The 37 Best HIPAA-Compliant Patient Intake Software Solutions (2024)

Patient intake software is a crucial component of the healthcare ecosystem. As the initial point of contact between a patient and their healthcare provider, it serves as an essential tool for collecting, organizing, and managing patient data.

The application of patient intake software goes beyond just registration. It offers a comprehensive solution that streamlines the flow of information between patients and healthcare providers. Importantly, it also facilitates the safe and secure storage and transfer of patient data, which is vital in maintaining privacy and compliance with healthcare regulations such as the Health Insurance Portability and Accountability Act (HIPAA).

However, with an array of patient intake software available in the market, choosing the right one can be a daunting task for healthcare providers. The ideal software should not only align with the specific needs of the practice but also offer robust security features to ensure data protection and HIPAA compliance. Additionally, it should be user-friendly for both patients and staff, and have the capacity to integrate seamlessly with other systems in use, such as electronic health records (EHR) and practice management software.

Let’s take a look at the 37 best hipaa-compliant patient intake software solutions on the market.

What Should You Look for in HIPAA-Compliant Patient Intake Software Health Software?

HIPAA Compliance: This is the most critical aspect to consider. The software should meet all the HIPAA security and privacy standards to ensure the protection of sensitive patient health information.
Data Encryption: Look for software that offers robust data encryption for information both at rest and in transit. This feature provides an added layer of security to patient data.
User Authentication: The software should have strong user authentication protocols to prevent unauthorized access to patient information. This could include multi-factor authentication and automatic logoff after periods of inactivity.
Audit Trails: The software should provide a comprehensive audit trail that records who accessed what data and when, facilitating traceability and accountability.
Integration Capabilities: The software should seamlessly integrate with your existing EHR and practice management systems to ensure a smooth flow of data across platforms.
Easy to Use: An intuitive, user-friendly interface is essential for both patients and staff. It should facilitate easy entry and retrieval of patient information and offer features like online appointment scheduling and automated reminders.
Customer Support: Look for software vendors that offer strong customer support. This could include training for your staff on how to use the software, as well as timely assistance in case of any issues or queries.
Cost Effectiveness: Consider the total cost of ownership of the software, including the upfront cost, recurring fees, and any potential costs related to software updates or upgrades.

Remember, the right patient intake software can streamline your workflow, improve patient engagement, and most importantly, ensure the safety and privacy of patient information. Hence, it's worth investing time and effort in selecting the best software that fits your practice's needs and complies with all HIPAA regulations.

The 37 Best HIPAA-compliant Patient Intake Software Solutions

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1. IntakeQ

2. Power Diary

3. vCita

4. Google Forms

5. Formsort

6. Phreesia

7. Formstack

8. Office Ally's Intake Pro

9. Lumeon

10. Orbital Health

11. Help Scout

12. Zendesk

13. Monday.com

14. FormDr

15. Jotform

16. Typeform

17. MedForward

18. Luma Health

19. FormAssembly

20. DoctorConnect

21. Zentake

22. PandaDoc

23. DocuSign

24. Logiforms

25. 123FormBuilder

26. NexHealth

27. Formsite

28. PatientPop

29. doForms

30. Cognito Forms

31. Solutionreach

32. Patient Communicator

33. Mend

34. Doctible

35. SimplePractice

36. PatientTrak

37. Medical Check In

1. IntakeQ

https://intakeq.com/

IntakeQ is a robust software solution designed to streamline the intake process for healthcare providers. By allowing clients to complete intake forms online prior to their appointment, the software significantly reduces paperwork and enhances efficiency. In addition to facilitating intake forms, IntakeQ also offers features such as appointment scheduling, secure messaging, and invoice management, making it a comprehensive solution for many healthcare providers' administrative needs.

Features

Comprehensive Practice Management: IntakeQ offers electronic forms, appointment scheduling, insurance billing, and secure patient portals to manage an entire practice with ease.
Optimized Operations: The software has fully automated processes that keep the practice paper-free and running at maximum efficiency around the clock.
Patient Communication: IntakeQ provides a secure, online patient portal that makes communication seamless and convenient, accessible from any location on any device.
Cost and Time Efficiency: IntakeQ functions as a full-time staff, eliminating the headache of manual tasks and processes, as well as the cost of payroll.
Practice Growth: With a focus on an exceptional patient experience from onboarding to ongoing care, the software aims to increase patient satisfaction and retention.

Pros and Cons

Pros:

Helpful and friendly customer service.
Versatile and easy to use, with the ability to easily send forms.
Customers appreciate the opportunity to complete the forms in the comfort of their home.

Cons:

The calendar view does not work well for some users.
Occasionally, the form may give users feedback that it is incomplete, which can be confusing.
The absence of a spell check feature and ease of accidentally deleting a form were noted as drawbacks.

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Pricing

IntakeQ offers several pricing options:

Forms Only: $49.90 per month with $20 per additional practitioner.
Practice Management: $74.90 per month with $25 per additional practitioner.
Forms Only Low Volume: $29.90 per month with $10 per additional practitioner.
Practice Management Low Volume: $49.90 per month with $20 per additional practitioner.

Reviews

As of the latest data, IntakeQ has received 290 reviews on Capterra, with an overall rating of 4.7 out of 5.

2. Power Diary

https://www.powerdiary.com/

Power Diary is a popular software solution used by therapists, counselors, coaches, and more, designed to streamline daily tasks and improve efficiency in managing a practice. As a comprehensive web-based practice management platform, Power Diary offers a wide range of features, including client and care management, automated appointment notifications, billing and invoicing solutions, and SMS-based chat, among others.

Features

Power Diary provides five core functionalities:

Practice Management: Power Diary provides an integrated system for appointment scheduling, billing & invoicing, and insurance claims management. It supports multi-provider practices by enabling side-by-side views of multiple practitioners' calendars and supports multiple office locations. Power Diary also offers practice management reports, providing regular and on-demand reports of key statistics.
Client Portal: The software features a client portal that supports client payments, new client registration, appointment and class bookings, and cancellations.
Note-taking and Document Management: Power Diary provides note-taking and document management features that allow importation of specialty-specific progress notes and creation or customization of templates. This includes templates for initial consultation, follow-up consultations, standard notes, therapy intake forms, and informed consent.
Electronic Medical Records (EMR) / Electronic Health Records (EHR): The software supports the management of electronic medical and health records.
Custom Forms: Power Diary offers a library of digital custom forms for import, including the PTSD Checklist (PCL-5), PHQ-9 Patient Health Questionnaire, Depression Anxiety Stress Scale (DASS 21), and Telehealth Consent Form, among others.

