Categories   >   Patient Intake Software
Last Reviewed: November 18th, 2024

Best Patient Intake Software Of 2024

What is Patient Intake Software?

Patient Intake Software is a specialized digital solution facilitating the seamless collection and management of patient data during the intake process. By replacing traditional paper-based methods, it mitigates inefficiencies, reduces errors, and saves valuable time. Key functionalities include digital form completion, health history tracking, document scanning, and data export for EHR integration. Emerging features, such as integration with telehealth platforms and AI-enabled data interpretation, are gaining traction. The primary industries that benefit range from single-practitioner clinics to large hospitals and other medical institutions. Despite the numerous benefits, limitations exist, including compatibility issues with other software and potential resistance from less tech-savvy patients or staff. To summarize, Patient Intake Software greatly enhances efficiency, improves data accuracy, enhances patient experience, and enables providers to focus more on patient care, presenting a robust value proposition in the modern healthcare environment.

What Are The Key Benefits of Patient Intake Software?

  • Increases Administrative Efficiency
  • Improves Data Accuracy
  • Enhances Patient Experience
  • Promotes Paperless Environment
  • Ensures Real-Time Updates
  • Facilitates EHR Integration
  • Frees Up Staff Time
  • Supports Regulatory Compliance
  • Boosts Patient Onboarding
  • Drives Healthcare Quality
Read more

Overall

Based on the latest available data collected by SelectHub for 83 solutions, we determined the following solutions are the best Patient Intake Software overall:

Optum
Optum
Start Price
$0
Per Transaction, 0.5% Flat Rate
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Why We Picked Optum

Optum, a prominent player in the healthcare software arena, has attracted a range of user feedback over the past year, offering valuable insights into its strengths, weaknesses, and overall suitability for different user groups. Optum's users frequently highlight its comprehensive suite of features, encompassing mental health management, appointment scheduling, and medication tracking, as a key strength. This all-in-one approach simplifies healthcare management for individuals juggling multiple health concerns or those seeking a centralized platform. However, some users note that the extensive features can lead to a steeper learning curve, potentially posing challenges for individuals less comfortable with technology or those preferring simpler interfaces.

Optum distinguishes itself through its robust mental health support features, including mood tracking, journaling tools, and access to mental health professionals. This focus on mental well-being caters to a growing demand for integrated mental health solutions within healthcare platforms. Users appreciate the convenience and accessibility of these features, particularly in the context of rising mental health awareness. Conversely, some users mention occasional technical glitches or slow loading times as areas for improvement. Optum's emphasis on mental health support, coupled with its comprehensive features, makes it well-suited for individuals seeking a holistic healthcare management platform that prioritizes both physical and mental well-being. It is particularly beneficial for those with complex healthcare needs or those actively engaged in managing their mental health.

Pros & Cons

  • Extensive Network: Optum boasts a large network of mental health professionals, increasing the likelihood of finding a suitable therapist or psychiatrist in terms of location, specialty, and insurance coverage.
  • Care Coordination: Optum facilitates communication and collaboration among healthcare providers, ensuring a holistic approach to mental health care. This can be particularly beneficial for individuals with complex needs or multiple diagnoses.
  • Virtual Care Options: Optum offers telehealth services, providing convenient access to mental health care from the comfort of home. This can be especially helpful for individuals with mobility issues, busy schedules, or those residing in underserved areas.
  • Limited In-Network Options: Finding mental health professionals within Optum's network can be challenging, especially for specialized care or in underserved areas. This limitation can force individuals to choose between paying out-of-pocket for preferred providers or settling for less suitable options within the network.
  • Preauthorization Requirements: Optum often requires preauthorization for certain mental health services, such as therapy sessions or medication. This process can be time-consuming and may delay access to necessary care, potentially exacerbating symptoms or hindering progress.
  • Claims and Billing Issues: Navigating the complexities of claims and billing processes with Optum can be frustrating for users. Issues such as denied claims, incorrect billing, or difficulty reaching customer service can create additional stress and financial burdens for individuals seeking mental health support.

Key Features

  • Pharmacy Care Services: OptumRx helps physicians improve their prescribing and helps patients receive the most effective medication at the best possible cost. Physicians can also precheck and authorize medications in real time. 
  • Healthcare Delivery: Provide quality primary care, specialty care and post-acute care by focusing more on treating the patients while also optimizing efficiency and lowering costs. 
  • Data and Health Analytics: Automate recognition of high-cost and high-risk patients with data-driven assistance at the point of care. Acquire patients by linking consumer and clinical data and access insights based on patient results. 
  • Population Health: Improve health outcomes and lower costs by using insights from data and analytics. A connected network of over 800 Centers of Excellence enables treatment with greater knowledge from the get-go. 
  • Advisory Services: Insights help healthcare providers against their biggest challenges so they can and empower the health system, increase revenue, engage customers and improve the quality of care.nbsp;
  • Individual and Family Solutions: Individuals can save money while having a greater part in their overall health with different solutions for healthcare, prescriptions and spending. 
  • Claims Administration: Promotes payment integrity with features to edit inaccurate claims, appropriately price bills, assess bill details, recover overpayments and prevent inaccurate billing. 
  • Optum Bank: Makes paying for treatment easier and more efficient with innovative payments solutions, leading to reduced costs without compromising on healthcare quality. Includes: 
    •  Health accounts for employees. 
    •  Hassle-free payment solutions for better healthcare. 
    •  Health account education with courses to educate employees to become better healthcare consumers. 
  • Optum360: Examine opportunities across the revenue cycle to increase margins and prepare for value-based reimbursement. Offers: 
    •  A patient financial experience that places them in the center of the revenue cycle. 
    •  A/R recovery and denial management to improve payment recovery. 
    •  Claims integrity and processing for quick and efficient claims and reimbursement. 
    •  Document and coding to help staff drive financial results proactively. 
  • Risk and Quality Solutions: Driven from the largest Medicare Advantage database in the industry. 
    • Retrospective Solutions: Improves accuracy and completeness with industry analytics. 
    • Prospective Solutions: Standardizes processes on behalf of multiple payers for better patient treatment. 
    • Improving Outcomes: Drives outcomes while reducing costs with people, technology and clinical insights. 

    Limitations

    User feedback at the time of this review indicates that some of the product limitations include:

    •  Not cost-effective for the features offered. 
    •  Runs slower for larger practices. 
    •  Lack of helpful customer support. 

    Suite Support

    mail_outlineEmail: [email protected].
    phonePhone: A list of phone numbers for support are available on the website.
    schoolTraining: Optum offers a training curriculum to help users get the most out of the software.
    local_offerTickets: Sign in to Optum online to submit help requests.
Tebra Managed Billing
Tebra Managed Billing
Start Price
$0.30
Per Transaction, 2.75% Flat Rate
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Why We Picked Tebra Managed Billing

Tebra Managed Billing offers robust functionality for scheduling patients, confirming insurance, managing accounts, storing patient documents and more. It’s user-friendly interface and intuitive options make it easy to use and navigate, increasing productivity. Reporting tool offers easy customization for businesses needs. Reviewers said that customer support is responsive and helpful in solving issues. However, some complained that getting customer service was challenging. Setting up patient billing and insurance was difficult and negatively impacted workflow. Users disliked that the system tended to run slow and was often down for repairs or maintenance.

Pros & Cons

  • Functionality: It provides a comprehensive set of tools, as noted by 96% of users who referred to functionality.
  • User Friendly: It is intuitive and easy to deploy, as noted by 97% of reviewers who refer to ease of use.
  • Report: Around 65% of users said that report functions are easy to customize to meet their organization's needs.
  • Customer Support: Customer services were responsive and helpful, as noted by 56% of users who specified customer support.
  • Billing & Insurance: Nearly 86% of users said that setting up billing and insurance was time-consuming and difficult.
  • Integration: Approximately 81% of reviewers who specified integration said that it offers limited software integrations.
  • System Performance: About 92% of users said that the system runs slow and goes down frequently, affecting productivity.

