---
title: "Best Patient Management Software - 2026 Reviews & Pricing"
description: "Find the best Patient Intake Software for your organization. Compare top Patient Intake Software systems with customer reviews, pricing, and free demos."
source_url: "https://www.softwareadvice.com/medical/patient-intake-comparison/"
page_type: "subcategory"
language: "en"
---

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Patient Management Software

Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee.

# Best Patient Management Software of 2026

Updated October 29, 2026

On this page

1.  FrontRunners
2.  Popular Comparisons
3.  Buyers Guide
4.  Related Software

Filter products

243 results

### Compare Products

Showing 1 - 25 of 243 products

#### Company Size

-   Self-Employed
    
-   2-10
    
-   11-50
    
-   51-200
    
-   201-500
    
-   501-1000
    
-   1000+
    

#### Pricing Options

-   $$$$$
    
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### Compare Products

Sort by

**Recommendations**: Sorts listings by the number of recommendations our advisors have made over the past 30 days. Our advisors assess buyers’ needs for free and only recommend products that meet buyers’ needs. Vendors pay Software Advice for these referrals.  
  
**Reviews**: Sorts listings by the number of user reviews we have published, greatest to least.  
  
**Average Rating**: Sorts listings by overall star rating based on user reviews, highest to lowest.  
  
**Alphabetically (A-Z)**: Sorts listings by product name from A to Z.

### [RXNT](/medical/rxnt-emr-profile/)

- Overall rating: 4.3/5
- Reviews: 514
- Starting price: $32.00/month
- Best for: Small businesses
- Free trial: Not available
- Free demo: Available

#### Overview

RXNT is an ambulatory healthcare technology company that empowers medical practices, multi-location groups, and enterprise multi-specialty organizations to scale with confidence

[Read more](/medical/rxnt-emr-profile/)

##### What users love

- Simple setup and daily operation
- Streamlined electronic prescribing workflow
- Intuitive and user-friendly design

##### To take in mind

- Limited and unresponsive support experience
- Cumbersome patient data handling
- Prescription processing and pharmacy issues

#### Features

##### Best rated features

- Online Forms: 5/5
- Therapy Notes: 5/5
- Search/Filter: 5/5
- SMS Reminders: 5/5

[See all features](/medical/rxnt-emr-profile/#key-features)

#### Pricing

##### Scheduling

- Price: $32.00/month
- Manage patient appointments and office resources.

##### Electronic Health Records

- Price: $126.00/month
- Real-time access to custom charts and reports, lab test requests and review, and patient portal.

##### Practice Management

- Price: $213.00/month
- Streamline billing, reduce denials and rejections, and get reimbursed faster. Includes medical

[See full pricing details](/medical/rxnt-emr-profile/#pricing-and-plans)

---

### [Tebra](/medical/kareo-profile/)

- Overall rating: 4.0/5
- Reviews: 1,390
- Best for: On the rise
- Free trial: Available
- Free demo: Not available

#### Overview

"Tebra is an all-in-one EHR and practice management platform designed for independent healthcare practices. It combines certified EHR technology, clinical documentation,

[Read more](/medical/kareo-profile/)

##### What users love

- Intuitive and user-friendly interface
- Comprehensive onboarding and resources
- Flexible provider and client access

##### To take in mind

- Unresponsive and inconsistent support
- Complex and unintuitive billing process
- Unexpected fees and costly transitions

#### Features

##### Best rated features

- Lab Integration: 5/5
- Recurring Appointments: 5/5
- Online Forms: 5/5
- Mobile Alerts: 5/5

[See all features](/medical/kareo-profile/#key-features)

#### Pricing

##### Basic

- Price: Custom
- Pricing available upon request

[See full pricing details](/medical/kareo-profile/#pricing-and-plans)

---

### [athenaOne](/medical/athenacollector-athenaclinicals-profile/)

- Overall rating: 3.8/5
- Reviews: 916
- Free trial: Available
- Free demo: Available

#### Overview

athenaOne is an integrated solution designed for healthcare practices, offering electronic health records, revenue cycle management and patient engagement tools. The platform’s EHR

[Read more](/medical/athenacollector-athenaclinicals-profile/)