Pros and Cons

Pros

Customizable clinic note templates are one of the best features, allowing the creation of clinic notes for each type of patient and each interaction, thus simplifying patient management.
The software has made invoicing and generating receipts processes enjoyable and professional. The note templates can be customized and adapted according to needs.
It is a brilliant practice management software for specialists.

Cons

There are criticisms about the speed of implementing changes, with some users feeling it takes a long time unless there's an urgent need, such as adding telehealth during COVID-19.
Some users find the platform somewhat restrictive with multiple irritating imperfections.
There's a lack of customizability in some areas, such as for session packs, and a lack of editing options for clinical notes, including bold, underlining, bullet points, etc. Some users also find the appointment slot scheduling inflexible, which can lead to wasted time gaps.

Pricing

Here is the structure of their pricing tiers:

"Just Me" for 1 practitioner at $5/week.
"Light" for 2-3 practitioners at $8/week.
"Growth" for 4-9 practitioners at $13/week.
"Medium" for 10-20 practitioners at $21/week.
"Plus" for a custom number of practitioners at $30/week.

The service also offers enterprise, government, university, and charity plans for more than 100 practitioners. All these plans are on a pay-as-you-go basis with no lock-in contracts, and they offer a 14-day free trial. They also offer an optional service of SMS sending for $4.99/month for a dedicated SMS number with 35 SMS credits per month.

Reviews

Based on data from Capterra, Power Diary has received an overall score of 4.6 out of 5 stars, from a total of 150 reviews.

3. vCita

https://www.vCita.com/

vCita is an all-in-one customer service and business management software designed for service providers, especially SMBs and healthcare professionals. The cloud-based solution combines essential tools to manage everyday business activities and operations, aiming to enhance productivity and efficiency, and increase revenues.

Features

Calendar and Online Scheduling: vCita allows users to manage appointments, classes, sessions, and events by selecting their time zone, business hours, and availability. A customizable, branded calendar can be displayed on a website where clients can request appointments.
Client Portal: A self-service portal enables clients to book services, make appointments online, register to an event, and pay online as the system integrates with third-party payment gateways.
Billing and Invoicing: With vCita, users can create and issue branded invoices.
CRM Activities and Targeted Marketing Campaigns: vCita facilitates storing and managing leads and clients in a centralized online hub, viewing their contact history, and collaborating with your team.
Email and SMS Marketing: vCita provides built-in capabilities to invite clients to complete a payment, fill in a form or submit a document in a single click.

Pros and Cons

Pros:

vCita has a helpful setup process and allows users to personalize their site. It works well with websites, providing peace of mind to users.
Clients appreciate the option to send documents, message the business, make payments, and schedule appointments. The dashboard is simple and easy to read.
vCita is highly recommended for small businesses and service providers, particularly for booking, communication, and client management.

Cons:

Some users have reported that vCita lacks in customer service.
The response time from customer service can take several days, which can be frustrating for users.
There have been instances where features like the pop-up and the scheduler are not working, which disrupts the business operations.

Pricing

They offer three different packages: Essentials, Business, and Platinum. The Essentials package offers a monthly price of $24, while both the Business and Platinum packages are priced at $29 per month.

Reviews

Based on data from Capterra, vCita has received an overall score of 4.5 out of 5 stars, from a total of 249 reviews.

4. Google Forms

https://www.google.com/forms/about/

Google Forms is a versatile and user-friendly tool designed to collect and organize information efficiently and can be made HIPAA-compliant by signing a BAA on a paid Google Workspace account. As part of Google's suite of productivity tools, Google Forms offers a solution for creating various types of forms, surveys, and quizzes that are suitable for use within healthcare. Its simplicity, coupled with its seamless integration with other Google products, makes it a convenient choice for both professional and personal use.

Features:

Form and Survey Creation: Google Forms allows users to create custom forms and surveys for various purposes, from simple event RSVPs to complex surveys with multiple question types.
Data Collection and Analysis: Responses to forms are automatically collected and organized in Google Sheets, allowing for real-time response data analysis.
Customization: Google Forms offers a variety of themes and the ability to add custom logos and images, enabling users to personalize their forms according to their needs.
Collaboration: With Google Forms, multiple users can work on a form simultaneously, making it a great tool for collaborative projects.
Logic Branching: Google Forms supports logic branching (conditional questions), allowing users to create dynamic forms that change based on user responses.

Pros and Cons

Pros:

User-Friendly Interface: Google Forms is known for its intuitive and user-friendly interface, which makes creating and managing forms simple and efficient.
Integration with Google Workspace: As a part of Google Workspace, Google Forms seamlessly integrates with other HIPAA-compliant Google applications like Google Sheets, enabling smooth data transfer and analysis.

Cons:

Limited Customization: While Google Forms does offer customization options, it may not be as extensive as some other data collection tools. The design and formatting options are relatively basic.
No Automated Email Responses: Google Forms does not natively support automated email responses to respondents, which can be a limitation for some users.
Lack of Advanced Analysis Features: While Google Forms collects and organizes data efficiently, it lacks advanced analysis features. For in-depth analysis, users often need to export data to another application.

Pricing

Google Forms is a free tool offered by Google as part of its Google Workspace. Users that want the HIPAA-compliant version will need to upgrade to a paid plan.

Reviews

Based on data from Capterra, Google Forms has received an overall score of 4.7 out of 5 stars, from a total of 10,427 reviews.

5. Formsort

https://formsort.com/

Formsort is a powerful tool that empowers healthcare product teams to build and optimize their most important patient flows, including patient onboarding, patient check-ins, quizzes, and more. The software offers the flexibility of custom coded flows without the need to code, allowing users to create an integrated patient digital experience that aligns with their brand. Formsort supports personalization for each responder, rapid experimentation for conversion optimization, data privacy, and security as part of its core philosophy.

Features

Full UX Control: Formsort provides full UX control to product teams, enabling them to build high-conversion flows such as onboarding, check-ins, and quizzes.

Customization and Brand Alignment: The platform allows users to customize each component of their flow down to button styles and animations, ensuring that the flow design aligns with the brand's overall image.

Personalized Experiences: Formsort allows for the creation of personalized experiences for each responder by setting up conditional logic for common eligibility questions and enabling complex, real-time calculations.

Conversion Optimization: Formsort supports rapid experimentation to improve conversion. Users can make changes to flows, save them as variants, and compare their conversion rates through split testing.

Integration and Data Privacy: The platform can be integrated with various tech stacks, and it places a high degree of emphasis on data privacy and security. Formsort is SOC 2 Type II certified and HIPAA compliant.

