Best Patient Intake Software for Medium-Sized Businesses

Dominick Duda
DD
Researched and written by Dominick Duda

Products classified in the overall Patient Intake category are similar in many regards and help companies of all sizes solve their business problems. However, medium-sized business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Medium-Sized Business Patient Intake to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Medium-Sized Business Patient Intake category.

In addition to qualifying for inclusion in the Patient Intake Software category, to qualify for inclusion in the Medium-Sized Business Patient Intake Software category, a product must have at least 10 reviews left by a reviewer from a medium-sized business.

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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6 Listings in Patient Intake Available
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Phreesia
By Phreesia
(37)4.0 out of 5
11th Easiest To Use in Patient Intake software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    The Phreesia platform makes care easier everyday by empowering patients to manage their own care and giving staff tools that automate time-consuming tasks and increase revenue. With automated too

    Users
    No information available
    Industries
    • Hospital & Health Care
    • Medical Practice
    Market Segment
    • 54% Small-Business
    • 41% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Phreesia Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    5
    Features
    3
    Time-saving
    3
    Customer Support
    2
    Helpful
    2
    Cons
    Integration Issues
    2
    Lack of Automation
    2
    Technical Issues
    2
    Data Management Issues
    1
    Difficult Navigation
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Phreesia features and usability ratings that predict user satisfaction
    8.3
    Form Workflow
    Average: 8.7
    8.4
    Has the product been a good partner in doing business?
    Average: 8.5
    9.1
    Patient Data Transfer
    Average: 8.8
    8.6
    Patient Check-in
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Phreesia
    Year Founded
    2005
    HQ Location
    Wilmington, DE
    Twitter
    @phreesia
    1,567 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,905 employees on LinkedIn®
    Ownership
    NYSE: PHR
Product Description
How are these determined?Information
This description is provided by the seller.

The Phreesia platform makes care easier everyday by empowering patients to manage their own care and giving staff tools that automate time-consuming tasks and increase revenue. With automated too

Users
No information available
Industries
  • Hospital & Health Care
  • Medical Practice
Market Segment
  • 54% Small-Business
  • 41% Mid-Market
Phreesia Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
5
Features
3
Time-saving
3
Customer Support
2
Helpful
2
Cons
Integration Issues
2
Lack of Automation
2
Technical Issues
2
Data Management Issues
1
Difficult Navigation
1
Phreesia features and usability ratings that predict user satisfaction
8.3
Form Workflow
Average: 8.7
8.4
Has the product been a good partner in doing business?
Average: 8.5
9.1
Patient Data Transfer
Average: 8.8
8.6
Patient Check-in
Average: 8.6
Seller Details
Seller
Phreesia
Year Founded
2005
HQ Location
Wilmington, DE
Twitter
@phreesia
1,567 Twitter followers
LinkedIn® Page
www.linkedin.com
1,905 employees on LinkedIn®
Ownership
NYSE: PHR
Read Phreesia Reviews
InteliChart
By InteliChart
(44)4.5 out of 5
Optimized for quick response
10th Easiest To Use in Patient Intake software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    InteliChart’s Healthy Outcomes platform is a comprehensive patient engagement solution suite that was designed to empower consumers to take control of their healthcare while simplifying the patient ma

    Users
    No information available
    Industries
    • Hospital & Health Care
    • Medical Practice
    Market Segment
    • 70% Mid-Market
    • 23% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • InteliChart Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    12
    Patient Communication
    10
    Customer Support
    6
    Efficiency
    6
    Helpful
    5
    Cons
    Limited Features
    4
    Missing Features
    4
    Notification Issues
    3
    Technical Issues
    3
    Difficult Navigation
    2
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • InteliChart features and usability ratings that predict user satisfaction
    7.0
    Form Workflow
    Average: 8.7
    8.4
    Has the product been a good partner in doing business?
    Average: 8.5
    7.4
    Patient Data Transfer
    Average: 8.8
    7.3
    Patient Check-in
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    InteliChart
    Company Website
    Year Founded
    2006
    HQ Location
    Charlotte, North Carolina
    Twitter
    @InteliChart
    958 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    80 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

InteliChart’s Healthy Outcomes platform is a comprehensive patient engagement solution suite that was designed to empower consumers to take control of their healthcare while simplifying the patient ma

