Best Patient Intake Software with a Free Trial of 2025

Trusted by over 25 million users worldwide, Jotform is an all-in-one platform that simplifies data collection, workflow automation, and online sales, all without coding. With Jotform’s drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, contact information, payments, appointments, and e-signatures with ease. Choose from over 10,000 templates for everything from feedback surveys to registration forms, or build your own from scratch. Jotform's advanced features, such as conditional logic, autoresponders, and over 200 integrations, further streamline processes. In addition, Jotform's AI-powered Agents offer real-time customer support by guiding users through the form submission process, answering questions, and ensuring a smooth experience, all while reducing the need for manual intervention. With Jotform’s Store Builder, you can also set up an online store, sell products, services, and subscriptions, collect donations, and receive payments through 30+ supported payment gateways. Finally, Jotform’s tools like Approvals, PDF Editor, and Report Builder help businesses transform collected data into actionable insights and automate workflows for even greater efficiency.

Introducing Upvio, the ultimate practice experience platform designed to optimize workflows, minimize repetitive administrative tasks, and thrive in today's digital-centric healthcare landscape. Tailored to meet the needs of healthcare providers across diverse specialties and organizations, Upvio offers a comprehensive set of tools to streamline and automate various operations, including appointment scheduling, telehealth, messaging, patient monitoring, and payments. Ensuring compliance with industry standards such as HIPAA and GDPR, Upvio tackles common challenges in the healthcare industry, such as complex interfaces, technical issues, communication problems, patient engagement, data management, revenue generation, scalability, customization, and reporting. Upvio stands out with its specialized features catering to the healthcare sector, including automated reminders, customizable forms, extensive telehealth capabilities, a virtual waiting room, and remote vital signs assessment. This cost-effective solution offers seamless integration and caters to users with varying levels of technical expertise, providing dedicated account managers for smooth setup and continuous support.

Enjoy 1 on 1 training and unlimited support. All these features are great, only if they get used. We ensure this by organising 1 on 1 unlimited training with each of your clinic staff. Always free. Of course, we also have a help centre, email, chat and phone support.

OptiMantra is an established EMR and practice management platform focused on integrative and wellness practices. The platform is highly adaptable and robust - it includes online appointments, patient messaging and email reminders, a patient portal, intake forms and customizable charting, integrated payment processing, integrated labs and imaging, insurance billing, in-program tele-health, inventory management, and more. It's easy to get set-up! OptiMantra offers tailored onboarding support.

Practice Mate by Office Ally is a comprehensive HIPAA-compliant practice management solution used by over 25,000 healthcare organizations. Its user-friendly interface simplifies revenue cycle and billing management and streamlines booking to increase administrative workflow efficiency. It seamlessly integrates with other Office Ally solutions to provide patient intake, reminders, and e-prescriptions. You can get started today at no cost, commitment, or implementation to reduce administrative tasks, enhance job satisfaction, and improve the overall patient experience.

Medical Check In is a patient queueing solution that meets HIPAA privacy standards. It also improves patient flow. Medical Check In allows medical offices to collect basic information from patients, such as names, reason for visiting, and accurate time stamps. The information is then passed to an organized checklist. Medical Check In will automatically sort patients to speed up response. Medical Check In was specifically designed for the queuing business model.

ACOM Health is a leading provider of superior billing services. RAPID by ACOM Health is a chiropractic office-specific solution. It offers the most comprehensive, efficient, and results-oriented solutions for electronic health records (EHR), notes and practice management. It also includes insurance billing and collections. Fully automated EHR workflow, charts and templates for chiropractors, as well as automated alerts are some of the key features. RAPID offers online patient registration, appointment reminders, self service registration kiosk, appointment reminders and many other features.

IntakeQ is a web-based online intake management software for health professionals that eliminates paperwork. IntakeQ is HIPAA compliant and allows health professionals to share online case forms with patients. This improves client onboarding. The platform includes e-signature support and questionnaire analytics, client notes, profile, automated appointment reminders, secure messaging portal, and client notes.

PracticeSuite is a practice management and electronic health records (EHR), and patient management system that can be used by multiple medical practices and third-party medical billing firms. PracticeSuite features include patient outreach and scheduling capabilities, patient kiosks, patient portals, and patient kiosks. PracticeSuite's EHR allows clinical teams to manage clinical measures. It also includes flexible charting tools and health maintenance. PracticeSuite's EHR has nationwide connectivity to pharmacies and labs, HIE networks, patient portal, and other healthcare providers.

