Best Patient Intake Software - Page 7

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)

SIS Complete

SIS Complete™ by Surgical Information Systems (SIS) is the industry-leading, award-winning solution built from the ground up for ambulatory surgery centers (ASCs). SIS Complete streamlines practice management, clinical documentation, patient and physician engagement, business intelligence, and more, all within a single easy-to-use platform. SIS has been recognized as the No. 1 ASC EHR vendor by Black Book for 11 consecutive years, and the SIS Charts EHR received the Best in KLAS Award for ASC Solutions in 2026, 2025, 2023, and 2022.

Average Rating: 4.0/5.0

Total Reviews: 1

How Do G2 Users Rate SIS Complete?

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

Who Is the Company Behind SIS Complete?

Who Uses This Product?

  • Company Size: 100% Medium

What Are Recent G2 Reviews of SIS Complete?

Siva Forms

Siva Solutions Inc. offers you the choice of creating your own customized online forms with Siva Forms. Make life easier for your patients and staff today by adding your medical forms to your practice website. All Siva forms adhere to the HIPAA Privacy Act for patient privacy. Siva Forms allow patients to enter their personal information with ease, comfort, and security. Siva Forms increases the efficiency in the management of dental practice as the manual and labor-intensive task of handling paper forms is eliminated

Who Is the Company Behind Siva Forms?

Solo by InTouch

Solo by InTouch is the backbone of healthcare first fully integrated virtual care platform, connecting people, healthcare systems, HIT systems, devices, and third-party applications.

Who Is the Company Behind Solo by InTouch?

  • Seller: Teladoc
  • Year Founded: 2013
  • HQ Location: Purchase, NY
  • Twitter: @TeladocHealth
    17,457 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    5,534 employees on LinkedIn®
  • Ownership: TDOC

TeleVox

Televox is a human-first, AI-powered patient engagement platform that empowers healthcare organizations to create clear, connected experiences across every step of care. Supporting both multi-modal and multi-lingual communication, patients can engage in their preferred channels and languages. The platform delivers human-centered communication through automated reminders, two-way outreach, and intelligent virtual agents, reducing no-shows, lightening staff workload, and improving patient follow-through. Care teams and patients experience smoother interactions with fewer bottlenecks as routine outreach, reminders, and follow-up happen automatically and reliably through seamless EHR integration and time-saving workflows. The platform orchestrates communication across voice, SMS, RCS, email, and chat, reaching patients on the right channel at the right moment with clear, compliant messaging. Multi-lingual support across channels ensures every patient receives clear, culturally sensitive communication they can understand and act on. Teams can automate high-volume needs such as appointment reminders and confirmations, balance notifications, visit instructions, and post-visit follow-up, reducing call volume, closing care gaps, and keeping schedules full without manual outreach. This flexible, EHR-agnostic approach is built for healthcare environments that require scalability along with strict regulatory and security standards. Televox gives organizations visibility into how patient communications perform, making it easier to track metrics like no-show reduction, engagement, adherence, and operational efficiency and to continuously refine outreach strategies. A focus on effortless communication, flexible solutions, human-first experiences, and measurable outcomes keeps the platform centered on time savings, staff relief, and ROI that can be repeated and scaled. Healthcare organizations see where communication works well and where it can improve, strengthening care coordination with confidence. Televox is a trusted patient engagement brand under the WestCX organization, which specializes in secure, scalable, and compliant communication journeys. Delivered as a modern, cloud-based solution, Televox automates routine outreach, supports care teams, and creates clearer, more connected patient experiences at every step of care through accessible, multi-channel, multi-lingual communication.

Average Rating: 3.9/5.0

Total Reviews: 4

How Do G2 Users Rate TeleVox?

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

Who Is the Company Behind TeleVox?

  • Seller: West Technology Group
  • Year Founded: 1986
  • HQ Location: N/A
  • Twitter: @Mosaicx_
    1,747 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    57 employees on LinkedIn®
  • Phone: 1-920-954-2900

Who Uses This Product?

  • Company Size: 67% Small, 17% Large

What Are Recent G2 Reviews of TeleVox?

Tonic

Tonic is a patient engagement software that provides a cost-effective, mobile solution that streamlines and improves the patient intake process.