##### What users love

- Intuitive and user-friendly design
- Convenient access from anywhere
- Robust system-wide integrations

##### To take in mind

- Slow and inconsistent support response
- Impersonal and difficult portal experience
- Complex and error-prone billing

#### Features

##### Best rated features

- Case Management: 5/5
- Patient Management: 5/5
- For Healthcare: 5/5
- Out-Patient Management: 5/5

##### Worst rated features

- For Orthopedics: 1/5
- Clinical Notes: 1/5
- Quotes/Estimates: 1/5

[See all features](/medical/athenacollector-athenaclinicals-profile/#key-features)

#### Pricing

##### Basic

- Price: Custom
- Pricing available upon request

[See full pricing details](/medical/athenacollector-athenaclinicals-profile/#pricing-and-plans)

---

### [CharmHealth](/medical/charmehr-profile/)

- Overall rating: 4.2/5
- Reviews: 153
- Starting price: $25.00/month
- Best for: Value for money
- Free trial: Not available
- Free demo: Not available

#### Overview

CharmHealth is a comprehensive suite of healthcare solutions designed to streamline practice management, revenue cycle management, patient engagement, and telehealth services. The

[Read more](/medical/charmehr-profile/)

#### Features

##### Best rated features

- Meaningful Use Certified: 5/5
- Multi-Provider Practice: 5/5
- Invoice History: 5/5
- Admissions Management: 5/5

[See all features](/medical/charmehr-profile/#key-features)

---

### [Populate](/medical/populate-profile/)

- Overall rating: 5/5
- Reviews: 1
- Free trial: Not available
- Free demo: Not available

#### Overview

Populate is the first AI-powered EMR made for MSK medicine and Podiatry.  This simple software system dramatically reduces the time required to intake patients, document visits,

[Read more](/medical/populate-profile/)

#### Features

##### Best rated features

- Patient Scheduling: 5/5
- Calendar Management: 5/5
- Claims Management: 5/5
- HIPAA Compliant: 5/5

##### Worst rated features

- Medical Billing: 4/5

[See all features](/medical/populate-profile/#key-features)

---

### [Elation](/medical/elation-emr-profile/)

- Overall rating: 3.8/5
- Reviews: 83
- Free trial: Not available
- Free demo: Not available

#### Overview

Elation Health is the most trusted technology platform for high-value primary care. Since 2010, the company has delivered clinical-first solutions — built on a collaborative EHR

[Read more](/medical/elation-emr-profile/)

#### Features

##### Best rated features

- Imaging and X-rays: 5/5
- Virtual Waiting Room: 5/5
- File Sharing: 5/5
- Electronic Signature: 5/5

##### Worst rated features

- Claims Management: 1/5

[See all features](/medical/elation-emr-profile/#key-features)

---

### [Practice Fusion](/medical/practice-fusion-profile/)

- Overall rating: 3.7/5
- Reviews: 441
- Starting price: $199.00/month
- Free trial: Available
- Free demo: Not available

#### Overview

Practice Fusion offers a cloud-based EHR that includes a suite of integrated features like charting, e-prescribing, patient scheduling, lab and imaging integration and more.

[Read more](/medical/practice-fusion-profile/)

##### What users love

- Intuitive and accessible interface

##### To take in mind

- Unexpected fees and inflexible contracts
- Limited and unresponsive support
- Patient record management challenges

#### Features

##### Best rated features

- Therapy Notes: 5/5
- Initial Assessments: 5/5
- Self Service Portal: 5/5
- Data Import/Export: 5/5

[See all features](/medical/practice-fusion-profile/#key-features)

#### Pricing

##### Practice Fusion EHR

- Price: $199.00/month
- 241-320 students- $219

[See full pricing details](/medical/practice-fusion-profile/#pricing-and-plans)

---

### [NovoClinical](/medical/novoclinical-profile/)

- Overall rating: 4.8/5
- Reviews: 34
- Starting price: $99.00/month
- Free trial: Not available
- Free demo: Not available

#### Overview

NovoClinical is a completely secure, cloud-based system that can be implemented quickly. Reports and templates can be customized with features and fields specific to each practice

[Read more](/medical/novoclinical-profile/)