Pros and Cons

Pros

Users appreciate the wide feature set and ease of use provided by Formsort.
The platform's ability to elevate form builder platforms has been praised.
Users have noted exceptional customer support and the innovative nature of the product.

Cons

Some users have expressed that despite a wide range of configurations, the user experience could be improved.

Pricing

Formsort offers three pricing plans: Free, Pro, and Enterprise.

The Free plan is a great option for small businesses or individuals who are just getting started with Formsort. It includes 100 responses per month, which is enough for most small businesses. There are no overage fees on the Free plan.

The Pro plan is a good option for businesses that need more than 100 responses per month. It includes unlimited responses and overage fees of $239 for an additional 1,000 flow starts.

The Enterprise plan is designed for businesses with more complex needs. It includes features that are not available on the Pro plan, such as custom branding and white-labeling. Contact sales for pricing for the Enterprise plan.

Reviews

As of the current date, Formsort has 25 reviews on Product Hunt with an aggregate rating of 4.9 out of 5.

6. Phreesia

https://www.phreesia.com/

Phreesia is a healthcare software solution designed to automate patient intake, provide access, facilitate payments, and more. The platform seeks to empower patients to take a more active role in their care, contributing to improved outcomes.

Features

Simplify Registration: Phreesia provides a streamlined, personalized check-in for every patient. This includes mobile, in-office, and virtual-visit registration with customized workflows. The software also supports data capture, consents, payments, workflow management, and analytics during patient check-in.
Simplify Scheduling: The software offers customizable tools for scheduling, appointment tracking, and referrals. It features reminders, online scheduling, smart scheduling, and workflow management to minimize no-shows and reduce the need for phone calls.
Gain Insights: Phreesia offers robust analytics to measure performance and impact. This includes customizable operational, clinical, and financial reporting tools. It provides visibility into intake trends and patterns, enabling users to track check-in volumes by location, visit type, staff member, and more.
Increase Revenue: Phreesia provides a modern payment experience for patients and staff. It automates collections, checks eligibility and benefits in advance, improves data accuracy, and facilitates faster payments. Its revenue cycle management tools help automate key steps in the payment process before, during, and after the patient visit.
Patient Activation Measure (PAM): Phreesia utilizes the Patient Activation Measure, which is a standard for measuring an individual's ability to manage their own health. It evaluates their knowledge about medications and preventive health, skills to maintain lifestyle changes and participate in care decisions, and confidence in communicating with their doctor and following up.

Pros and Cons

Pros:

Excellent reporting capabilities and beneficial financial features.
Provides peace of mind and convenience to patients.
User-friendly interface with attentive staff support.
The eligibility feature is highly praised.
The software has significantly increased the collection of outstanding balances and co-pays on the date of service.

Cons:

Some users have reported having to spend extra time training the AI.
There were bugs in the system and occasionally all tablets would stop working.

Pricing

Phreesia offers three pricing plans: Basic, Premium, and Custom.

The Basic plan starts at $199 per month and includes online check-in, patient registration, and electronic health record integration.

The Premium plan starts at $399 per month and adds patient portals, secure messaging, and reporting.

The Custom plan is available for organizations with specific needs and pricing is based on the number of active users and the number of patient visits.

Reviews

Not available.

7. Formstack

https://www.formstack.com/

Formstack is a comprehensive workplace productivity platform that helps over 25,000+ organizations digitize their processes, automate workflows, and improve their operations without the need for coding. The platform streamlines manual processes and drives efficiency, making it a valuable tool for healthcare businesses seeking to grow and adapt in an ever-changing business landscape.

Features

Forms: Formstack offers a versatile online form builder that doesn't require any coding to set up. These forms can power your data collection, enabling payments, leads, surveys, and more.

Documents: The platform includes a document generator that allows you to populate data into well-designed documents, streamlining your document preparation process.

Sign: Formstack provides a drag-and-drop eSignature solution that allows you to collect digital signatures for forms and documents on any device, eliminating the need for paperwork.

Formstack for Salesforce: For Salesforce users, Formstack offers form, document, and eSignature solutions that are native to Force.com, allowing you to automate manual processes and enhance your Salesforce investment.

Integration: Formstack integrates with hundreds of popular web applications, enabling you to connect to the apps you love, automate workflows, and improve workplace productivity.

Pros and Cons

Pros:

Excellent customer service and help response times.
User-friendly and easy to use.
Effective for collecting and organizing customer data.

Cons:

Issue with misleading information regarding Infusionsoft Integration.
Limited options available in the interface for form formatting.
Some users reported losing notes due to an error.

Pricing

Forms: This starts at $50/month (billed annually) or $59/month (billed monthly) and includes 1 user, 20 digital forms, and 1,000 submissions per form among other features.

Documents: This starts at $92/month (billed annually) or $110/month (billed monthly) and provides features like session management and data routing among others.

Sign: This starts at $18/month (billed annually) or $20/month (billed monthly) and allows for unlimited eSignatures, mobile signing, and more.

Platform: This bundles all Formstack's tools and starts at $225/month (billed annually) or $250/month (billed monthly). It includes 3 users, 25 digital forms, unlimited document templates, and unlimited eSignatures among other features.

Enterprise: Pricing for the Enterprise version is customized and includes features like a dedicated customer success manager, single sign-on, and account management.

Reviews

Formstack Sign has an average rating of 4.9 out of 5 stars on Capterra, based on over 169 reviews. Formstack Forms has an average rating of 4.2 out of 5 stars on Capterra, based on over 100 reviews. Formstack Documents has an average rating of 4.8 out of 5 stars on Capterra, based on over 110 reviews.

8. Office Ally's Intake Pro

https://cms.officeally.com/intakepro

Office Ally's Intake Pro is an electronic intake and patient check-in software designed to streamline the intake process and enhance patient satisfaction. The software empowers both staff and patients, enabling patients to enter their intake or registration information independently, either at the practice or from the comfort of their own homes. By leveraging Intake Pro, practices can significantly increase staff productivity and improve their operational efficiency.

Features

Independent Patient Intake: Patients can complete intake forms on a tablet independently.
Seamless Sync: Form information seamlessly syncs with Practice Mate and EHR 24/7.
Accessibility: Intake Pro works at the practice or from the patient's personal computer or phone.
Customizable Electronic Forms: The electronic forms are fully customizable to fit the needs of your practice.
Template Availability: Intake Pro can be customized with your electronic forms, or you can use one of Office Ally's pre-existing templates.

Pros and Cons

Pros:

The product is free and convenient to use.
Being web-based, it is accessible from anywhere.
The software offers easy customization features that can be tailored to fit users' needs.

Cons:

Some users have reported that the patients' portal was not user-friendly.
Many of the features do not work properly according to some users.
Customer support is not always easily accessible.

