Best Patient Intake Software with a Free Trial
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Compare the Top Patient Intake Software with a Free Trial as of March 2026
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What is Patient Intake Software with a Free Trial?
Patient intake software streamlines the process of collecting and managing patient information before or during their visit to a healthcare facility. It automates the registration process by enabling patients to submit personal details, medical history, insurance information, and consent forms digitally. This reduces paperwork, minimizes errors, and speeds up check-in times for a smoother patient experience. The software often integrates with electronic health records (EHR) and practice management systems to ensure seamless data flow and improved accuracy. By optimizing intake workflows, it helps healthcare providers focus more on patient care and less on administrative tasks. Compare and read user reviews of the best Patient Intake software with a Free Trial currently available using the table below. This list is updated regularly.
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1
Jotform
Jotform
Trusted by over 25 million users, Jotform is an all-in-one, no-code platform that simplifies data collection, automation, and online sales. Using its drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, payments, and e-signatures. With 10,000+ templates and advanced features like conditional logic and 200+ integrations, Jotform streamlines workflows. Jotform's AI-powered Agents provide real-time customer support, guiding users through form submissions, answering questions, and ensuring a smooth experience while reducing manual intervention. These AI agents learn from interactions to improve responses, enhancing efficiency and customer satisfaction. The platform also includes a Store Builder to sell products and services, accept payments through 30+ gateways, and tools like Approvals and Report Builder to automate workflows and generate actionable insights.Starting Price: $34 per month -
2
Aesthetic Insight
Aesthetic Insight
Aesthetic Insight is a cloud-based, HIPAA-compliant, all-in-one software solution purpose-built for medical spas and aesthetic clinics that consolidates scheduling, online booking, point-of-sale, memberships/packages, automated digital intake and consent forms, custom treatment charting, integrated ecommerce, automated marketing campaigns, and client engagement tools into a single platform. It enables clinics to offer online booking with resource-based availability, digitize their intake, consent, and after-care workflows, manage bundled service and product memberships with automated billing, sell products online through an integrated store, and nurture client relationships through tailored marketing messages and campaigns, all while centralizing front-desk operations, treatment records, and inventory under one interface. The system also supports calendar management, client segmentation, automated reminders, and tracking of package redemption.Starting Price: $74.00 -
3
Upvio
Upvio Healthtech
Vitals AI is Upvio’s camera-based remote vital signs monitoring technology. It uses a short face scan and remote photoplethysmography (rPPG) with computer vision to detect subtle blood-flow signals and convert them into clinically validated physiological insights using a standard phone or webcam, with no wearables or external hardware. In around 30 seconds, Vitals AI can deliver 20+ health markers, including heart rate, HRV, breathing rate, blood pressure, stress metrics, and cardiovascular risk indices. Teams can configure scans using reusable templates, generate secure, shareable links for any workflow (customers, campaigns, teams, individuals), and review results and trends from a single platform. Deployment is available as a fully hosted solution, with enterprise-grade security, governance, and compliance built in, and integration supported via platform tools and API options.Starting Price: $319/user/month -
4
Clinicea
Clinicea
We're the best all-in-one, cloud-based, clinic management platform for growing, ambitious clinics. Clinicea is loved for its unique technology that can replicate paper to generate a super-specialised EMR for you. Deploy virtual assistants to get questionnaires filled, and consents signed. Already in use by 40 specialities across 5 continents. Engage 24x7. Deploy white labelled tools for Online Bookings, Patient Portals, Auto-Invoicing. There’s lots more. No apps, no downloads, just a click. Comprehensive, easy and does it all. Take a demo and see live what the next-generation technology can do for you.Starting Price: $59 per user per month -
5
OptiMantra
OptiMantra
OptiMantra is an EMR and practice management platform focused on helping integrative and wellness practices. It serves individual and multi-modality group practices of direct and primary care providers, acupuncturists, nurse practitioners, naturopaths, chiropractors, massage therapists, PTs, dieticians and nutritionists, aesthetics, and others across the US and Canada. It is a HIPAA and PHIPA-compliant platform and is highly adaptable and robust - it includes online appointment booking, patient messaging and email reminders, a patient portal, intake forms and customizable charting, integrated payment processing, integrated labs and imaging, insurance billing, in-program tele-health, inventory management, and more. The platform is cloud-based and accessible and usable via any desktop, laptop, tablet or phone with internet access.Starting Price: $99 per month -
