Best Patient Intake Software for Veradigm EHR

PatientTrak offers world class patient tracking solutions which can be used in any healthcare setting needing to manage the patient flow process. From single provider practices to large hospital groups, to multi-facility healthcare organizations, our systems are both affordable and scalable. PatientTrak Text Messaging, Online Reservation and Text to Sign-In solutions can be used to create a virtual waiting room and direct patients to sign-in from outside the facility, and inform them when they are ready to be seen.

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.

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.

Hello Patient is an innovative healthcare AI enterprise, offering a product known as Mia, which serves as an AI receptionist that manages patient interactions through voice, text, and web chat at all hours. Various multi-location medical practices and consumer health brands utilize Mia to facilitate a greater volume of conversations without the need for additional staff. In the front office, Mia efficiently answers calls, schedules appointments, manages new-patient intake processes, verifies insurance information, processes refill requests, and handles payment collection. In addition to her front desk duties, she also follows up post-visit, converts referrals, conducts recall outreach, and manages any outstanding balances. When human intervention is necessary, Mia seamlessly transfers the call with complete contextual information, refrains from giving any medical guidance, and meticulously logs each interaction. Furthermore, she integrates with the electronic health record (EHR), practice management, and customer relationship management (CRM) systems used by practices, monitors the live schedule, and efficiently coordinates bookings. With Mia managing 100% of incoming calls, front desk staff can remain focused on patient care, resulting in a significant increase of around 20% in appointment bookings for practices. Notably, Hello Patient adheres to HIPAA regulations, ensuring patient privacy and security.

NextPatient serves as an automation solution for the front offices of healthcare practices, seamlessly integrating with major electronic health record and practice management systems to enhance scheduling, patient interaction, and administrative processes. The platform provides 24/7 access for patients to self-schedule, allowing them to easily book, modify, or cancel their appointments online from any device, while ensuring that healthcare providers maintain complete oversight of appointment availability and types. Additionally, it features an automated waitlist, which promptly informs patients of any cancellations or openings, enabling providers to quickly fill last-minute appointments. With digital check-in capabilities, patients can finalize their paperwork, consent forms, and insurance submissions online prior to their visit, significantly minimizing their waiting time and eliminating the hassle of illegible paper documents. Furthermore, NextPatient manages payment processing, encompassing deposits, secure card-on-file storage, and the automatic collection of outstanding balances via secure links, thus simplifying financial transactions for both patients and practices. This comprehensive approach not only enhances the patient experience but also optimizes operational efficiency for medical offices.

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

CheckinAsyst provides a digital platform that allows patients to access their records, pay them, and communicate with each other. CheckinAsyst improves patient experience and efficiency, allowing you more time to provide patient care.