Find the best Patient Intake Software

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IntakeQ

IntakeQ is an online forms intake platform designed to help healthcare professionals convert existing forms, manage client notes, send custom reminder messages and accept credit card payments. Key features include appointment sche...Read more about IntakeQ

AdvancedMD EHR

AdvancedMD is a unified suite of software solutions designed for mental health, physical therapy and medical healthcare organizations and independent physician practices. Features include practice management, electronic health rec...Read more about AdvancedMD EHR

3.6 (451 reviews)

169 recommendations

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athenaOne

The athenaOne Suite which includes athenaCollector a revenue cycle management solution and athenaClinials an EHR (electronic health records) recently ranked #1 in 2023 Best in KLAS for athenaClinials Ambulatory EMR for 11-75 physi...Read more about athenaOne

3.8 (836 reviews)

393 recommendations

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eClinicalWorks

eClinicalWorks® (eCW), a leading healthcare IT company, provides innovative software solutions to healthcare providers of all types, including health centers, ASCs, urgent care, and more. eCW has been a trusted partner in the heal...Read more about eClinicalWorks

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gGastro

Modernizing Medicine Gastroenterology offers gGastro EHR, a fully integrated platform designed for gastroenterologists. It combines the attributes of an electronic health records (EHR) system and endoscopy report writer (ERW) in o...Read more about gGastro

4.2 (19 reviews)

1 recommendations

ClinicTracker

ClinicTracker is a fully customizable EHR, billing and practice management software designed to automate your clinic workflows, boost your staff productivity and patient engagement, while shortening your billing cycle. We provide ...Read more about ClinicTracker

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ECLIPSE

In 1985, a chiropractor and software developer teamed up to create ECLIPSE, an ONC certified Complete EHR now used by thousands of providers nationwide. Designed for single practitioners, ECLIPSE is routinely used by multi-discipl...Read more about ECLIPSE

4.6 (272 reviews)

9 recommendations

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CareCloud

CareCloud Inc. offers an integrated electronic health recording (EHR) solution–Charts–that provides collective benefits of EMR, practice management and medical billing services. Charts helps physicians to streamline clinical opera...Read more about CareCloud

3.5 (106 reviews)

2 recommendations

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DrChrono

DrChrono’s iPad and iPhone compatible EHR and medical billing platform allows medical practices and healthcare providers to manage patient intake, patient care, clinical charting, billing and revenue cycle management. It includes ...Read more about DrChrono

4.0 (477 reviews)

261 recommendations

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Compulink Healthcare Solutions

Compulink Advantage is an all-in-one database EHR solution for specialty practices such as optometry, ophthalmology, orthopaedics, ENT, mental health, podiatry, and more. Available cloud-based or server, Advantage includes smart f...Read more about Compulink Healthcare Solutions

4.1 (283 reviews)

19 recommendations

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CGM eMDs

As one of the most mature and reliable EHR and Practice Management solutions on the market today, CGM eMDs (formerly known as e-MDs) has a successful track record that spans more than 15 years. This physician-founded, physician-ru...Read more about CGM eMDs

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CharmHealth

CharmHealth is a MU certified, cloud-based EHR, Practice Management and Medical Billing solution that helps healthcare organizations ranging from large multi-specialty groups to small independent medical offices function efficient...Read more about CharmHealth

4.3 (127 reviews)

33 recommendations

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Office Practicum

At OP, we know you want to be a champion for your patients. But in order to do that, you need a hassle-free EHR that moves at the speed of kids. The problem is you are tangled in the complexity of running a pediatric practice whil...Read more about Office Practicum

4.2 (276 reviews)

4 recommendations

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Nexus EHR

Nexus EHR is an ONC Certified 2015 Edition Cures Update cloud-based ambulatory EHR and PM platform. It is designed for small to midsize practices and various specialties including orthopedics, neurology, podiatry, cardiology, gene...Read more about Nexus EHR

4.6 (9 reviews)

18 recommendations

EHR YOUR WAY

DO NOT CLICK UNLESS YOU CAN PAY AT LEAST $800 A MONTH. ***NOTE: WE ONLY SERVE 15+ USER AGENCIES WITH A $800 MONTHLY MINIMUM IN LICENSE FEES. + 120-Day Money Back Guarantee + 5,000+ Features + Inpatient/Outpatient...Read more about EHR YOUR WAY

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Elation Health

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 platform — that help practices start, grow, communic...Read more about Elation Health

4.4 (51 reviews)

105 recommendations

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EpicCare

Epic Systems’ EpicCare is an electronic medical recording (EMR) solution for large hospitals and healthcare systems, certified for Meaningful Use Stages 1 and 2. EpicCare is developed, implemented and supported by an in-house team...Read more about EpicCare

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Cerner Ambulatory EHR

Cerner's PowerChart Ambulatory EHR is a hybrid EHR solution that caters to clinicians in hospitals and ambulatory facilities. PowerChart is designed to help with multi-entity electronic medical record creation. This solution can b...Read more about Cerner Ambulatory EHR

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EHR 24/7

EHR 24/7 by Office Ally is a trusted electronic health record system used by more than 20,000 users. Its comprehensive patient charting and document management, real-time patient information, and customizable forms provide healthc...Read more about EHR 24/7

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Module MD

ModuleMD is a leading specialty focused EMR and Practice Management software and services provider. Originally founded and designed by two Allergists, ModuleMD has been trusted by practices across the nation for over two decades. ...Read more about Module MD

4.3 (4 reviews)

Buyers Guide

Last Updated: March 16, 2023

Wait time has a direct impact on patient satisfaction. Research 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, 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?

Common Functionality of Patient Intake Software

Top Benefits for Medical Practices

Deployment Options and Integrations

Patient Intake Software Pricing

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-EHR-software

Patient intake functionality within drchrono 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:

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 suites, practice management systems or patient portals.

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.