Best Patient Intake Software of 2026

Video appointment? Phone consultation? With medical reminder software specifically designed for clinics, you can ensure that your patients remember everything about their appointment. Pomelo's Automated appointment reminders encourage patients to arrive on time by providing all the information they need. Providers can increase patient satisfaction and save staff time by providing all the information they need, including location details and instructions on what to do when they arrive. Providers can customize the software features to allow them to set the frequency at which patients receive reminders. They can prompt patients to confirm their appointment and update the appointment status directly within their EHR.

Patient intake software is essential for healthcare organizations aiming to thrive in an evolving environment while providing the modern and seamless experience that today's patients demand. Phreesia's automated intake platform not only connects patients with their healthcare providers but also enhances your ability to focus on crucial aspects of your organization. Many healthcare providers are reaping the benefits of Phreesia's Intake for Telehealth solution, which efficiently collects vital patient information for telehealth appointments on a large scale. This automated platform is an integral part of your organization's digital front door strategy, ensuring patient engagement throughout their healthcare experience, whether during in-person consultations or virtual visits, utilizing both native applications and a comprehensive suite of APIs. By customizing the patient intake management system, you can improve patient involvement in their care while simultaneously enabling your organization to concentrate on what truly matters. This commitment to innovation not only enhances patient satisfaction but also streamlines operational efficiency.

Luma Health was founded on the idea that healthcare should work better for all patients. Luma’s Patient Success Platform™ is designed to go beyond disjointed patient engagement initiatives to connect patients to their providers across the entire healthcare journey – access and operational, clinical, and financial. This orchestration is supported by Luma Bedrock™ data-driven best practices, based on more than 700 million data points across more than 80 million patient interactions. Luma serves more than 600 health systems, integrated delivery networks, federally qualified health centers, specialty networks, and clinics across the United States, and today orchestrates the care journeys of more than 50 million patients.