Best Patient Intake Software - Page 5

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)

Coverage Voice

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?

Curago Health

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?

Who Uses This Product?

  • Company Size: 100% Medium

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 enhancing focus on care.
  • Users value the time-saving features of Curago Health, allowing them to focus more on patient care.
Cons
  • Users express frustration over the missing features, particularly in tracking specific patient demographics and completion rates.

Demandforce

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?

Who Uses This Product?

  • Top Industries: Medical Practice
  • Company Size: 62% Small, 34% Medium

What Do G2 Reviewers Say About Demandforce?

AI-generated summary from verified user reviews

Pros
  • Users value Demandforce's real-time two-way texting, enhancing immediate communication and connectivity for better client interaction.
  • Users value Demandforce's real-time communication efficiency, enhancing client engagement and feedback collection seamlessly.
  • Users value the seamless integration of Demandforce for effortless client appointment requests through their website.
  • Users value the booking efficiency of Demandforce, as it simplifies appointment requests on their websites.
  • Users value the seamless survey integration with Demandforce, greatly enhancing client communication and gathering valuable feedback.
Cons
  • Users experience messaging issues with Demandforce, leading to unreliable client communication and significant confusion.
  • Users express frustration with poor customer support, citing unaddressed glitches and unresolved appointment confirmation issues.
  • Users report significant scheduling issues with Demandforce, leading to confusion and inefficiency in client communications.
  • Users experience frustrating slow speed with Demandforce, impacting appointment confirmations and communication efficiency.
  • Users are frustrated by the app instability of Demandforce, experiencing glitches that hinder effective communication and efficiency.

What Are Recent G2 Reviews of Demandforce?

What Are G2 Users Discussing About Demandforce?

Experian Patient Access Registration

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
  • Year Founded: 1826
  • HQ Location: Dublin, Ireland
  • Twitter: @Experian_US
    38,771 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    26,648 employees on LinkedIn®
  • Ownership: LSE: EXPNL

Formisoft

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?

Health Note

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?

Idana

Who Is the Company Behind Idana?

  • Seller: Tomes
  • Year Founded: 2016
  • HQ Location: Freiburg im Breisgau, DE
  • LinkedIn® Page: www.linkedin.com
    50 employees on LinkedIn®

Infermedica

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
  • Year Founded: 2012
  • HQ Location: Wrocław, PL
  • Twitter: @Infermedica
    2,616 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    202 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Medium

What Are Recent G2 Reviews of Infermedica?

InQuicker

Who Is the Company Behind InQuicker?

  • Seller: Shred-it
  • Year Founded: 1988
  • HQ Location: Oakville, Ontario, Canada
  • Twitter: @Shredit
    4,120 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    2,188 employees on LinkedIn®

IntakeAI

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?

Intake Pro

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
  • Year Founded: 2000
  • HQ Location: Vancouver, WA
  • Twitter: @Office_Ally
    655 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    329 employees on LinkedIn®

Kyruus Health

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
  • Year Founded: 2010
  • HQ Location: Boston, Massachusetts, United States
  • LinkedIn® Page: www.linkedin.com
    347 employees on LinkedIn®

Medcubics Patient Intake

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?

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