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.
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.
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 is a patient communications platform with features including patient self-scheduling, automated reminders, caller deflection and SMS-based chat for patient inquiries, mobile intake, patient-provider chat, and insurance verification. The platform integrates with major EHR systems and supports patient communication along the full lifecycle of a patient.
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.
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.
Synthpop logo
Synthpop
Claimed

Synthpop

Company Info
Founded: 2023
Headcount: 1-10
Customers
Verified Customers: 9
Customers Served: Digital Health Provider, Hospital / Health System
Product Overview
Security and Compliance Certifications: SOC 2 Type 1, HIPAA
Synthpop provides AI-enabled tooling for automating referral intake, handling incoming faxes, analyzing patient records to evaluate treatment eligibility, and transcribing patient conversations to optimize around payer guidelines for claims submission.
Tennr logo
Tennr
Claimed

Tennr

Company Info
Founded: 2021
Headcount: 11-50
Customers
Verified Customers: 8
Customers Served: Ambulatory Practice, Hospital / Health System, Digital Health Provider
Product Overview
Security and Compliance Certifications: SOC 2 Type 2, HIPAA
Tennr is an automation platform designed for healthcare operations, using its proprietary RaeLMâ„¢ machine learning model to process medical documents and optimize administrative workflows. The platform automates tasks such as processing referrals, patient intake, eligibility checks, and prior authorizations by classifying and extracting data from incoming documents like faxes. Tennr integrates with existing EHR systems, minimizing manual data entry and reducing errors, while maintaining human oversight for approvals when needed.
Titan Intake logo
Titan Intake
Claimed

Titan Intake

Company Info
Founded: 2022
Headcount: 1-10
Customers
Verified Customers: 8
Customers Served: Ambulatory Practice, Hospital / Health System
Product Overview
Security and Compliance Certifications: SOC 2 Type 1, HIPAA
Titan Intake is a digital solution designed to automate and streamline the patient referral process. It captures all incoming referrals, extracts relevant patient health information, and integrates this data directly into EHR systems without requiring changes from referring providers. By digitizing the referral workflow, Titan Intake helps reduce manual data entry, prevent referral loss, and prioritize urgent cases.
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.
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.
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.
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
Anaphero 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, Anaphero 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.
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: Digital Health Provider, Ambulatory Practice, Hospital / Health System
Product Overview
Security and Compliance Certifications: HIPAA
FirstHx is an AI platform that captures patient medical histories and offers specialty-specific modules.
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.
Company Info
Founded: 2023
Headcount: 1-10
Customers
Customers Served: Ambulatory Practice
Product Overview
Security and Compliance Certifications: SOC 2 Type 2, HIPAA, ISO 27001
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.
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.
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.
Oler Health logo
Oler Health

Oler Health

Company Info
Headcount: 1-10
Customers
Customers Served: Ambulatory Practice, Hospital / Health System
Product Overview
Security and Compliance Certifications: HIPAA
Oler Health provides a platform designed to assist post-acute and long-term care clinicians by automating and simplifying referral PDFs. The platform turns large PDF packets into actionable insights, improving care plans and optimizing revenue accuracy.
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.
Persona logo
Persona

Persona

Company Info
Founded: 2018
Headcount: 201-500
Customers
Verified Customers: 1
Customers Served: Digital Health Provider, Ambulatory Practice, Hospital / Health System, Life Sciences
Product Overview
Security and Compliance Certifications: SOC 2 Type 2, HIPAA, GDPR
Persona enables patient identity verification and secure information collection through its Verifications and Dynamic Flow products.
Videra Health logo
Videra Health

Videra Health

Company Info
Founded: 2019
Headcount: 11-50
Customers
Verified Customers: 5
Customers Served: Digital Health Provider, Ambulatory Practice, Hospital / Health System, Life Sciences
Product Overview
Security and Compliance Certifications: SOC 2 Type 2, HIPAA
Videra Health provides an AI-powered platform for measurement-based care, utilizing video, audio, and text assessments to monitor and evaluate patient health. It analyzes facial expressions, voice patterns, and language to screen for conditions like anxiety, depression, and substance use disorders, then offers providers insights for proactive interventions and personalized treatment plans.
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.
Xund logo
Xund

Xund

Company Info
Founded: 2018
Headcount: 51-200
Customers
Verified Customers: 2
Customers Served: Digital Health Provider, Hospital / Health System, Health Plan, Life Sciences
Product Overview
Security and Compliance Certifications: ISO 27001
Xund provides a suite of AI conversational assistants for patient interaction, including a Symptom Checker for initial self-assessment, Illness Checker for evaluating specific conditions, and Health Checker for comprehensive risk assessments. These tools can be integrated or embedded via API, SDK, or web app, and are supported by additional services like their medical content library.
Yosi Health logo
Yosi Health

Yosi Health

Company Info
Founded: 2015
Headcount: 11-50
Customers
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