Pricing

Office Ally pricing starts at $29.95 per month.

Reviews

Office Ally's Intake Pro has a rating of 4.5 out of 5 stars on the App Store.

9. Lumeon

https://lumeon.com/

Lumeon is an enterprise platform designed to streamline and individualize patient care at scale. With real-time data integration, Lumeon is capable of analyzing patient data and applying clinical intelligence to optimize care coordination and management. The platform's care orchestration capability ensures that every patient receives the right care, at the right time, improving overall operating efficiency and productivity.

Features

Care Orchestration: Lumeon's automated care orchestration platform analyzes real-time data and applies clinical intelligence to automatically orchestrate care based on the individual needs of every patient.
Real-time data integration: The platform provides real-time, bi-directional integration with EHRs and other data sources to ensure care coordination is always based on accurate and timely information, thereby reducing the documentation burden on clinicians and staff.
Individualized Coordination: The platform individualizes care coordination actions for each patient, ensuring that every patient gets the right care, at the right time – every time.
Automation delivers scale and efficiency: By automating care coordination tasks, activities, and events, the platform improves operating efficiency and productivity, eliminates variation, and enables workflows to scale across care teams and sites of care with consistency.
Care coordination across various healthcare segments: Lumeon can be deployed within a healthcare enterprise to address unlimited use cases across ambulatory/outpatient care, acute care, and post-acute care segments.

Pros and Cons

Pros:

Lumeon's platform analyzes real-time data and applies clinical intelligence to automatically orchestrate care based on the individual needs of every patient. This approach recognizes that every patient is different and that care should not be 'one-size-fits-all'.
The platform can be deployed for a wide range of use cases within a healthcare enterprise, from ambulatory/outpatient care, acute care, to post-acute care.
Lumeon integrates with real-time data, streamlining documentation review for clinicians and preventing information gaps.
The platform automates care coordination tasks, activities, and events, improving operating efficiency and productivity, eliminating variation, and enabling workflows to scale across care teams and sites of care with consistency.

Cons:

The starting price for Lumeon is $5000 per year, which might be a significant investment for some organizations.

Pricing

Based on the most recent information, the pricing for Lumeon starts from $5,000 and the pricing model is per user.

Reviews

Lumeon has a 4.5 out of 5 star rating on Google Reviews, based on 12 reviews.

10. Orbital Health

https://www.orbitalhealth.com/

Orbital Health is a proactive engagement and scheduling platform designed to improve patient access to care and retention. The platform automates outreach, appointment scheduling, and patient intake, integrating with core systems to proactively offer appointments to patients, enable self-registration and scheduling, and recapture underutilized capacity. This creates a seamless registration and scheduling experience for patients and aids healthcare providers in increasing their revenue, acquiring new patients, reducing the risk of no-shows, and improving long-term patient outcomes.

Features

Comprehensive Workflow Platform: Orbital Health offers a comprehensive workflow platform designed to meet patients where they're at and streamline healthcare processes. This platform likely includes various tools and modules to optimize patient engagement, compliance, and care utilization.
Patient Engagement: Orbital Health focuses on improving patient engagement, allowing healthcare organizations to effectively interact with their patients. By leveraging actionable insights and automation, the platform may help enhance patient participation and satisfaction.
Automation and Actionable Insights: Orbital Health's platform likely incorporates automation capabilities to streamline administrative tasks and improve efficiency. The integration of actionable insights may enable healthcare professionals to make informed decisions and optimize patient care.
Proactive Engagement and Scheduling: According to the search results, Orbital Health offers a proactive engagement and scheduling platform that aims to enhance patients' access to care and retention. The platform may automate outreach, appointment scheduling, patient intake, and provide self-registration options.
Custom Healthcare Solutions: Orbital Health may provide custom healthcare solutions tailored to the specific needs of healthcare organizations. This implies that the platform can be adapted to address unique challenges and requirements, allowing organizations to leverage the benefits of Orbital Health's technology.

Pros and Cons

Pros:

The ease of communication between team members.
It provides 'always on' environments for team members to work together, mimicking an office environment while working remotely.
Features like Spatial audio, multiple screen shares, emoji's and gif reactions, all of which are fully customizable.
The software is always on, allowing the team to speak freely within a virtual office as and when needed.
Focus on audio-first communication and collaboration features.
Allows quick and easy communication with team members using audio and text.

Cons:

It may take some time to learn all the features.
There is still work to be done on making it seamless to invite people into your 'galaxy' and for ease of use with calendars for meetings.
Some users have reported issues with screen sharing, where the screen loses focus.
Some users would like the addition of video feature for certain conversations, instead of having to switch to other platforms like Zoom.

Pricing

Orbital Health has a basic plan priced at $10 per month. They offer a free trial and a free version of the software.

Reviews

Orbital Health has an overall rating of 4.5 out of 5 on Capterra, based on over 100 reviews left by customers.

11. Help Scout

https://www.helpscout.com/

Help Scout is a powerful, customer service platform designed to manage all customer conversations efficiently. It acts like an inbox, providing features like shared email, live chat, knowledge base, reports, and more. It's designed to be easy to use, allowing teams to focus on customer relationships.

Features:

Mailbox: This feature helps manage customer emails in a structured and organized manner.
Workflows: Workflows facilitate automated processes or task sequences.
Knowledge Base: This feature allows for the creation of a self-serve information hub to answer frequently asked questions.
Reporting: This enables the monitoring and tracking of various metrics related to customer interactions.
Live Chat: This feature would allow real-time communication with customers.
Customer Management: This involves tools for managing customer information, tracking interactions, and overseeing customer-related activities.

Pros and Cons:

Pros:

Easy to track users and maintain relationships with them.
The software is easy to learn and use, with users able to get up and running quickly.
The platform provides an all-in-one solution of live chat and knowledge base, making it a functional tool for various aspects of a business.

Cons:

Some users have noted that the user interface could be more intuitive for tracking and managing tickets.
There's a desire for more advanced features like color coding for unanswered support tickets, timers to see response times, and more detailed analytics.
Some users have experienced issues with the automation of ticket management and the mobile app glitches.

Pricing

Help Scout has two pricing plans: Standard and Plus. The Standard plan costs $20 USD per user per month billed annually, while the Plus plan costs $40 USD per user per month billed annually.

Reviews

The average review rating of Help Scout on Capterra is 4.5 out of 5 stars. This rating is based on over 1,000 reviews from verified users.

12. Zendesk

https://www.zendesk.com/

Zendesk is a popular, cloud-based customer service software also used in healthcare settings and designed to manage and measure customer support issues.

