Best Patient Intake Software - Page 3

How Many Patient Intake Software Products Does G2 Track?

Total Products under this Category: 99

Category Stats (Sep 2026)

  • Average Rating: 4.52/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: SPRY (+0.11%) - Among all products in this category, SPRY recorded the largest rating increase compared to last month

Last updated: September 01, 2026

How Does G2 Rank Patient Intake Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 3,100+ Authentic Reviews
  • 99+ Products
  • Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

G2 Grid® for Patient Intake Software

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

Highlighted products: NexHealth, Weave, SPRY, Prompt Health, EHRYourWay, Klara, Solutionreach, and Tebra (previously Kareo + PatientPop).

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

Interlace Health

Moving from paper-dependent processes to Interlace Health’s customized all-digital system drastically cuts hard costs, frees up staff time, virtually eliminates errors and compliance issues, and improves the patient experience

Average Rating: 4.3/5.0

Total Reviews: 4

How Do G2 Users Rate Interlace Health?

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

Who Is the Company Behind Interlace Health?

Who Uses This Product?

  • Company Size: 75% Large, 25% Medium

What Are Recent G2 Reviews of Interlace Health?

What Are G2 Users Discussing About Interlace Health?

MyCarePlan

Qure4u is a very powerful real-time data aggregation platform, a monitoring platform that can detect patients at risk, and a communication platform that ties it all together.

Average Rating: 4.1/5.0

Total Reviews: 10

How Do G2 Users Rate MyCarePlan?

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

Who Is the Company Behind MyCarePlan?

  • Seller: Qure4u
  • Year Founded: 1995
  • HQ Location: Bradenton, FL
  • Twitter: @Qure4u
    185 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    42 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 80% Small, 10% Large

What Are Recent G2 Reviews of MyCarePlan?

Myndshft

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

Average Rating: 3.5/5.0

Total Reviews: 5

How Do G2 Users Rate Myndshft?

  • Form Workflow: 1.7/10 (Category avg: 8.7/10)
  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 8.8/10)
  • Patient Data Transfer: 1.7/10 (Category avg: 8.6/10)
  • Patient Check-in: 1.7/10 (Category avg: 8.8/10)

Who Is the Company Behind Myndshft?

  • Seller: Myndshft
  • Year Founded: 2015
  • HQ Location: Mesa, US
  • Twitter: @myndshft
    373 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    12 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 60% Small, 40% Medium

What Are Recent G2 Reviews of Myndshft?

RXNT

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

Average Rating: 4.2/5.0

Total Reviews: 49

How Do G2 Users Rate RXNT?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 8.8/10)

Who Is the Company Behind RXNT?

  • Seller: RXNT
  • Company Website:
  • Year Founded: 1999
  • HQ Location: Annapolis, Maryland
  • LinkedIn® Page: www.linkedin.com
    144 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Hospital & Health Care, Medical Practice
  • Company Size: 62% Small, 32% Medium

What Are Recent G2 Reviews of RXNT?

What Are G2 Users Discussing About RXNT?

Solv

Solv is the AI company for on-demand care. We build AI agents that take on the work nobody wants to do, so your team can focus on the patient in front of them. Solv is used by thousands of provider sites across 48 states and has powered over 100 million patient visits. What makes Solv different: our agents don't sit outside your operation and hand work back to your front desk. They're powered by the Solv Experience OS, which powers a modern, end-to-end patient experience. We're EHR-agnostic and purpose-built for on-demand care, designed for the walk-in, high-volume, labor-constrained reality of the category. Solv Experience becomes the operating system for the front desk. Online scheduling and waitlist, digital registration and paperwork, insurance card capture (OCR), kiosk / QR / mobile check-in, AI-managed queue, 2-way patient messaging, NPS surveys, Google review generation, post-visit rebooking, and new-patient acquisition across the Solv consumer marketplace, Google Business Profile "Book Online," Apple Maps, and an embeddable website widget. Solv AI Agents reason and take action inside the Solv Experience OS, each purpose-built for a specific workflow to eliminate the admin work that nobody wants to do: Maya — Inbound voice agent. Answers every call 24/7, books visits, takes payments, and resolves the call. 650K+ patient calls handled, ~50% resolution rate without human transfer. ClearPay — Insurance and cost agent. AI OCR, AI payer selection, AI real-time eligibility, AI cost estimation against the clinic's own fee schedules. InboxAI — Patient comms triage. Reads every inbound message, tags it, and routes it to the right team member.

Average Rating: 4.1/5.0

Total Reviews: 8

How Do G2 Users Rate Solv?

