Patient Intake

Patient Intake solutions enable providers to collect vital patient information prior to the visit, including data like personal details, medical history, current health concerns, insurance information, and consent forms. These products typically integrate into the EHR so that information is available to providers before and during the encounter. Products listed here focus on patient intake, and represent both traditional online forms, as well as AI-enabled conversational products for Patient Intake.

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Tellescope logo
Tellescope
Claimed

Tellescope

Company Info
Founded: 2020
Headcount: 1-10
Customers
Verified Customers: 10
Customers Served: Digital Health Provider, Ambulatory Practice
Product Overview
4 Reviews
Security and Compliance Certifications: SOC 2 Type 2, HIPAA
Tellescope serves as a HIPAA-compliant digital health platform, combining CRM capabilities with patient management, including multi-channel communication, care coordination, and progress tracking. It integrates with a variety of healthcare tools and provides additional workflow automation for provider organizations.
Calvient logo
Calvient
Claimed

Calvient

Company Info
Founded: 2021
Headcount: 1-10
Customers
Verified Customers: 4
Customers Served: Ambulatory Practice, Hospital / Health System
Product Overview
Security and Compliance Certifications: HIPAA
Calvient's unified platform combines patient engagement tools with AI-powered document management to enhance healthcare operations. It offers online scheduling, automated appointment reminders, digital registration, and secure messaging to facilitate patient interactions. The system also includes an AI-driven fax inbox that automates document processing, integrating with electronic health records to reduce administrative tasks.
Clearstep logo
Clearstep
Claimed

Clearstep

Company Info
Founded: 2018
Headcount: 11-50
Customers
Verified Customers: 18
Customers Served: Ambulatory Practice, Hospital / Health System, Digital Health Provider, Health Plan
Product Overview
Clearstep provides AI-driven digital solutions to enhance patient navigation and engagement within healthcare systems. Their offerings include a virtual triage tool that allows patients to assess symptoms and receive guidance on appropriate care options, a patient services chatbot that automates routine administrative tasks such as prescription support and appointment scheduling, and clinical journey tools that streamline post-discharge monitoring and communications. These tools aim to improve patient access to care, reduce administrative burdens on healthcare providers, and optimize care team efficiency.
CyrenCare logo
CyrenCare
Claimed

CyrenCare

Company Info
Founded: 2023
Headcount: 1-10
Customers
Verified Customers: 1
Customers Served: Hospital / Health System, Digital Health Provider, Ambulatory Practice
Product Overview
Security and Compliance Certifications: HIPAA
CyrenCare is designed for emergency departments to streamline the collection of patient information during wait times. The platform enables patients to input their symptoms and relevant data through their mobile devices, which is then translated into clinical reports accessible to healthcare providers before the patient is seen. CyrenCare also offers multilingual support and integrates with EHR systems for varied care settings.
Company Info
Founded: 2023
Headcount: 1-10
Customers
Verified Customers: 6
Customers Served: Ambulatory Practice, Hospital / Health System
Product Overview
Security and Compliance Certifications: SOC 2 Type 2, HIPAA
Insight Health Virtual Care Assistant is a conversational AI assistant for patient intake and ongoing care that automates the collection of detailed patient histories, guides patients through symptom assessments, and offers condition-specific care recommendations.
Luma logo
Luma
Claimed

Luma

Company Info
Founded: 2015
Headcount: 51-200
Customers
Verified Customers: 20
Customers Served: Digital Health Provider, Ambulatory Practice, Hospital / Health System, Life Sciences
Product Overview
Security and Compliance Certifications: SOC 2 Type 2, HITRUST R2, ISO 27001
Luma Health provides an AI-powered solution that integrates with EHRs to enhance patient access, communication, and readiness. Its capabilities include scheduling optimization, referral management, appointment reminders with real-time EHR integration, broadcast messaging, population health outreach, patient intake, balance notifications, copayments, consents, and health screeners. The platform's deep integration with EHRs enables automated, bi-directional workflows that reduce manual tasks for staff and follow the life-cycle of a patient throughout their journey.
Nanonets Health logo
Nanonets Health
Claimed