Features

Conversational Tools: Zendesk allows businesses to create natural conversations, offering a unified channel API that works across web, mobile, and social channels. Conversation extensions also allow businesses to create custom interactive experiences inside the chat window of any messaging channel.

Apps and Frameworks: Users can customize Zendesk without needing to know code, and developers can extend its functionality with apps and the Zendesk apps framework. It can be embedded natively into mobile apps, websites, or games with Zendesk SDKs.

Automation and Intelligence: Zendesk includes intelligent self-service with bots and offers smart workflow tools for creating support flows and providing instant resolutions with intelligent automations. It also allows for low code customization with features like custom fields and macros.

Integrations: Zendesk can be integrated with other systems, offering a library of 1200+ pre-built apps and integrations that connect to the most common systems. It also provides comprehensive APIs for extending and customizing the software, and allows building of custom integrations between Zendesk and other systems.

Data Management: Zendesk gives agents a single view of everything known about a customer. It allows businesses to tailor Zendesk to their unique structure and processes with custom objects, and to create reports and draw insights from data to build new workflows, streamline processes, and personalize the customer journey.

Pros and Cons

Pros

Zendesk is easy to use, both for businesses and customers.
Zendesk offers a wide range of powerful features that can help businesses provide better support to their customers.
Zendesk can be affordable for businesses of all sizes.

Cons

Zendesk can be complex to set up and use, especially for larger businesses.
Zendesk lacks some features that are offered by other customer service software platforms.
Zendesk can be expensive for businesses with a large number of customers.

Pricing

Zendesk offers a variety of pricing plans, starting at $49 per month for the Starter plan. The plans include a variety of features, and the price increases as the number of features increases. Zendesk also offers a free plan for businesses with up to three agents.

Reviews

Zendesk has a rating of 4.5 out of 5 stars on Capterra, based on over 20,000 reviews.

13. Monday.com

https://monday.com/

Monday.com can be used in healthcare and facilitates efficient tracking of organizational goals with customizable dashboards, enabling confident decision-making and scalability of workflows. It is trusted by over 180,000 customers worldwide for managing various domains like creative & design, software development, marketing, project management, sales & CRM, task management, HR, and operations, among others.

Features

Boards: These are the core of the monday.com Work OS. They are highly customizable, and users can manage anything from projects to departments on them.
Views: This feature allows users to visualize and plan their work more efficiently with multiple views, including Kanban board, calendar, timeline, Gantt chart, and more.
Dashboards: Dashboards provide the insights users need to make decisions with confidence. They help track progress, timelines, and budgets with custom dashboards.
Integrations: monday.com can be integrated with all your favorite tools like Slack, Dropbox, Adobe Creative Cloud, and more, enhancing productivity and efficiency.
Automations: This feature streamlines processes, allowing users to focus on the work that matters. A variety of automation recipes are available, or users can create their own in minutes.
Apps: The Work OS's capabilities can be expanded with monday apps, enhancing workflows with custom views, widgets, integrations, and more.
Docs: Docs transform text into action items in just a few clicks. They facilitate connection, collaboration, and execution of ideas and workflows in real-time from any doc.

Pros and Cons

Pros

1. User-Friendly Project Management: Monday.com offers a user-friendly interface for creating and managing project boards. Users can easily set up project boards and assign tasks to team members. The platform allows tagging employees in different projects, making collaboration and communication more efficient.

2. Status Updates and Visibility: Monday.com provides a convenient way for staff members to update the status of their projects. This feature allows team members to stay informed about the progress of tasks and projects, improving transparency and visibility within the team.

3. Reliability and Availability: According to one of the search results, every aspect of Monday.com works as advertised, implying a reliable and available platform. This suggests that users can rely on the platform for their project management needs without significant technical issues.

Cons:

1. Pricing Structure: One of the search results mentions that Monday.com's pricing is not per user but rather based on groups of seats. This means that users have to purchase seats in predefined groups, and the minimum user count is three. The pricing structure might not be suitable for small teams or organizations with fewer users.

Pricing

Pricing for monday.com starts from $8.00 per month. The pricing model is per user.

Reviews

As of the time of this research, monday.com has an aggregate review rating of 4.6 out of 5, based on 3,875 reviews on Capterra.

14. FormDr

https://formdr.com/

FormDr is a HIPAA compliant online forms platform that helps businesses collect and manage data securely.

Features

HIPAA compliance: FormDr is a HIPAA compliant platform, which means that it meets the strict security requirements for handling protected health information (PHI).
Ease of use: FormDr is easy to use, even for users with no technical experience. The drag-and-drop form builder makes it simple to create custom forms, and the secure form submission process ensures that data is protected.
E-signatures: FormDr includes a built-in e-signature feature, which allows users to sign forms electronically. This is a convenient and secure way to collect signatures.
Payment collection: FormDr can be used to collect payments online. This is a convenient way for businesses to accept payments from customers.
Form tracking: FormDr provides detailed reports on form submissions. This information can be used to track the progress of forms and to identify areas where improvements can be made.

Pros and Cons

Pros

Ease of Use: Users appreciate the ease of sending intake packets to their clients and being able to track who has completed their forms.
Convenience: The software provides the convenience of sending forms to new patients and tracking if they opened the message. Users also appreciate receiving notifications when the form is completed.
Customization: The ability to customize forms is excellent, and FormDr is noted for continuously adding more features.

Cons

Customer Support: Users have reported dissatisfaction with the level of customer support and service, as well as poor transparency from the company.
Site Stability: Some users have experienced issues with the site freezing up, preventing them from completing their tasks. When attempting to refresh or log back in, they found that all their work had disappeared.
Limited Customization Options: While FormDr offers customizable templates, the customization options might be limited for those looking for highly specialized forms.

Pricing

FormDr offers a variety of pricing plans to fit the needs of businesses of all sizes. The plans start at $29 per month for the Basic plan and go up to $199 per month for the Enterprise plan.

Reviews

FormDr has a rating of 4.5 out of 5 stars on Capterra, based on over 100 reviews.

15. Jotform

https://www.jotform.com/

Jotform is a free online form builder that allows users to create and customize forms without any coding knowledge. Jotform offers a wide range of features, including over 10,000 templates, hundreds of integrations, and almost 400 widgets. Jotform is used by over 18 million people worldwide, and it is a popular choice for businesses of all sizes.

Features

Here are the five core features of Jotform:

Create forms quickly and easily: Jotform's drag-and-drop form builder makes it easy to create forms of any type.
Customize your forms: Jotform offers a wide range of customization options, so you can create forms that look and feel the way you want.
Integrate with other apps: Jotform integrates with hundreds of other apps, so you can easily connect your forms to your existing workflows.
Collect data securely: Jotform uses industry-leading security measures to protect your data.
Analyze your data: Jotform provides powerful analytics tools so you can track the performance of your forms.

