All in one patient engagement and communication platform for medical and dental practices
Best Patient Intake Software
Patient intake software plays a crucial role in today’s healthcare aiming to simplify how doctors collect and handle patient info before appointments. This groundbreaking tech offers many perks to both healthcare teams and patients boosting productivity and correctness in data gathering while making the patient’s experience better overall.
More about Patient Intake Software
Key features include:
- Online forms for patients to fill out
- Safe info collection and storage
- Working together with electronic health records (EHRs)
- Following healthcare industry rules
By making the intake process digital, this software cuts down on sign-up time, reduces mistakes from handwritten forms, and protects patient privacy better. It helps both new and regular patients as well as medical staff, by:
- Smoothing out process bottlenecks
- Improving patient satisfaction
- Lessening staff workload
- Raising overall productivity
To qualify for the intake software, a product must:
- Offer a digital or electronic way for patients to fill out intake forms before appointments
- Have strong security measures in place, like encryption, to keep patient data safe
- Follow healthcare industry rules and regulations
- Connect with EHRs and other databases that store patient health information
The use of patient intake software helps healthcare providers make the sign-up process more efficient, accurate, and user-friendly. This tech makes paperwork easier and boosts patient care. It gives doctors and nurses access to the latest and correct info about their patients.
Patient Intake Software Compared
Compare the 4 most relevant Patient Intake Software options on price, free trial and deployment.
| Product | Starting price | Free trial | Free plan | API | Deployment |
|---|---|---|---|---|---|
 Solutionreach All in one patient engagement and communication platform for medical… | Custom | – | – | ✓ | Cloud Based |
 Klara HIPAA compliant patient communication platform, now part of ModMed | Custom | – | – | ✓ | Cloud Based |
 NexHealth Patient experience platform that syncs scheduling, forms, and payments with… | Custom | – | – | ✓ | Cloud Based |
 Luma Health Operational AI platform automating patient access, intake and payments for… | Custom | – | – | ✓ | Cloud Based |
All Software
4 Best Patient Intake Software Options
Showing 1 - 4 of 4 products
Solutionreach is a patient engagement platform used by medical, dental and specialty practices to automate communication and reduce no shows. It provides two way texting, automated appointment reminders, online scheduling, digital patient intake, contactless check in, and recall campaigns that connect to over 400 practice management and EHR systems. Practices use it to fill schedules, collect payments through text to pay, and manage patient recall for preventive and follow up care.
Beyond communication, Solutionreach includes patient surveys, reputation management for online reviews, and segmented newsletter campaigns to drive repeat visits. The platform is organized into Essentials, Plus and Enterprise style packages named Patient Connect, Practice Efficiency, Practice Growth and Enterprise, each with a different monthly SMS message allowance. Solutionreach does not publish prices and requires a custom quote based on provider count and patient volume.
Read Solutionreach Reviews Explore additional details
Explore various Keka features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
Features
View all Solutionreach Features- Two way patient text messaging
- Automated appointment reminders and recall
- Online self scheduling
- Digital intake forms sent before visits
- Contactless patient check in
- Text to pay payment collection
- Patient satisfaction surveys
- Online reputation and review management
- Integration with 400+ PM and EHR systems
Pricing
Solutionreach Caters to
- StartUps
- SMEs
- Agencies
- Enterprises
HIPAA compliant patient communication platform, now part of ModMed
Klara is a patient communication and collaboration platform that unifies text messages, web chat, phone calls and voicemail transcriptions into a single HIPAA compliant conversation thread for medical practices. It automates appointment reminders, no show engagement, digital intake and post visit follow up, and lets patients self schedule and receive personalized pre visit instructions without calling the office. Internally, shared inboxes, notes and AI powered routing help staff collaborate on patient requests.
Klara was acquired by ModMed, formerly Modernizing Medicine, in February 2022, and its marketing site now redirects to ModMed's patient engagement pages while the Klara product name is retained for the messaging platform. Klara also includes telemedicine with virtual waiting rooms. Pricing is not publicly disclosed and depends on practice size, specialty and selected features, available only through a custom quote from ModMed sales.
Read Klara Reviews Explore additional details
Explore various Keka features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
Features
View all Klara Features- Unified text, web chat, call and voicemail threads
- HIPAA compliant secure messaging
- Automated appointment reminders and no show engagement
- Patient self scheduling with pre visit instructions
- Digital pre visit intake forms
- Telemedicine with virtual waiting rooms
- Shared inbox and internal staff notes
- AI powered conversation routing
- Integration with EHR and practice management systems
Pricing
Klara Caters to
- StartUps
- SMEs
- Agencies
- Enterprises
Patient experience platform that syncs scheduling, forms, and payments with your EHR
NexHealth is an all-in-one patient experience platform for dental and medical practices that automates online booking, digital forms, insurance verification, payments, and patient communications. Its proprietary Synchronizer technology reads and writes data to a practice's existing health record system in real time, so front-office tasks stay in sync without manual double entry. The platform is used by more than 10,000 practices and supports booking through a practice's website, Google Business Profile, SMS, and QR codes.