#### Features

##### Best rated features

- SMS Messaging: 5/5
- Insurance Eligibility Verification: 5/5
- Order Entry: 5/5
- Appointment Management: 5/5

##### Worst rated features

- Patient Portal: 3.5/5
- Activity Dashboard: 4/5

[See all features](/medical/novoclinical-profile/#key-features)

---

### [Compulink](/medical/compulinkhealthcare-profile/)

- Overall rating: 4.1/5
- Reviews: 282
- Best for: Customer support
- Free trial: Not available
- Free demo: Not available

#### Overview

Compulink Healthcare Solutions is a practice management platform offering electronic health records, billing, patient engagement and operational tools for medical practices. It

[Read more](/medical/compulinkhealthcare-profile/)

##### What users love

- Responsive and knowledgeable assistance
- Tailored workflows and flexibility
- Comprehensive and versatile functionality

##### To take in mind

- Disruptive and problematic updates

#### Features

##### Best rated features

- Physician Scheduling: 5/5
- Patient Records Management: 5/5
- Medication Management: 5/5
- EMR/EHR: 5/5

##### Worst rated features

- ONC-ATCB Certified: 3/5
- Handwriting Recognition: 3/5
- Compliance Tracking: 3/5

[See all features](/medical/compulinkhealthcare-profile/#key-features)

---

### [NextGen Office](/medical/nextgen-profile/)

- Overall rating: 4.0/5
- Reviews: 1,286
- Starting price: $300.00
- Free trial: Not available
- Free demo: Not available

#### Overview

NextGen® Office is an all-in-one, cloud-based support system designed to help independent practices improve clinical outcomes, increase operational efficiencies, and optimize

[Read more](/medical/nextgen-profile/)

##### What users love

- Intuitive interface and navigation
- Flexible workflow personalization options
- Supports practice growth and learning

##### To take in mind

- Slow and unresponsive support experience
- Cumbersome patient data management
- Workflow and specialty limitations

#### Features

##### Best rated features

- Patient Data Security - Healthcare Claims Management: 5/5
- Claims Data Automation - Healthcare Claims Management: 5/5
- Patient Portal: 4.5/5
- Patient Communications: 4/5

##### Worst rated features

- Surveys & Feedback: 2.5/5
- Workflow Management: 4/5
- Patient Communications: 4/5

[See all features](/medical/nextgen-profile/#key-features)

---

### [TheraNest](/medical/theranest-profile/)

- Overall rating: 4.4/5
- Reviews: 1,056
- Starting price: $29.00/month
- Best for: HIPAA Compliant
- Free trial: Available
- Free demo: Not available

#### Overview

TheraNest is an HIPAA-compliant web-based mental health solution used by solo practitioners, large mental health practices, and nonprofit organizations. The solution is suited for

[Read more](/medical/theranest-profile/)

##### What users love

- Responsive and helpful support team
- Intuitive and user-friendly design
- Integrated workflow and features

##### To take in mind

- Complex and inconsistent billing system
- Client portal and communication issues
- Limited customization for records

#### Features

##### Best rated features

- API: 5/5
- Scheduling: 5/5
- Financial Management: 5/5
- Customer Database: 5/5

[See all features](/medical/theranest-profile/#key-features)

#### Pricing

##### Essentials

- Price: $29.00/month
- Starting at $29 per month - perfect for solo therapists just starting out.

##### Advanced

- Price: $59.00/month
- $59 per therapist per month. Ideal for practices ready for more automation.

##### Premier

- Price: $89.00/month
- Starting at $89 per therapist per month. A complete solution for established practices.

[See full pricing details](/medical/theranest-profile/#pricing-and-plans)

---

### [Myriad Health](/medical/myriad-profile/)

- Overall rating: 4.3/5
- Reviews: 12
- Free trial: Available
- Free demo: Not available

#### Overview

Myriad Health is a truly free practice management, billing and e-prescription platform for medical practices. Recognized as a no fraud healthcare business under Visa and

[Read more](/medical/myriad-profile/)

#### Features

##### Best rated features

- Reporting & Statistics: 5/5
- Admissions Management: 5/5
- Communication Management: 5/5
- Electronic Payments: 5/5