Pros and Cons

Pros:

Ease of Use: Users have praised Jotform for its simplicity in setting up and customizing their own contracts, with clients being able to digitally sign and return them with ease.
Utility for Businesses: Jotform has been recognized as highly beneficial for business operations. Users have found it great for applications, acceptance forms with PayPal payment options, and order forms.
Functional Capability: Users have found Jotform to be pleasant to use and capable of every function that they've needed. The platform is praised for its well-designed forms, with plenty of tools and facilities that impress users.

Cons:

Delayed Form Completion Indication: Some users have reported delays on the sender's end indicating that a form has been completed. While usually not long - a few minutes, at most - it can be annoying when users are on the spot.
Service Quality: There have been complaints about the quality of Jotform's service, with one user stating that they were willing to share examples of Jotform's incompetence.
Technical Issues: Certain users have experienced technical difficulties leading them to discontinue using Jotform. One such issue includes the software crashing for clients, resulting in them having to fill out forms again.
Email Delivery Problems: Some users have reported that their emails have been either rejected or ended up in a client's SPAM folder, suspecting Jotform may have been listed as SPAM.

Pricing

Jotform offers a free plan that includes basic features, such as the ability to create up to 10 forms and collect up to 100 submissions per month. Paid plans start at $19 per month and offer additional features, such as the ability to create unlimited forms, collect unlimited submissions, and integrate with other apps.

Reviews

Jotform has an average rating of 4.5 stars on Capterra, based on over 20,000 reviews.

16. Typeform

https://www.typeform.com/

Typeform is a no-code platform that helps you create beautiful, engaging forms, quizzes, and surveys. With Typeform, you can easily customize your forms with images, videos, and text, and you can add logic to your questions to create a more personalized experience for your users. Typeform is also easy to share, and you can embed your forms on your website or in your email campaigns.

Features

Beautiful design: Typeform's forms are designed to be visually appealing and engaging. You can use images, videos, and text to create a form that looks and feels like your brand.
Easy to use: Typeform is a no-code platform, so you don't need any coding experience to create beautiful forms. The drag-and-drop editor makes it easy to customize your forms, and you can preview your forms in real time to make sure they look right.
Data insights: Typeform provides you with detailed data insights about your forms, so you can see how people are interacting with them. You can use this data to improve your forms and get better results.
Integrations: Typeform integrates with hundreds of other apps, so you can easily connect your forms to your existing workflows. This makes it easy to collect data from your forms and use it to improve your business.
Branding: Typeform lets you add your own branding to your forms, so they look like they belong on your website or in your email campaigns. You can upload your own logo, colors, and fonts, and you can even add custom CSS.

Pros and Cons

Pros

Engaging User Experience: Typeform creates an engaging, fun, and pleasant experience for users, making it possible to create surveys that people actually want to complete.
Easy to Use: The platform is crisp and easy to read and use. Reports and data summaries are easy to understand, and surveys and questionnaires are easy to create.
Customizable and Beautiful Design: Typeform's design is highly customizable and aesthetically pleasing. It aligns well with various branding needs, offering a sophisticated and elegant solution for collecting survey information.

Cons

Complexity and Performance Issues: Building long and complex forms can be a challenge due to interface lag. This could lead to a less than optimal user experience in creating more detailed and involved surveys.
Pricing: The pricing may be considered high, particularly for users who don't require monthly research. In addition, many of Typeform's features are locked behind a paywall, leading some users to resort to other solutions like Google Forms, despite acknowledging their inferiority.
Accessibility: Some users find that Typeform could be a bit harsh to use for certain audiences. This could imply a need for improvements in user-friendliness or accessibility to cater to a broader range of users.

Pricing

Typeform offers a free plan that allows you to create up to 10 forms and collect up to 100 responses per month. Paid plans start at $25 per month and offer more features, such as unlimited forms, responses, and storage.

Reviews

Typeform has an average rating of 4.5 out of 5 stars on Capterra, based on over 1,000 reviews.

17. MedForward

https://www.medforward.com/

MedForward is a software designed specifically for the healthcare sector, providing medical professionals with a comprehensive online marketing strategy and a platform to build an eye-catching, professional, and functional website. MedForward ensures the created websites are responsive across all devices, including smartphones, and fully integrated with social media. Additionally, the platform aids in achieving high search engine rankings and offers tools for online advertising. MedForward is exclusively focused on the medical field, offering content writing and management to ensure maximum online visibility.

Features

Custom Website Design: MedForward offers a professional and aesthetically pleasing website design that is cutting-edge in its technology and functionality.
Online Marketing Strategy: This includes search engine optimization, online advertising purchasing, content writing, and management.
Content Management System: Allows users to easily update content, preview changes, and publish them.
Social Media Integration: The platform ensures websites are fully integrated with social media channels.
HIPAA Compliant Secure Online Forms: MedForward enables the conversion of forms to an online format, allowing patients to fill out registration forms before their visit and healthcare providers to receive appointment requests securely.

Pros and Cons

Pros

Ease of use: The software is easy to learn and convenient for clients.
Efficient workflow: MedForward allows for a smoother workflow, enabling more time for patient care. It also captures electronic signatures and is HIPAA compliant.
High-quality customer service: The MedForward team provides prompt responses and a pleasant experience to users.

Cons

Limited features: Some users expressed the desire for additional features, such as quicker ways to locate forms among large numbers of them.
No mobile app: There's a request for a mobile app to allow the use of forms in iPad kiosks.
Limited flexibility: Some users would like more flexibility in making changes to their forms and the ability for forms to auto-upload to exams date of service.

Pricing

Please contact their sales team for pricing.

Reviews

MedForward has an average rating of 4.1 out of 5 stars, based on 25 reviews.

18. Luma Health

https://www.lumahealth.io/

Luma Health is a patient success platform that helps healthcare organizations improve patient outcomes and increase revenue. The platform provides a single view of the patient, automates workflows, and empowers patients to take control of their health. Luma Health integrates with more than 80 EHRs, making it easy to implement and use.

Features

Luma Health's core features include:

‍

Patient engagement: Luma Health provides a variety of tools to help patients stay engaged in their care, including secure messaging, appointment reminders, and educational resources.
Workflow automation: Luma Health automates many of the administrative tasks associated with patient care, freeing up staff time to focus on providing care.
Financial management: Luma Health helps healthcare organizations track and manage their revenue, identify opportunities for growth, and improve patient collections.
Analytics: Luma Health provides a variety of analytics tools to help healthcare organizations track their progress and identify areas for improvement.