Key Features

  • Schedule/Calendar: Assign physicians with the correct patient, equipment and exam room. Automatically verify patient eligibility to reduce denials. 
  • Charge Capture: Charges can be billed right away by selecting the patient name and date of service while checking for coding errors to reduce denials and get paid faster. 
  • Claims Tracking: Monitor all claims, check statuses and get reimbursed quickly. Claims can be filtered by provider, patient and date. 
  • Billing Analytics: Measures key performance indicators to come up with other ways to find practice revenue. Improve organization financial health by tracking performance and revenue cycles. 
  • Billing Tasks: Manage all billing tasks in a singular, easy-to-use inbox. Tebra Mobile allows users to view and complete tasks anytime and anywhere. 
  • Agenda Overview: Provides a general review of billing operations and notifies users of any outstanding balances or other important items. 
  • Rules Engine: Helps produce more accurate claims by automatically removing unnecessary or incorrect information. 

Pricing

License/Subscription Cost
  • Users pay a monthly subscription based on the number of users
  • Cost will vary depending on the end user role; physician, non-physician or therapist
Maintenance Cost
  • Included with the subscription cost
  • Offers free how-to articles, video tutorials and feature guides
Installation/Implementation Cost
  • Cost is included in the subscription with zero setup fees and no long-term contracts required
Customization Cost
  • An additional cost is charged for any add-on features or enhancements
  • Each additional module is provided for half the base cost
Data Migration Cost/Change Management/Upfront Switching Cost
  • Cost varies depending on the type of data to be imported
  • $500 for single practice migration and $100 for each additional practice
Recurring/Renewal Costs
  • Cost is equal to the recurring subscription cost paid monthly, based on the number of providers and type of package selected
Nextech
Nextech
Company Size
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Deployment
Cloud On-Premise
Platform
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Why We Picked Nextech

Nextech, a comprehensive practice management solution designed to streamline workflows for specialty practices, has elicited a range of feedback from users over the past year. While opinions on the platform's efficacy vary, several recurring themes emerge from user reviews, shedding light on its strengths, weaknesses, and ideal user base.

Nextech's robust features and customizability are frequently cited as major advantages. Users appreciate the platform's ability to adapt to the specific needs of different specialties, with tools for appointment scheduling, billing, and electronic health records (EHR) management. The platform's integration with other software systems is also highlighted as a strength, enabling seamless data exchange and reducing manual data entry. However, some users find the extensive customization options overwhelming, leading to a steep learning curve and implementation challenges.

Nextech's EHR functionality receives mixed reviews. Some users praise its comprehensive features, such as charting, e-prescribing, and patient portal access. Others express concerns about the EHR's user interface, citing issues with navigation and data entry. Additionally, while Nextech offers a mobile app, its functionality is limited compared to the desktop version, which can be inconvenient for users who require on-the-go access.

In comparison to similar products, Nextech stands out for its specialization in serving the needs of specialty practices. Its features and workflows are tailored to address the unique challenges faced by these practices, such as complex billing requirements and specialized clinical documentation. This focus on specialty practices differentiates Nextech from more generic practice management solutions.

Considering its strengths and weaknesses, Nextech appears best suited for larger specialty practices with dedicated IT resources and a willingness to invest time in implementation and training. The platform's extensive features and customizability can provide significant value to these practices, but may overwhelm smaller practices with limited resources.

Pros & Cons

  • Intuitive Interface: Users appreciate the clean and modern interface, finding it easy to navigate and locate desired features. The system's layout is logical and contributes to a smooth user experience.
  • Specialization for Ophthalmology: Nextech is specifically designed for ophthalmology practices, offering features and tools tailored to their unique workflows and needs. This specialization eliminates the need for extensive customization or workarounds, enhancing efficiency.
  • Comprehensive Functionality: The platform provides a wide range of features, including appointment scheduling, patient records management, e-prescribing, image management, and billing tools. This comprehensive suite of functionalities streamlines operations and reduces the need for multiple software systems.
  • Steep Learning Curve: The software's interface can be overwhelming for new users due to its complexity and lack of intuitive design, leading to a prolonged onboarding process and potential disruptions to workflow.
  • Customization Challenges: Tailoring the software to specific workflows or specialties can be difficult, as customization options are limited and often require advanced technical knowledge or assistance from Nextech support, potentially hindering efficiency and user satisfaction.
  • Integration Issues: Seamless integration with other healthcare systems or software can be problematic, leading to data silos and inefficiencies in information exchange, potentially impacting care coordination and patient management.
  • Reporting Limitations: Generating custom reports or extracting specific data for analysis can be cumbersome, as the reporting functionality may lack flexibility and user-friendliness, potentially hindering data-driven decision-making and performance tracking.

Key Features

  • Scheduling Capabilities: View and schedule all providers, procedure rooms, equipment or any combination of resources. Includes multi-provider, multi-location and multi-resource scheduling capabilities, along with limit or warning settings for multiple appointments. 
  • Appointment Tools: Move appointments by cutting and pasting, copying, or dragging and dropping. A first available appointment finder saves time. Automated text messages remind patients of their appointments, and responses automatically update the scheduler. 
  • Charting Capabilities: Quick charting with adaptive templates for different specialties simplify the process. Users can review charts, notes and refill prescriptions from anywhere. 
  • Billing: The revenue cycle management solution streamlines claims management, patient access, and denials and appeals. 
  • Patient Portal: Patients are able to make payments as well as view medical history and insurance information. 
  • Analytics: Access patient data such as demographics and practice performance trends to understand the overall health of the practice and maximize profitability. 
eMDs
eMDs
Start Price
$399
Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Why We Picked eMDs

Reviews from the past year highlight both the good and the not-so-good, giving us a clear picture of where eMDs shines and where it falls short. Users rave about its user-friendly interface, especially for scheduling and charting, making it a breeze for healthcare pros to navigate. The robust reporting features are another big plus, allowing for easy data analysis and informed decision-making. However, eMDs isn't without its quirks. Some users find the system a bit clunky and report occasional glitches and slowdowns. Plus, the customer support experience seems to be a mixed bag, with some users praising its responsiveness while others find it lacking.

So, who's the ideal candidate for eMDs? It seems to be a good fit for small to medium-sized practices looking for a user-friendly EHR with solid reporting capabilities. But, if top-notch customer support and a seamless, glitch-free experience are your top priorities, you might want to explore other options. Keep in mind, the tech world is always evolving, so it's a good idea to check out the latest reviews and updates before making your final decision.

Pros & Cons

  • Streamlined Patient Encounters: eMDs facilitates efficient patient encounters by offering tools for scheduling, charting, and e-prescribing, which can enhance practice workflow and patient care.
  • Improved Accessibility: eMDs provides remote access to patient records, enabling healthcare providers to review charts, order tests, and communicate with patients securely from various locations.
  • Enhanced Patient Engagement: The patient portal feature within eMDs empowers patients to actively participate in their healthcare journey by granting them access to their medical records, lab results, and appointment scheduling tools.
  • Steep Learning Curve: The platform's complexity can be overwhelming for new users, requiring extensive training and ongoing support to achieve proficiency.
  • Customization Challenges: Tailoring the system to specific workflows and preferences can be difficult, often necessitating costly professional services or workarounds.
  • Usability Issues: Navigating the interface and locating specific information can be time-consuming due to the platform's intricate design and layout.
  • Performance Concerns: Users frequently report slow loading times and system lags, particularly during peak usage periods or when handling large amounts of data, hindering productivity and efficiency.

Key Features

  • Mobile Application: The program is designed to be portable — literally. It’s got a robust mobile app that enables clinicians and other medical staff to work from anywhere, regardless of your internet connection. 
  • Deep Interoperability: Operability is a major component in medical software. EMDs can handle simple point-to-point interfaces to health information exchanges and ACOs, or national services like CommonWell and SureScripts. 
  • Flexible Deployment: The product can be deployed on-premise, or in eMDs’s cloud. 
  • Multilingual Patient Portals: Multilingual patient portals allow you to engage your clientele who may not speak English, meaning you can better serve diverse populations. 
  • Reporting: The software offers a reporting package with drill-down capabilities, KPI tracking, and visibility into chart notes. EMDs’s reporting capabilities are certified to help you attest to Merit-based Incentive Payment Systems (MIPS) and Alternative Payment Model participation. 
  • Replication: The replication feature enables you to work anywhere, on any device, giving your clinicians additional flexibility, regardless of whether or not they’re connected to the internet. 
  • Financing Module: Though eMDs comes with a suite of software features to help you manage your practice and treat patients, you can also subscribe to their financial platform to help manage your practice’s financial needs. 
Practice Fusion
Practice Fusion
Start Price
$149
Per Provider, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Why We Picked Practice Fusion

User reviews from the past year paint a mixed picture. While some users praise its intuitive design and comprehensive features, others express frustration with its customer support and pricing.