6
Practice Mate
Office Ally
Practice Mate by Office Ally is a comprehensive practice management solution used by over 25,000 healthcare organizations. It simplifies revenue cycle management and assists in HIPAA-compliant recordkeeping for new and existing practices. Its user-friendly interface offers easy billing management that checks eligibility and benefits and manages claim submission and tracking. Its seamless integration with other Office Ally solutions provides additional functionality such as patient intake, reminders, e-prescriptions, and more. With no cost, commitment, or implementation, you can get started today to help reduce unnecessary administrative tasks, enhance provider job satisfaction, and improve the overall patient experience.Starting Price: $0 -
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Medical Check In
Check In Systems
Medical Check In is a patient queuing solution specifically designed to meet HIPAA privacy standards and improve patient flow . With Medical Check In, medical offices can get basic information from patients like names, reason for visit, dob and accurate time stamps and then pass the information to an organized check list. Medical Check In will automatically sort patients for quicker response. Medical Check In is specifically built for the queuing business model.Starting Price: $399.00/year -
8
RAPID
ACOM Health
ACOM Health is a premier provider of superior billing services and software solution. Specifically built for chiropractic offices, RAPID by ACOM Health offers the industry's most results-oriented, effective, and comprehensive solutions for electronic health record (EHR), notes, practice management, and insurance billing and collections services. Key features for doctors include fully automated EHR workflow, chiropractic templates and charts, automated alerts. For patients, RAPID provides an online patient registration, patient appointment reminders, self-service registration kiosk, appointment reminders, and more.Starting Price: $199.00/month -
9
IntakeQ
IntakeQ
Remove the paperwork from your intake with IntakeQ, a web-based online intake form management software for health professionals. HIPAA compliant, IntakeQ lets health professionals share online case forms with their patients privately; thus, improving client onboarding. The platform also comes with e-signature support, questionnaire analytics, client notes and profile, automated appointment reminders, and a secure messaging portal.Starting Price: $49.90/month -
10
PracticeSuite
PracticeSuite
PracticeSuite is a practice management, electronic health records (EHR) and patient management solution that is suitable for several medical practices and third-party medical billing companies. PracticeSuite features include patient outreach, scheduling capabilities, patient kiosks, and patient portals. With PracticeSuite's EHR feature, clinical teams can manage clinical measures, include flexible charting tools, and health maintenance. PracticeSuite's EHR also has nationwide connectivity to pharmacies, labs, HIE networks, and the patient portal.Starting Price: 34.95/month -
11
Practice Sense
Practice Sense
Practice Sense is a 100% Cloud-Based HIPAA / HITECH compliant Solution. All patient records are stored in an online vault that can only be viewed the practice. Practice Sense also incorporates a secure and authenticated e-signature in its forms. Patients can complete their registration forms anywhere, at any time prior to their medical appointment. This will decrease the time they need to spend at the medical office and allows patients the opportunity to complete the registration forms in a private location. Forms can be securely emailed or accessed through your medical practice’s website. We work hard to make sure you don’t have to. We’ve done countless interviews and focus groups to ensure that we deliver a tool that will make patient registration much easier for both parties involved. Let us handle time consuming tasks.Starting Price: $99.00/month/user -
12
PatientTrak
PatientTrak
PatientTrak offers world class patient tracking solutions which can be used in any healthcare setting needing to manage the patient flow process. From single provider practices to large hospital groups, to multi-facility healthcare organizations, our systems are both affordable and scalable. We offer patient flow solutions which can be used in any healthcare setting needing to manage the patient flow process. Our solutions are used to visual flow, identify bottlenecks and help facilities improve patient flow. From single provider practices to large hospital groups, to multi-facility healthcare organizations, our systems are both affordable and scalable. PatientTrak Text Messaging, Online Reservation and Text to Sign-In solutions can be used to create a virtual waiting room and direct patients to sign-in from outside the facility, and inform them when they are ready to be seen. -
13
ZENTAKE
ZENTAKE
