List of the Top 7 Patient Intake Software for athenaOne in 2026

Phreesia is a patient intake platform that helps healthcare organizations automate what happens around every patient visit. Used by more than 4,700 organizations across the U.S., the platform covers scheduling, patient registration, eligibility verification, clinical screenings, payments, and automated outreach — integrated directly with leading EHRs. Patients check in from their own device before arriving. Appointment reminders go out automatically. Bills are presented and collected earlier in the visit cycle. Routine calls are handled without staff involvement. The platform works across in-person and telehealth visits on mobile, tablet, and web. 9 in 10 customers recommend Phreesia.

Morf Health operates as a sophisticated platform powered by artificial intelligence, designed to automate workflows and boost patient engagement for healthcare providers, thereby promoting greater operational efficiency, seamless data synchronization, and personalized communication with patients on a broad scale. Acting as a crucial integration hub, it connects various existing technologies such as electronic health records (EHRs), appointment scheduling systems, billing software, and customer relationship management (CRM) systems, which allows for the fluid sharing of patient information and establishes a singular, dependable source of truth. By facilitating essential functions like patient onboarding, eligibility verification, appointment management, reminders, follow-ups, and billing alerts, Morf alleviates the challenges associated with manual administrative tasks significantly. The platform utilizes a series of triggers and actions to automate these responsibilities, for instance, creating patient records or sending reminders if required forms are not submitted, thereby removing the necessity for manual intervention or specialized technical skills. This advancement not only enhances the operational efficiency of healthcare practices but also amplifies patient satisfaction by ensuring that communication is timely and accurate throughout the entirety of their healthcare experience. Ultimately, Morf Health represents a transformative step forward in the realm of healthcare technology, setting new standards for how patient interactions and administrative duties can be managed effectively.

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.

Healthcare organizations use Artera to deploy voice AI agents that manage routine patient conversations, from appointment scheduling and intake to referral management, payments, and care gap outreach, reducing administrative burden while improving patient access. The platform, Artera Harmony, connects fragmented communication into coordinated patient engagement across text, phone, email, and voice AI, with deep EHR integrations that automate the right message at the right time. AI Service Squads work directly with provider teams to design custom solutions around each practice's unique operational needs. Trusted by 1,000+ specialty practices, FQHCs, health systems, and federal agencies with 11+ years of healthcare-native experience. Key capabilities include AI-powered Smart Inbox, which consolidates all patient conversations in one place, surfacing high-priority messages so staff focus where it matters most. Automated workflows support complex care journeys, from appointment reminders and care gap closure to post-visit follow-ups and intake preparation, without requiring staff intervention. Built-in reporting tools provide real-time visibility into patient engagement rates, message volume, response times, and no-show recovery revenue. Artera's voice AI agents are purpose-built for healthcare, handling routine conversations that consume staff time so teams can focus on patients who need a human touch. AI Service Squads, dedicated teams of Artera's AI builders, collaborate directly with each practice to design, implement, and support custom AI solutions around their workflows and EHR environment. Security is foundational: SOC 2 Type 2, HITRUST certified, HIPAA compliant, and FedRAMP Class D Certified (FedRAMP High). Identifiable patient data is never used to train AI models. 2B+ Annual Comms. | #1 Best in KLAS (Patient Communications, 2026) | 11+yrs Healthcare-Native Experience | FedRAMP Class D Certification | 200M+ Patients | 1,000+ Healthcare Providers

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.

CheckinAsyst offers a digital solution that enables patients to view their medical records, make payments, and connect with one another. By enhancing the patient experience and streamlining processes, CheckinAsyst allows healthcare providers to dedicate more time to delivering quality care to their patients. This innovative platform ultimately fosters better communication and engagement within the healthcare community.