Pros and Cons

Pros

Luma Health is extremely user-friendly and offers excellent quality. The Luma team is also highly praised for being helpful and consistently following up on any concerns or issues.
It provides significant value for money, with some users stating that using Luma Health is like having an extra dedicated employee at a fraction of the cost.
The software provides excellent customer service. Luma Health has been reported to be very responsive and attentive to the needs of its users.

Cons

Some users have reported that the online booking feature of Luma Health was unacceptable, and it was rendered useless in their experience.
There might be occasional system lags, although it is unclear whether this is due to the software itself or poor internet connections. Despite this, the software is seen as mostly covering the needs of a medical practice in terms of patient engagement.
There is a concern that the reviews available may not accurately represent the satisfaction of all patients, as the majority of reviews are from patients who had a particularly bad experience.

Pricing

Luma Health offers a variety of pricing plans that start at $1,000 per month and include a free trial.

Reviews

Luma Health has an average rating of 4.5 stars on Capterra, based on over 100 reviews.

19. FormAssembly

https://www.formassembly.com/

FormAssembly is a cloud-based form builder that helps businesses collect data and streamline their workflows. It is a powerful tool that can be used to create a variety of forms, including contact forms, surveys, and application forms. FormAssembly offers a wide range of features, including drag-and-drop form creation, conditional logic, and integrations with Salesforce and other CRM systems.

Features

The five core features of FormAssembly are:

Drag-and-drop form builder: This feature makes it easy to create forms without any coding experience.
Conditional logic: This feature allows you to show or hide form fields based on user input.
Integrations: FormAssembly integrates with a variety of CRM systems, including Salesforce, Microsoft Dynamics, and SugarCRM.
Reporting: FormAssembly provides detailed reports on form submissions, including data on demographics, location, and interests.
Security: FormAssembly is a secure platform that meets industry standards for data protection.

Pros and Cons

Pros

Easy to use: FormAssembly is a user-friendly platform that can be used by anyone, regardless of their technical skills.
Powerful features: FormAssembly offers a wide range of features that can be used to create a variety of forms.
Secure: FormAssembly is a secure platform that meets industry standards for data protection.

Cons

Cost: FormAssembly is a paid platform, and the cost can be prohibitive for some businesses.
Lack of customization: FormAssembly offers a limited amount of customization options.
Customer support: FormAssembly's customer support has been criticized for being slow and unresponsive.

Pricing

FormAssembly offers a variety of pricing plans, starting at $29 per month for the Basic plan. The plans are priced based on the number of active users and the number of forms created.

Reviews

FormAssembly has an average rating of 4.5 out of 5 stars on Capterra, based on over 1,000 reviews.

20. DoctorConnect

https://www.doctorconnect.net/

DoctorConnect is a patient engagement software designed to streamline the healthcare process, from the initial appointment to follow-up care. With over 30 years in business, the software integrates with existing EHR/PMS systems to enhance operations, lower no-show rates, and boost revenue and patient satisfaction.

Features

Online Smart Scheduling: Allows patients to request appointments based on real-time availability. This feature provides benefits like analyzing current calendar, setting default appointment time block size, and managing availability rules based on provider and location.
Patient Intake Forms: Offers HIPAA and E-signature compliant forms to streamline workflow and improve patient satisfaction. Allows for tracking patient form completion and secure uploading of insurance and ID cards.
Appointment Reminders: Offers a two-way communication system with custom rule-based message content, individual or group messaging, and data synchronization back to your EMR or PMS.
After Care Surveys: Provides customizable surveys to gauge patient satisfaction and monitor staff performance. Allows for identification of strengths and weaknesses and customization of questions based on appointment type, provider, or location.
No Show Management: Manages patient no-shows with automated features, maximizing revenue and patient care. Allows for customization of no-show messages and encourages patients to reschedule.
Patient Retention / Recall: Helps to identify and contact patients overdue for an appointment with customized messages. This feature also automates outreach for preventative, chronic, and acute care.
Telehealth Appointments: Provides a HIPAA compliant platform for video and audio sharing. This feature can serve more patients in less time and extend the practice beyond brick and mortar.
Patient Payments: Manages billing and payments post-appointment, offering features like online payment portal, credit card and ACH check payments acceptance, and installment plans.

Pros and Cons

Pros:

Customers report that the software has helped reduce no-shows significantly.
The ability to notify patients via text is a valuable feature, and the software is generally easy to use.
DoctorConnect has saved administrative support staff hours due to its automated reminders working well with the user's EMR/EHR.

Cons:

Some users have complained about the complexity of some features.
Some of their customers have reported slow response time of customer support.

Pricing

DoctorConnect offers a variety of pricing plans to fit the needs of any practice. Plans start at $99 per month for a single user and go up to $499 per month for five users. There is also a free plan that offers limited features.

Reviews

DoctorConnect has an average rating of 4.5 out of 5 stars on Capterra, based on over 100 reviews.

21. Zentake

https://www.zentake.com/

Zentake is a cloud-based software that helps businesses collect and manage data. It is a customizable and secure platform that streamlines intake processes, resulting in faster patient response, increased efficiency, and reduced errors. Zentake is easy to use and can be accessed from anywhere, making it a convenient option for businesses of all sizes.

Features

Zentake offers a variety of features that make it a powerful data collection tool. These features include:

Customizable forms: Zentake allows you to create custom forms to collect the data you need. You can add fields, questions, and logic to your forms to ensure that you are collecting the right information.
Data management: Zentake makes it easy to manage your data. You can view, edit, and export your data in a variety of formats.
Custom workflows: Zentake allows you to create custom workflows to automate your data collection process. This can save you time and help you to improve your efficiency.
Mobile friendly: Zentake is mobile friendly, so you can access your data from anywhere.
Security: Zentake is a secure platform that protects your data. It is HIPAA compliant and uses a variety of security measures to keep your data safe.

Pros and Cons

Pros

Zentake provides excellent customer support, being responsive to changes and additions of new locations.
Users have expressed satisfaction with the program and the support they receive. They note that they get quick responses and solutions to their needs.
Zentake is praised for being highly customizable and easy to use.

Cons

Some users have mentioned that there is a learning curve to create forms in Zentake.
A notable con is the lack of automation, particularly the absence of forms associated with appointment types.
Users have also mentioned that the formatting of the forms can make them difficult to print for paper charts.

Pricing

Zentake offers a variety of pricing plans to fit your needs. The plans start at $29 per month for up to 10 users. There is also a free plan that is limited to 5 users.

Reviews

Zentake has a rating of 4.5 out of 5 stars on Capterra based on 100 reviews.

