# 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'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:** 96

### 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 14, 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
- 96+ 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**

### HealthArc

We help healthcare providers and payers manage chronic patients more effectively through an AI-driven Remote Patient Monitoring and Chronic Care Management platform. Our solution integrates seamlessly with your EHR, automates CMS-compliant billing, and delivers actionable patient insights — enabling you to improve outcomes, boost reimbursements, and reduce staff workload. With our technology, you can spend more time on care and less time on paperwork.



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---

## What Are the Top-Rated Patient Intake Software Products in 2026?
### 1. [Bridge+ ALF](https://www.g2.com/products/bridge-alf/reviews)
ALF eMAR solution



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

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






### 2. [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®)






### 3. [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)

---



### 4. [Calvient](https://www.g2.com/products/calvient/reviews)
Calvient is “The Everything App for Healthcare Operations”: a comprehensive AI-powered platform that helps healthcare teams centralize, automate, and track workflows across fax intake, referrals, prior authorizations, scheduling, medical records, revenue cycle, patient outreach, and reporting. Built for specialty practices, FQHCs, health systems, and service providers, Calvient reduces manual work, improves visibility, and keeps care moving.



**Who Is the Company Behind Calvient?**

- **Seller:** [Calvient](https://www.g2.com/sellers/calvient)
- **HQ Location:** Oklahoma City, US
- **LinkedIn® Page:** https://www.linkedin.com/company/calvient (14 employees on LinkedIn®)






### 5. [carelinkMD](https://www.g2.com/products/carelinkmd/reviews)
carelinkMD helps medical clinics convert existing paper intake PDFs into branded digital forms in about 48 hours. Patients complete intake on any device, and front-desk staff download the completed PDF to import into their EHR. The platform operates as a HIPAA Business Associate, with a signed BAA at registration and encryption in transit and at rest. Built for primary care, OB/GYN, urgent care, behavioral health, and specialty clinics.



**Who Is the Company Behind carelinkMD?**

- **Seller:** [CarelinkMD](https://www.g2.com/sellers/carelinkmd)
- **HQ Location:** Jacksonville, US
- **LinkedIn® Page:** https://www.linkedin.com/company/carelinkmd/ (2 employees on LinkedIn®)






### 6. [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)

---



### 7. [Certinal Healthcare Consent & 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'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 & 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®)






### 8. [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®)






### 9. [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®)






### 10. [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 & 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 love the **ease of use** of Curago Health, streamlining patient intake and enhancing focus on treatment.
- Users value the **time-saving pre-visit questionnaires** that enhance focus on patient care and streamline the intake process.

**Cons:**

- Users find the **missing features** in Curago Health restrict their ability to analyze patient demographics and completion rates.



### 11. [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's **real-time two-way texting** feature, enabling swift and effective communication with clients.
- Users appreciate the **real-time communication efficiency** of Demandforce, making connections and quick responses effortless.
- Users appreciate the **seamless integration** of Demandforce for easy appointment requests on their websites.
- Users love the **booking efficiency** of Demandforce, seamlessly integrating appointment requests into their websites.
- Users value the **integration with Millennium software** , enhancing client communication and feedback collection for better service improvement.

**Cons:**

- Users report **messaging issues** with Demandforce, highlighting unreliable two-way texting and frequent confirmation errors.
- Users are frustrated with **poor customer support** , as issues remain unresolved and affect client communication severely.
- Users experience significant **scheduling issues** with Demandforce, including delays and incorrect confirmation times that frustrate clients.
- Users often experience **slow speed** in Demandforce, causing delays in critical communications and overall efficiency.
- Users report significant **app instability** , facing glitches and delays that disrupt 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)

### 12. [Experian Patient Access Registration](https://www.g2.com/products/experian-patient-access-registration/reviews)
Experian'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'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'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






### 13. [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'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®)






### 14. [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®)






### 15. [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®)






### 16. [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)

---



### 17. [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®)






### 18. [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®)






### 19. [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®)






### 20. [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®)






### 21. [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®)






### 22. [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®)






### 23. [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®)






### 24. [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)

### 25. [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®)







## 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)