The smartest way to manage your patient documents. ZENTAKE removes the hassle of managing paper intake documents. It is the perfect electronic intake and consent management platform for your staff and patients. Securely encrypted so you can collect and manage sensitive health data and keep your peace of mind. Save time and money by automating previously time-consuming intake management tasks. Solve your intake management problems forever by taking your form processes digital. Getting up and running is easier than you think. Start sending forms in minutes. ZENTAKE is designed to save your team and patients the headache of paper forms. It doesn't matter if patients complete their forms at home or in your office, ZENTAKE's intake tools help streamline your operations, while giving patients the safe, contactless options they want and you the specific information you need.Starting Price: $49/month -
14
Medcubics
Medcubics
Medcubics provides a unique strategy from the front office to the back office. Saves time, facilitates process, provides flexibility, and provides rapid access. Because we are a partner for both physicians and patients, you can rely on our trustworthy software and corporate dedication to customer service. As a medical practitioner, you want to open a practice that is profitable, reliable and will allow you to handle the patients with care and respect. Whether you’re separating from your current medical practice partners or no longer want to work for another doctor, you need a plan to make sure that your business can continue to provide the same level of care you would. Patients can schedule appointments with ease and get notified when their appointment is near reducing no-show considerably.Starting Price: $99 per month -
15
EasyDocForms
EasyDocForms
EasyDocForms is a smart patient intake platform that transforms existing PDF forms into mobile-friendly, AI-powered digital experiences. Built by a physician, it is designed to eliminate paperwork headaches and save clinicians time before and during appointments. Practices can upload their current PDFs and instantly convert them into tap-friendly forms without rebuilding anything from scratch. Patients can complete intake on any device, upload photos of medications and insurance cards, and sign forms electronically. AI-powered summaries condense lengthy intake information into a concise overview clinicians can review in seconds. The platform is fully HIPAA compliant, with encrypted storage, audit logs, and signed BAAs. EasyDocForms helps independent practices streamline workflows, improve data accuracy, and walk into every visit better prepared.Starting Price: $49/month per location -
16
DrChrono
DrChrono
Increase the efficiency of your medical practice with an all-in-one practice management, electronic health records, and medical billing platform from DrChrono. With its modern and simple interface and dozens of advanced features, DrChrono empowers medical practitioners to better serve their patients. Users can easily schedule patient appointments, check and edit patient charts, and manage billing with ease. -
17
iMARSMED
iMARS Systems
iMARSMED introduces the all new contactless patient check in, intake forms, electronic health records, and Patient Portal. All designed to get the headache out of running your practice. Cloud-based and Customizable scheduling and health records. iMARS offers a simple and easy-to-use health records system optimized for maximum security and privacy. Appointment scheduling, Appointment reminders, bill pay, HIPAA compliant email and file sharing, and much more. Using an old out-dated EHR system? Not using a Paperless EHR/EMR? How about office scheduling? Using Google Calendar? You can now make the switch and go to the new Paperless EHR/EMR software with iMARSMED. Find out how you can successfully transition from the old and out dated paper charts to the new Paperless EHR/EMR software.Starting Price: $149 per month -
18
AdvancedMD
AdvancedMD
Enjoy ease of access and security without compromise. Work remotely, see patients and stay connected with a comprehensive cloud suite of office and remote care technologies. Since 1999 we are the only medical office software built on a 100% cloud platform. We are pleased to offer our entire suite of software and data storage on the Amazon Web Services (AWS) cloud hosting platform. Combined, AdvancedMD and AWS offer an unprecedented experience with fast, reliable access to all your information, unwavering data security, and simplified storage with automatic backup. No other ambulatory software system offers this standard of hosting, which means starting or growing your practice on the cloud is as easy and affordable as it gets. Because our software is hosted and managed on AWS, as part of your low monthly subscription you get the highest levels of reliability, security and performance. Our cloud platform makes our software simple to access across multiple devices and platforms. -
19
Interlace Health
Interlace Health
Interlace Health has reduced overhead costs by millions of dollars annually for 1100+ healthcare organizations nationwide – simply by changing their processes. Healthcare organizations gain all the efficiencies and overhead reduction of Interlace Health, without the expense or disruption of transitioning to a different EHR or adopting new software. Interlace Health is designed for seamless integration and customization with existing systems. Patients can complete forms, provide insurance information, and pay their co-pays from home, on their own device, before they arrive. Or, do so in a fraction of the time on site. What was once overly time-consuming and frustrating for patients and staff, is now easy and efficient for everyone. Staff no longer needs to ask for payment, and patients never have to be surprised at what they owe. Our Patient Intake Solution asks for co-pays and balances owed, so patients can pay before they arrive. -