Users
No information available
Industries
  • Hospital & Health Care
  • Medical Practice
Market Segment
  • 70% Mid-Market
  • 23% Small-Business
InteliChart Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
12
Patient Communication
10
Customer Support
6
Efficiency
6
Helpful
5
Cons
Limited Features
4
Missing Features
4
Notification Issues
3
Technical Issues
3
Difficult Navigation
2
InteliChart features and usability ratings that predict user satisfaction
7.0
Form Workflow
Average: 8.7
8.4
Has the product been a good partner in doing business?
Average: 8.5
7.4
Patient Data Transfer
Average: 8.8
7.3
Patient Check-in
Average: 8.6
Seller Details
Seller
InteliChart
Company Website
Year Founded
2006
HQ Location
Charlotte, North Carolina
Twitter
@InteliChart
958 Twitter followers
LinkedIn® Page
www.linkedin.com
80 employees on LinkedIn®
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Luma Health
By Luma Health
(83)4.8 out of 5
4th Easiest To Use in Patient Intake software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Luma Health was founded on the idea that healthcare should work better for all patients. Luma’s Patient Success Platform™ empowers patients and providers to be successful by connecting and orchestrati

    Users
    No information available
    Industries
    • Medical Practice
    • Hospital & Health Care
    Market Segment
    • 58% Mid-Market
    • 39% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Luma Health Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    2
    Appointment Scheduling
    1
    Communication
    1
    Customer Communication
    1
    Customer Support
    1
    Cons
    Limited Messaging Features
    2
    Messaging Issues
    2
    Call Issues
    1
    Communication Issues
    1
    Connectivity Issues
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Luma Health features and usability ratings that predict user satisfaction
    9.5
    Form Workflow
    Average: 8.7
    9.7
    Has the product been a good partner in doing business?
    Average: 8.5
    9.4
    Patient Data Transfer
    Average: 8.8
    9.8
    Patient Check-in
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Luma Health
    Year Founded
    2015
    HQ Location
    San Mateo, California
    Twitter
    @lumahealthhq
    694 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    189 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Luma Health was founded on the idea that healthcare should work better for all patients. Luma’s Patient Success Platform™ empowers patients and providers to be successful by connecting and orchestrati

Users
No information available
Industries
  • Medical Practice
  • Hospital & Health Care
Market Segment
  • 58% Mid-Market
  • 39% Small-Business
Luma Health Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
2
Appointment Scheduling
1
Communication
1
Customer Communication
1
Customer Support
1
Cons
Limited Messaging Features
2
Messaging Issues
2
Call Issues
1
Communication Issues
1
Connectivity Issues
1
Luma Health features and usability ratings that predict user satisfaction
9.5
Form Workflow
Average: 8.7
9.7
Has the product been a good partner in doing business?
Average: 8.5
9.4
Patient Data Transfer
Average: 8.8
9.8
Patient Check-in
Average: 8.6
Seller Details
Seller
Luma Health
Year Founded
2015
HQ Location
San Mateo, California
Twitter
@lumahealthhq
694 Twitter followers
LinkedIn® Page
www.linkedin.com
189 employees on LinkedIn®
Read Luma Health Reviews
Solutionreach
By Solutionreach
(167)4.3 out of 5
Optimized for quick response
12th Easiest To Use in Patient Intake software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Accelerate your revenue cycle with a unified, customizable patient messaging solution that streamlines the patient journey from first appointment to final payment. Solutionreach is the easy-to-use

    Users
    • Office Manager
    Industries
    • Medical Practice
    • Hospital & Health Care
    Market Segment
    • 89% Small-Business
    • 10% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Solutionreach Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Communication
    1
    Communication Ease
    1
    Communication Efficiency
    1
    Customer Support
    1
    Ease of Use
    1
    Cons
    Billing Issues
    1
    Communication Issues
    1
    Cost Increase
    1
    Customer Service Issues
    1
    Expensive
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Solutionreach features and usability ratings that predict user satisfaction
    6.7
    Form Workflow
    Average: 8.7
    8.4
    Has the product been a good partner in doing business?
    Average: 8.5
    6.9
    Patient Data Transfer
    Average: 8.8
    7.8
    Patient Check-in
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Solutionreach
    Company Website
    Year Founded
    2000
    HQ Location
    Lehi, UT
    Twitter
    @solutionreach
    1,862 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    343 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Accelerate your revenue cycle with a unified, customizable patient messaging solution that streamlines the patient journey from first appointment to final payment. Solutionreach is the easy-to-use

