Best Patient Intake Software for NextGen Healthcare EHR

DoctorConnect is a trusted leader in patient engagement solutions, proudly serving the healthcare industry for over 25 years. We help medical practices of all sizes streamline communication, automate routine tasks, and improve the overall patient experience. From solo practitioners to large health systems, thousands of providers nationwide rely on our customizable tools to reduce administrative burden, decrease no-shows, and drive stronger revenue. Our platform is built for real-world healthcare operations—scalable, intuitive, and designed to integrate directly with hundreds of EMR and Practice Management (PM) systems. Whether you're looking to modernize appointment scheduling, automate reminders, or collect actionable patient feedback, DoctorConnect provides an end-to-end solution tailored to your workflow. With a focus on flexibility and results, we empower clinics to save time, enhance patient satisfaction, and operate more efficiently without disrupting existing systems.

Mend is an enterprise-grade patient engagement and integrated telehealth solution designed to help healthcare organizations profitably scale their practice and care for more patients. Mend makes it easy for healthcare providers to securely and efficiently communicate with their patients and is 100% HIPAA compliant. Mend provides integrated in-office and virtual care experiences for over 100 specialties with more than 5 million patients.

CERTIFY Health is a unified medical practice software for connected intake, scheduling, check-in, payments, communication, and revenue workflows. It integrates seamlessly with your existing EHR, EMR, and PMS.

Phreesia is a patient intake platform trusted by more than 4,700 healthcare organizations nationwide. It streamlines the workflows around every patient visit — from scheduling and registration to payments and outreach — with deep integrations into leading EHRs to cut down on manual front desk work. Features include digital check-in, self-scheduling, appointment reminders, bill pay, eligibility verification, clinical screenings, and outbound calling automation. The platform supports in-person and telehealth visits across mobile, tablet, and web. Healthcare organizations using Phreesia see fewer inbound calls, reduced no-show rates, and faster payment collection. 9 in 10 customers recommend Phreesia.

Patients receive a text reminder ahead of their arrival, allowing them to check in directly from the parking lot. You can view responses, track arrival times, and access other status updates easily. With just a simple click, you can invite patients in or follow up for additional screening as needed. Our system is seamlessly compatible with most dental Practice Management Systems. GetDoctor automatically dispatches appointment reminders and encourages patients to download the app for convenience. Furthermore, survey data and various forms are saved automatically and can be effortlessly imported back into your PMS. Patients can securely scan their insurance cards using their phone camera, sending the information to you instantly. This process helps keep insurance details current without the hassle of handling physical cards. We convert these documents into electronic forms that can be accessed within the app. Patients have the flexibility to complete these forms from home or while waiting in their car, with all the data seamlessly uploading into your PMS for your convenience. This streamlined approach enhances the overall patient experience and improves 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.

Artera is a patient communication and engagement platform that pairs voice AI agents with a secure agentic platform to strengthen how healthcare providers communicate and care for patients. Our voice AI agents handle routine patient interactions that consume staff time, appointment scheduling, intake, referral management, payments, and care gap outreach, so staff can focus on the conversations that need a human touch. Dedicated AI Service Squads, teams of Artera's AI builders, work directly with provider teams to design custom AI solutions built around each practice's specific workflows and EHR environment. Trusted by 1,000+ specialty practices, FQHCs, health systems, and federal agencies with 11+ years of healthcare-native experience. Artera Harmony, the core agentic platform, connects fragmented communication into coordinated patient engagement across every channel, with deep EHR integrations that automate the right message at the right time. Built-in reporting tools provide real-time visibility into patient engagement rates, message volume, response times, and no-show recovery revenue. AI-powered Smart Inbox consolidates all patient conversations in one unified place, surfacing high-priority messages so staff focus where it matters most. Automated workflows support complex care journeys, from appointment reminders and care gap closure to post-visit follow-ups and intake preparation, without requiring staff intervention. Security is foundational: SOC 2 Type 2, HITRUST certified, HIPAA compliant, and FedRAMP Class D Certified (FedRAMP High). Identifiable patient data is never used to train AI models. 2B+ Annual Comms. | #1 Best in KLAS (Patient Communications, 2026) | 11+yrs Healthcare-Native Experience | FedRAMP Class D Certification | 200M+ Patients

Reduce administrative hours by 20% for your practice while verifying patient insurance eligibility instantly and enhancing the check-in experience with our kiosks, tablets, and software solutions. Make the check-in process easier for patients by enabling them to register before their appointments from any location at their convenience. The registration procedure is made simpler, and the intake process becomes more efficient. With our flexible workflow, you can expedite the check-in process, achieving an average of just 3 minutes for new patients and under a minute for returning ones. This not only accelerates patient processing but also boosts successful payments and enhances cash flow within your practice. Medical facilities have reported increases in their point-of-sale collections ranging from 25% to 65%. Clearwave addresses the issue of patient impatience effectively. By implementing a digital front door that remains accessible at all times, you can ensure seamless scheduling, automated eligibility checks, efficient patient check-in, and clear financial transparency for everyone involved. This innovative approach transforms the patient experience and ultimately leads to higher satisfaction rates.