NexHealth offers Starter, Standard, and Pro tiers built from modules such as scheduling, forms, communications, and payments, with pricing starting around $299 to $350 per month depending on the source, plus usage-based fees for SMS, payment processing, and additional users. Because NexHealth requires a custom quote based on practice needs, exact published tier pricing is not available on its website.
Read NexHealth Reviews Explore additional details
Explore various Keka features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
Features
View all NexHealth Features- Online patient self-scheduling
- Real-time EHR sync via the NexHealth Synchronizer
- Digital patient intake forms
- Automated insurance verification (1,200+ payors)
- Online payments collection
- Automated waitlist for cancellations
- 1-click booking for returning patients
- Patient communication and reminders
- Google Business Profile 'Book' button integration
Pricing
NexHealth Caters to
- StartUps
- SMEs
- Agencies
- Enterprises
Operational AI platform automating patient access, intake and payments for health systems
Luma Health is a patient success platform that automates administrative workflows across the patient journey, from scheduling and referrals to intake, payments and feedback. Its Spark AI engine powers agentic modules for access, such as order orchestration, referral routing, waitlist management, and prescription refill requests, alongside conversational SMS and chat tools like a self service LumaBot concierge. The platform integrates bidirectionally with major EHR systems including Epic, Oracle Health, MEDITECH, athenahealth and eClinicalWorks.
Beyond messaging, Luma Health includes responsive digital intake forms, mobile check in, and LumaPay for text based bill payment, aimed at reducing staff phone workload and missed appointments. Luma Health is used mostly by enterprise health systems, specialty groups and regional care networks. Pricing is not publicly disclosed and is customized after a sales consultation based on organization size, patient volume and modules selected, and no free trial is offered.
Read Luma Health Reviews Explore additional details
Explore various Keka features, compare the pricing plans, and unlock the potential of seamless operations by selecting the right software for your business.
Features
View all Luma Health Features- Agentic patient access automation for referrals and orders
- Automated appointment reminders with EHR sync
- Smart waitlist and rescheduling via SMS
- LumaBot self service conversational AI
- Digital bi directional intake forms
- Mobile patient check in
- LumaPay text based bill payment
- Broadcast and population health outreach messaging
- Bidirectional integration with major EHR systems
Pricing
Luma Health Caters to
- StartUps
- SMEs
- Agencies
- Enterprises
Patient Intake Software Buyer's Guide
Picking Patient Intake Software is mostly a question of fit rather than feature count, since most credible options cover similar ground differently. Read on for the capabilities that matter, who tends to buy, how pricing works, and how to test properly.
What is Patient Intake Software?
Patient Intake Software helps teams support clinical and administrative work in care settings while keeping patient information secure and compliant. Most of the benefit comes from holding one current record rather than several partial ones kept by different people. Good options are approachable on day one and still adequate a year later, which is a harder balance than it sounds.
Key features to look for in Patient Intake Software
The right feature set depends on your situation, but capable Patient Intake Software options generally cover the following.
- Patient or client records in one place
- Scheduling for appointments and visits
- Care plans and clinical documentation
- Secure messaging between care staff
- Billing, claims, or funding workflows
- Consent and privacy controls
- Reporting for regulators and funders
- Audit logging on every record access
Benefits of using Patient Intake Software
The practical benefits of Patient Intake Software suited to your process generally include:
- Complete client history available at the point of care
- Less duplicate data entry across systems
- Documentation that stands up to inspection
- Fewer missed or double booked appointments
- Clear evidence trail for regulators and funders
Who uses Patient Intake Software?
Patient Intake Software is used by clinicians, care coordinators, practice managers, administrators, and compliance leads. Scale matters less than process fit, since a product built around a different workflow will fight you regardless of size.
How to choose the right Patient Intake Software
These are the practical considerations when comparing Patient Intake Software:
- Compliance with the health privacy rules in your jurisdiction
- How documentation fits actual clinical workflow
- Interoperability with the systems you already exchange data with
- Reporting that matches your regulator or funder requirements
- How staff access it on shared or mobile devices
Run a short trial on actual work with the actual users. Demos are built to succeed; your own cases are not.
How much does Patient Intake Software cost?
Usually per practitioner or per user each month, sometimes per client record or per bed. Compliance and interoperability features often sit on higher tiers. Price it against next year’s volume, and verify which features you need are actually included at that tier.
FAQs of Patient Intake Software
Patient Intake Software exists to run the admin behind clinical and care work, from records and bookings through to billing and compliance evidence.
You can use a general tool, but you will rebuild the clinical and care parts by hand that Patient Intake Software covers out of the box.
Patient Intake Software products are often designed around a particular scale, so ask directly what size of clinical and care operation the typical customer runs.
Before committing to Patient Intake Software, get specifics on what it imports from your existing clinical and care data and what you will re enter by hand.
Expect monthly per user or per location pricing for Patient Intake Software, with a premium over generic tools that reflects the smaller clinical and care market.
Evaluate Patient Intake Software against actual clinical and care work and let the eventual daily users lead that trial.