Quick Overview
- 1#1: Phreesia - Provides digital patient check-in, intake forms, insurance verification, and payments to streamline front-office workflows.
- 2#2: IntakeQ - Delivers customizable online intake forms, appointment scheduling, and secure client portals for healthcare providers.
- 3#3: Relatient - Offers patient self-scheduling, digital intake forms, and reminders to optimize access and engagement.
- 4#4: Tebra - Combines patient intake, online booking, reputation management, and marketing in one platform.
- 5#5: SimplePractice - Features intuitive online intake forms, telehealth, and practice management for behavioral health professionals.
- 6#6: Weave - Integrates digital forms, two-way texting, payments, and reviews for patient intake and communication.
- 7#7: Solutionreach - Automates patient reminders, online intake, surveys, and engagement to improve retention and efficiency.
- 8#8: Jane App - Supports online booking, customizable intake forms, charting, and billing for clinics worldwide.
- 9#9: Healthie - Enables HIPAA-compliant intake forms, goal tracking, messaging, and telehealth for wellness practices.
- 10#10: Practice Better - Provides client portals with intake forms, scheduling, telehealth, and program delivery for health pros.
Tools were selected based on their ability to deliver comprehensive features, user-friendly interfaces, reliability, and strong value, ensuring they cater to practices of all sizes and specialties while prioritizing efficiency and patient engagement.
Comparison Table
Patient intake management software is critical for streamlining administrative workflows and enhancing patient experiences; this comparison table showcases key tools like Phreesia, IntakeQ, Relatient, Tebra, SimplePractice, and more to help users evaluate options effectively. Readers will discover details on core features, integration strengths, user interface design, and suitability for different practice sizes, enabling informed decisions to optimize patient intake processes.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Phreesia Provides digital patient check-in, intake forms, insurance verification, and payments to streamline front-office workflows. | enterprise | 9.6/10 | 9.8/10 | 9.3/10 | 9.2/10 |
| 2 | IntakeQ Delivers customizable online intake forms, appointment scheduling, and secure client portals for healthcare providers. | specialized | 9.2/10 | 9.4/10 | 9.6/10 | 8.8/10 |
| 3 | Relatient Offers patient self-scheduling, digital intake forms, and reminders to optimize access and engagement. | enterprise | 8.7/10 | 9.2/10 | 8.5/10 | 8.3/10 |
| 4 | Tebra Combines patient intake, online booking, reputation management, and marketing in one platform. | enterprise | 8.6/10 | 9.1/10 | 8.4/10 | 8.0/10 |
| 5 | SimplePractice Features intuitive online intake forms, telehealth, and practice management for behavioral health professionals. | specialized | 8.7/10 | 9.2/10 | 8.5/10 | 8.0/10 |
| 6 | Weave Integrates digital forms, two-way texting, payments, and reviews for patient intake and communication. | specialized | 8.3/10 | 8.5/10 | 8.7/10 | 7.8/10 |
| 7 | Solutionreach Automates patient reminders, online intake, surveys, and engagement to improve retention and efficiency. | specialized | 8.1/10 | 8.5/10 | 7.8/10 | 7.6/10 |
| 8 | Jane App Supports online booking, customizable intake forms, charting, and billing for clinics worldwide. | specialized | 8.6/10 | 8.4/10 | 9.1/10 | 8.2/10 |
| 9 | Healthie Enables HIPAA-compliant intake forms, goal tracking, messaging, and telehealth for wellness practices. | specialized | 8.2/10 | 8.7/10 | 8.0/10 | 7.5/10 |
| 10 | Practice Better Provides client portals with intake forms, scheduling, telehealth, and program delivery for health pros. | specialized | 7.8/10 | 8.2/10 | 8.5/10 | 7.5/10 |
Provides digital patient check-in, intake forms, insurance verification, and payments to streamline front-office workflows.
Delivers customizable online intake forms, appointment scheduling, and secure client portals for healthcare providers.
Offers patient self-scheduling, digital intake forms, and reminders to optimize access and engagement.
Combines patient intake, online booking, reputation management, and marketing in one platform.
Features intuitive online intake forms, telehealth, and practice management for behavioral health professionals.
Integrates digital forms, two-way texting, payments, and reviews for patient intake and communication.