Practice Fusion stands out for its user-friendly interface, which makes navigating the system a breeze, especially for those new to electronic health records. Its robust feature set, including charting, e-prescribing, and billing, caters to a wide range of practice needs. However, some users report encountering difficulties with customer support, finding it unresponsive and unhelpful. Additionally, pricing concerns have been raised, with some users finding the system expensive compared to competitors like Athenahealth or Kareo.

Overall, Practice Fusion seems best suited for smaller practices seeking a user-friendly, all-in-one EHR solution. However, practices with more complex needs or those prioritizing responsive customer support might want to explore alternative options.

Pros & Cons

  • Data Safety: All users who mention files and data noted the safety of sensitive medical data as a key benefit.
  • User-Friendly: About 93% of users referencing usability reported that the product is easy to use and navigate.
  • Accessibility: According to 89% of reviews on this aspect, the product is highly accessible due to being web-based.
  • Customer Support: About 95% of reviewers mentioning support indicated that customer service is inefficient and unresponsive.
  • Outdated: Over 85% of users referring to this aspect noted that the product requires updates in terms of tools and features.
  • Speed: Updates, glitches and a crowded interface slow down work, according to 70% of reviews about speed.

Key Features

  • Charting: With efficient charting, speciality-specific templates and automatic favorite lists, physicians can search for diagnosis codes by keywords to track a patient’s health data over time and monitor treatment progress. 
  • Scheduling: Easy scheduling lets patients manage appointments online, including automatic reminders regarding upcoming visits and automated recurring appointments. 
  • E-Prescribing: Order and send prescriptions anywhere, manage medical orders and pharmacy communication electronically, and take care of refill requests for any recurring medications with a two-click prescription refill tool. 
  • Patient Portal: Patients can look at medical information and view lab results at any time. They can also access education materials as well as population health information to better understand their health and treatment. 
  • Billing and Payment: Patients can receive billing statements and update payment information, while physicians can create superbills by automatically pulling information from chart notes. It can also verify insurance providers and scrub claims of any errors before submission. 
  • Labs and Imaging: Integrate with hundreds of labs like LabCorp and Quest as well as imaging services like X-ray, CT scan and ultrasound. 
  • Practice Administration: Consolidate tasks and custom reports, as well as refer patients electronically with their complete medical record. Communicate using secure messages that fulfill meaningful use standards or use HIPAA compliant faxes to go paperless. 
eClinicalWorks
eClinicalWorks
Start Price
$300
Per Provider, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Why We Picked eClinicalWorks

The core functionality of eClinicalWorks is suitable for most medical practices and comes at a fair price. However, many users felt that they were oversold on the product by the sales team. Many users complained of difficulty using the features they needed, and felt that the system interface made it difficult to navigate. Users reported issues with system bugs and were unable to receive sufficient support from the support team to rectify the issues they experienced, despite access to 24/7 support. Some users noted that customer support is outsourced and complained that a language barrier made it difficult to communicate. Ultimately, eClinicalWorks is best suited for small practices with basic EHR needs, though it may take users a few days to learn the system.

Pros & Cons

  • Functionality: The system offers the core features that medical practices need, according to nearly 80% of reviews that discuss the system’s base functionality.
  • Price: Though only mentioned in less than a quarter of all reviews, 60% of users who discussed cost in their reviews felt that the system was priced fairly.
  • User Interface: While some users mentioned the intuitive design, the interface displays many features at once that make it confusing and difficult to navigate, according to nearly 55% of users who mentioned the interface in their review.
  • Complexity: The system requires multiple clicks for navigation, adds unnecessary layers of complexity and some users reported implementing their own workarounds to improve the system, as noted in 75% of reviews that discuss the system’s usability.
  • Integration: While some users enjoyed the ability to customize the platform with add-ons and integrations, more than 87% of reviews that discuss integrations complained that the integrations are difficult to implement and aren’t always successful.
  • System Errors: The vendor takes too long to implement software updates, resulting in bugs, inaccuracies and system downtime, as reported by nearly 95% of users who mentioned system updates in their review.
  • Customer Support: Support is available 24/7; however, users often struggled to communicate with the support team, citing problems with the support experts not knowing the answer to their questions or simply not responding to their inquiry, according to nearly 95% of users who mentioned customer support in their review.

Key Features

  • Virtual Assistant: “Eva,” eClinicalWorks EHR’s virtual assistant, allows providers to view a patient’s progress notes, flowsheet or account balance. The virtual assistant can also review patient history, compare notes side-by-side and book appointments in addition to offering educational videos and other helpful resources. 
  • Telemedicine: eClinicalWorks telemedicine solution allows patients to schedule online appointments with their clinicians from home or in the office. Providers and patients can consult with medical experts around the world using the healow Virtual Room. 
  • Scheduling: The scheduling tool allows users to add new patients, look up existing patients, search appointments and manage scheduling requests. Users can also manage the scheduling of resources and specialty equipment for clinicians like doctors, nurses and other providers. 
  • Device Integration: eClinicalWorks integrates with devices like ECG, EEG, etc. within the web browser. The data collected is structured to capture current and past results, complete trend analysis and create flowsheets. 
  • Hospital Interoperability: This involves data being shared between multiple clinics or a hospital’s different departments. This particular EHR allows communication with any radiology vendor or RIS system which supports HL7 messaging. Comparing and analyzing this data leads to greater population health. 
  • Revenue Cycle Management: When it comes to billing, hundreds of features for RCM are available through eClinicalWorks, including credentials, insurance verification and analytics. 

Pricing

License/Subscription Cost
  • On-premise:
    • License fee includes a one-time fee per user plus additional implementation fees
    • Fees for supplemental monthly support and maintenance cost is calculated per user
  • Cloud-based:
    • Recurring subscription fee based on a per user, per month basis, including a hosting and implementation fee
Maintenance Cost
  • On-premise: Additional fee applies for maintenance
  • Cloud-based: Maintenance cost is included in the service fees upon purchase
Installation/Implementation Cost
  • On-premise:
    • Additional implementation fees charged for over 9 users
    • Travel and airfare costs are billed separately
  • Cloud-based:
    • No star-up or initial implementation costs
    • Additional implementation fees are charged for over 9 users
Customization Cost
  • Varies depending on user's functional requirements
Data Migration Cost/Change Management/Upfront Switching Cost
  • Free data conversion from existing EHR to eClinicalWorks
  • No upfront or switching cost when changing EHRs
Recurring/Renewal Costs
  • On-premise: Cost includes monthly support and maintenance along with hosting fees
  • Cloud-based: Cost equals the monthly subscription fee which includes maintenance, hosting and implementation fees
CentralReach
CentralReach
Start Price
$50
Per Employee, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Why We Picked CentralReach

CentralReach provides a robust suite of business management tools that most users find useful for their practice. Its features support critical management tasks that help users organize and streamline their processes. Its scheduling feature is quite useful for a majority of the users. However, users have to go through many steps to get to the feature they want. It does not let users create notifications for documents about to expire. Users have to frequently readjust appointments as it doesn’t always save entered notes.