Nanonets Health

Company Info
Founded: 2017
Headcount: 51-200
Customers
Customers Served: Hospital / Health System, Ambulatory Practice
Product Overview
Security and Compliance Certifications: SOC 2 Type 2, HIPAA, GDPR, ISO 27001
Nanonets Health is an AI-powered automation platform designed to optimize healthcare administrative processes, focusing on patient access and operational efficiency. It enables organizations to extract data from various document sources, integrate with platforms like Gmail and Salesforce, and automate claims processing to reduce errors. The platform includes AI agents for patient intake, eligibility verification, prior authorization automation, and scheduling, offering customizable solutions for patient access workflows. Additionally, AI scheduling assistants help manage appointments and streamline coordination across healthcare systems.
Company Info
Founded: 2017
Headcount: 201-500
Customers
Verified Customers: 9
Customers Served: Ambulatory Practice, Hospital / Health System
Product Overview
Security and Compliance Certifications: HITRUST CSF, HIPAA, PCI DSS
Notable Patient Registration and Intake automates patient onboarding, reminders, check-ins, insurance verification, and payments. It reduces manual work by using AI to handle data entry, patient outreach, and document uploads from visit confirmation to check-in. Notable integrates with EHR and practice management systems, and supports multiple channels like SMS and web apps.
Puppeteer logo
Puppeteer
Claimed

Puppeteer

Company Info
Founded: 2023
Headcount: 1-10
Customers
Verified Customers: 5
Customers Served: Digital Health Provider, Ambulatory Practice, Hospital / Health System, Health Plan, Life Sciences
Product Overview
Security and Compliance Certifications: HIPAA
Puppeteer AI is a platform for building LLM-enabled conversational AI agents for use in virtual assistants, managing patient intake processes, and mental health companions. It enables real-time queries to APIs and databases for dynamic conversations, and comes with native HIPAA compliance for handling patient data.
SOAP Health logo
SOAP Health
Claimed

SOAP Health

Company Info
Founded: 2019
Headcount: 11-50
Customers
Verified Customers: 7
Customers Served: Ambulatory Practice, Hospital / Health System, Health Plan, Government, Employers
Product Overview
Security and Compliance Certifications: HIPAA
SOAP Health is an AI-powered medical interviewer that collects comprehensive patient data, including detailed family history and social determinants of health. It performs point-of-care risk assessments to identify potential issues like cancer and heart disease, offering evidence-based guidance to clinicians, and pre-generating clinical notes that can integrate into the EHR.
Phreesia logo
Phreesia

Phreesia

Company Info
Founded: 2005
Headcount: 1001-5000
Customers
Verified Customers: 25
Customers Served: Ambulatory Practice, Hospital / Health System, Digital Health Provider
Product Overview
1 Reviews
Security and Compliance Certifications: HITRUST CSF, SOC 2 Type 2, PCI DSS
Phreesia offers products for patient intake, insurance verification, appointment management, and patient billing.
Qure4u logo
Qure4u

Qure4u

Company Info
Founded: 2011
Headcount: 51-200
Customers
Verified Customers: 12
Customers Served: Ambulatory Practice, Hospital / Health System
Product Overview
1 Reviews
Security and Compliance Certifications: HIPAA
Qure4u is a patient engagement platform offering solutions like self-scheduling, telehealth, patient messaging, remote patient monitoring, and digital check-in.
Sully.ai logo
Sully.ai

Sully.ai

Company Info
Founded: 2023
Headcount: 1-10
Customers
Verified Customers: 17
Customers Served: Digital Health Provider, Ambulatory Practice, Hospital / Health System
Product Overview
1 Reviews
Security and Compliance Certifications: HIPAA
Sully.ai is an AI-powered medical assistant with features like pre-visit patient symptom screening, real-time consultation support, AI-driven transcription of medical notes, and automated drafting of clinical plans. The system is tailored for use during and after patient consultations, leveraging a proprietary language model trained on extensive healthcare data to improve accuracy in medical documentation and decision support.
Weave logo
Weave