Automates patient reminders, online intake, surveys, and engagement to improve retention and efficiency.
Supports online booking, customizable intake forms, charting, and billing for clinics worldwide.
Enables HIPAA-compliant intake forms, goal tracking, messaging, and telehealth for wellness practices.
Provides client portals with intake forms, scheduling, telehealth, and program delivery for health pros.
Phreesia
enterpriseProvides digital patient check-in, intake forms, insurance verification, and payments to streamline front-office workflows.
AI-powered insurance eligibility verification that automates real-time checks and reduces claim denials.
Phreesia is a leading patient intake management platform that streamlines the front-end revenue cycle for healthcare providers by digitizing check-ins, forms, payments, and insurance verification. Patients can complete intake online via mobile app, text, email, or kiosks, reducing wait times and no-shows. It integrates seamlessly with major EHR systems and offers advanced features like eligibility checks and telehealth support, making it a comprehensive solution for practices of all sizes.
Pros
- Extensive integrations with over 100 EHRs and PMS systems
- Robust patient engagement tools including reminders and payments
- High security compliance with HIPAA and PCI standards
Cons
- Pricing can be high for very small practices
- Initial setup requires customization effort
- Relies on patient digital literacy for full adoption
Best For
Mid-sized to large healthcare practices seeking a scalable, all-in-one patient intake solution to optimize workflows and revenue capture.
Pricing
Custom pricing model with setup fees, monthly subscriptions starting around $500+, and per-encounter charges based on volume.
IntakeQ
specializedDelivers customizable online intake forms, appointment scheduling, and secure client portals for healthcare providers.
Advanced form builder with conditional logic, multimedia embedding, and automated workflows for highly personalized patient intake experiences
IntakeQ is a cloud-based practice management platform designed specifically for health and wellness professionals, focusing on streamlining patient intake processes through customizable online forms. It offers integrated scheduling, secure telehealth, charting, billing, and a patient portal to manage the entire client journey from initial intake to ongoing care. HIPAA-compliant and user-friendly, it helps practices reduce administrative burdens and improve client engagement.
Pros
- Highly customizable intake forms with conditional logic and e-signatures
- Seamless online scheduling, automated reminders, and telehealth integration
- Intuitive interface with mobile app support for on-the-go access
Cons
- Pricing escalates quickly for advanced features in higher tiers
- Reporting capabilities are solid but lack depth for larger practices
- Limited integrations compared to full EHR systems
Best For
Solo therapists, counselors, or small wellness practices seeking an intuitive all-in-one tool for patient intake and practice management.
Pricing
Starts at $49.90/month (Solo plan), with Professional at $79.90/month and Premium at $99.90/month; annual billing offers up to 20% discounts.
Relatient
enterpriseOffers patient self-scheduling, digital intake forms, and reminders to optimize access and engagement.
Automated insurance eligibility checks embedded in the intake workflow for instant verification
Relatient is a patient engagement platform specializing in streamlining patient intake for healthcare providers through digital forms, online check-in, and pre-visit data collection. It integrates seamlessly with major EHR systems like Epic and Cerner, enabling automated insurance verification, e-signatures, and customizable questionnaires. The software also supports appointment scheduling, reminders, and secure messaging to reduce no-shows and administrative burdens.
Pros
- Seamless EHR integrations for efficient data flow
- Highly customizable intake forms with e-signatures
- Real-time insurance eligibility verification
Cons
- Pricing can be steep for very small practices
- Occasional interface glitches reported by users
- Steeper learning curve for advanced customizations
Best For
Mid-sized healthcare practices needing robust patient intake automation integrated with existing EHR systems.
Pricing
Custom quote-based pricing, typically starting at $400-$600 per month per provider depending on features and practice size.
Tebra
enterpriseCombines patient intake, online booking, reputation management, and marketing in one platform.
Integrated insurance verification and eligibility checks directly within the intake process
Tebra is a comprehensive healthcare platform that excels in patient intake management by offering customizable digital forms, online patient portals, and automated workflows for new patient onboarding. It integrates seamlessly with EHR, scheduling, and billing systems to streamline data entry, e-signatures, and insurance verification. This reduces no-shows and administrative time, allowing practices to focus on care delivery.