##### Worst rated features

- Calendar Management: 3.7/5
- Billing & Invoicing: 3.8/5
- Records Management: 4/5
- Claims Management: 4/5

[See all features](/medical/myriad-profile/#key-features)

#### Pricing

##### Basic

- Price: Custom
- Pricing available upon request

[See full pricing details](/medical/myriad-profile/#pricing-and-plans)

---

### [PatientNow](/medical/patientnow-profile/)

- Overall rating: 3.9/5
- Reviews: 302
- Free trial: Not available
- Free demo: Not available

#### Overview

PatientNow is an EMR practice management software designed for aesthetic and wellness providers. It supports various specialties, such as med spas, plastic surgery clinics, weight

[Read more](/medical/patientnow-profile/)

##### What users love

- Intuitive and user-friendly interface
- Supportive onboarding and training resources
- Streamlined appointment management tools

##### To take in mind

- Slow and unresponsive customer assistance
- Complex and glitchy patient workflows
- Inefficient and costly practice operations

#### Features

##### Best rated features

- Immunization & Allergy Tracking: 5/5
- Social Media Integration: 5/5
- Telemedicine Integration: 5/5
- Booking Management: 5/5

[See all features](/medical/patientnow-profile/#key-features)

---

### [NextGen Enterprise](/medical/nextgen-enterprise-profile/)

- Overall rating: 4.2/5
- Reviews: 38
- Free trial: Not available
- Free demo: Not available

#### Overview

NextGen Healthcare provides ambulatory practices of all sizes award-winning solutions along with dedicated support and professional services. We align with your goals to achieve

[Read more](/medical/nextgen-enterprise-profile/)

#### Features

##### Best rated features

- API: 5/5
- Confirmations/Reminders: 5/5
- Patient Portal: 5/5
- Practice Management: 5/5

##### Worst rated features

- Imaging and X-rays: 2/5
- Reporting/Analytics: 2.5/5

[See all features](/medical/nextgen-enterprise-profile/#key-features)

---

### [Office Practicum](/medical/office-practicum-profile/)

- Overall rating: 4.2/5
- Reviews: 277
- Starting price: $350.00/month
- Free trial: Not available
- Free demo: Not available

#### Overview

Office Practicum has long been committed to simplifying the complexity of running an independent pediatric practice. Our platform brings together everything pediatric practices

[Read more](/medical/office-practicum-profile/)

#### Features

##### Best rated features

- ONC-ATCB Certified: 5/5
- Calendar Management: 5/5
- Patient Flow Management: 5/5
- Prescription Renewal: 5/5

##### Worst rated features

- Activity Tracking: 1/5
- Document Templates: 3/5
- Appointment Scheduling: 3.8/5
- Third-Party Integrations: 4/5

[See all features](/medical/office-practicum-profile/#key-features)

---

### [EHRYourWay](/medical/ehryourway-profile/)

- Overall rating: 4.9/5
- Reviews: 529
- Best for: Small businesses
- Free trial: Not available
- Free demo: Not available

#### Overview

EHR YOUR WAY is an electronic health record (EHR) software designed for mental health professionals, clinical health providers, substance abuse treatment centers, and hospitals.

[Read more](/medical/ehryourway-profile/)

#### Features

##### Best rated features

- Forms Management: 5/5
- Client Portal: 5/5
- Admissions Management: 5/5
- Records Management: 5/5

[See all features](/medical/ehryourway-profile/#key-features)

---

### [LeadSquared](/crm/leadsquared-profile/)

- Overall rating: 4.3/5
- Reviews: 167
- Best for: Ease of use
- Free trial: Not available
- Free demo: Not available

#### Overview

LeadSquared is an AI-powered platform that unites sales, marketing, field, and service teams to automate workflows and drive outcomes at scale. The company specializes in solving

[Read more](/crm/leadsquared-profile/)

#### Features

##### Best rated features

- Engagement Tracking: 5/5
- Multi-Channel Marketing: 5/5
- SMS Marketing: 5/5
- Sales Analytics: 5/5

##### Worst rated features

- Activity Dashboard: 1/5
- Social Media Integration: 1/5
- Reminders: 1/5

[See all features](/crm/leadsquared-profile/#key-features)

