electronic device! The Intake Pro service allows your patients to complete intake forms and even sign documents on an intake device.



**Who Is the Company Behind Intake Pro?**

- **Seller:** [Office Ally](https://www.g2.com/sellers/office-ally)
- **Year Founded:** 2000
- **HQ Location:** Vancouver, WA
- **Twitter:** @Office_Ally (655 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/1464667/ (323 employees on LinkedIn®)






### 16. [Kyruus Health](https://www.g2.com/products/kyruus-health/reviews)
Kyruus Health is the leading care access platform on a mission to connect people to the right care. The company connects 425,000 providers across more than 1,000 hospitals and 500 medical groups, and more than 150 million health plan members across 100 health plan brands, so every stakeholder can access and harness the most accurate, comprehensive, and contextually relevant information. By enabling informed decisions and confident action, the care access platform supports healthier outcomes, reduces friction in healthcare, and grants more time back in everyone’s day. Kyruus Health’s solutions for health systems, hospitals, and medical groups include: Kyruus Connect: Provider data management solution that unifies and optimizes disparate provider data, to create a single, organized source of truth. This robust foundation can power experiences for internal stakeholders, partners and patients. Search: Empower patients with a 24/7 online provider directory and care search experience, with filters based on provider availability, office location, insurance type, specialty, and more. Schedule: Connect patients with the care they need with self-service scheduling. Schedule leverages EHR integrations to display real-time availability, reduce staff management. Check-In: Streamline front-desk process and capture vital patient details with digital patient intake, Check-In. Text and email notifications encourage patients to submit demographics, insurance information and copays prior to appointment—all without an app download. Advanced Analytics: Gain deeper insights into consumer behavior and utilization with Advanced Analytics. Advanced Analytics enhances your ability to create customized reports, provides access to Kyruus Health analytics experts, and enables data exchange across multiple reporting tools. To learn more, visit KyruusHealth.com.



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

- **Seller:** [Kyruus Health](https://www.g2.com/sellers/kyruus-health)
- **Year Founded:** 2010
- **HQ Location:** Boston, Massachusetts, United States
- **LinkedIn® Page:** https://www.linkedin.com/company/kyruushealth (347 employees on LinkedIn®)






### 17. [Medcubics Patient Intake](https://www.g2.com/products/medcubics-patient-intake/reviews)
Medcubics Patient Intake ensures that you get the right information with less hassle. Patient Intake solution provides a simple and intuitive experience directly from your mobile device giving you more flexibility during your day - entering demographics, basic insurance information, emergency contact(s), payment information, pharmacy and referral source.



**Who Is the Company Behind Medcubics Patient Intake?**

- **Seller:** [Medcubics](https://www.g2.com/sellers/medcubics)
- **HQ Location:** New York City, NY
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®)






### 18. [MedForward](https://www.g2.com/products/medforward/reviews)
MedForward is for medical paperwork. The MedForward Forms web application makes putting your patient forms online and complying with HIPAA extremely easy. Your form submissions will become digital, secure, and centralized. Remove the need for a complicated paper filing system. You can easily distribute MedForward Forms to patients via your website or a secure URL that can be e-mailed to patients.



**Who Is the Company Behind MedForward?**

- **Seller:** [MedForward](https://www.g2.com/sellers/medforward)
- **Year Founded:** 2007
- **HQ Location:** Nashville, US
- **LinkedIn® Page:** https://www.linkedin.com/company/medforward-inc. (3 employees on LinkedIn®)






### 19. [Medlia Doctor](https://www.g2.com/products/medlia-doctor/reviews)
Everything you need to manage your query and communicate with your patients in a single program, in the most simple and visual way.



**Who Is the Company Behind Medlia Doctor?**

- **Seller:** [Medlia Health](https://www.g2.com/sellers/medlia-health)
- **Year Founded:** 2016
- **HQ Location:** Barcelona, ES
- **Twitter:** @MedliaHealth (618 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/11112740 (2 employees on LinkedIn®)






### 20. [Meridiogram Pro](https://www.g2.com/products/meridiogram-pro/reviews)
Meridiogram Pro is an adaptive HIPAA-compliant intake form that creates a holistic health summary for the client and you. It includes quantifiable data that you and your clients can share to help them understand the treatment plan, give them confidence in the process, track their progress, and identify regularly overlooked root causes for disease.



