List of the Top 8 Patient Intake Software for AdvancedMD in 2026

DoctorConnect stands as a reputable innovator in patient engagement solutions, having dedicated over 25 years to enhancing the healthcare landscape. We assist medical practices, regardless of size, in optimizing communication, automating everyday tasks, and elevating the patient experience. From independent doctors to extensive health organizations, numerous providers across the country depend on our adaptable tools to lighten administrative workloads, minimize missed appointments, and boost revenue streams. Our platform is crafted to align with real-world healthcare needs—offering scalability, user-friendliness, and seamless integration with a multitude of EMR and Practice Management (PM) systems. Whether your goal is to update appointment scheduling, automate patient reminders, or gather meaningful feedback, DoctorConnect delivers a comprehensive solution that caters to your specific workflow. Focusing on adaptability and tangible outcomes, we enable clinics to conserve time, improve patient satisfaction, and enhance operational efficiency while ensuring that current systems remain undisturbed. Our commitment to innovation continues to propel us as a partner in the ongoing evolution of healthcare delivery.

Reclaiming the Patient-Provider Connection. Nexus EHR was built on a single premise: doctors should be healers, not data entry clerks. In an era of high burnout, Nexus provides a streamlined, intelligent interface that prioritizes the patient over the platform. By integrating native AI technology with specialty-specific logic, we’ve created an EHR that feels less like a database and more like an expert clinical partner. Nexus EHR includes Advanced e-Prescribing & ECPS capabilities, lab interface and much more. The AI Difference: Native Scribing The centerpiece of the Nexus experience is our Native AI Scribe. Unlike third-party add-ons, our scribe is woven into the fabric of the EHR. Automatically generates high-quality clinical notes by capturing natural dialogue. Specialty Nuance: Understands complex terminology in Neurology, Cardiology, and Psychiatry. Precision Workflows for High-Complexity Specialties Nexus offers dedicated modules tailored to the rigorous workflows Telehealth with Integrated Paywall: Launch secure, browser-based video visits directly from the schedule and collect fees before the session begins. Essential RCM: Maintain practice health with clean claim scrubbing, real-time eligibility verification, and automated payment posting (ERA). Why Choose Nexus? The Three Cs Connection: We remove the screen as a barrier, using AI to restore the face-to-face connection of great medicine. Compliance: From HIPAA-compliant cloud architecture to integrated EPCS and DSM-5-TR logic, we make regulatory standards effortless. Consistency: A unified, seamless experience across desktop, tablet, and mobile devices. Experience the power of an AI-first EHR designed for the future of medicine.

CERTIFY Health is a unified medical practice software purpose-built for ambulatory and outpatient care, designed to streamline patient experience, clinical workflows, practice operations, and revenue cycle management through a connected operational ecosystem. In many ambulatory practices, scheduling, intake, insurance verification, patient communication, and billing operate across disconnected systems. Staff often spend valuable time manually updating information between tools, creating delays, avoidable errors, administrative burden, and unnecessary friction for both care teams and patients. CERTIFY Health solves this challenge by bringing front-office, patient engagement, operational, and revenue cycle workflows into a single connected platform. By reducing manual handoffs and eliminating data silos, practices can create more coordinated experiences for staff while improving convenience and continuity for patients. Built to complement, not replace your existing technology investments, CERTIFY Health integrates with EMRs, EHRs, and practice management systems already in use. This enables front-desk teams, clinical staff, and billing operations to stay aligned through shared data and coordinated workflows without disrupting established clinical infrastructure. By replacing disconnected workflows with unified processes, CERTIFY Health helps practices reduce operational friction, improve staff productivity, lower denials and no-shows, and accelerate collections. CERTIFY Health supports specialty practices, multi-site groups, DSOs, MSOs, FQHCs, community health centers, and ambulatory surgery centers seeking scalable, standardized operations without sacrificing flexibility.

Patients receive a text reminder before they arrive, enabling them to check in from the parking lot directly. You can easily monitor responses, track their arrival times, and access other status updates. With a simple click, inviting patients in or following up for additional screening becomes effortless. Our system is designed to work smoothly with most dental Practice Management Systems. GetDoctor automatically sends appointment reminders and encourages patients to download the app for their convenience. Additionally, survey data and various forms are saved automatically and can be imported back into your PMS with little effort. Patients can securely scan their insurance cards using their phone cameras, transmitting the information to you in real-time. This method ensures that insurance details remain up-to-date without the inconvenience of managing physical cards. We convert these documents into electronic forms that are accessible within the app. Patients have the option to fill out these forms from the comfort of their homes or while waiting in their cars, with all information seamlessly uploading into your PMS. This efficient process not only enhances the patient experience but also significantly boosts operational efficiency. Moreover, this innovative approach can lead to improved patient satisfaction and retention, making it a valuable addition to any practice.

