Best Patient Intake Software with a Free Trial

Compare the Top Patient Intake Software with a Free Trial as of April 2026

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.

  • 1
    Aesthetic Insight

    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
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  • 2
    Upvio

    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
  • 3
    OptiMantra

    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
  • 4
    RAPID

    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
  • 5
    PracticeSuite

    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
  • 6
    Practice Sense

    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
  • 7
    PatientTrak

    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.
  • 8
    DrChrono

    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.
  • 9
    iMARSMED

    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
  • 10
    AdvancedMD

    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.
  • 11
    Interlace Health

    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.
  • 12
    Connect Patient
    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.
  • 13
    Phreesia

    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.
  • 14
    Dental Symphony

    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.
  • 15
    Zebra Doctor

    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 reminders
    Starting Price: $199 per month
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