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

Who Is the Company Behind Solv?

  • Seller: Solv
  • Year Founded: 2016
  • HQ Location: San Francisco, US
  • LinkedIn® Page: www.linkedin.com
    124 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 78% Medium, 22% Small

What Do G2 Reviewers Say About Solv?

AI-generated summary from verified user reviews

Cons
  • Users face integration issues with EMR, creating obstacles that hinder their workflow and efficiency.
  • Users experience integration issues with EMR systems that can hinder the overall efficiency and effectiveness of Solv.
  • Users face integration obstacles with EMR systems, complicating the overall use of Solv.

What Are Recent G2 Reviews of Solv?

Steer Health

Steer Health is the AI Patient Capture Engine for healthcare, an AI powered platform that unifies AI Voice, Web Chat, Scheduling, and Workflow Automation into one system so hospitals, medical groups, and specialty practices capture every patient interaction instead of losing it across disconnected tools. The platform is built around three products. FastTrackCare handles inbound and outbound patient calls, web chat, and scheduling through Luna, an AI voice and chat agent that answers calls, books and reschedules appointments, fills cancellations, and follows up on unworked referrals, 24/7, across every channel, without adding staff. SteerNotes is Agentic Clinical Intelligence that supports clinical documentation and reduces administrative burden on providers. RCM AI applies automation to revenue cycle workflows, closing gaps in referrals, prior authorization, and billing follow up that otherwise cost health systems revenue. Steer Health integrates bi directionally with Epic, Athena, Oracle, Cerner, and 30+ other EHR systems, and typically goes live within 3 to 4 weeks of contract signature, including agent configuration and staff training. Steer Health is deployed across 470+ locations and 100+ healthcare organizations, including Prime Healthcare, Forum Health, and OrthoWest, spanning hospitals and health systems, surgical and medical specialties, and dental and orthodontic practices. Unlike single channel AI voice tools that answer a call and stop, Steer Health carries the patient through to a completed, EHR verified outcome: one record, one accountable system, across every channel.

Average Rating: 4.7/5.0

Total Reviews: 20

How Do G2 Users Rate Steer Health?

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

Who Is the Company Behind Steer Health?

  • Seller: Steer Health
  • Company Website:
  • Year Founded: 2021
  • HQ Location: Irving, US
  • Twitter: @Steer_Health
    59 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    57 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Hospital & Health Care
  • Company Size: 38% Small, 33% Medium

What Do G2 Reviewers Say About Steer Health?

AI-generated summary from verified user reviews

Pros
  • Users commend the professional communication from the Steer Health team, enhancing integration and troubleshooting processes effectively.
  • Users commend the exceptional customer support from Steer Health, highlighting their professionalism and problem-solving skills.
  • Users commend the easy integrations provided by Steer Health, appreciating their professionalism and effective vendor collaboration.
  • Users highlight the exceptional communication from Steer Health, enhancing vendor integration and service delivery efficiently.
  • Users value the professional integration efforts of Steer Health, which enhance collaboration with other vendors.

What Are Recent G2 Reviews of Steer Health?

Access eForms

Access converts your difficult paper processes to EHR integrated and tablet-enabled eConsent and eForm solutions.

Average Rating: 4.0/5.0

Total Reviews: 2

How Do G2 Users Rate Access eForms?

  • Form Workflow: 8.3/10 (Category avg: 8.7/10)
  • Patient Data Transfer: 8.3/10 (Category avg: 8.6/10)
  • Patient Check-in: 7.5/10 (Category avg: 8.8/10)

Who Is the Company Behind Access eForms?

  • Seller: Access EFM LP
  • Year Founded: 1999
  • HQ Location: Dallas, US
  • Twitter: @AccessEFM
    285 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    216 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 50% Large, 50% Small

What Are Recent G2 Reviews of Access eForms?

What Are G2 Users Discussing About Access eForms?

CheckinAsyst

CheckinAsyst is an end-to-end digital platform for patient intake, payments, and communication. CheckinAsyst enhances your patient experience and improves your practice efficiency, allowing you to dedicate your attention to patient care.

Average Rating: 5.0/5.0

Total Reviews: 2

Who Is the Company Behind CheckinAsyst?

  • Seller: HealthAsyst
  • Year Founded: 1999
  • HQ Location: Bengaluru, Karnataka, India
  • LinkedIn® Page: www.linkedin.com
    421 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of CheckinAsyst?

Healee

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

Average Rating: 5.0/5.0

Total Reviews: 5

How Do G2 Users Rate Healee?