Pros
- Highly customizable intake forms with e-signatures and mobile access
- Seamless integration with EHR, scheduling, and billing for efficient data flow
- Automated reminders and insurance eligibility checks to minimize errors
Cons
- Pricing can be steep for solo or small practices
- Initial setup and customization require time and training
- Some users report occasional glitches in form syncing
Best For
Mid-sized medical practices needing an all-in-one solution for patient intake integrated with full practice management.
Pricing
Custom quotes starting at ~$299/month per provider, with tiers based on features and practice size; includes core intake tools.
SimplePractice
specializedFeatures intuitive online intake forms, telehealth, and practice management for behavioral health professionals.
The intuitive client portal that allows patients to securely complete and e-sign customizable intake forms from any device, auto-populating data into the provider's records.
SimplePractice is an all-in-one practice management platform tailored for mental health and wellness professionals, with robust patient intake capabilities through customizable online forms and a secure client portal. It enables patients to complete intake paperwork digitally prior to appointments, streamlining onboarding and ensuring HIPAA compliance. The software integrates intake data seamlessly with scheduling, billing, and clinical notes for efficient workflow management.
Pros
- Highly customizable intake forms with e-signatures and conditional logic
- Secure HIPAA-compliant client portal for self-service patient onboarding
- Seamless integration of intake data with scheduling, telehealth, and EHR
Cons
- Pricing scales quickly with client volume, adding costs for growing practices
- Advanced form customizations and features locked behind higher-tier plans
- Support response times can be slower during peak periods
Best For
Solo mental health practitioners or small group practices needing an integrated solution for efficient patient intake and practice management.
Pricing
Starts at $29/month (Essentials, up to 10 clients), $69/month (Professional, up to 75 clients), $99/month (Plus, unlimited clients); includes telehealth, with 2.7% + $0.30 per credit card transaction.
Weave
specializedIntegrates digital forms, two-way texting, payments, and reviews for patient intake and communication.
Integrated two-way texting platform that allows real-time patient engagement and form completion prompts directly via SMS
Weave is an all-in-one patient communication platform designed for healthcare practices, offering digital intake forms, online scheduling, and automated patient data collection to streamline front-office workflows. It enables secure online form completion with e-signatures, integrates with popular practice management systems like Dentrix and Eaglesoft, and supports two-way texting for reminders and follow-ups. While robust for communication, its intake tools focus on efficiency rather than highly complex conditional logic or advanced analytics.
Pros
- Seamless integration with major PMS/EHR systems for automatic data syncing
- User-friendly mobile-optimized intake forms with embedded payments and e-signatures
- Comprehensive patient communication tools including two-way texting and calls
Cons
- Higher pricing that scales quickly with practice size and add-ons
- Limited advanced form customization and conditional branching compared to dedicated intake tools
- Occasional reports of integration glitches with less common software
Best For
Small to mid-sized dental, veterinary, or medical practices needing integrated intake and communication without deep specialization in forms.
Pricing
Custom pricing starting at around $299 per provider/month, with full suites often $500-$1,000+ depending on location size and features.
Solutionreach
specializedAutomates patient reminders, online intake, surveys, and engagement to improve retention and efficiency.
Pre-arrival digital intake forms that intelligently route and sync patient data directly into EHRs without manual entry
Solutionreach is a patient engagement platform that includes robust patient intake management features, allowing practices to create customizable digital forms for pre-visit completion via patient portals or SMS links. It streamlines the intake process by auto-populating EHRs with collected data, reducing paperwork and front desk time. The software also integrates reminders and two-way messaging to enhance patient communication around intake.
Pros
- Seamless integration with major EHR systems like Epic and Cerner for automatic data transfer
- Highly customizable intake forms with conditional logic and mobile optimization
- Reduces no-shows and administrative burden through pre-visit intake and reminders
Cons
- Complex initial setup requiring IT support for full customization
- Pricing can be steep for small practices focused solely on intake
- Interface feels more geared toward full engagement suite, overwhelming for intake-only users
Best For
Mid-sized to large healthcare practices seeking an integrated patient engagement platform with strong intake automation.
Pricing
Custom quote-based pricing, typically $100-$300 per provider per month depending on features and practice size.