Pros & Cons

  • User Friendly: The system is easy to use and intuitive, as noted by approximately 78% of users who mention the system’s usability.
  • Functionality: CentralReach offers a robust suite of successful business management tools, as reported by 52% of the users who mention the product’s functionality.
  • Customizations: About 83% of users noted that this system is easy to customize as per their business’s needs.
  • Support: Support for the system can be slow, with some users noting that their support can be time-consuming, as reported by 60% of users who mention support.
  • User Interface: About 78% of users who mentioned the platform’s interface noted that it was easy to navigate through.
  • Reporting: Nearly 40% of the users who mention the reporting feature said it is very not very useful and does not make them efficient.
  • Learning Curve: The learning curve is quite steep and can be difficult, according to 83% of reviewers who mention learning how to use this software.
  • Downtime: Almost 100% of the users who mentioned software downtime and updates state that the downtime is quite frequent, and data cannot be accessed during updates and maintenance, slowing down productivity.
  • Advanced Features: The advanced features of CentralReach have many problems and slow processes down, as mentioned by 87% of the users who talked about advanced offerings.

Key Features

  • Human Resources: Effectively manages employees and tracks time-off requests, benefits and distributed assets.  
  • Secure Communication: Helps healthcare professionals securely communicate with staff members and clients through an internal electronic mail system and chat messenger.  
  • Improve Client Experience: Enhances client-provider communication, giving clients access to an account to view their clinical records, schedule, invoices and more.  
  • Viewing Options for Appointments: Allows viewing of exactly what you need with integrated systems. Syncs clients and staff in one simple view tool.  
  • Integration with Payroll and Billing: Coded appointments make billing and claims an effortless process. Once an appointment is converted to a timesheet, the payroll and claims process has already begun.  
  • Data Collection and Reporting: Improve efficiency and grow the medical practice using CentralReach’s software before, during and after appointments.  
  • Code and Customize to Track and Grow: Customizable rate codes make payroll simple and seamless. Assign staff codes based on pay rate, performance and hours worked.  
  • Track Claims for Clients: Makes every stage of billing with the advanced system designed for AMA professionals. Matches each appointment with a specific authorization and billing codes, thus making generating claims very easy. 
athenaOne
athenaOne
Start Price
$550
Per Provider, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Why We Picked athenaOne

Athena offers robust functionalities that streamline many daily tasks for care providers. Many users felt that the system offered all of the functionalities they were looking for and felt that the interface was easy to navigate and did not experience system downtime. Users also felt that customer support was able to address most of their concerns at a satisfactory level. However, some users felt that the claims functionality was unsatisfactory and recognized that the system couldn’t make their desired customizations. Users also noticed inaccuracies in their data, but many were unable to determine if this was a result of the system storing information incorrectly or the result of users experiencing difficulty navigating the platform. The high price of this system may be cost prohibitive as this system is best suited for smaller practices that won’t need to provide multiple care providers with access to the system.

Pros & Cons

  • Customer Support: Users who struggled with implementation received adequate support, and all users have access to effective support at all times, as noted by almost 90% of reviews.
  • Functionality: Athena provides medical practices with all of the functionality that they need, as noted by slightly more than 75% of reviews.
  • User Interface: The user interface is intuitive and easy to use, as noted by 75% of reviews.
  • System Downtime: Of the users who discussed the solution’s accessibility, 60% noted that they had not experienced any significant system downtime and felt that they were always able to access functionalities when they wanted to.
  • Claims: While the claims scrubbing feature was praised by users, nearly 70% of reviewers felt that this feature noted that the language used for claims is difficult to interpret, clearing claims can be challenging and users felt that they did not receive satisfactory support when they reached out for help in regards to this feature.
  • Cost: Though only mentioned by approximately 10% of reviewers, the high price of the system was a detriment of the platform, as reported by 80% of users who discuss price in their review.
  • Accuracy: Some reviewers noted that they had difficulty entering or searching for their data within the platform as well as found inconsistencies within their records, as reported by 60% of users who mentioned Athena’s accuracy.
  • Suggestions: Users can make suggestions about changes they’d like to see within the system on a community forum, however, nearly 70% of reviewers who mention this capability felt that the suggestions of larger companies were unfairly prioritized over the suggestions of everyone else.

Key Features

  • Connected Health Network: Physicians can offer better care by leveraging data and insights from over 160,000 providers and 100 million patients. Lets users exchange information with over a quarter of a million points of care, such as specialists, urgent care facilities, labs, pharmacies and more. 
  • Patient Engagement: Optimize the number of patients seen each day with appointment scheduling. Limit the number of no-shows while improving patient satisfaction with automated reminders and online patient check-in. 
  • Patient Portal: Let patients view medical histories, sign documents, pay bills, manage appointments and more using mobile devices. Physicians can communicate with patients through messaging, notes or even video calls. 
  • Authorization Management: Outsource researching requirements and contacting payers for medical authorizations. View authorization statuses directly from in-app clinical workflows. 
  • Care Coordination: Access and share data, track orders, send results and more. Keep sensitive information secure and share data in real time. 
  • Reporting: Access detailed, real-time reports based on other clinics’ activity to help establish benchmarks, recognize patterns and issue more accurate treatment and diagnosis. 
  • Population Health: Physicians can stay connected to vital patient population data with population health tools. Utilize automated outreach services and network-based knowledge from in-house analysis experts. 
  • Interoperability: Connect to more than 26,000 health plans, 12,000 lab and imaging endpoints, 95% of US pharmacies and more than 1,200 external sites. Integrate with CommonWell and Carequality, to gain access to Epic and Cerner sites, along with numerous local, state and national Health Information Exchanges. 
  • Marketplace: Extend capabilities with access to apps in a dedicated marketplace with developer support. 
ICANotes
ICANotes
Start Price
$75.30
Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Why We Picked ICANotes

ICANotes is a robust solution for health practices. Users like the templates they provide as they are easy to get through. Documenting assessments and clinical notes is easy and makes compliance seamless. Users do not like the interface as it is hard to create individual notes, and the yellow background is not very pleasing to the eye. It also signs out when users lose internet connection. The support team is helpful in all areas like sales, technical support and training. Users were disappointed that it does not have telehealth support.

Pros & Cons

  • User Friendly: The system is intuitive and accessible, as noted by approximately 72% of users who mentioned its usability.
  • Customization: Almost 100% of the users who mentioned its customizability state that modules can be adjusted according to their needs.
  • Support: Support for the system is prompt, and the team is very helpful with resolving issues that arise, as stated by nearly 87% of the users who mention the support offered.
  • Interface: Nearly 70% of the users who mention its interface say that it is dated and not easy to navigate.
  • Learning Curve: It has a steep learning curve, as mentioned by 85% of the users who mention its learning curve.

Key Features

  • Deploy Anywhere: Deploy on the cloud, with minimal hardware requirements. Has a mobile application for taking notes within a clinical setting. 
  • Stage Two Meaningful Use: Certified to meet stage two meaningful use standards, meaning users can take advantage of incentive programs.  
  • Pre-Formatted Clinical Notes: Handles notes for a variety of behavioral health professions, such as psychiatry, clinical-social work, family therapy, group therapy, therapy and mental health record taking with its robust note-taking features. 
  • Robust Integrations: Integrates with other providers and labs to share notes, lab results, charges, patient data, appointments and more — all across different software systems. 
  • E-Prescribing: Useful for psychiatrists and other prescribers. E-Prescribing lets clinicians send medications to pharmacies and manage and digitally update dosages, amounts or instructions with the software’s medication management features. Equipped with a robust database of drug side effects, interactions and other support tools to prevent adverse side effects. 
  • Automatic Coding: Uses HCFA Guidelines to automatically evaluate and code a patient’s entire treatment journey. Handles coding for psychiatry, therapy, group therapy and more, ensuring the use of E/M reimbursement codes and preventing expensive back charges.
  • Enhanced Security: Helps users stay HIPAA compliant. Utilizes advanced entry point protection, full encryption (for both sending and receiving documentation and data), access logs, custom alerting, note privacy, record destruction prevention and access levels to make sure both patient and user data are secure and regulation compliant.  
  • ONC-Certified: ONC-Certified and ready to meet any standard. ONC-ATLs, organizations working with The Office of the National Coordinator for Health Information Technology test and certify electronic health record (EHR) systems. 
  • 75+ Assessment Tools: Gives clinicians access to over 75 rating and assessment tools, meaning patients get better results, administrators can accurately bill and clinicians can better treat.
DrChrono
DrChrono
Start Price
$250
Per Provider, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Why We Picked DrChrono

So, I got the chance to get a free trial access to DrChrono, and here are the key highlights:

  • The platform stands out for its intuitive design, extensive features and customization capabilities.
  • The software is accessible on any device with internet connectivity.
  • Data import from other EHR systems is supported but with certain limitations.
  • It offers four pricing plans and a free trial is available for potential users.

