Quick Overview
- 1#1: Phreesia - Provides comprehensive digital patient intake with kiosks, mobile check-in, forms, and insurance verification.
- 2#2: Relatient - Offers patient self-service intake, online forms, scheduling, and engagement tools for healthcare practices.
- 3#3: IntakeQ - Delivers customizable online intake forms, questionnaires, and a secure patient portal for health providers.
- 4#4: FormDr - Specializes in smart digital patient intake forms with conditional logic, e-signatures, and EHR integrations.
- 5#5: SimplePractice - Features secure online intake forms, telehealth, and practice management tailored for therapists and providers.
- 6#6: TheraNest - Includes client intake portals, customizable forms, and billing in an affordable practice management suite.
- 7#7: Weave - Integrates digital intake forms, text reminders, and check-in with patient communication tools.
- 8#8: Solutionreach - Enhances patient engagement with online intake forms, surveys, and automated reminders.
- 9#9: Healthie - Supports customizable intake forms, goal tracking, and telehealth for wellness and nutrition practices.
- 10#10: Jane - Combines online booking, secure intake forms, and charting for streamlined practice workflows.
These tools were chosen for their robust features—including digital forms, integration capabilities, and patient engagement tools—along with quality, user-friendliness, and value for diverse practice types.
Comparison Table
This comparison table explores leading patient intake software options, including Phreesia, Relatient, IntakeQ, FormDr, SimplePractice, and more, to simplify the process of selecting tools that fit practice needs. Readers will gain insights into key features, usability, and efficiency to make informed decisions about streamlining administrative workflows and enhancing patient experiences.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Phreesia Provides comprehensive digital patient intake with kiosks, mobile check-in, forms, and insurance verification. | enterprise | 9.8/10 | 9.9/10 | 9.6/10 | 9.4/10 |
| 2 | Relatient Offers patient self-service intake, online forms, scheduling, and engagement tools for healthcare practices. | enterprise | 9.1/10 | 9.4/10 | 8.7/10 | 8.5/10 |
| 3 | IntakeQ Delivers customizable online intake forms, questionnaires, and a secure patient portal for health providers. | specialized | 8.7/10 | 9.2/10 | 8.5/10 | 8.3/10 |
| 4 | FormDr Specializes in smart digital patient intake forms with conditional logic, e-signatures, and EHR integrations. | specialized | 8.3/10 | 8.5/10 | 8.7/10 | 8.0/10 |
| 5 | SimplePractice Features secure online intake forms, telehealth, and practice management tailored for therapists and providers. | specialized | 8.7/10 | 8.5/10 | 9.2/10 | 8.0/10 |
| 6 | TheraNest Includes client intake portals, customizable forms, and billing in an affordable practice management suite. | specialized | 8.4/10 | 8.6/10 | 9.0/10 | 8.5/10 |
| 7 | Weave Integrates digital intake forms, text reminders, and check-in with patient communication tools. | specialized | 7.9/10 | 8.1/10 | 8.3/10 | 7.4/10 |
| 8 | Solutionreach Enhances patient engagement with online intake forms, surveys, and automated reminders. | enterprise | 8.1/10 | 8.4/10 | 7.9/10 | 7.6/10 |
| 9 | Healthie Supports customizable intake forms, goal tracking, and telehealth for wellness and nutrition practices. | specialized | 8.3/10 | 8.7/10 | 8.5/10 | 7.9/10 |
| 10 | Jane Combines online booking, secure intake forms, and charting for streamlined practice workflows. | specialized | 8.1/10 | 8.3/10 | 9.2/10 | 7.4/10 |
Provides comprehensive digital patient intake with kiosks, mobile check-in, forms, and insurance verification.
Offers patient self-service intake, online forms, scheduling, and engagement tools for healthcare practices.
Delivers customizable online intake forms, questionnaires, and a secure patient portal for health providers.
Specializes in smart digital patient intake forms with conditional logic, e-signatures, and EHR integrations.
Features secure online intake forms, telehealth, and practice management tailored for therapists and providers.
Includes client intake portals, customizable forms, and billing in an affordable practice management suite.