---

### [Dentrix Ascend](/dental/dentrix-ascend-profile/)

- Overall rating: 4.1/5
- Reviews: 235
- Best for: Customer support
- Free trial: Not available
- Free demo: Not available

#### Overview

Dentrix Ascend is a cloud-native dental practice management platform that helps practices improve clinical performance, streamline operations, and drive growth from a single

[Read more](/dental/dentrix-ascend-profile/)

##### What users love

- User-friendly and intuitive interface
- Quick learning and onboarding process
- Responsive and helpful support team

##### To take in mind

- Complex and unreliable reporting tools

#### Features

##### Best rated features

- Periodontal Charting: 5/5
- Patient Management: 5/5
- Task Management: 5/5
- Billing & Invoicing: 5/5

[See all features](/dental/dentrix-ascend-profile/#key-features)

---

### [Qualifacts InSync EHR](/product/421013-InSync-EMR/)

- Overall rating: 4.5/5
- Reviews: 393
- Starting price: $75.00/month
- Best for: Features
- Free trial: Not available
- Free demo: Not available

#### Overview

Qualifacts InSync streamlines essential healthcare functions like charting, billing, scheduling, medication management, and telehealth within a cohesive cloud-based platform.

[Read more](/product/421013-InSync-EMR/)

##### What users love

- Accessible learning and usability
- Intuitive and organized navigation
- Tailored workflows and flexibility

##### To take in mind

- Inconsistent support and onboarding
- Slow loading and lag issues

#### Features

##### Best rated features

- Drag & Drop: 5/5
- Invoice History: 5/5
- Inventory Management: 5/5
- Medication Alerts/Warnings: 5/5

[See all features](/product/421013-InSync-EMR/#key-features)

---

### [Nexus EHR](/product/3725-Nexus-Clinical/)

- Overall rating: 4.5/5
- Reviews: 32
- Free trial: Available
- Free demo: Available

#### Overview

Reclaiming the Patient-Provider Connection.
Nexus EHR was built on a single premise: doctors should be healers, not data entry clerks. In an era of record-high burnout, Nexus

[Read more](/product/3725-Nexus-Clinical/)

#### Features

##### Best rated features

- Surveys & Feedback: 5/5
- Immunization & Allergy Tracking: 5/5
- Payment Processing: 5/5
- Clinic Interoperability: 5/5

##### Worst rated features

- Historical Reporting: 3/5

[See all features](/product/3725-Nexus-Clinical/#key-features)

#### Pricing

##### Physician

- Price: Custom
- Pricing available upon request
- Nexus offers annual contract as well as  month to month subscription.
The Subscription is charged

[See full pricing details](/product/3725-Nexus-Clinical/#pricing-and-plans)

---

### [ModMed gGastro](/medical/gmed-profile/)

- Overall rating: 4.1/5
- Reviews: 20
- Free trial: Not available
- Free demo: Not available

#### Overview

ModMed® gGastro® Suite is a connected, gastroenterology-specific software suite that provides the clinical, operational, and financial foundation for gastroenterologists looking to

[Read more](/medical/gmed-profile/)

---

### [Benchmark Solutions Practice Management](/medical/antworks-profile/)

- Overall rating: 4.8/5
- Reviews: 134
- Best for: Value for money
- Free trial: Not available
- Free demo: Not available

#### Overview

Benchmark Practice Management streamlines workflows and improves front and back-office operations to reduce errors, improve patient care, all while boosting revenues. This approach

[Read more](/medical/antworks-profile/)

#### Features

##### Best rated features

- HIPAA Compliant: 5/5
- Calendar Management: 5/5
- EMR/EHR: 5/5
- Document Management: 5/5

##### Worst rated features

- Bill Payment: 3/5
- For Medical Purposes: 4/5
- Billing & Invoicing: 4/5
- Insurance Eligibility Verification: 4/5

[See all features](/medical/antworks-profile/#key-features)

---

### [Jane](/product/86099-Jane-App/)

- Overall rating: 4.8/5
- Reviews: 538
- Starting price: $59.00/month
- Best for: Ease of use
- Free trial: Not available
- Free demo: Not available

#### Overview

Jane is a comprehensive practice management software designed for health and wellness practitioners, offering a wide range of features to streamline clinic operations. These