Jane App
specializedSupports online booking, customizable intake forms, charting, and billing for clinics worldwide.
Automated syncing of patient-completed intake forms directly into EHR charts, minimizing manual data entry
Jane App is an all-in-one practice management platform for health and wellness practitioners, featuring robust patient intake tools that allow customizable online forms completed by patients before appointments. These forms seamlessly integrate with scheduling, charting, and billing to streamline workflows and reduce no-shows. The secure patient portal enables easy access to intake data, consents, and updates, enhancing efficiency for busy practices.
Pros
- Highly customizable online intake forms with conditional logic
- Seamless integration of intake data into patient charts and scheduling
- User-friendly patient portal for self-service form completion
Cons
- Full suite may overwhelm users needing only intake tools
- Pricing scales per practitioner, less ideal for large teams
- Advanced customization requires higher-tier plans
Best For
Small to medium-sized health and wellness practices seeking integrated patient intake with scheduling and charting.
Pricing
Starts at $59 USD per practitioner/month (Essentials plan), up to $119/month (Plus plan); includes 14-day free trial, no long-term contracts.
Healthie
specializedEnables HIPAA-compliant intake forms, goal tracking, messaging, and telehealth for wellness practices.
Customizable intake forms with auto-population to EHR charts and specialty-specific templates like nutrition assessments
Healthie is a comprehensive telehealth and practice management platform tailored for wellness professionals like nutritionists, therapists, and coaches. It streamlines patient intake through customizable online forms, questionnaires, and e-signatures that patients complete via a secure client portal before appointments. Intake data automatically populates into EHR charts, integrating seamlessly with scheduling, billing, and video visits for efficient onboarding.
Pros
- Highly customizable intake forms with conditional logic and templates for various specialties
- Seamless integration of intake data into patient charts, scheduling, and telehealth
- HIPAA-compliant client portal for self-service patient onboarding and updates
Cons
- Higher pricing tiers required for advanced automation and unlimited forms
- Learning curve for non-tech-savvy users to fully customize forms
- Limited reporting and analytics focused specifically on intake metrics
Best For
Wellness practices such as nutritionists or therapists needing integrated intake forms within a full telehealth platform.
Pricing
Starts at $99/month per provider (Grow plan) with basic intake; Pro ($199/month) unlocks advanced forms and integrations; enterprise custom pricing.
Practice Better
specializedProvides client portals with intake forms, scheduling, telehealth, and program delivery for health pros.
Advanced customizable intake forms with conditional logic, e-signatures, and multimedia embedding for highly personalized patient onboarding.
Practice Better is an all-in-one practice management platform designed for health and wellness practitioners, with robust patient intake capabilities through customizable digital forms and secure client portals. It enables the creation of tailored intake questionnaires, consent forms, and medical history collections that patients complete online prior to visits, streamlining onboarding and reducing administrative burden. The software integrates intake data directly into client charts, supports HIPAA compliance, and offers automated workflows for efficient practice management.
Pros
- Highly customizable intake forms with conditional logic and multimedia support
- Seamless integration of intake data into client charts and scheduling
- User-friendly client portal for easy patient self-service
Cons
- Advanced customizations have a moderate learning curve
- Pricing scales quickly for group practices or added features
- Fewer third-party integrations than enterprise-level EHRs
Best For
Solo or small holistic health and therapy practices seeking an affordable, intuitive all-in-one solution for patient intake and management.
Pricing
Starts at $29/month for Solo plan (basic intake and scheduling); Group plans from $49/practitioner/month; Enterprise custom pricing; 14-day free trial.
Conclusion
The top 10 patient intake management tools each deliver unique strengths, streamlining workflows, boosting engagement, and enhancing efficiency. Phreesia emerges as the clear leader, excelling with its comprehensive mix of digital check-in, insurance verification, and payment processing. IntakeQ and Relatient stand out as strong alternatives—IntakeQ with customizable forms and client portals, Relatient with seamless scheduling and reminders—catering to varied practice needs. Ultimately, the best choice depends on specific priorities, but all options redefine modern patient intake.
Take the first step toward a smoother practice workflow—explore Phreesia today to experience its game-changing intake solutions firsthand.
Tools Reviewed
All tools were independently evaluated for this comparison