It's a cloud-based system, which means you can access it from anywhere — your laptop, tablet, even your phone! And it covers everything from electronic health records and patient scheduling to billing and telehealth.

One of the things that really impressed us was how customizable it was. You can create your own templates for notes, forms and even entire workflows. This means you can really tailor it to fit your specific needs and preferences, which can save a ton of time.

And speaking of saving time, they've put a lot of thought into their billing features. They have tools to help you code things correctly, submit claims electronically and even track your payments. Anything that helps you get paid faster and with less hassle is a win, right?

However, learning to navigate the billing and insurance modules could take time. It’s a bit confusing to understand how the billing workflow works and how to set one up. Also, you can’t import billing data from your old EHR system.

If you're looking for a comprehensive, user-friendly system that can be customized to your practice, we'd definitely recommend taking a closer look.

They offer four different pricing plans, so you can find one that fits your budget, and they have a free trial so you can test it out and see if it's a good fit for you. It's always good to try before you buy, right?

We’ve discussed more about the features in the See It in Action section. Do check it out to know how the system works in different scenarios.

Pros & Cons

  • Ease of Use: Navigate patient charts, create shortcuts and access billing info without a steep learning curve.
  • Customization: Tailor the system to your specific needs and preferences like customizing templates, workflows and reports.
  • Easy Medical Coding: Find and assign ICD, CPT and HCPCS codes to patients' bills to save time and reduce coding errors.
  • Contractual Obligations: Canceling subscriptions can be challenging, potentially leading to early termination fees. Automatic renewals may also catch you off guard.
  • Subpar Customer Support: Long wait times, unhelpful responses and unresolved issues from customer representatives might disrupt your processes.
  • Occasional Glitches: System crashes, slow navigation and difficulties with scheduling and other functionalities can cause frustration.

Key Features

  • EHR: Provide better care with features like free draw for visual explanations, custom vitals tracking and access to immunization registries
    • Custom Templates: Tailor forms with specific fields, drop-down menus, checkboxes and even add your practice's logo. This ensures your documentation is consistent, efficient and specialized for your needs (e.g., cardiology forms with specific heart diagrams).
    • Electronic Prescriptions: Send prescriptions electronically to pharmacies directly from the patient chart. Access the drug's formulary tier, prior authorization requirements and alternative medications if the prescribed drug isn’t covered. Access patient PDMP data directly within the EHR to identify potential abuse, misuse or doctor shopping.
    • Free Draw: Upload images (x-rays, scans, photos) or use pre-loaded anatomical diagrams within the patient chart and draw directly on them.
    • Custom Vitals: Create vitals specific to your needs including things like blood glucose and oxygen saturation levels. Capture data in various formats: text, numbers or predefined options using dropdown lists. Access the flowsheet to visualize trends in custom vitals over time.
    • Prior Authorizations: Initiate the ePA request directly from the prescribing workflow. Automatically populate the prior authorization request form with relevant patient information (demographics, insurance details, medication prescribed) pulled from the patient's chart.
    • Lab Orders: Integrate with national, regional and specialty labs like Quest Diagnostics and Labcorp. Create predefined lab panels for common tests or specific conditions. For example, you could create a "lipid panel" or a "prenatal panel" with a single click. View lab results within the patient's chart, organized by date, test type and ordering provider.
    • Medical Speech-to-Text: Use voice to input clinical notes, patient histories and other information. See your spoken words appear as text in real time within the EHR to review and edit the transcription as you go.
    • Immunization Registries: Automatically send your patients' vaccination details to the state IIS, ensuring that records are up-to-date and complete. Retrieve immunization records from the IIS, even if your patient received vaccinations elsewhere to avoid unnecessary duplicate vaccinations and identify potential gaps in their immunization schedule.
  • Practice Management: Save time and reduce errors with appointment management tools, including appointment profiles, insurance eligibility checks, online scheduling and automated reminders.
    • Appointment Profiles: Instead of manually entering the same details (length, reason, etc.) for every appointment of the same type, you create a profile once and it auto-fills the details (duration, reason for visit, exam room and billing codes).
    • Eligibility Checks: Verify your patients’ insurance eligibility in real time — check what services are covered under the plan (e.g., office visits, labs, specialists) and any limitations or exclusions.
    • Online Scheduling: Set specific days and times when each provider is available for appointments. Offer different appointment types online (e.g., new patient, follow-up, consultation) with varying durations. Add buffer time between appointments to prevent scheduling conflicts and allow for patient check-in/check-out.
    • Patient Reminders: Send automated appointment reminders via email, text or SMS. Configure reminders to be sent at various intervals before the appointment like — a few days before, the day before or a few hours before.
  • Medical Billing: Improve your revenue cycle management with tools like billing profiles, medical coding and automated claims submission.
    • Billing Profiles: Combine frequently used CPT, HCPCS, custom codes and ICD-10 codes into a single profile. Attach common modifiers to the codes within the profile (e.g., modifier 25 for a significant, separately identifiable E/M service).
    • Medical Coding: Easily search and select the appropriate codes within the EHR using keywords, code numbers or descriptions. Perform basic code checking to identify potential errors such as invalid codes or missing modifiers.
    • Good Faith Estimates: Generate good faith estimates to help patients understand costs upfront and avoid surprise bills.
    • Claims Submission: Submit electronic claims to insurance companies within the system. Track claim statuses in real time. Scrub claims for errors like missing information or formatting mistakes before submitting them to payers to avoid denials and claim rejections.
    • Denial Resolution: Generate denial analysis reports to identify denial patterns. Edit and submit corrected claims directly within the system. If you disagree with a denial, generate appeal letters and track their statuses.
    • Patient Statements: Generate statements for individual patients or groups of patients based on various criteria (e.g., date range, insurance status, outstanding balance).
  • BI Tools: Get a visual summary of key metrics and performance indicators. Generate customizable reports to:
    • Track revenue, expenses and profitability
    • Analyze claim submission, acceptance, denial and reimbursement rates.
    • Track patient demographics, appointment history and billing information.
    • Analyze appointment scheduling and no-show rates.
  • Mobile Capabilities: Schedule appointments, send patient statements, bill insurance, document patient encounters, access lab results and more from iOS devices like iPad, iPhone and Mac.
  • Telehealth: Patients can join the telehealth visit from their computer, tablet or smartphone using the link provided in their email reminder. Providers can share their screens with patients to review medical records, lab results, X-rays or educational materials.

COMPARE THE BEST Patient Intake Software

Select up to 2 Products from the list below to compare

 
Product
Score
i
SelectHub’s Analyst Rating is based on data from our 400+ point analysis of Patient Intake Software, user reviews, and our own crowd-sourced data from our free software selection platform. Scores are periodically updated via ongoing selection projects and user activity within our platform.
Start Price
Free Trial
Company Size
Deployment
Platform
Logo
Optum
$0
Per Transaction, 0.5% Flat Rate
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Optum
Tebra Managed Billing
$0.30
Per Transaction, 2.75% Flat Rate
No
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Tebra Managed Billing
Nextech
Undisclosed
No
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Nextech
eMDs
$399
Monthly
No
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
eMDs
Practice Fusion
$149
Per Provider, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Practice Fusion
eClinicalWorks
$300
Per Provider, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
eClinicalWorks
CentralReach
$50
Per Employee, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
CentralReach
athenaOne
$550
Per Provider, Monthly
No
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
athenaOne
ICANotes
$75.30
Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
ICANotes
DrChrono
$250
Per Provider, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
DrChrono

All Patient Intake Software (83 found)

