List of the Top Patient Intake Software for Greenway Health in 2026

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.

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.

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