Practice Sense offers a fully Cloud-Based solution that complies with HIPAA and HITECH regulations. Patient information is securely stored in an online vault accessible only by the practice itself. Additionally, Practice Sense features a secure e-signature option for its forms, allowing patients to fill out their registration documents anytime and anywhere before their appointments. This convenience significantly reduces the time patients spend in the office and provides them with the privacy to complete their forms comfortably. Forms can be sent securely via email or made available through your medical practice’s website. Our commitment to improving your experience is unwavering; we have conducted numerous interviews and focus groups to create a tool that simplifies the registration process for everyone involved. By letting us manage these time-intensive tasks, practices can focus on delivering quality care. Ultimately, Practice Sense is designed to enhance efficiency and improve patient satisfaction.

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.

ZENTAKE is the smartest way to manage patient documents. ZENTAKE eliminates the need to manage paper intake documents. It is the ideal electronic intake and consent management platform to use with your staff and patients. Secure encryption allows you to securely collect and manage sensitive data. This will ensure your security and peace of mind. Automate tedious intake management tasks to save time and money. Digitalizing your intake management processes will solve all your problems. It's easier than you might think to get up and running. Sending forms is as easy as 1-2 minutes. ZENTAKE is designed for patients and your team to eliminate the hassle of filling out paper forms. ZENTAKE's intake tools are available for patients who complete their forms at home and in the office. They streamline your operations while giving patients the contactless options they need and you the information you need.

Medcubics offers a distinctive approach that seamlessly integrates operations from the front office to the back office. This innovative system not only saves time but also streamlines processes, enhances flexibility, and ensures quick access to essential resources. As a trusted partner to both healthcare providers and patients, our reliable software and unwavering commitment to customer service stand out in the industry. For medical professionals aiming to establish a practice that is both lucrative and dependable, while also prioritizing patient care, our solutions are invaluable. Whether you are transitioning away from your existing medical practice partners or seeking independence from another physician, it is crucial to have a strategy in place to maintain the high standard of care your patients deserve. Additionally, our platform allows patients to effortlessly schedule their appointments and receive timely reminders, significantly reducing the likelihood of missed appointments and improving overall patient satisfaction. Through these efforts, we aim to enhance the experience for both practitioners and their patients alike.

Enhance the productivity of your healthcare facility by utilizing DrChrono’s comprehensive platform, which combines practice management, electronic health records, and medical billing into one seamless solution. Featuring a contemporary and user-friendly design along with a myriad of sophisticated functionalities, DrChrono enables healthcare professionals to deliver improved patient care. Practitioners can effortlessly organize patient appointments, update and review charts, and handle billing processes efficiently. This all-inclusive tool streamlines operations, allowing medical staff to focus more on their patients and less on administrative tasks.

iMARSMED presents an innovative solution with its contactless patient check-in, digital intake forms, electronic health records, and a comprehensive Patient Portal, all aimed at alleviating the challenges of managing your practice efficiently. This cloud-based system offers customizable scheduling and health records, while iMARSMED ensures a user-friendly interface that prioritizes security and patient confidentiality. Features include appointment scheduling, reminders, bill payment options, HIPAA-compliant email, and secure file sharing, among others. Are you still relying on an outdated EHR system? Or perhaps you haven't yet transitioned to a paperless EHR/EMR? If you're using tools like Google Calendar for office scheduling, now is the perfect time to upgrade to the modern Paperless EHR/EMR software provided by iMARSMED. Discover how you can effortlessly move from outdated paper records to this cutting-edge, efficient software that enhances your practice's capabilities. Embrace the future of healthcare management with iMARSMED and streamline your operations today.

Experience seamless accessibility and top-notch security without any trade-offs. Work from anywhere, consult with patients, and maintain connectivity through an all-inclusive cloud suite that encompasses both office and remote care technologies. Since its inception in 1999, our medical office software has remained unique as the only solution built entirely on a 100% cloud framework. We are excited to provide our complete range of software and data storage on the Amazon Web Services (AWS) cloud hosting infrastructure. The collaboration between AdvancedMD and AWS results in an unparalleled experience characterized by swift and dependable access to your information, steadfast data security, and effortless storage with automatic backup features. No other ambulatory software solution matches this level of hosting quality, ensuring that starting or expanding your practice in the cloud is both simple and budget-friendly. With our software being hosted and managed on AWS, your monthly subscription includes exceptional reliability, security, and performance. Furthermore, our cloud platform facilitates easy access to our software across various devices and operating systems, enhancing the convenience of your practice even further. This combination of cutting-edge technology and user-friendly design sets a new standard in the medical software industry.