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Optum

by Optum
Optum
Optum is designed to help health organizations manage their clinical and administrative tasks. With features like scheduling, prescribing, billing and more, it streamlines workflows, provides medical information online, enables greater care and increases overall revenue. It allows healthcare professionals to spend more time focusing on and communicating with patients and less time dealing with time-consuming tasks.
User Sentiment User satisfaction level icon: good
Cost Breakdown
$10 or less
Company Size
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Deployment
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Platform
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Tebra Managed Billing

by Kareo a Tebra Company
Tebra Managed Billing
Tebra Managed Billing (formerly Kareo Billing) is designed for independent practices and medical specialties. It offers tools for patient payments and statements, practice management, insurance claim submission and insurance eligibility. Robotic process automation helps users save time on repetitive tasks. Health organizations use it to build relationships with patients while providing the highest quality of care. A wide range of specialty clinics use it to handle daily operations.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 or less
Company Size
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Deployment
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Nextech

by Nextech Systems
Nextech
Nextech enables specialty practices to automate and streamline administrative processes and workflows. It aims to drive productivity and revenue while complying with laws to enhance the patient experience. It offers several solutions, including EMR, practice management, revenue cycle management (RCM), patient engagement and compliance. Key features include billing, automation, compliance, charting and a patient portal.
User Sentiment User satisfaction level icon: good
Cost Breakdown
$100 - $500
Company Size
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Deployment
Cloud On-Premise
Platform
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eMDs

by e-MDs
eMDs
EMDs provides healthcare-centered technology to doctors, nurses, administrators and caseworkers. It can help clinicians, therapists and caseworkers track their patients across different medical institutions, as well as provide a comprehensive overview of important clinical history.Aprima EHR (recently acquired in 2019) comprises the backbone Its parent company’s EHR offering. It’s got a single database to simplify healthcare administration and provides a flexible deployment model — cloud-based, hybrid, or on-premise.
User Sentiment User satisfaction level icon: poor
Cost Breakdown
$100 - $500
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Practice Fusion

by Practice Fusion, Inc.
Practice Fusion
Practice Fusion is a comprehensive software solution designed to streamline electronic health records (EHR) management and other essential tasks for healthcare providers. It is particularly well-suited for small to medium-sized medical practices due to its user-friendly interface and robust functionality. The software offers significant benefits, including improved patient care coordination, enhanced data accuracy, and efficient workflow management. Popular features of Practice Fusion include customizable charting, e-prescribing, patient scheduling, and billing integration. Users often appreciate its intuitive design and the ability to access patient information quickly and securely. Compared to similar products, Practice Fusion is frequently praised for its ease of use and affordability, making it an attractive option for practices with limited resources. Pricing for Practice Fusion typically falls within a moderate range, often based on a per-provider, per-month model, which allows for predictable budgeting. This payment structure ensures that practices can scale their usage according to their needs without incurring prohibitive costs.
User Sentiment User satisfaction level icon: good
Cost Breakdown
$100 - $500
Company Size
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Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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eClinicalWorks

by eClinical Works
eClinicalWorks
Serving nearly one million medical professionals around the globe, eClinicalWorks is a popular EHR system with solutions for clinical documentation, practice management, patient engagement and more. Medical practices rely on eClinicalWorks to help perform tasks like scheduling, revenue management, and data analytics.Like similar software, eClinicalWorks offers medical charting and documentation to eliminate the need for hand-written documentation. Healthcare organizations are using eClinicalWorks to increase their revenue as well as their quality of treatment and service.
User Sentiment User satisfaction level icon: fair
Cost Breakdown
$100 - $500
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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CentralReach

by CentralReach
CentralReach
CentralReach is a single one-stop solution to organize all practice requirements from scheduling to billing to authorization and claims management. It increases the productivity of the practice by bringing all the ABA critical workflows in one place. It has different offerings tailor-made for new and small practices and large and multi-site practices. It is specifically designed for behavioral health, speech therapy, speech therapy, multi-specialty and PK-12 education industries.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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athenaOne

by athenahealth, Inc.
athenaOne
athenahealth is a cloud-based clinical and financial solution for healthcare practices and organizations. It combines software services to alleviate administrative burdens and improve clinical efficiencies. Streamlined physician workflows promote a focus on patient-centric care. It incorporates engagement tools, such as telehealth services, patient portals and online scheduling to improve patient satisfaction.
User Sentiment User satisfaction level icon: good
Cost Breakdown
$500 - $1,000
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Demo Pricing

ICANotes

by ICANotes LLC
ICANotes
ICANotes is a comprehensive software solution designed primarily for behavioral health professionals. It streamlines the process of electronic health records (EHR) management, offering a suite of tools tailored to the unique needs of mental health practitioners. ICANotes stands out for its user-friendly interface and its ability to generate detailed clinical notes quickly, which significantly reduces administrative time and allows clinicians to focus more on patient care. Among its most lauded features are customizable templates, secure messaging, and integrated billing capabilities, making it a robust choice for practices of various sizes. When compared to similar products in the market, users often highlight ICANotes for its specialization in mental health, which translates into more relevant features and a better understanding of their specific documentation needs. Pricing for ICANotes typically follows a per-user, per-month model, making it flexible for practices to scale up or down based on their current needs, though specifics can vary and should be confirmed directly with the provider.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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DrChrono

by drchrono
DrChrono
DrChrono is a cloud-based EHR and medical billing solution that replaces the chaos of paper charts and separate systems with a single, easy-to-use platform for managing all aspects of a medical practice.For doctors, this means: Effortless Access to Patient Information: Imagine having a patient's medical history — allergies, medications, past visits — at your fingertips. Simplified Appointments and Prescriptions: Schedule appointments and send prescriptions electronically in just a few clicks.For patients, it means: Taking Control of Their Health: Book appointments, communicate with their doctor and access their own records through the patient portal. Staying on Track: Receive automated reminders for appointments and medication refills.And for the practice as a whole, the system helps: Get Paid Faster: Automate billing and insurance claims to reduce errors and speed up payments. Improve Financial Health: Track outstanding payments and identify potential billing issues. Negotiate Better Rates: Gain insights to negotiate more effectively with insurance companies.We tested the system to see how it works in real-world scenarios. Here’s what we think: while mastering the billing module may require some effort and billing data import has limitations, the system’s intuitive interface and accessibility from any device make it a user-friendly option.A free trial and flexible pricing plans allow you to explore its potential and determine the right fit for your practice.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$100 - $500
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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CareCloud Central

by CareCloud
CareCloud Central
CareCloud Central is used by health organizations of all sizes to track, manage and optimize financial as well as administrative processes by streamlining operations. It helps manage workflows and optimize the completion of daily time-consuming tasks to save time and money. This leads to an increase in daily traffic, greater care and a better patient experience.
User Sentiment User satisfaction level icon: good
Cost Breakdown
$100 - $500
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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CureMD

by CureMD Healthcare
CureMD
CureMD is a comprehensive healthcare software designed to streamline the operations of medical practices through its electronic health records (EHR), practice management, and medical billing functionalities. It is particularly well-suited for healthcare providers looking for an all-in-one solution to manage patient records, appointments, billing, and reporting. One of the key benefits of CureMD is its ability to enhance clinical workflows, improve patient care, and ensure compliance with healthcare regulations. Among its popular features are customizable templates, e-prescribing, and interoperability that facilitate seamless information exchange. When compared to similar products, users often highlight CureMD's user-friendly interface and responsive customer support. However, experiences can vary, with some users pointing out a learning curve. Pricing for CureMD is typically structured on a per provider basis, with payment frequencies varying, making it important for potential users to consider their budget and specific needs when evaluating the software.
User Sentiment User satisfaction level icon: good
Cost Breakdown
$100 - $500
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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simplepractice

by Simple Practice
simplepractice
SimplePractice is a solution used by health and wellness professionals to manage their operations and provide efficient care. Physicians can offer consultations over HIPAA-compliant videos while accessing patient history and previous prescriptions. It allows users to access notes, scheduling and billing all in one central place. Practices rely on it for documentation, charting and claims management. Users can access it from anywhere and at any time, including on their mobile devices.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Meditab