**Who Is the Company Behind Meridiogram Pro?**

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






### 21. [Minerva](https://www.g2.com/products/mphrx-minerva/reviews)
MphRx’s Minerva is an enterprise-level SMART on FHIR digital healthcare platform, engineered to aggregate data from disparate IT systems to build a unified longitudinal patient health record. Minerva’s capabilities are configurable to deliver scalable digital transformation through dedicated cloud deployments. The platform is deployed in over 20 countries and manages over three-hundred million patient records. Minerva has enabled large health systems to aggregate healthcare data and orchestrate workflows across complex and diverse technology environments using a unique vendor-neutral approach. The platform complies with HIPAA, GDPR, and other global data protection acts


**Average Rating:** 3.5/5.0
**Total Reviews:** 12
**How Do G2 Users Rate Minerva?**

- **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 8.8/10)

**Who Is the Company Behind Minerva?**

- **Seller:** [MphRx](https://www.g2.com/sellers/mphrx)
- **Year Founded:** 2011
- **HQ Location:** Princeton, NJ
- **Twitter:** @MphRxOfficial (203 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/962037/ (52 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 57% Small-Business, 21% Enterprise



#### What Are Recent G2 Reviews of Minerva?

**"[User experience](https://www.g2.com/survey_responses/minerva-review-4934855)"**

**Rating:** 4.0/5.0 stars
*— Masood Q.*

[Read full review](https://www.g2.com/survey_responses/minerva-review-4934855)

---

**"[Learning environment with a knack to grow professionally](https://www.g2.com/survey_responses/minerva-review-4883817)"**

**Rating:** 5.0/5.0 stars
*— Hamza R.*

[Read full review](https://www.g2.com/survey_responses/minerva-review-4883817)

---


#### What Are G2 Users Discussing About Minerva?

- [How do you use Minerva?](https://www.g2.com/discussions/minerva-how-do-you-use-minerva)
- [What is simulation process and data management?](https://www.g2.com/discussions/minerva-what-is-simulation-process-and-data-management)
- [What is Minerva Ansys?](https://www.g2.com/discussions/minerva-what-is-minerva-ansys)
- [What is Minerva software?](https://www.g2.com/discussions/what-is-minerva-software)

### 22. [Mozart MD](https://www.g2.com/products/mozart-md/reviews)
Mozart.MD helps eliminate the hassle and headache of paper-based forms in the patient on-boarding process.



**Who Is the Company Behind Mozart MD?**

- **Seller:** [Mozart Medical](https://www.g2.com/sellers/mozart-medical)
- **Year Founded:** 2013
- **HQ Location:** Mountain View, US
- **Twitter:** @MozartMedical (14 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/4796796 (6 employees on LinkedIn®)






### 23. [NextGen Patient Experience Platform](https://www.g2.com/products/nextgen-patient-experience-platform/reviews)
NextGen® Patient Experience Platform offers a complete solution for patient engagement that integrates with your EHR/PM. Designed for patients who expect convenience when connecting with your practice, the platform enables patients to securely interact with the practice and meet with providers through virtual visits. They can also go online to make appointments, request prescription renewals, view lab results, update forms, and pay bills. Integrated patient engagement solutions and their benefits empower consumers with the confidence to better manage their healthcare and take advantage of greater access to care.


**Average Rating:** 4.0/5.0
**Total Reviews:** 2

**Who Is the Company Behind NextGen Patient Experience Platform?**

- **Seller:** [NextGen Healthcare](https://www.g2.com/sellers/nextgen-healthcare)
- **Year Founded:** 1974
- **HQ Location:** Remote
- **Twitter:** @NextGen (21,203 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/12738/ (3,193 employees on LinkedIn®)
- **Ownership:** Private

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



#### What Are Recent G2 Reviews of NextGen Patient Experience Platform?

**"[Measurement of outcome](https://www.g2.com/survey_responses/nextgen-patient-experience-platform-review-8886730)"**

**Rating:** 4.5/5.0 stars
*— Bhavesh N.*

[Read full review](https://www.g2.com/survey_responses/nextgen-patient-experience-platform-review-8886730)

---


#### What Are G2 Users Discussing About NextGen Patient Experience Platform?

- [What is Medfusion used for?](https://www.g2.com/discussions/what-is-medfusion-used-for)

### 24. [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 &amp; 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 &amp; 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 &amp; 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 &amp; 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)

---



### 25. [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







## 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)