Integrates digital intake forms, text reminders, and check-in with patient communication tools.
Enhances patient engagement with online intake forms, surveys, and automated reminders.
Supports customizable intake forms, goal tracking, and telehealth for wellness and nutrition practices.
Combines online booking, secure intake forms, and charting for streamlined practice workflows.
Phreesia
enterpriseProvides comprehensive digital patient intake with kiosks, mobile check-in, forms, and insurance verification.
Seamless end-to-end patient activation with personalized digital communications, payments, and content delivery via kiosks and mobile.
Phreesia is a leading patient intake platform that streamlines front-office operations for healthcare providers through digital check-in kiosks, mobile apps, and online portals. It enables patients to complete intake forms, verify insurance, make payments, and sign consents remotely or on-site, reducing administrative burdens. The software integrates seamlessly with major EHR systems and offers analytics to track performance and patient engagement.
Pros
- Comprehensive integration with 50+ EHRs and PMS systems
- Real-time insurance eligibility verification and payment collection
- Advanced analytics and no-show reduction tools
Cons
- Usage-based pricing can add up for high-volume practices
- Initial hardware setup requires investment
- Customization may need support team assistance
Best For
Mid-to-large healthcare practices aiming to automate patient intake, improve revenue cycle management, and enhance patient experience.
Pricing
Usage-based model at ~$1.50-$3 per intake/check-in, plus optional hardware leasing starting at $99/month; custom enterprise pricing available.
Relatient
enterpriseOffers patient self-service intake, online forms, scheduling, and engagement tools for healthcare practices.
Two-way EHR integration that automatically populates patient data into intake forms and pushes completed forms back to the EHR
Relatient is a robust patient engagement platform specializing in digital patient intake, online check-in, and forms management to streamline pre-visit processes for healthcare providers. It offers customizable forms with conditional logic, seamless integration with major EHR systems like Epic and Cerner, and features such as appointment scheduling, secure messaging, and payments. This solution reduces no-shows and administrative workload while improving patient satisfaction through a mobile-friendly portal.
Pros
- Extensive EHR integrations for real-time data syncing
- Highly customizable intake forms with conditional logic
- Comprehensive patient portal supporting self-service check-in and payments
Cons
- Pricing can be steep for small practices
- Initial setup and customization require time
- Occasional reports of slower support response times
Best For
Mid-to-large healthcare practices seeking an integrated patient intake and engagement platform with strong EHR compatibility.
Pricing
Custom enterprise pricing, typically $300-$600 per provider/month based on features, users, and volume.
IntakeQ
specializedDelivers customizable online intake forms, questionnaires, and a secure patient portal for health providers.
Dynamic intake forms with advanced conditional logic that adapts questions based on patient responses, reducing irrelevant fields and improving data accuracy.
IntakeQ is an all-in-one practice management platform tailored for health and wellness practitioners, with a strong emphasis on patient intake through customizable online forms and secure data collection. It automates the intake process by allowing patients to complete forms via a branded portal before appointments, complete with e-signatures and conditional logic for dynamic questioning. Beyond intake, it integrates scheduling, telehealth, SOAP charting, and billing, all HIPAA-compliant for secure handling of sensitive patient data.
Pros
- Highly customizable intake forms with conditional logic and multimedia embedding
- Seamless patient portal for self-service form completion and e-signatures
- Strong HIPAA compliance and integrations with calendars like Google and Outlook
Cons
- Limited advanced reporting and analytics compared to enterprise solutions
- Form builder can feel clunky for complex designs
- Higher pricing tiers required for full telehealth and billing features
Best For
Solo practitioners and small mental health or wellness clinics needing robust, customizable online intake forms integrated with scheduling.
Pricing
Starts at $49.90/month (Basic, annually billed) for core intake and scheduling; Pro ($99.90/month) adds charting and billing; Elite ($159.90/month) includes telehealth and unlimited forms.
FormDr
specializedSpecializes in smart digital patient intake forms with conditional logic, e-signatures, and EHR integrations.