Weave

Company Info
Founded: 2011
Headcount: 501-1000
Customers
Verified Customers: 12
Customers Served: Ambulatory Practice, Digital Health Provider
Product Overview
1 Reviews
Security and Compliance Certifications: SOC 2 Type 2, HIPAA, ISO 27001
Weave is a patient communications platform with features like phone services, texting, appointment reminders, team chat, payment processing, two-way texting, online review management, online scheduling, mobile app access, and call analytics.
98point6 logo
98point6

98point6

Company Info
Founded: 2015
Headcount: 51-200
Customers
Verified Customers: 6
Customers Served: Digital Health Provider, Ambulatory Practice
Product Overview
Security and Compliance Certifications: SOC 2 Type 2, HIPAA
98point6 offers a virtual care platform that allows providers to deliver real-time and asynchronous care. Its features include AI-powered patient intake, automated clinical decision support, and EHR integration. The platform supports text, audio, and video interactions, configurable case assignments, and includes a virtual waiting room.
Amenities Health logo
Amenities Health

Amenities Health

Company Info
Founded: 2021
Headcount: 11-50
Customers
Verified Customers: 1
Customers Served: Hospital / Health System
Product Overview
Amenities Health is a digital front door platform designed to enhance the patient experience in health systems by seamlessly integrating with existing patient portals. The white-labeled mobile app addresses areas like new patient registration, provider search, and care scheduling.
B.well logo
B.well

B.well

Company Info
Founded: 2015
Customers
Verified Customers: 1
Customers Served: Hospital / Health System, Health Plan
Product Overview
Security and Compliance Certifications: HIPAA
b.well offers a configurable platform for health systems that integrates digital solutions and third-party devices to enhance patient experience and care delivery. Key features include secure data aggregation via FHIR standards, real-time notifications based on clinical guidelines, and tools to enable patient scheduling and care navigation applications.
Clarion logo
Clarion

Clarion

Company Info
Founded: 2023
Headcount: 1-10
Customers
Customers Served: Digital Health Provider, Ambulatory Practice
Product Overview
Security and Compliance Certifications: HIPAA
Clarion provides AI-powered clinical assistants designed to support healthcare practices by automating tasks between patient visits. Its capabilities include continuous patient engagement, multilingual support, and empathetic interactions. For clinical operations, Clarion automates patient registration, intake, referral management, social determinants of health screening, verification of benefits, pharmacy communications, and appointment reminders.
Clearwave logo
Clearwave

Clearwave

Company Info
Founded: 2004
Headcount: 51-200
Customers
Verified Customers: 32
Customers Served: Ambulatory Practice, Hospital / Health System
Product Overview
Clearwave is a comprehensive healthcare platform designed to optimize patient engagement and administrative efficiency in hospitals and health systems. Its core capabilities include the automation of critical processes such as patient scheduling, registration, and eligibility verification for insurance. Additionally, Clearwave's system supports real-time eligibility verification with payers, facilitates a contactless check-in experience, and offers a digital front door for scheduling.
Curogram logo
Curogram

Curogram

Company Info
Founded: 2016
Headcount: 51-200
Customers
Verified Customers: 4
Customers Served: Digital Health Provider, Ambulatory Practice
Product Overview
Security and Compliance Certifications: HIPAA
Curogram is a telemedicine and patient engagement platform that offers a suite of features including HIPAA-compliant messaging, appointment reminders, secure staff communication, and online payments. It offers features for scheduling, payment reminders, and integrations with a variety of practice management and EHR systems.
Fabric logo
Fabric

Fabric

Company Info
Founded: 2021
Headcount: 51-200
Customers
Verified Customers: 16
Customers Served: Ambulatory Practice, Hospital / Health System
Product Overview
Security and Compliance Certifications: SOC 2 Type 2, HIPAA
Fabric Health is a care enablement platform that includes the Digital Front Door, automating care navigation through an AI-enabled symptom checker, as well as patient intake, triage, and routing processes. The platform supports hybrid care, combining virtual and in-person visits, and automates clinical documentation to enhance clinical capacity. Additionally, Fabric Health offers patient engagement tools to reduce readmissions and improve outcomes.
FirstHx logo
FirstHx