[Read more](/product/86099-Jane-App/)

##### What users love

- Responsive and caring support team
- Intuitive and user-friendly interface
- Streamlined patient scheduling and records

##### To take in mind

- Complex and limited billing features

#### Features

##### Best rated features

- Email Reminders: 5/5
- Multi-Provider Practice: 5/5
- Real-Time Reporting: 5/5
- Website Integration: 5/5

##### Worst rated features

- Coding Assistance: 3/5

[See all features](/product/86099-Jane-App/#key-features)

---

### [Pabau](/medical/pabau-profile/)

- Overall rating: 4.7/5
- Reviews: 663
- Starting price: $59.00/month
- Best for: Customer support
- Free trial: Not available
- Free demo: Not available

#### Overview

Pabau is a practice management software designed to support healthcare businesses in managing their operations. It serves various medical industries, including medspas, primary

[Read more](/medical/pabau-profile/)

##### What users love

- Responsive and hands-on support team
- All-in-one patient management hub
- Comprehensive and customizable features

##### To take in mind

- Clunky and unintuitive navigation
- Complex and costly pricing structure
- Frequent slowdowns and lag issues

#### Features

##### Best rated features

- Video Conferencing: 5/5
- SMS Messaging: 5/5
- Lab Integration: 5/5
- Assessment Management: 5/5

[See all features](/medical/pabau-profile/#key-features)

---

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## Popular Comparisons

[

TheraNest vs SimplePractice

](https://www.softwareadvice.com/medical/simplepractice-profile/vs/theranest/)[

athenaOne vs Tebra

](https://www.softwareadvice.com/medical/athenacollector-athenaclinicals-profile/vs/kareo/)[

Carepatron vs Mend

](https://www.softwareadvice.com/medical/care-patron-profile/vs/mend/)[

ClinicSense vs Weave

](https://www.softwareadvice.com/compare/158992-Weave/vs/395056-clinicsense/)[

Doctoralia for Specialists vs Jane

](https://www.softwareadvice.com/compare/86099-Jane-App/vs/356406-doctoralia-pro/)[

DrChrono vs RXNT

](https://www.softwareadvice.com/medical/drchrono-profile/vs/rxnt-emr/)[

EHRYourWay vs Epic

](https://www.softwareadvice.com/medical/ehryourway-profile/vs/epic-systems-epiccare/)

## Your Guide to Top Patient Management Software, October 2024

Software Advice uses reviews from real software users to highlight the top-rated Patient Management products in North America.

[Learn how products are chosen](https://www.softwareadvice.com/legal-page/frontrunners-methodology/)

#### Explore FrontRunners

-   [EHR YOUR WAY](https://www.softwareadvice.com/medical/ehryourway-profile/)
-   [ClinicSense](https://www.softwareadvice.com/medical/clinicsense-profile/)
-   [Mend](https://www.softwareadvice.com/medical/mend-profile/)
-   [Sign In Scheduling](https://www.softwareadvice.com/medical/10to8-profile/)
-   [Practice Better](https://www.softwareadvice.com/medical/better-profile/)
-   [Jane](https://www.softwareadvice.com/product/86099-Jane-App/)
-   [Doctoralia for Specialists](https://www.softwareadvice.com/appointment-scheduling/doctoralia-pro-profile/)
-   [Carepatron](https://www.softwareadvice.com/medical/care-patron-profile/)
-   [Medesk](https://www.softwareadvice.com/medical/medesk-profile/)
-   [Zanda (formerly Power Diary)](https://www.softwareadvice.com/medical/power-diary-profile/)
-   [Phreesia](https://www.softwareadvice.com/medical/phreesia-profile/)
-   [EHR 24/7](https://www.softwareadvice.com/medical/ehr-24-7-profile/)
-   [IntakeQ](https://www.softwareadvice.com/medical/intakeq-profile/)
-   [NextGen Office](https://www.softwareadvice.com/medical/nextgen-profile/)
-   [RXNT](https://www.softwareadvice.com/medical/rxnt-emr-profile/)
-   [CharmHealth](https://www.softwareadvice.com/medical/charmehr-profile/)
-   [Epic](https://www.softwareadvice.com/medical/epic-systems-epiccare-profile/)
-   [PatientNow](https://www.softwareadvice.com/medical/patientnow-profile/)
-   [athenaOne](https://www.softwareadvice.com/medical/athenacollector-athenaclinicals-profile/)
-   [SimplePractice](https://www.softwareadvice.com/medical/simplepractice-profile/)
-   [Patagonia Health](https://www.softwareadvice.com/medical/patagonia-profile/)
-   [Pabau](https://www.softwareadvice.com/medical/pabau-profile/)
-   [AdvancedMD EHR](https://www.softwareadvice.com/product/1018-AdvancedEHR/)
-   [eClinicalWorks](https://www.softwareadvice.com/medical/eclinicalworks-profile/)
-   [DrChrono](https://www.softwareadvice.com/medical/drchrono-profile/)