Dynamic conditional logic that adapts forms in real-time based on patient responses
FormDr is a patient intake software platform that enables healthcare providers to create customizable digital forms for online patient onboarding, reducing paperwork and wait times. It supports features like conditional logic, e-signatures, secure payments, and integrations with EHR systems such as SimplePractice and TherapyNotes. HIPAA-compliant and focused on automation, it streamlines data collection and workflow efficiency for clinics.
Pros
- Intuitive drag-and-drop form builder with conditional logic
- Seamless integrations with major EHR platforms
- Strong HIPAA compliance and data security
Cons
- Limited advanced analytics and reporting tools
- No dedicated mobile app for administrators
- Pricing scales up quickly for high-volume users
Best For
Small to medium-sized medical and therapy practices looking for a straightforward, customizable digital intake solution.
Pricing
Starts at $49/month (Basic), $99/month (Pro), with Enterprise custom pricing.
SimplePractice
specializedFeatures secure online intake forms, telehealth, and practice management tailored for therapists and providers.
Branded, secure client portal enabling patients to complete and e-sign intake forms independently from any device
SimplePractice is a comprehensive practice management platform tailored for mental health and wellness professionals, with strong patient intake features including customizable online forms and a secure client portal. Patients can complete intake questionnaires, consent forms, and questionnaires digitally before appointments, streamlining onboarding and reducing administrative burden. It integrates intake data seamlessly with scheduling, billing, telehealth, and clinical notes for an all-in-one workflow.
Pros
- HIPAA-compliant client portal for secure, mobile-friendly intake forms
- Customizable templates and automated workflows for efficient onboarding
- Seamless integration with scheduling, billing, and telehealth
Cons
- Pricing scales quickly with client volume and advanced features
- Some customization limitations in entry-level plans
- Steeper learning curve for non-intake practice management tools
Best For
Solo therapists and small mental health practices needing integrated intake with full practice management.
Pricing
Starts at $29/month (Essentials, up to 10 clients), $59/month (Professional), $99/month (Enterprise); additional fees for high-volume clients, billed annually.
TheraNest
specializedIncludes client intake portals, customizable forms, and billing in an affordable practice management suite.
Secure client portal enabling fully digital, pre-appointment intake form completion and e-signatures
TheraNest is an all-in-one practice management software tailored for mental health professionals, featuring robust patient intake tools via its secure client portal. Patients can complete customizable intake forms, consent documents, and demographic information online with e-signatures before their first session, streamlining onboarding. The system integrates this data directly into EHRs, scheduling, and billing workflows, reducing administrative burdens for providers.
Pros
- Customizable online intake forms with e-signatures
- HIPAA-compliant client portal for self-service patient onboarding
- Seamless integration with scheduling, notes, and billing
Cons
- Intake features are part of broader PM suite, less specialized than dedicated tools
- Limited advanced automation like AI-driven form prefilling
- Pricing scales quickly with client volume
Best For
Small to mid-sized mental health practices seeking integrated intake within comprehensive practice management.
Pricing
Starts at $39/month for up to 30 clients (Deluxe plan), with tiers up to $139/month for 251+ clients; 30-day free trial available.
Weave
specializedIntegrates digital intake forms, text reminders, and check-in with patient communication tools.
Text-to-fill intake forms that auto-populate and sync patient data in real-time with your schedule
Weave is an all-in-one patient communication platform designed for healthcare practices, with strong patient intake capabilities through customizable digital forms that patients can complete online or via text. It integrates intake data seamlessly with scheduling, reminders, payments, and two-way messaging to streamline onboarding. Ideal for small to medium-sized practices, it reduces front desk workload by automating form collection and verification upfront.
Pros
- Seamless integration of intake forms with scheduling and EHR systems
- Mobile-friendly forms accessible via text or patient portal
- Built-in two-way texting for quick form reminders and confirmations
Cons
- Pricing scales quickly for multi-provider practices
- Limited advanced customization for complex intake workflows
- Some features require additional modules or integrations
Best For
Small to medium dental, medical, or veterinary practices needing integrated intake with patient communication tools.
Pricing
Custom quote-based; typically starts at $299/month per provider, with add-ons for advanced features.