FirstHx

Company Info
Founded: 2017
Headcount: 11-50
Customers
Verified Customers: 7
Customers Served: Ambulatory Practice, Hospital / Health System
Product Overview
Security and Compliance Certifications: HIPAA
FirstHx is a digital patient intake platform designed for healthcare providers, with a focus on collecting detailed medical histories before appointments. It allows patients to complete personalized medical questionnaires online or via their mobile devices. The platform integrates with EHR systems, enabling providers to automatically import collected patient information into the clinical workflow.
Fold Health logo
Fold Health

Fold Health

Company Info
Founded: 2021
Headcount: 11-50
Customers
Verified Customers: 2
Customers Served: Digital Health Provider, Ambulatory Practice, Risk-Bearing Providers
Product Overview
Security and Compliance Certifications: HIPAA
Fold Health is a workflow automation and patient engagement platform for both primary and value-based care providers. Features include tools for automating panel management, collaborative care, and patient engagement.
Healow logo
Healow

Healow

Company Info
Headcount: 51-200
Customers
Verified Customers: 2
Customers Served: Digital Health Provider, Ambulatory Practice, Hospital / Health System, Health Plan
Product Overview
Healow is a patient engagement platform offering online appointment booking, telehealth visits, and secure messaging between patients and healthcare providers. It supports eCheck-In, appointment reminders, health records access, and bill payments, integrating with the EHR to streamline patient-provider interactions. The platform is accessible via a mobile app or web portal, enhancing access to care and health management for patients.
Health Note logo
Health Note

Health Note

Company Info
Founded: 2018
Headcount: 11-50
Customers
Verified Customers: 8
Customers Served: Ambulatory Practice
Product Overview
Security and Compliance Certifications: HIPAA
Health Note is a patient engagement product that automates the pre-visit process by sending patients an SMS link to an AI-driven chatbot that collects and structures relevant health data, which is then integrated directly into the EHR. Health Note supports various specialties and includes features like automated appointment reminders, payment collection, and insurance verification.
Infermedica logo
Infermedica

Infermedica

Company Info
Founded: 2012
Headcount: 201-500
Customers
Verified Customers: 6
Customers Served: Digital Health Provider, Ambulatory Practice, Hospital / Health System, Health Plan
Product Overview
Security and Compliance Certifications: SOC 2 Type 1, HIPAA, PCI DSS, GDPR, ISO 27001
Infermedica guides patients through the care journey, from AI-enabled symptom assessment and patient intake, through provider interactions with clinical decision support.
intakeQ / practiceQ logo
IntakeQ / practiceQ

intakeQ / practiceQ

Company Info
Founded: 2014
Headcount: 11-50
Customers
Verified Customers: 1
Customers Served: Ambulatory Practice
Product Overview
Security and Compliance Certifications: HIPAA
IntakeQ offers online intake forms that can be customized and integrated into healthcare providers' websites, allowing for e-signature support and flexible question formats. The platform also includes a secure messaging portal for safe document and message exchange with clients. Automated reminders for appointments help reduce no-shows, utilizing SMS, voice, or email communications. IntakeQ also offers an online booking widget, enabling online scheduling and payments, syncing with Google Calendar, and offering customizable appointment and cancellation policies.
InteliChart logo
InteliChart

InteliChart

Company Info
Founded: 2006
Headcount: 51-200
Customers
Verified Customers: 19
Customers Served: Ambulatory Practice, Hospital / Health System
Product Overview
InteliChart provides a comprehensive patient engagement platform called Healthy Outcomes, which integrates various tools like patient scheduling, intake, surveys, telehealth, and secure messaging. It supports over 40 EHRs, enabling healthcare organizations to engage patients throughout the pre-visit, visit, and post-visit stages. The platform's key modules include a patient portal, communication tools, and campaign management for adherence and education. It aims to streamline workflows and improve health outcomes by consolidating engagement solutions into a single system.
Klara logo
Klara

Klara

Company Info
Founded: 2013
Headcount: 51-200
Customers
Verified Customers: 7
Customers Served: Digital Health Provider, Ambulatory Practice
Product Overview
Security and Compliance Certifications: HIPAA
Klara is a patient engagement platform that centralizes multiple communication channels, such as text, web chat, and phone, allowing for improved scheduling, provider collaboration, and automated outreach workflows. It offers features like appointment scheduling, form submission, video calls, patient intake, and patient messaging.
Mend logo
Mend