“Usability” includes user ratings for Functionality and Ease of Use.

“Customer Satisfaction” includes user ratings for Customer Support, Likelihood to Recommend and Value for Money.

Reviews analysis period: The reviews analysis period spans two years and ends the 15th of the month prior to publication.

## Send me a copy of this list to my inbox

### Get a copy of this list with pricing info sent to your inbox so you can pick up where you left off when convenient to you.

Wait time has a direct impact on patient satisfaction. [Research](https://www.vitals.com/about/wait-time#) by Vitals, an online resource geared toward helping patients find health care providers, shows that patients who wait longer than 20 minutes are more likely to leave negative reviews than patients whose wait times are shorter.

This is where patient intake software can help. These systems enable medical practices of all sizes and specialties to cut down their wait times and positively impact patient satisfaction.

In this buyer's guide, we'll explain how patient intake software fits into the [larger medical software market](https://www.softwareadvice.com/category/4527-medical/#buyers-guide), what you need to know during the selection process and how these tools can help improve your practice's workflow.

Here's what we'll cover:

[What Is Patient Intake Software?](#WhatIsPatientIntakeSoftware)

[Common Functionality of Patient Intake Software](#CommonFunctionalityofPatientIntakeSoftware)

[Top Benefits for Medical Practices](#TopBenefitsforMedicalPractices)

[Deployment Options and Integrations](#DeploymentOptionsandIntegrations)

[Patient Intake Software Pricing](#PatientIntakeSoftwarePricing)

## What Is Patient Intake Software?

**Patient intake software is a HIPPA-compliant system that allows patients to fully complete the check-in process online before coming into the office for an appointment.**

Without this software, patients must either fill out their intake forms in the waiting room at the time of their appointment, or they could go to your website, print out copies of the intake forms, fill them out and bring them into the office at the time of their visit.

With both options, your administrative team still has to process the forms manually by verifying insurance information and copying the written data into the system.

In-office or downloadable forms also put your medical practice at risk due to issues such as illegible handwriting, which can make dealing with insurance companies and deciphering patient histories a burden you simply don't have time to deal with.

As such, neither option reduces the amount of time your patients spend in your waiting room as much as patient intake software can.

With online intake forms, on the other hand, patients complete all the necessary paperwork online, before their appointment. Patient histories are typed, so you can always read what they've written. They submit the forms online, so insurance information is processed much faster and verified ahead of time, significantly reducing in-office wait times.

_Patient intake functionality within_ [drchrono](https://www.softwareadvice.com/medical/drchrono-profile/) _EHR software_

## Common Functionality of Patient Intake Software

The primary function of patient intake software is intake document gathering. However, the breadth of features within these systems can vary greatly.

Many vendors in this space offer a range of software capabilities, which makes customizing a system according to the needs of your practice and specialty much easier.