20
NexHealth
NexHealth
Deliver an end-to-end patient experience that integrates in real-time with your practice management system. The only solution that reads and writes data in real-time with your practice management system. We spend most of our engineering resources on creating the best bidirectional integrations with EHR and practice management systems. Now you can develop and deploy your product in weeks, not years. Our engineers consume our own API to build our own doctor-facing SaaS product, so you know you will always get an experience that is tested and can scale. Online patient scheduling allows visitors to see your availability in real-time and schedule appointments on-demand from any location or device. NexHealth scheduling software fully customizes your schedule right out of the box. Our team of product experts helps implement both your calendar of record and your EHR system – no matter how complex your schedule. -
21
Tonic
Tonic
Tonic is a real-time mobile patient intake and contactless check-in platform that provides a seamless, easy and engaging way for patients to fill out any survey, sign any consent form, or make any payment when and where it’s most convenient for them. Create and edit all your surveys, questionnaires, and forms in real time from our super simple online survey designer. Instantly deploy them via email or text to any smartphone or computer or to an iPad-based kiosk in the clinic. Make all your patient data viewable the instant you collect it and filter it in every way imaginable. Real-time alerts make all your patient data actionable when and where it’s needed most. -
22
Connect Patient
ChartLogic
Connect Patient by ChartLogic is a mobile-friendly multifunction patient portal. This web-based solution allows physicians and patients to easily communicate and engage using any browser or device or browser, thereby improving the quality of care and enhancing the overall patient experience. For providers, the key features of the tool are patient history, secure messaging, patient intake forms, and appointment reminders. For patients, the primary features include appointment requests, pay bills online, and RX refill requests. -
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Phreesia
Phreesia
Patient intake software. Digital tools to help your healthcare organization succeed in a changing landscape and deliver the modern, convenient experience your patients expect. Phreesia’s automated patient intake platform engages patients in their care and gives you the capacity to do more of what matters in your organization. Healthcare organizations are successfully using Phreesia’s Intake for Telehealth solution to gather important patient information for each telehealth visit, at scale. Phreesia’s automated patient intake platform supports your organization’s digital front door strategy, engaging your patients at every step in their healthcare journey, during in-person and telehealth visits, through our native applications or our library of APIs. Create a custom patient intake management solution that engages patients in their care and gives you the capacity to do more of what matters to your organization. -
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Dental Symphony
Dental Symphony
Let your staff focus on the patient and not the paperwork. A HIPAA secure, online portal that works alongside any PMS system gives your new and updating patients a modern, sophisticated and paperless experience; all while eliminating the tedious daily tasks for your staff. Our revolutionary patient Presentations help protect dental practices against liability claims by giving you peace of mind that you've provided your patients all of the necessary information to support your treatment plan. From presenting contactless hygiene reports, to welcoming your new patients, Presentations educates your patients, eases patient anxiety and helps to sell complex cases thereby increasing your case acceptance rate. -
25
Zebra Doctor
Zebra Doctor
Zebra Doctor not only offers online appointment scheduling, increased patient intake, digital reputation management, and an exceptional patient experience; but it also helps innumerable patients as well, to find the appropriate healthcare provider, access online reviews and informative content, along with the facility of booking an appointment online. We cover all medical industries, from Primary Care and Medical Spas, to Dental Care and everything in between - we offer: Telemedicine Patient Acquisition Mobile App Digital Reputation Digital Front Door EHR Customized QR Code Forms With our focus directed towards Practices, Patients, Processes, & Technology - We’re a constantly improving, turnkey healthcare solutions provider that has revolutionized patient engagement and experience by bringing doctors & patients closer than ever; with facilities such as: Easy & instant communication Seamless televisits Real-time online scheduling Secure chats Email & text remindersStarting Price: $199 per month
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