Hello Patient is a cutting-edge healthcare AI company that provides a product called Mia, which acts as an AI receptionist available around the clock to handle patient interactions via voice, text, and web chat. A variety of multi-location medical practices and consumer health brands rely on Mia to manage an increased volume of patient communications without the necessity for additional personnel. In the front office, Mia effectively responds to phone calls, schedules appointments, oversees new-patient intake, verifies insurance details, processes prescription refill requests, and collects payments. Beyond her front desk tasks, she also follows up with patients after visits, converts referrals, conducts outreach for recalls, and manages any outstanding balances due. When human assistance is required, Mia adeptly transfers the call with all relevant contextual information, avoids providing any medical advice, and carefully logs each interaction. Additionally, she connects with the electronic health record (EHR), practice management, and customer relationship management (CRM) systems utilized by the practices, keeps track of the live schedule, and coordinates bookings efficiently. With Mia taking care of 100% of incoming calls, front desk staff can concentrate more on patient care, which has led to an impressive 20% increase in appointment bookings for those practices. Moreover, Hello Patient is committed to maintaining HIPAA compliance, ensuring the security and confidentiality of patient information at all times. By streamlining operations and enhancing patient engagement, Mia significantly transforms the healthcare experience for both providers and patients alike.

NextPatient acts as an automation tool tailored for the front offices of healthcare facilities, effectively integrating with leading electronic health record and practice management systems to improve scheduling, patient communication, and administrative tasks. The platform grants patients round-the-clock access to self-scheduling features, enabling them to conveniently book, adjust, or cancel appointments online from any device, while ensuring that healthcare providers retain full control over appointment types and availability. In addition, it incorporates an automated waitlist that quickly notifies patients of any cancellations or openings, allowing providers to efficiently fill last-minute slots. With its digital check-in functionality, patients can complete their paperwork, consent forms, and insurance submissions online before their appointments, greatly reducing waiting times and eliminating the inconvenience of illegible paper documents. Moreover, NextPatient oversees payment processing, which includes deposits, secure card-on-file storage, and the automated retrieval of outstanding balances through secure links, thereby streamlining financial transactions for both patients and healthcare practices. This all-encompassing strategy not only enhances the overall patient journey but also boosts operational efficiency for medical offices, ultimately leading to improved service delivery and satisfaction.

Artera strengthens how healthcare organizations communicate and care for patients by pairing a proven agentic platform with dedicated AI Service Squads. Rather than off-the-shelf software, Artera delivers a long-term partnership: AI agents handle routine patient interactions around the clock while Squads work directly with your team to solve operational challenges and build custom solutions as your needs evolve. Trusted by 1,000+ specialty practices, FQHCs, health systems, and federal agencies across scheduling, intake, billing, referral management, and post-visit care. 2B+ annual communications. #1 Best in KLAS for Patient Communications (2026). FedRAMP Class D Certification. 11+ years of healthcare experience.

Cut back administrative hours by 20% for your practice while instantly confirming patient insurance eligibility and improving the check-in experience with our advanced kiosks, tablets, and software solutions. Facilitate a smoother check-in process by allowing patients to register remotely at their convenience before their appointments. This streamlined registration makes the intake process more efficient and user-friendly. With our adaptable workflow, you can significantly speed up the check-in time to an average of just 3 minutes for new patients and under a minute for those returning. This improvement not only enhances patient processing but also positively affects successful payments and cash flow in your practice. Many medical facilities have reported increases in their point-of-sale collections ranging from 25% to 65%, demonstrating the effectiveness of our solutions. Clearwave effectively tackles the challenge of patient impatience by offering a digital front door that is always available, ensuring smooth scheduling, automated eligibility checks, efficient patient check-in, and financial transparency for all parties involved. This innovative strategy not only revolutionizes the patient experience but also contributes to higher satisfaction rates and overall improvements in practice efficiency. Additionally, embracing this technology positions your practice for future growth and success in an increasingly digital healthcare landscape.