List of the Top Patient Intake Software for NextGen Healthcare EHR 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.

Mend is a robust patient engagement and integrated telehealth platform that aims to assist healthcare organizations in expanding their operations while effectively managing patient care. With a focus on secure and efficient communication, Mend ensures that healthcare providers can interact with their patients seamlessly and remains fully compliant with HIPAA regulations. Catering to over 100 specialties, Mend has successfully supported the care of more than 5 million patients through a combination of in-office and virtual care experiences. This powerful solution not only enhances patient experience but also helps healthcare practices thrive in a competitive market.

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.

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.

Luma Health was established with the vision that the healthcare system should be more efficient and beneficial for every patient. The Patient Success Platform™ developed by Luma aims to integrate patient engagement efforts, ensuring that individuals remain connected to their healthcare providers throughout their entire medical experience, encompassing access, operations, clinical aspects, and financial considerations. This seamless integration is enhanced by Luma Bedrock™, which utilizes data-driven best practices derived from over 700 million data points collected from more than 80 million patient engagements. Currently, Luma caters to over 600 health systems, integrated delivery networks, federally qualified health centers, specialty networks, and clinics across the United States, effectively managing the care pathways of more than 50 million patients. As a result, Luma Health plays a crucial role in transforming how patients interact with and navigate the healthcare landscape.

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.