Users
  • Office Manager
Industries
  • Medical Practice
  • Hospital & Health Care
Market Segment
  • 89% Small-Business
  • 10% Mid-Market
Solutionreach Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Communication
1
Communication Ease
1
Communication Efficiency
1
Customer Support
1
Ease of Use
1
Cons
Billing Issues
1
Communication Issues
1
Cost Increase
1
Customer Service Issues
1
Expensive
1
Solutionreach features and usability ratings that predict user satisfaction
6.7
Form Workflow
Average: 8.7
8.4
Has the product been a good partner in doing business?
Average: 8.5
6.9
Patient Data Transfer
Average: 8.8
7.8
Patient Check-in
Average: 8.6
Seller Details
Seller
Solutionreach
Company Website
Year Founded
2000
HQ Location
Lehi, UT
Twitter
@solutionreach
1,862 Twitter followers
LinkedIn® Page
www.linkedin.com
343 employees on LinkedIn®
Clearwave
By Clearwave, Inc.
(14)4.7 out of 5
7th Easiest To Use in Patient Intake software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Clearwave is the Patient Revenue Platform for High-Growth Practices. Clearwave provides a purpose-built platform turbo-charged to enable practices to grow revenue, increase point-of-service collection

    Users
    No information available
    Industries
    • Hospital & Health Care
    Market Segment
    • 93% Mid-Market
    • 7% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Clearwave Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    1
    Time-saving
    1
    Cons
    This product has not yet received any negative sentiments.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Clearwave features and usability ratings that predict user satisfaction
    9.4
    Form Workflow
    Average: 8.7
    9.6
    Has the product been a good partner in doing business?
    Average: 8.5
    8.8
    Patient Data Transfer
    Average: 8.8
    9.3
    Patient Check-in
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Clearwave, Inc.
    Year Founded
    2004
    HQ Location
    Atlanta, GA
    Twitter
    @Clearwaveinc
    235 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    127 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Clearwave is the Patient Revenue Platform for High-Growth Practices. Clearwave provides a purpose-built platform turbo-charged to enable practices to grow revenue, increase point-of-service collection

Users
No information available
Industries
  • Hospital & Health Care
Market Segment
  • 93% Mid-Market
  • 7% Small-Business
Clearwave Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
1
Time-saving
1
Cons
This product has not yet received any negative sentiments.
Clearwave features and usability ratings that predict user satisfaction
9.4
Form Workflow
Average: 8.7
9.6
Has the product been a good partner in doing business?
Average: 8.5
8.8
Patient Data Transfer
Average: 8.8
9.3
Patient Check-in
Average: 8.6
Seller Details
Seller
Clearwave, Inc.
Year Founded
2004
HQ Location
Atlanta, GA
Twitter
@Clearwaveinc
235 Twitter followers
LinkedIn® Page
www.linkedin.com
127 employees on LinkedIn®
Read Clearwave Reviews
Mend
By Mendfamily
(110)4.7 out of 5
9th Easiest To Use in Patient Intake software
Save to My Lists
DealsSpecial offer!
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Mend is a Telehealth platform for the modern practice. With a platform offering both free and scalable enterprise solutions, any size practice can build a successful telehealth program with Mend. Conn

    Users
    No information available
    Industries
    • Hospital & Health Care
    • Mental Health Care
    Market Segment
    • 45% Small-Business
    • 35% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Mend Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    6
    Communication
    3
    Patient Communication
    3
    Telehealth Services
    3
    Appointment Scheduling
    2
    Cons
    Technical Issues
    2
    Call Issues
    1
    Connectivity Issues
    1
    Delays
    1
    Email Issues
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Mend features and usability ratings that predict user satisfaction
    9.7
    Form Workflow
    Average: 8.7
    9.6
    Has the product been a good partner in doing business?
    Average: 8.5
    9.5
    Patient Data Transfer
    Average: 8.8
    9.3
    Patient Check-in
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Mendfamily
    Year Founded
    2014
    HQ Location
    Orlando, Florida
    LinkedIn® Page
    www.linkedin.com
    71 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Mend is a Telehealth platform for the modern practice. With a platform offering both free and scalable enterprise solutions, any size practice can build a successful telehealth program with Mend. Conn

Users
No information available
Industries
  • Hospital & Health Care
  • Mental Health Care
Market Segment
  • 45% Small-Business
  • 35% Mid-Market
Mend Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
6
Communication
3
Patient Communication
3
Telehealth Services
3
Appointment Scheduling
2
Cons
Technical Issues
2
Call Issues
1
Connectivity Issues
1
Delays
1
Email Issues
1
Mend features and usability ratings that predict user satisfaction
9.7
Form Workflow
Average: 8.7
9.6
Has the product been a good partner in doing business?
Average: 8.5
9.5
Patient Data Transfer
Average: 8.8
9.3
Patient Check-in
Average: 8.6
Seller Details
Seller
Mendfamily
Year Founded
2014
HQ Location
Orlando, Florida
LinkedIn® Page
www.linkedin.com
71 employees on LinkedIn®
Read Mend Reviews
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Mid Market
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6 Listings in Patient Intake Available
  • Sort By:
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