Who Is the Company Behind Tonic?

  • Seller: Tonic
  • Year Founded: 2003
  • HQ Location: Salt Lake City, Utah, United States
  • LinkedIn® Page: www.linkedin.com
    20,368 employees on LinkedIn®

uStart

Let patients check-in BEFORE their appointment on any internet-ready device… computer, tablet or smartphone.

Who Is the Company Behind uStart?

  • Seller: OTech Group
  • HQ Location: Addison, Texas, United States
  • Twitter: @OTechGroup
    80 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    538 employees on LinkedIn®

Valhalla Healthcare

Valhalla Healthcare is an agentic AI platform for front office automation in independent medical practices — autonomously handling patient intake, clinical documentation, and EHR chart population with zero manual staff touchpoints. It integrates natively with Elation Health, athenahealth, and Epic to automate pre-visit intake, structured chart documentation, and AI-assisted SOAP note generation. Unlike standard EHR intake tools that dump all patient responses into a single notes field, Valhalla maps every answer to the correct chart section — demographics to demographics, chief complaint to chief complaint, history to HPI, consents to their corresponding documents. This eliminates manual transcription and prevents documentation errors. Key capabilities include: - Automated intake delivery triggered at appointment booking — no staff action required - Required field enforcement that prevents incomplete form submissions - Specialty-validated screening tools pre-built and auto-scored: PHQ-9, GAD-7, ASQ, SWYC, Edinburgh Postnatal Depression Scale, Vanderbilt ADHD Assessment - Mobile-optimized forms patients complete from any device before their visit - E-signature collection for consents and HIPAA notices - Allevia AI clinical agent that pre-drafts the SOAP note from intake responses so physicians walk in with a chart already started - HIPAA-compliant, BAA included with every subscription Valhalla is purpose-built for independent practices that want to reduce front-desk workload, improve chart completeness, and give physicians more time in the room with patients. It is not a scheduling tool, a billing platform, or a population health system — it focuses exclusively on the intake-to-documentation workflow and does it deeply. Practices on Elation Health and athenahealth can deploy Valhalla in days without changing their existing EHR workflows.

Who Is the Company Behind Valhalla Healthcare?

Vecna Technologies

Vecna automated self service platform streamlines patient experience and operational efficiency from appointment made to care received.

Who Is the Company Behind Vecna Technologies?

  • Seller: Vecna Technologies
  • Year Founded: 1999
  • HQ Location: Burlington, US
  • Twitter: @VecnaInc
    966 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    75 employees on LinkedIn®

Zebdoc

ZebDoc, headquartered inthe United States, was founded in 2021 by a team of healthcare professionals and technology enthusiasts. As a startup, ZebDoc has quickly grown to a size of 20 employees, focusing on leveraging technology to streamline healthcare processes. The company's mission is to improve patient care through innovative software solutions, primarily serving healthcare providers in Pakistan with plans to expand to other regions. Electronic Health Records (EHR) Secure digital storage and retrieval of patient medical histories, treatment plans, and notes. Appointment Scheduling An intuitive system for booking and managing appointments, with automated reminders to reduce no-shows. Telemedicine Capabilities Enables virtual consultations directly through the platform, facilitating healthcare delivery regardless of geographical barriers. Laboratory Integration Allows for direct ordering and retrieval of lab tests within the platform, speeding up the diagnostic process. Billing and Insurance Processing Automated billing features and integration with insurance providers to simplify payment processes. Patient Portal A secure online portal where patients can access their health records, communicate with their providers, and manage their appointments and treatments. Primary Value of the Product and What It Solves for Your Users The primary value of ZebDoc lies in its ability to significantly enhance the efficiency of healthcare delivery. By integrating various aspects of patient management into a single platform, ZebDoc reduces administrative burdens, minimizes the risks of errors, and allows medical professionals to focus more on patient care. For patients, the platform offers the convenience of managing their health records and communicating with healthcare providers effortlessly. Overall, ZebDoc solves the critical need for an integrated approach to healthcare management, ultimately leading to better patient outcomes and increased satisfaction.

Who Is the Company Behind Zebdoc?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Zebdoc?

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