# Best Patient Intake Software - Page 5

*By [Emma Stein](https://research.g2.com/insights/author/emma-stein)*


Patient intake software facilitates efficient and proactive capturing of patient data prior to a patient&#39;s medical appointment. Patient intake software minimizes the time patients spend on registration, reduces any mistakes due to handwritten data, protects patient privacy, and simplifies the integration of patient data into the EHR. Both medical staff and patients, established and new, benefit from the software; with patient intake software, process bottlenecks are eased, satisfaction is raised, workload is reduced, and productivity is increased.

To qualify for inclusion in the Patient Intake category, a product must:

- Offer a digital or electronic method of filling out patient forms prior to appointments
- Ensure security, encryption, and compliance with health care industry requirements
- Integrate with EHRs and other patient health information databases





## Top Patient Intake Software at a Glance
| # | Product | Rating | Best For | What Users Say |
|---|---------|--------|----------|----------------|
| 1 | [NexHealth](https://www.g2.com/products/nexhealth/reviews) | 4.8/5.0 (113 reviews) | PMS-synced digital intake and form automation | "[Left &amp; Happily Came Back](https://www.g2.com/survey_responses/nexhealth-review-13108173)" |
| 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&amp;focus%5B%5D=nexhealth&amp;focus%5B%5D=ehryourway&amp;focus%5B%5D=klara&amp;focus%5B%5D=spry-spry&amp;focus%5B%5D=tebra-previously-kareo-patientpop&amp;focus%5B%5D=solutionreach&amp;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**

### DoctorConnect.net

What is DoctorConnect.net? Overview: DoctorConnect.net is a complete patient engagement and communication platform built for healthcare providers who want to automate daily operations and improve the patient experience. The system simplifies reminders, messaging, recalls, surveys, payments, and more—helping practices reduce no-shows, streamline workflows, and strengthen patient relationships. History: Family-owned and operated since 1992, DoctorConnect.net was created to bridge the communication gap between providers and patients. Over the years, it has evolved into a trusted healthcare automation platform used by practices nationwide, backed by 15+ years of HIPAA-compliant reliability and zero security violations. Key Features: ARIA Phase 1 – AI Receptionist Answers and triages patient calls 24/7, handles FAQs, and transfers callers to staff when needed. Reduces missed calls and cuts answering service costs by up to 80%. ARIA Phase 2 – AI Scheduling Automation Expands ARIA’s capabilities to manage scheduling, rescheduling, and cancellations directly inside DoctorConnect in real time. Syncs with EHR systems for a fully autonomous scheduling experience and reduces staff workload by up to 70%. Automated Appointment Reminders Sends customizable reminders via text, email, or phone to minimize no-shows and keep schedules on track. 2-Way Secure Messaging Enables quick, HIPAA-compliant communication between patients and staff through real-time text conversations. Automated Recall &amp; No-Show Messaging Keeps patients on track for follow-ups and automatically reaches out to reschedule missed appointments. Digital Documents &amp; Payments (RevPay) Streamlines intake forms and simplifies billing with secure online payments for copays and balances. Telehealth &amp; Surveys Provides virtual visits and automated post-appointment surveys to improve access, feedback, and reputation management. DoctorConnect combines proven patient engagement tools with next-generation AI technology to deliver measurable ROI, reduce labor costs, and enhance patient access across every communication channel.



[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&amp;secure%5Bad_slot%5D=category_product_list&amp;secure%5Bcategory_id%5D=2054&amp;secure%5Bchosen_at%5D=2026-07-15T03%3A18%3A18Z&amp;secure%5Bdisplayable_resource_id%5D=2054&amp;secure%5Bdisplayable_resource_type%5D=Category&amp;secure%5Bmedium%5D=sponsored&amp;secure%5Bplacement_reason%5D=page_category&amp;secure%5Bplacement_resource_ids%5D%5B%5D=2054&amp;secure%5Bprioritized%5D=false&amp;secure%5Bproduct_id%5D=44986&amp;secure%5Bresource_id%5D=2054&amp;secure%5Bresource_type%5D=Category&amp;secure%5Bsource_type%5D=category_page&amp;secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fpatient-intake%3Fpage%3D5&amp;secure%5Btoken%5D=bad17e7f951eec975ca06b77bd59d2b3f7365b6bd95c92366f09fdad51493ea9&amp;secure%5Burl%5D=https%3A%2F%2Fwww.doctorconnect.net%2Ffeatures%2F&amp;secure%5Burl_type%5D=product_website)

---


## 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)