Mend

Company Info
Founded: 2014
Headcount: 51-200
Customers
Verified Customers: 15
Customers Served: Digital Health Provider, Ambulatory Practice
Product Overview
Security and Compliance Certifications: HIPAA
Mend is a front-office and telehealth platform that offers features like automated patient payments, HIPAA-compliant virtual visits, digital intake forms, group video conferencing and scheduling, telepsychiatry software, and integration with electronic health records and practice management systems
NexHealth logo
NexHealth

NexHealth

Company Info
Founded: 2017
Headcount: 51-200
Customers
Verified Customers: 30
Customers Served: Digital Health Provider, Ambulatory Practice, Hospital / Health System
Product Overview
Security and Compliance Certifications: HIPAA
NexHealth offers both an EHR integration platform (NexHealth Synchronizer) to enable pulling or pushing data to EHRs, as well as a patient engagement suite built on the Synchronizer that offers scheduling, patient communications, forms, and payments.
OhMD logo
OhMD

OhMD

Company Info
Founded: 2016
Headcount: 51-200
Customers
Verified Customers: 19
Customers Served: Digital Health Provider, Ambulatory Practice, Hospital / Health System
Product Overview
Security and Compliance Certifications: HIPAA
OhMD is a HIPAA-compliant patient communication platform that enables interactions between healthcare providers and patients through two-way texting and video visits, with integration into EHRs. They additionally offer a conversational chat solution for patient-scheduling and other digital front door workflows.
OpenDoctor logo
OpenDoctor

OpenDoctor

Company Info
Founded: 2012
Headcount: 11-50
Customers
Verified Customers: 9
Customers Served: Digital Health Provider, Ambulatory Practice
Product Overview
Security and Compliance Certifications: HIPAA
OpenDoctor is an online scheduling and patient engagement solution that provides tools for booking appointments, patient intake, eligibility checking, and patient payments.
Company Info
Founded: 2015
Headcount: 11-50
Customers
Verified Customers: 6
Customers Served: Ambulatory Practice, Hospital / Health System
Product Overview
Security and Compliance Certifications: HIPAA
Orbita Care Navigation assists patients through their healthcare journey with features like patient intake automation, capturing financial information, pre-procedure preparation, and post-visit follow-up. It integrates with EMR, CRM, and scheduling systems, ensures timely completion of patient tasks, supports educational content delivery, and enables digital communication for follow-ups.
PatientPop logo
PatientPop

PatientPop

Company Info
Founded: 2014
Headcount: 501-1000
Customers
Verified Customers: 11
Customers Served: Ambulatory Practice
Product Overview
Security and Compliance Certifications: HIPAA, ONC Health IT (2015 Edition)
PatientPop is a digital healthcare marketing and management platform that offers a suite of tools including SEO, online appointment booking, digital registration, patient communication, and web presence management.
Relatient logo
Relatient

Relatient

Company Info
Founded: 2012
Headcount: 201-500
Customers
Verified Customers: 9
Customers Served: Hospital / Health System, Ambulatory Practice
Product Overview
Security and Compliance Certifications: HIPAA
Relatient combines online self-scheduling, real-time chat, digital registration, personalized communication, and mobile billing to improve healthcare accessibility and patient experience.
Rhinogram logo
Rhinogram

Rhinogram

Company Info
Founded: 2015
Headcount: 11-50
Customers
Verified Customers: 7
Customers Served: Digital Health Provider, Ambulatory Practice
Product Overview
Security and Compliance Certifications: HIPAA
Rhinogram is a patient engagement and telehealth platform that facilitates HIPAA-compliant communication between providers and patients through text messaging, live video consults, patient intake, and social media integration. It also offers features like patient payments, as well as smart routing for patient messages, depending on timing and other parameters.
Steer logo
Steer Health