by Meditab
Meditab
Meditab by Intelligent Medical Software is a medical specialist tool built around charting, billing, EMO, practice management and scheduling. Tailored to fit 42 specialties, it’s a deployment-flexible option for practitioners seeking the total package when it comes to patient experience and medical charting. Its mobile and cloud capabilities are fully customizable to manage patient flow and billing processes. It is dual certified and meets the needs of federally qualified health centers and ambulatory practices. It has local professional implementation, training and support services. It automates patient communication, letting medical professionals send reminders and messages to patients. Users can create alert messages to manage patient volume.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$100 - $500
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Zoobook

by Zoobook Systems
Zoobook
Zoobook is a comprehensive software solution designed to streamline the management of tasks such as electronic health records (EHR) for healthcare providers. It is particularly well-suited for behavioral health and substance abuse treatment centers due to its specialized features that cater to the unique needs of these facilities. Users benefit from its robust capabilities, including appointment scheduling, billing, and compliance tracking, which enhance operational efficiency and improve patient care. One of the standout advantages of Zoobook is its user-friendly interface, which simplifies the adoption process for staff members. Additionally, the software's ability to integrate seamlessly with other systems ensures a smooth workflow. Compared to similar products, users often highlight Zoobook's reliability and the responsive customer support that accompanies it. Pricing for Zoobook typically falls within a moderate range, often based on the number of users or the size of the facility, with payment options that can be tailored to monthly or annual plans.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$10 - $100
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Harmony Medical

by Harmony Medical
Harmony Medical
Harmony Medical is a medical records software that physicians and administrators use to deliver patient care and receive compensation. It has an advanced interoperability module that is customizable to meet the practice’s unique needs. It is advanced, easy-to-use and provides data security. It can be integrated with other medical suites or used in a standalone environment.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$500 - $1,000
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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RXNT

by RxNT
RXNT
RXNT is a comprehensive software solution designed to streamline operations for healthcare providers, making it particularly well-suited for medical practices seeking to enhance efficiency in practice management. This platform offers a range of important benefits, including improved patient care through better management of patient records, appointments, and billing processes. Among its popular features are electronic health records (EHR), e-prescribing, and a scheduling system that collectively work to reduce administrative burdens and facilitate a smoother healthcare delivery process. When compared to similar products, users often highlight RXNT's user-friendly interface and the adaptability of its features to various practice sizes and specialties as significant advantages. Pricing for RXNT is structured to accommodate different needs, with options that include per-user criteria and monthly payment frequencies, making it accessible for practices of varying budgets and sizes. This flexibility in pricing, combined with its robust feature set, positions RXNT as a competitive choice in the medical practice management software market.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$100 - $500
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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WRS Health

by WRS Health
WRS Health
WRS Health offers an integrated web-based solution for medical practices. It streamlines clinical, business and patient workflows, allowing doctors and other medical professionals to focus on patient care. It provides customized billing, transcription, bookkeeping and clinical compliance services. It comes pre-loaded with templates for different medical specialties. Initial visits and follow-ups are enabled by content organization and workflow. It has a six-tier EHR content module that has disease templates and global visit templates. It has customizable electronic superbill with ICD/CPT codes for every discipline.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$100 - $500
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Azalea Health

by Azalea Health Innovations
Azalea Health
Azalea health is a cloud-based solution that helps ambulatory clinics, rural health facilities and larger hospitals to streamline operations for higher revenue and superlative patient care delivery. It offers various admin and provider tools, including revenue cycle management, a patient portal, telehealth, lab order management and more. Health professionals and staff can use it for appointment scheduling, medical billing and patient communication. Its intuitive and easy-to-navigate interface enables physicians to access all patient health and medical files from one screen. Pros Intuitive interface Customizable dashboards Secure patient portal Mobile accessibility Cons Challenging scheduling module Frequent downtimes Inactive support team Limited reporting features
User Sentiment User satisfaction level icon: great
Cost Breakdown
$100 - $500
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Centricity EMR

by GE Healthcare
Centricity EMR
Centricity EMR is a comprehensive software solution designed to streamline electronic medical records management. It is particularly well-suited for large healthcare organizations and multi-specialty practices due to its robust capabilities in handling complex workflows and extensive patient data. The software excels in enhancing clinical productivity by offering features such as customizable templates, integrated billing, and advanced reporting tools. Users appreciate the intuitive interface and the seamless integration with other healthcare systems, which significantly reduces administrative burdens. The software's ability to facilitate real-time data access and improve patient care coordination stands out as a major benefit. Additionally, Centricity EMR supports regulatory compliance, ensuring that practices meet industry standards effortlessly. Pricing for Centricity EMR typically varies based on the size of the practice and specific needs, often involving a combination of upfront costs and ongoing subscription fees. Compared to similar products, users often highlight its reliability and the depth of its feature set, though some note that the initial setup can be complex.
User Sentiment User satisfaction level icon: good
Cost Breakdown
$100 - $500
Company Size
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Deployment
Cloud On-Premise
Platform
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Buyer's Guide

Patient Intake Software Is All About Streamlining Routine Operations and Improving Practice Management

By Kashish Arora, Technical Content Writer at SelectHub

Patient Intake Software BG Intro

Patient intake software has had a transformative impact on the health care environment by improving patient experiences, practice efficiency, database accuracy, patient data management and revenue streams for care providers.

These applications, often modules of broader medical practice management software, have improved the entire patient intake process, from registration to billing. They make the health care environment more efficient, convenient and patient-centric.

In this guide, we’ll cover what you need to know to find the right system.

Executive Summary

  • Patient intake software automates plenty of routine administrative tasks to help providers focus better on delivering quality care.
  • Key features include patient scheduling, documentation, reporting, billing and electronic registration.
  • Get in touch with vendors regarding product inquiries to gain an understanding of their pricing.
What This Guide Covers:

What Is Patient Intake Software?

Patient intake software is a digital platform that helps automate and simplify the practice management process in various health care settings, including hospitals, medical clinics and independent practices.

Through this solution, patients can complete registration forms electronically, either in advance or on-site, saving your admin staff time and minimizing manual documentation errors. By integrating with EHR systems, the software also facilitates easy access to patient medical histories and other relevant information.

Primary Benefits

Patient intake software simplifies billing and payment procedures by automating duties like checking insurance, submitting claims and monitoring payments.

Continue reading to discover the most significant benefits you should be aware of before investing in this software:

Patient Intake Software Benefits

Improve Patient Experience

Patient intake software's streamlined registration process can improve client satisfaction by making it quicker and more convenient for patients to check in. It includes features such as appointment reminders and patient portals, for better communication between patients and health care providers.

Patient portals enable patients to receive reminders about upcoming appointments, access their medical records and communicate with their physicians easily.

Patient intake solutions incorporate the following functionalities to enhance care delivery:

Increase Practice Revenue

With features like automated appointment reminders and patient portals, providers can reduce missed appointments and ensure that more patients show up on time. Billing and payment process automations help practices optimize revenue cycle management, minimizing errors and improving financial performance.

Minimize Errors

Patient intake software automates data entry, appointment scheduling and billing to reduce handwriting error risks that could negatively impact patient care. It enables patients to fill out registration forms electronically, eliminating error possibilities that may occur during manual data entry.

Additionally, the software's electronic billing and payment processing features minimize invoicing errors, such as inaccurate billing that may lead to Medicare fraud claims or incorrect insurance information.

Key Features & Functionality

Patient Registration

Set up electronic registration forms for patients to fill out either in advance or on-site. Create custom registration forms to gather patient information, including demographic and insurance details, medical history, and consent forms.

This helps your admin staff save time, especially when patients fill out forms prior to visits. Even when patients fill them out on-site, your admin staff can save time on entering that information.
Appointment Scheduling

Schedule appointments, send appointment reminders and manage patient calendars using this tool. Send automated reminders via email, SMS or voice call to notify patients of their upcoming visits.

This feature can help you reduce no-shows and improve patient attendance while enabling patients to pick their appointment slots as per their convenience.
Medical Billing

Automate billing and payment processing tasks, including insurance coverage verifications, claim submissions and payment tracking. Integrate with billing and accounting systems to ensure accuracy and efficiency.