Here are some of the common features you'll be choosing from:

| Feature | Description |
| --- | --- |
| Administrator dashboard | Allows your admin team to view patient profiles, billing status, documents, appointments etc. at any point in the process. Provides a one-stop portal to access all of your system's features. |
| Digital forms | Make all intake paperwork available to your patients to fill out and submit in advance of their appointments. Many systems can be configured to automatically index patient information if integrated with your existing electronic medical records (EMR) system. |
| Form templates and customization | Most vendors provide templates of common intake forms, which can be edited or customized according to your needs or specialty. |
| Demographics | Collect demographic information such as age, gender, race and employment from patients to provide insight into your client base. |
| Patient surveys | Gather feedback from your patients about their visits to help improve the patient experience. |
| Reporting | Take information gathered in surveys, demographic questions or other forms and create charts to provide visual representations of data. |
| Insurance validation | Verify copayments and benefits before patients arrive for their appointments, so you won't run into issues with payment collection. This also serves patients by making it clear what services are and are not covered by insurance, so there won't be any surprises. |
| Messaging | Communicate with patients securely through a patient portal to answer questions or send reminders about upcoming appointments, intake forms etc. |
| Appointment reminders | Patients can elect to receive text, email or voice reminders about upcoming appointments to help them keep track of their schedules. |
| Document sharing | Includes image scanning and e-signatures to make it as simple as possible to share and store all the information you need. |

---

## Top Benefits for Medical Practices

The benefits of patient intake software go far beyond its ability to save your staff and your patients time (although that one benefit alone cannot be overstated).

A few of the other major advantages to using intake software include:

-   **Better control over your schedule.** Streamlining the intake process creates more time for your admin staff to perform their other duties, such as answering questions and helping patients schedule future appointments.
    
-   **Prevalidated insurance information.** No more having patients get caught off guard by what is or isn't covered and what they have to pay out of pocket. Verify insurance benefits and copays before the appointment and make the billing process smoother.
    
-   **Collect more accurate data from patients.** Asking patients to provide detailed histories off the top of their head can cause them to leave out important details. By giving them access to these forms early, they're able to fill them out when they're more relaxed and when details are easier to remember. Also, patients have time to track down any information they don't know, so your charts are more complete and accurate.
    
-   **Information is electronic and secure.** Software that integrates with your EMR connects patient information to their chart from the start. Additionally, HIPPA-compliant and certified software takes some of the burden off of you.
    

## Deployment Options and Integrations

Intake functionality is often included as an application within larger [EMR software](https://www.softwareadvice.com/medical/electronic-medical-record-software-comparison/) suites, [practice management](https://www.softwareadvice.com/medical/practice-management-software-comparison/) systems or [patient portals](https://www.softwareadvice.com/medical/patient-portal-comparison/).

Stand-alone patient intake software should integrate with medical systems already in place at your practice and enhance the services you offer patients with capabilities such as appointment reminders and messaging.

Patient intake software is very closely aligned with patient check-in kiosks, and, in many cases, this software works in conjunction with kiosk hardware. The two don't have to come as a package, though, as intake software can live on the cloud and be deployed as a web-based portal with unique logins for each of your patients.

## Patient Intake Software Pricing

Because these tools come in so many different models with varying functionality, it's hard to pin down a price range. Most software vendors offer pricing packages that vary in cost according to the features included.

For example, a basic patient intake system may only include functionality for online forms—templates, branding, e-signatures etc.—while a more robust package would include all of the features from the basic offering in addition to more of the traditional practice management or check-in functionality, such as scheduling and billing.

You'll find that most vendors prefer to provide price quotes during demos or consultations, so they can be more specific to the features you need. That makes budgeting a little trickier, but our team of advisors can quickly narrow the list of vendors in your market and put you in contact with the providers you want to talk to. Call us at (855) 998-8505 for a consultation when you're ready.

### Related Patient Management Software

-   [Hospital Management Software](https://www.softwareadvice.com/hospital-management/)
-   [Medical Practice Management Software](https://www.softwareadvice.com/medical/practice-management-software-comparison/)
-   [Medical Spa Software](https://www.softwareadvice.com/category/3851-medical-spa/)
-   [Patient Engagement Software](https://www.softwareadvice.com/medical/patient-engagement-comparison/)
-   [Patient Portal Software](https://www.softwareadvice.com/medical/patient-portal-comparison/)
-   [Remote Patient Monitoring Software](https://www.softwareadvice.com/remote-patient-monitoring/)
-   [Revenue Cycle Management Software](https://www.softwareadvice.com/medical/revenue-cycle-management-comparison/)
-   [Telemedicine Software](https://www.softwareadvice.com/telemedicine/)
-   [Veterinary Software](https://www.softwareadvice.com/veterinary/)