Interlace Health has successfully cut overhead expenses by millions of dollars each year for over 1,100 healthcare organizations across the country, all by streamlining their processes. These healthcare providers benefit from the efficiencies and cost savings offered by Interlace Health without incurring the costs or disruptions typically associated with switching to a new EHR or implementing new software. The solution is crafted for smooth integration and customization with the systems they already have in place. Patients can conveniently fill out forms, submit insurance details, and pay co-pays from the comfort of their homes using their own devices before their appointments. Alternatively, they can complete these tasks on-site in a significantly shorter amount of time. What was once a tedious and frustrating experience for both patients and staff has now been transformed into a straightforward and efficient process for everyone involved. With this system, staff are relieved from the burden of collecting payments, and patients are spared any unexpected charges. The Patient Intake Solution proactively addresses co-pays and outstanding balances, enabling patients to settle their bills prior to their arrival. This innovative approach not only enhances patient satisfaction but also streamlines operational workflows for healthcare organizations.

Create a seamless patient journey that synchronizes instantly with your practice management system, offering a unique solution that both reads and writes data in real-time. We prioritize our engineering efforts on developing optimal bidirectional integrations with EHR and practice management systems. This advancement allows you to launch and refine your product in mere weeks instead of taking years. Our engineers actively utilize our own API to construct a doctor-facing SaaS product, ensuring that users receive a thoroughly tested and scalable experience. With online patient scheduling, potential clients can view your availability instantly and book appointments on-demand from any location or device. NexHealth's scheduling software is designed to perfectly customize your calendar straight out of the box. Our dedicated team of product experts is committed to assisting in the integration of both your calendar of record and EHR system, regardless of the complexity of your scheduling needs, ensuring a smooth and efficient implementation process. By enhancing these elements, we aim to significantly improve the overall efficiency of your practice.

Tonic is an innovative platform that facilitates real-time patient intake and contactless check-in, allowing individuals to effortlessly complete surveys, consent forms, and payments at their convenience. With an intuitive online survey designer, users can create and modify surveys, questionnaires, and forms in real time. These can be dispatched instantly via email or text to any smartphone or computer, or through an iPad-based kiosk within the clinic. Once the patient data is collected, it becomes instantly accessible and can be filtered in numerous ways. Additionally, real-time alerts ensure that patient information is actionable precisely when and where it is most required, enhancing the overall efficiency of healthcare services. This streamlined process not only improves patient experience but also optimizes workflow for medical professionals.

Connect Patient by ChartLogic is an adaptable patient portal designed for mobile use, offering a variety of functions. This online solution facilitates seamless communication and interaction between healthcare providers and patients, accessible from any device or web browser, which ultimately elevates the standard of care and enriches the patient experience. For healthcare providers, essential features encompass patient history, secure messaging capabilities, intake forms, and reminders for upcoming appointments. Meanwhile, patients benefit from key functionalities such as the ability to request appointments, pay their bills electronically, and submit requests for prescription refills, ensuring a comprehensive approach to their healthcare needs. Overall, this platform significantly enhances the interaction between patients and providers, fostering a more efficient healthcare environment.

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.

Empower your team to prioritize patient care over administrative duties. By implementing a secure online portal that integrates seamlessly with any practice management system, you can offer both new and returning patients a streamlined, efficient, and entirely paperless experience, alleviating the burdensome daily tasks faced by your staff. Our innovative patient presentations not only enhance the experience but also provide valuable protection for dental practices against liability claims, ensuring that patients receive all essential information to back your treatment strategies. These presentations, which include everything from contactless hygiene reports to warm welcomes for new patients, serve to educate them, reduce anxiety, and facilitate the acceptance of more complex treatment plans, ultimately boosting your overall case acceptance rates. By focusing on patient engagement and education, practices can foster stronger relationships with their clientele.

Zebra Doctor offers online appointment scheduling and increased patient intake. It also manages digital reputation and provides a great patient experience. We cover the entire medical industry, from Primary Care and Dental Care to Medical Spas and everything in between. Telemedicine Patient Acquisition Mobile App Digital Reputation Digital Front Door EHR Customized QR Code Forms Our focus is on Practices, Patients and Processes. We are a turnkey healthcare solution provider that is constantly improving. We have revolutionized the patient experience by bringing doctors and patients closer together than ever before. Easy & instant communication Seamless televisits Real-time online scheduling Secure chat Reminders via email & text