Provide patients with electronic invoices for online payments, thereby improving patient payment experiences.
Reporting

Stay up to date with key performance indicators and make data-driven decisions to enhance your practice's success. Track patient data, measure performance and identify improvement areas using the reporting feature.

Generate reports and charts to visualize data and trends to optimize workflows and identify patterns or opportunities to grow your practice.
Patient Portals

Enable patients to securely access medical records, request appointments, pay bills and communicate with physicians. Provide patients with easy-to-use interfaces and customizable preferences, including language preferences, for an optimal user experience.

Ensure HIPAA compliance and secure data transfer by implementing strong encryption and authentication protocols. Utilize patient feedback and usage data to continuously improve and enhance the portal's functionality and usability.
Patient Intake Software Categories

Software Comparison Strategy

Choosing the right software solution for your business is a critical decision. With so many options available on the marketplace, it's essential to approach your comparison strategy with a clear understanding of your business requirements and a thorough evaluation of software vendors.

In this section, we’ll walk you through the key steps to effectively approaching your software comparison strategy.

Define Your Company Requirements

Determine your organization's software needs by analyzing your existing office processes and identifying key areas where the new product can streamline routine workflows. Once you’re able to ascertain these details, prioritize the identified needs based on their significance to your business. This approach will assist you in concentrating on software options that match your essential requirements.

Shortlist Product Vendors

The next step is to shortlist software vendors based on their reputation, support, features and security measures. Check online reviews and ask for references to assess a vendor's reputation properly. Determine what each vendor's product can offer your business and make sure that the software meets your company's requirements.

It's important to evaluate the customer support quality that each vendor has the potential to offer, including training assistance as well as the security measures to protect your organization's confidential medical data.

Experiencing difficulties while picking the right solution? Use our Lean Selection methodology to get expert help!

Cost & Pricing Considerations

To make informed purchase decisions, it’s important for you to comprehend the various cost and pricing factors associated with software purchases. Vendors often charge differently based on licensing, deployment models, support, training and integration.

Therefore, your company should consider all these costs and their impact on the overall purchase strategy to choose a software solution that meets your business needs and fits the budget. Here are the critical cost and pricing factors you must remember while purchasing a new application:

Deployment

Deployment cost can have a significant impact on your overall expenses, making it a crucial factor to consider when purchasing a new system. Vendors typically offer three deployment models: cloud, on-premise and hybrid.

It's important to evaluate each of these carefully to determine which option is the most cost-effective and suitable for your needs.

On-premises solutions require a bigger upfront investment as they come with installation and implementation costs. However, choosing them enables buyers to get greater control over the new system and customization options.

Cloud-based software enables users to access the product through a subscription-based model. It requires a lower upfront investment and often comes with automatic software updates and maintenance services. However, it can multiply costs over the long run as users have to pay a recurring fee to use the software.

Hybrid solutions are combinations of on-premise and cloud-based deployment models. These offer a large variety of benefits, but result in higher costs and more complexity.

Additional Costs

Apart from deployment costs, purchasing software may entail other expenses, including implementation, maintenance, training for your teams to effectively use the software and additional integration costs for the software to work well with other systems. It's crucial to take these costs into account when comparing software options to have a comprehensive understanding of the total cost of ownership.

The Most Popular Urology EHR Software

After understanding the patient intake solution's evaluation process, choosing the appropriate software for your business needs will be a simpler task. Nonetheless, examining the most popular patient intake systems can help you identify the essential features you should consider while selecting your system.

Read ahead to understand these top applications in detail:

Note: The below-mentioned products are our overall top-ranked practice management solutions, but they do offer patient intake capabilities

DrChrono

DrChrono is a cloud-based solution that helps health care organizations manage various patient-related tasks, including appointment scheduling, registration, patient statements and collections. Its patient scheduling tools help reduce now-shows and streamline plenty of clinical workflows.

It offers practices an assortment of automation tools for increased patient care delivery and administration management, including:

  • E-prescribing
  • Intelligent charting
  • Claims management
  • Integrated telemedicine

DrChrono

DrChrono offers personalized dashboards to manage multiple patient files in a single window. Source

EpicCare

EpicCare helps health care organizations manage routine clinical and administrative operations for enhanced office efficiency and care delivery. Its smooth interoperability and wide ranging customization options facilitate personalized workflows. It provides a secure patient database with health analytics, lab interfaces and e-prescribing features.

EpicCare

EpicCare's flowsheets enable providers to view patients' previous medications and treatment files. Source

Kareo Practice Management

Kareo practice management is a user-friendly solution that helps improve routine admin operations, manage clients and optimize independent clinics' revenue collections. Its analytics tools provide physicians with in-depth insights to enhance office efficiency and profitability.

Kareo Practice Managemen

Kareo's customizable calendars let you view patient appointments and physician schedules remotely. Source

 

 

Questions To Ask

When considering purchasing software, it’s helpful to ask product merchants some questions about the software's features, training, pricing and implementation to make an informed decision. This step of the process can help you clarify any doubts or concerns that you may have about the application.

However, before reaching out to vendors, answering crucial questions internally can help you in making an informed and wise decision.

Use these questions as a starting point for internal questions:

  • What’s my budget for this purchase?
  • Will this purchase facilitate my business's growth and expansion?
  • What significant issues is my business currently trying to resolve?
  • What deployment model suits my company's needs the best?
  • What application functionalities does my business require?

Patient Intake Software Key Questions

Use these questions as a starting point for conversations with vendors:

  • What’s your level of industry experience?
  • Do you offer free product installation?
  • Is the application scalable?
  • How will this software improve my organization’s efficiency?
  • How active is your customer support team?

Next Steps

The right patient intake software can improve your health care organization's clinical workflows, patient satisfaction and revenue generation. It's essential to consider the vendor's track record of providing reliable support, training and service to ensure a smooth implementation process. We hope this guide will help you make a smart purchase decision.

Want help with making a purchase decision? Use our free comparison report to evaluate top products easily. Good luck!

Product Comparisons

Additional Resources

About The Contributors

The following expert team members are responsible for creating, reviewing, and fact checking the accuracy of this content.

Kashish
By Kashish Arora
Technical Content Writer
Kashish Arora was a Technical Content Writer at SelectHub who specialized in developing content for accounting, EHR, EMR, practice management, patient scheduling and EPM. She holds a master's degree in Journalism from Symbiosis Institute of Media and Communication. When not writing, she eats fictional quotes, listens to Latin jazz and reweaves the missing parts of her spiritual tapestry.
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Dhanasri
Technical Research By Dhanasri Yasam
Senior Analyst
As a Senior Research Analyst, Dhanasri Yasam works in key categories like EHR, EMR, business intelligence and HR. In her role, she conducts primary research, collects and analyzes empirical data, and draws evidence-based conclusions. She also has extensive experience gathering requirements for client projects. Dhanasri holds a B-tech in Computer Science and Engineering from Dr. M.G.R. Educational and Research Institute, Chennai and an MBA in Finance and Marketing from Aurora's Business School, Hyderabad.
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Manan
Technical Review By Manan Roy
Principal Analyst
Manan is a native of Tezpur, Assam (India), who currently lives in Kolkata, West Bengal (India). At SelectHub, he works on categories like CRM, HR, PPM, BI, and EHR. He has a Bachelor of Technology in CSE from The Gandhi Institute of Engineering and Technology, a Master of Technology from The Institute of Engineering and Management IT, and an MBA in Finance from St. Xavier's College. He's published two research papers, one in a conference and the other in a journal, during his Master of Technology.
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Ryan
Edited By Ryan McElroy
Content Editor
Ryan McElroy is a Content Editor and Senior Market Analyst at SelectHub who writes and edits content on various software types, along with their broader concepts and the industries they serve, including medical, construction, CMMS, supply chain management and legal. He studied at the University of Missouri (Mizzou) and earned his BA in Journalism in 2016. During his free time, you’ll find Ryan playing video/card/board games, sipping coffee and reading speculative fiction, or listening to music his loved ones often describe as “headache-inducing.”
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