Solutionreach
enterpriseEnhances patient engagement with online intake forms, surveys, and automated reminders.
Smart reminders tied to incomplete intake forms, automatically prompting patients to finish before appointments
Solutionreach is a patient engagement platform that facilitates efficient patient intake through digital forms, online check-ins, and pre-visit questionnaires accessible via patient portal, text, or email. It automates the collection of patient information, insurance details, and medical history, integrating seamlessly with EHR systems to populate records and minimize administrative burdens. Beyond intake, it offers appointment reminders, secure messaging, and surveys to enhance overall patient communication and experience.
Pros
- Robust integration with major EHRs like Epic and Cerner
- Customizable digital forms with conditional logic
- Multi-channel delivery for high patient completion rates
Cons
- Pricing can be steep for small practices
- Interface feels dated in some areas
- Limited advanced reporting on intake metrics
Best For
Mid-sized to large healthcare practices needing integrated intake and patient communication tools.
Pricing
Custom pricing based on practice size and modules; typically $100-$250 per provider/month with annual contracts.
Healthie
specializedSupports customizable intake forms, goal tracking, and telehealth for wellness and nutrition practices.
Advanced forms builder with skip logic, branching, and pre-built templates for personalized, efficient patient intake
Healthie is an all-in-one telehealth and practice management platform designed primarily for wellness professionals like nutritionists, therapists, and health coaches. It streamlines patient intake with customizable online forms, assessments, consent documents, and automated onboarding workflows that patients complete via a secure portal. Beyond intake, it integrates scheduling, video visits, charting, and billing to support the full patient lifecycle in HIPAA-compliant environments.
Pros
- Highly customizable intake forms with conditional logic, e-signatures, and multimedia support
- Automated patient onboarding and self-service portal reduces administrative burden
- Seamless integration with telehealth, payments, and goal-tracking for holistic practice management
Cons
- Geared more toward wellness practices than traditional medical intake needs
- Pricing can be steep for solo practitioners focused solely on intake
- Some advanced customizations require higher-tier plans or technical setup
Best For
Wellness practitioners like nutritionists and therapists seeking integrated intake forms with telehealth and practice management.
Pricing
Starts at $99/month per provider (Essentials plan); Professional ($169/mo) and Plus ($299/mo) unlock advanced intake and automation features; custom enterprise pricing available.
Jane
specializedCombines online booking, secure intake forms, and charting for streamlined practice workflows.
Auto-population of intake form data directly into patient charts upon submission, eliminating manual entry.
Jane (jane.app) is an all-in-one practice management platform designed for health and wellness practitioners, featuring customizable online patient intake forms as a core component. Patients can complete detailed intake questionnaires securely via a branded booking page or patient portal before appointments, with data automatically populating into digital charts. It supports conditional logic in forms, e-signatures, and HIPAA-compliant security, making it suitable for streamlining initial patient onboarding in small to medium-sized clinics.
Pros
- Highly customizable intake forms with conditional logic and multimedia support
- Seamless integration with online booking and charting for efficient workflows
- User-friendly interface praised for quick setup and intuitive patient experience
Cons
- Full platform pricing may be excessive for users needing only intake features
- Limited advanced automation compared to dedicated intake specialists
- No standalone intake plan; requires subscription to broader practice management
Best For
Small to medium health clinics seeking an integrated practice management solution with strong patient intake capabilities.
Pricing
Starts at $74 CAD/month per provider (Essentials plan) with unlimited forms; scales up to $219 CAD/month for advanced features; 14-day free trial available.
Conclusion
The reviewed patient intake tools collectively redefine efficiency in healthcare workflows, with Phreesia emerging as the top choice, thanks to its comprehensive suite of digital intake solutions. Relatient and IntakeQ follow closely, offering distinct strengths—self-service tools and customizable portals, respectively—for practices with unique needs. Together, they demonstrate the diversity of options available to optimize patient intake processes.
To experience the seamless patient intake Phreesia provides, start exploring its features today and elevate your practice's operational efficiency.
Tools Reviewed
All tools were independently evaluated for this comparison