Steer

Company Info
Founded: 2021
Headcount: 11-50
Customers
Verified Customers: 7
Customers Served: Ambulatory Practice, Hospital / Health System
Product Overview
Security and Compliance Certifications: SOC 2 Type 2, HIPAA
Steer Health is a digital front door solution with features including patient acquisition, AI-powered scheduling, registration and patient intake, referral management, and automated post-visit follow-ups. The platform also includes a conversational AI chatbot to assist with patient interactions across the patient journey. Additionally, Steer Health supports telemedicine, digital payments, and personalized patient communication, integrating seamlessly with existing EHR systems to optimize workflow efficiency and boost revenue for healthcare providers
TeleVox logo
West Technology Group

TeleVox

Company Info
Headcount: 1001-5000
Customers
Verified Customers: 20
Customers Served: Hospital / Health System, Ambulatory Practice
Product Overview
Security and Compliance Certifications: HITRUST R2, HIPAA
TeleVox is a provider of omnichannel digital patient relationship management solutions designed to enhance patient engagement and streamline communication across various healthcare settings. Their platform integrates seamlessly with major EHR systems. Key features include appointment reminders, self-scheduling, post-visit follow-ups, and patient education, all aimed at reducing no-shows and improving care outcomes. TeleVox's solutions are widely used in hospitals, health systems, and physician practices to enhance operational efficiency and patient satisfaction.
TigerConnect logo
TigerConnect

TigerConnect

Company Info
Founded: 2010
Headcount: 201-500
Customers
Verified Customers: 6
Customers Served: Ambulatory Practice
Product Overview
Security and Compliance Certifications: HIPAA
TigerConnect offers secure, HIPAA-compliant communication solutions for healthcare organizations, aiming to improve clinical workflows and patient outcomes. Their platform includes secure messaging, video, and voice communication, along with on-call scheduling and clinical collaboration tools. TigerConnect integrates with various EHR systems, enhancing care team coordination and reducing response times. The platform supports healthcare providers in hospitals, clinics, and home health settings by ensuring timely, accurate communication across care teams
Updox logo
Updox

Updox

Company Info
Founded: 2009
Headcount: 51-200
Customers
Verified Customers: 10
Customers Served: Ambulatory Practice, Hospital / Health System, Digital Health Provider
Product Overview
Security and Compliance Certifications: SOC 2 Type 2, HIPAA, PCI DSS
Updox is a CRM and patient engagement tool offering scheduling, secure messaging, telehealth, virtual consults, electronic fax, and patient portals.
Vita Innovations logo
Vita Innovations

Vita Innovations

Company Info
Founded: 2020
Headcount: 1-10
Customers
Customers Served: Ambulatory Practice, Hospital / Health System
Product Overview
Vita Innovations is a digital health startup that offers an AI-powered platform to enhance patient intake and provide personalized decision support in emergency department settings. Their solution addresses inefficiencies in the triage process, such as information gaps leading to mis-triage and resource misalignment, and aims to alleviate nursing shortages and reduce waiting room inefficiencies. By improving clinical capacity and patient outcomes, Vita Innovations seeks to mitigate the burden on healthcare providers and streamline emergency care.
Wendi logo
Wendi

Wendi

Company Info
Founded: 2017
Headcount: 11-50
Customers
Verified Customers: 1
Customers Served: Digital Health Provider, Ambulatory Practice
Product Overview
Security and Compliance Certifications: HIPAA
Wendi is an AI-powered digital assistant for patient engagement from initial contact through scheduling and eligibility checking.
Yosi Health logo
Yosi Health

Yosi Health

Company Info
Founded: 2015
Headcount: 11-50
Customers
Verified Customers: 2
Customers Served: Digital Health Provider, Ambulatory Practice, Hospital / Health System
Product Overview
Security and Compliance Certifications: SOC 2 Type 2
Yosi Health offers a customizable patient intake and management platform aimed at improving patient and staff experiences in healthcare practices. Their solutions include automated patient intake, self-scheduling, billing, surveys, review management, telehealth, and two-way texting. The platform integrates with existing EMR systems, enhancing workflow efficiency and reducing administrative burdens. Yosi Health focuses on increasing revenue, reducing no-show rates, and providing exceptional support with a high level of reliability