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

Who Is the Company Behind Healee?

  • Seller: Healee
  • Year Founded: 2017
  • HQ Location: Great Neck, US
  • Twitter: @HealeeHQ
    151 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    26 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 80% Small, 20% Medium

What Are Recent G2 Reviews of Healee?

Auditdata Manage

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

Average Rating: 5.0/5.0

Total Reviews: 1

How Do G2 Users Rate Auditdata Manage?

  • Form Workflow: 3.3/10 (Category avg: 8.7/10)
  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 8.8/10)
  • Patient Data Transfer: 0.0/10 (Category avg: 8.6/10)

Who Is the Company Behind Auditdata Manage?

  • Seller: Auditdata
  • Year Founded: 1992
  • HQ Location: Copenhagen, DK
  • Twitter: @AuditdataCom
    285 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    158 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Auditdata Manage?

Certify Health

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

Average Rating: 5.0/5.0

Total Reviews: 1

Who Is the Company Behind Certify Health?

Who Uses This Product?

  • Company Size: 100% Large

What Do G2 Reviewers Say About Certify Health?

AI-generated summary from verified user reviews

Pros
  • Users value the centralization of operations in Certify Health, making complex tasks intuitive and easily manageable.
  • Users find Certify Health to offer ease of use, streamlining complex tasks for a unified experience.
  • Users love the streamlined patient communication of Certify Health, making operations intuitive and efficient from one location.
  • Users commend the professionalism of Certify Health, appreciating its reliable support and effective collaboration.
  • Users commend the setup ease of Certify Health, enjoying streamlined, intuitive management of various patient operations.

What Are Recent G2 Reviews of Certify Health?

cliexa

cliexa is the clinical intelligence platform serving as healthcare's reasoning layer. Built on From Records to Reason, a patented dual-LLM architecture with clinical algorithms co-developed with the American College of Cardiology, cliexa turns fragmented clinical, operational, and financial data into preemptive, explainable intelligence. cliexa delivers value across five Impact Areas: • Admissions: AI-driven referral intake, eligibility, and clinical routing • Documentation Integrity: point-of-care chart audits, compliance scoring, and CDI support • Care Coordination: clinical briefs, real-time provider workflows, and remote monitoring • Revenue: medical necessity validation, claims intelligence, and AI-powered denial prevention • Enterprise Intelligence: executive dashboards with closed-loop learning across the organization EMR-agnostic and cloud-ready, cliexa deploys without replacing existing systems. Trusted by specialty health systems and behavioral health networks to reduce denials, accelerate revenue, and improve outcomes with auditable AI.

Average Rating: 5.0/5.0

Total Reviews: 3

How Do G2 Users Rate cliexa?

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

Who Is the Company Behind cliexa?

  • Seller: cliexa
  • Year Founded: 2016
  • HQ Location: Denver, US
  • LinkedIn® Page: www.linkedin.com
    25 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 67% Large, 33% Small

What Are Recent G2 Reviews of cliexa?

Dental Symphony ePatient

ePatient is an online patient registration and pre-clinical assessment system that allows your patients to register online using your ePatient portal to give you their information ahead of time.

Average Rating: 3.5/5.0

Total Reviews: 1

How Do G2 Users Rate Dental Symphony ePatient?

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

Who Is the Company Behind Dental Symphony ePatient?

  • Seller: Dental Symphony
  • Year Founded: 2005
  • HQ Location: Fort Worth, US
  • Twitter: @DentalSymphony
    2,293 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    7 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Medium

What Are G2 Users Discussing About Dental Symphony ePatient?

HealthTalk A.I.

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

Average Rating: 4.3/5.0

Total Reviews: 3

How Do G2 Users Rate HealthTalk A.I.?

  • Form Workflow: 8.3/10 (Category avg: 8.7/10)
  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 8.8/10)
  • Patient Data Transfer: 10.0/10 (Category avg: 8.6/10)
  • Patient Check-in: 8.3/10 (Category avg: 8.8/10)

Who Is the Company Behind HealthTalk A.I.?

Who Uses This Product?

  • Company Size: 67% Small, 33% Large

What Are Recent G2 Reviews of HealthTalk A.I.?

iMARS -Medical / Surgical Office

iMarsMed is a paperless electronic health records (EHR).

Average Rating: 4.3/5.0

Total Reviews: 2

How Do G2 Users Rate iMARS -Medical / Surgical Office?

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

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

Who Uses This Product?

  • Company Size: 50% Medium, 50% Small

What Are Recent G2 Reviews of iMARS -Medical / Surgical Office?

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