The 8 Best-Value Digital Patient Intake Solutions for Medium-Sized Health Care Practices

April 29, 2025
People deserve to have more convenience and autonomy when checking in. Here are the best value digital patient intake solutions for medium-sized health care practices.

Operating a health care practice can be incredibly rewarding but also challenging, especially when handling a large number of patients. There’s a great number of people to schedule and communicate with. However, it’s important to discover programs to help manage that influx, optimize the patient experience, and maximize staff and resources. 

People deserve to have more convenience and autonomy when checking in. Here are the best value digital patient intake solutions for medium-sized health care practices. 

1. Mend 

Key feature

Patient self-scheduling

Industry

Hospital, Mental and Behavioral Healthcare

Mend started in 2014 to connect Mental and Behavioral Healthcare providers with their patients to increase revenue and improve the clinical experience. It has partnered with organizations all over the state, keeping up a single-digit no-show rate with more than 15 million patient visits combined. 

Its digitized patient intake is ideal for Mental and Behavioral Healthcare organizations and telehealth psychiatry platforms, averaging about 80% engagement rates. It automates sending digital forms and allows people to self-schedule online. 

2. Phreesia 

Key feature

Payment processing capabilities

Industry

Hospital, health care

Phreesia was founded in 2005 to empower health care organizations with knowledge and innovative technology. It is centered on reducing medical facilities’ workloads while improving financial outcomes in the long run. 

It’s designed to fulfill various features, from simplifying scheduling to gaining insights to collecting patient-reported information. It’s particularly flexible with payment collection, offering a variety of options, such as credit, debit, FSA, HSA and more. 

3. OperaDDS

Key feature

Digital forms

Industry

Dental, medical

OperaDDS is well known for its paperless solutions, providing different forms to assist patient intake. You can also communicate with practice management systems like Eaglesoft, Dentrix and Open Dental. 

Aside from its digital forms, there’s also an automated reminder system. You can enable two-way texting or voice reminders to inform patients of their appointments. If unavailable, it’s set to suggest a different time for rescheduling. 

4. Rectangle Health

Key feature

Digitized payers

Industry

Medical practice, health, wellness and fitness

Rectangle Health is a pioneer in innovative health care technology, operating since 1993 to lift up providers. Its patented platform, the Practice Management Bridge, can assist with various business operations, including patient intake. 

The interface is geared to save staff time by capturing digital signatures for patient intake forms and email receipts. Visitors can also pay via point of service, text to pay, online portal and more. The brand has created up to a 15% improvement in patient show rates. 

5. Solutionreach

Key feature

Telehealth

Industry

Dental, vision, medical

Solutionreach aims to improve patient engagement and retention by offering some of the best value digital patient intake solutions for medium-sized health care practices. It has over 20 years of experience and has helped over 50,000 practices. 

Many programs, such as the digital intake, are geared toward boosting appointment volume while relieving the front office of its duties in the long term. You can customize forms and automatically send them for patients to fill in when convenient. 

6. Doctible

Key feature

Virtual waiting room

Industry

Medical, dental, optometry, orthodontics, chiropractic

Doctible helps organizations with building their patient scheduling process and intake documentation. It streamlines everything with your EHR data to minimize time-consuming workflows. It can also display real-time availability to patients for easier scheduling.

Should there be any cancellations, the system is automated to fill in the gap as soon as possible for maximum efficiency. People can also be sent to a virtual waiting room before the official check-in if things are running behind schedule.

7. Yosi Health 

Key feature

User-friendly mobile app

Industry

Hospital, health care

Yosi Health was founded in 2015 due to how long and stressful paperwork can be when injured and on medication. This unique digital patient intake solution transfers all administrative responsibilities to the phone through a simple app.

On the staff side, the platform automates and ensures accurate information and real-time health data to minimize time and burnout. Meanwhile, satisfaction has increased as 85% of patients are fully registered in a health organization’s system before arrival. 

8. Luma Health

Key feature

Electronic intake

Industry

Hospital, health care

Luma Health, which started in 2015, works with numerous health care organizations to integrate digital and bidirectional intake. Its approach makes appointment setting and screening easier for both patients and staff.

Luma’s Intake for Tablet and Intake for Kiosk software makes the process easier, as it can provide questionnaires, get consent sorted out and so much more. Patients can even access it through the on-site device if they are unable to do so before an appointment. 

Picking Digital Patient Intake Software

Now that you know the best-value digital patient intake solutions for medium-sized health care practices, evaluate which one works best for you. Consider the following factors. 

Streamlined process

A growing health care organization will benefit more from a program that can streamline multiple interactions. Aside from being simpler for staff to manage, it can also improve patient visits.

Industry compatibility

Health care organizations may have specific services that are unique to them, like mental health care or dental care. Patient intake software of that nature may be more optimized for organizations in those industries.

Data accuracy

Patient onboarding involves plenty of sensitive data. The ideal digital intake solution would have forms that accurately collect the necessary information. It could also automate the data entry process with minimal hassle.

Optimize the Patient Intake Process

It’s important to meet everyone’s needs, especially within the medical industry. Utilize the best-value digital patient intake solutions for medium-sized health care practices that can help you handle the volume of people seeking help.

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