Best Patient Intake Software - Page 4

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)

Instant Medical History

Organize patient information, improve medical chart quality and accessibility, and unify medical histories

Average Rating: 4.5/5.0

Total Reviews: 1

How Do G2 Users Rate Instant Medical History?

  • Form Workflow: 10.0/10 (Category avg: 8.7/10)
  • Has the product been a good partner in doing business?: 6.7/10 (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 Instant Medical History?

Who Uses This Product?

  • Company Size: 100% Large

What Are Recent G2 Reviews of Instant Medical History?

Patient Communicator

Created as a way to streamline the way dental practices interact with their patients, Total Recall Solutions new Patient Communicator provides a full scheduling and patient communication system.

Average Rating: 4.0/5.0

Total Reviews: 1

How Do G2 Users Rate Patient Communicator?

  • 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 Patient Communicator?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Patient Communicator?

What Are G2 Users Discussing About Patient Communicator?

PatientStudio

The Ultimate Practice Growth Platform. PatientStudio provides therapists with an easy-to-use solution for managing the front desk, clinical notes, and billing needs. Our mission is to help therapists provide better patient outcomes, maximize billing revenue and grow their practice. From booking appointments to getting paid, PatientStudio provides everything a modern practice needs to grow and scale.

Average Rating: 5.0/5.0

Total Reviews: 1

How Do G2 Users Rate PatientStudio?

  • 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: 8.3/10 (Category avg: 8.6/10)
  • Patient Check-in: 8.3/10 (Category avg: 8.8/10)

Who Is the Company Behind PatientStudio?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of PatientStudio?

TouchHealth

Touch Health creates systems that improve clinical outcomes and patient satisfaction by enhancing the doctor-patient relationship and by facilitating communication across the healthcare continuum.

Average Rating: 5.0/5.0

Total Reviews: 1

Who Is the Company Behind TouchHealth?

  • Seller: TouchHealth
  • Year Founded: 2012
  • HQ Location: N/A
  • Twitter: @TouchHealthInc
    1 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    2 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Medium

What Are Recent G2 Reviews of TouchHealth?

What Are G2 Users Discussing About TouchHealth?

Unlimited Financials

Unlimited Financials is the core practice management and revenue cycle platform from Unlimited Systems, built specifically for specialty healthcare organizations. It brings together scheduling, patient registration, eligibility, charge capture, claims management, payment posting, reporting, and financial workflows in one connected system. By automating routine tasks, identifying issues earlier, and helping teams prioritize the work that requires attention, Unlimited Financials enables practices to improve efficiency, reduce administrative burden, and strengthen financial performance. Its specialty-focused design supports the complex clinical, operational, and reimbursement requirements that generic practice management systems often fail to address.

Average Rating: 5.0/5.0

Total Reviews: 1

Who Is the Company Behind Unlimited Financials?

Who Uses This Product?

  • Company Size: 100% Large

What Are Recent G2 Reviews of Unlimited Financials?

Zentake

Zentake is a software platform designed for healthcare providers to streamline their patient intake process. It uses electronic forms instead of paper, which can save time and improve efficiency. Zentake.com is HIPAA-compliant, so you can be assured that patient information is secure. Some of the features of Zentake.com include:

Average Rating: 5.0/5.0

Total Reviews: 1

How Do G2 Users Rate Zentake?

  • Form Workflow: 10.0/10 (Category avg: 8.7/10)
  • 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 Zentake?

  • Seller: Zentake
  • Year Founded: 2019
  • HQ Location: South Jordan, US
  • LinkedIn® Page: www.linkedin.com
    3 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Medium

What Are Recent G2 Reviews of Zentake?

Aron Dental AI

Aron is an AI-powered growth platform designed specifically for dental practices. Instead of using multiple tools for SEO, patient communication, review management, social media, and analytics, Aron brings everything together in one platform. Dental practices use Aron to attract new patients, automate marketing tasks, manage online reputation, and understand exactly where their growth is coming from.

Who Is the Company Behind Aron Dental AI?

  • Seller: Aron
  • Year Founded: 2026
  • HQ Location: New York, US
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

BuddyCare

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?

b.well Connected Health

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?

Who Uses This Product?

  • Company Size: 100% Large

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

Calvient

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?

carelinkMD

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?

Cedar

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
  • Year Founded: 2016
  • HQ Location: New York, US
  • LinkedIn® Page: www.linkedin.com
    799 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Cedar?

Certinal Healthcare Consent & Compliance Platform

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
  • Year Founded: 2021
  • HQ Location: Wilmington, US
  • LinkedIn® Page: www.linkedin.com
    24 employees on LinkedIn®
Emma Stein
ES
Researched and written by Emma Stein
Updated October 3, 2024