22. PandaDoc

https://www.pandadoc.com/

PandaDoc is an all-in-one document automation software that helps businesses create, send, track, and eSign documents. The platform offers a variety of features to help businesses streamline their document workflows, including templates, conditional logic, and eSignatures. PandaDoc is used by over 17,000 businesses worldwide, including companies like Google, Salesforce, and Airbnb.

Features

Here are the five core features of PandaDoc:

Templates: PandaDoc offers a library of pre-made templates that businesses can use to create their own documents. Templates can be customized with company branding, logos, and contact information.
Conditional logic: PandaDoc allows businesses to create documents with conditional logic. This means that certain sections of a document can be hidden or displayed based on the user's input. For example, a sales proposal could be set up so that the pricing section is only displayed after the user has entered their contact information.
E-Signatures: PandaDoc offers a legally-binding eSignature service. This allows businesses to collect signatures on documents electronically, without the need for paper and ink.
Document tracking: PandaDoc allows businesses to track the status of their documents. This includes information such as when a document was opened, viewed, and signed.
Integrations: PandaDoc integrates with a variety of other business software, including CRM systems, accounting software, and email marketing platforms. This allows businesses to streamline their document workflows and work more efficiently.

Pros and Cons

Pros

Easy to use: PandaDoc is a user-friendly platform that is easy to learn and use.
Powerful features: PandaDoc offers a variety of features to help businesses streamline their document workflows.
Affordable: PandaDoc offers a variety of pricing plans to fit the needs of businesses of all sizes.

Cons

Limited customization: PandaDoc offers limited customization options for its templates.
No offline access: PandaDoc is an online platform, so there is no offline access to documents.

Pricing

PandaDoc offers a variety of pricing plans to fit the needs of businesses of all sizes. The plans start at $25 per month for the Starter plan and go up to $199 per month for the Enterprise plan.

Reviews

PandaDoc has a 4.5 out of 5 star rating on Capterra, based on over 1,000 reviews.

23. DocuSign

https://www.docusign.com/

DocuSign is a cloud-based electronic signature service that allows businesses to send, sign, track, and manage agreements electronically. DocuSign is the world's leading provider of electronic signatures, with over 1 million customers and over 5 billion documents signed each year.

Features

DocuSign offers a wide range of features, including:

Electronic signatures: DocuSign allows users to sign documents electronically using a mouse, keyboard, or touchscreen.
Document management: DocuSign provides a central location for storing and managing documents.
Workflow automation: DocuSign can be used to automate the signing process, reducing the time and effort required to get documents signed.
Reporting: DocuSign provides detailed reports on the signing process, helping businesses to track and improve their efficiency.
Integrations: DocuSign integrates with a wide range of other business applications, making it easy to use with existing systems.

Pros and Cons

Pros

Easy to use: DocuSign is easy to use for both senders and signers.
Secure: DocuSign uses industry-leading security measures to protect documents.
Affordable: DocuSign offers a variety of pricing plans to fit any budget.
Widely used: DocuSign is the world's leading provider of electronic signatures, which means that it is widely used and trusted by businesses of all sizes.

Cons

Not all features are available in all plans: Some features, such as workflow automation and reporting, are only available in higher-priced plans.
Some users have reported technical problems: Some users have reported problems with DocuSign's software, such as slow loading times and crashes.
Can be expensive for large businesses: DocuSign's pricing can be expensive for large businesses with a high volume of documents to sign.

Pricing

DocuSign offers a variety of pricing plans to fit any budget. The basic plan starts at $12 per month per user and includes basic features such as electronic signatures and document management. The advanced plan starts at $25 per month per user and includes additional features such as workflow automation and reporting.

Reviews

DocuSign has an average rating of 4.5 out of 5 stars on Capterra, based on over 10,000 reviews.

24. Logiforms

https://www.logiforms.com/

Logiforms is a cloud-based form and workflow automation software that helps businesses collect data, automate tasks, and improve efficiency. With Logiforms, you can create custom forms, collect data from customers, employees, and partners, and automate your workflows to save time and money.

Features

Some of Logiforms’ key features include:

Form builder: Create custom forms with a drag-and-drop editor.
Data collection: Collect data from customers, employees, and partners.
Workflow automation: Automate tasks to save time and money.
Reporting: Generate reports to track your data and progress.
Integrations: Integrate with other software to extend your capabilities.

Pros and Cons

Pros

Easy to use: Logiforms is easy to use for both beginners and experienced users.
Powerful features: Logiforms has a wide range of features to help you collect data, automate tasks, and improve efficiency.
Affordable: Logiforms is affordable for businesses of all sizes.

Cons

Limited customization: Logiforms offers limited customization options for forms and workflows.
No mobile app: Logiforms does not have a mobile app.
Customer support: Customer support can be slow to respond.

Pricing

Logiforms offers a variety of pricing plans to fit your budget. The plans start at $19 per month for a single user and go up to $199 per month for an unlimited number of users.

Reviews

Logiforms has a rating of 4.5 out of 5 stars on Capterra, based on over 100 reviews.

25. 123FormBuilder

https://www.123formbuilder.com/

123FormBuilder is an online form builder that helps businesses create a variety of web forms and surveys without coding. It offers a drag-and-drop interface, over 1,900 templates, and a variety of features to help businesses collect data, payments, and eSignatures.

Features

The five core features of 123FormBuilder are:

Drag-and-drop interface: Easily create and customize forms without any coding experience.
Over 1,900 templates: Choose from a variety of pre-made templates to get started quickly.
Advanced features: Add conditional logic, file uploads, and more to your forms.
Integrations: Connect 123FormBuilder with your favorite apps to automate your workflows.
Security: 123FormBuilder is secure and compliant with HIPAA and GDPR.

Pros and Cons

Pros

Data Capture and Integration: 123FormBuilder is highly praised as an effective tool for capturing information from users, which can then be used to populate popular mail and marketing sites like MailChimp.
Professional Forms and Pricing: The software allows users to create professional forms. It also boasts of a great price level, making it a cost-effective solution for businesses.
Customer Service: Their customer service is commendable. Users have reported that the customer service team gets back quickly and ensures all queries are satisfactorily resolved.

Cons

Deleting Fields: The software does not support deletion of multiple fields at once. Users have to delete fields one by one, which can be time-consuming and inconvenient.
Bug Fixing: There have been complaints about slow response to technical issues. Some users reported that bugs remained unresolved for months despite being acknowledged by the team.
Upgrade Prompt: Some users have reported that they were constantly directed to an upgrade page during their activities on the platform, which was frustrating and limited their use of the service.

Pricing

123FormBuilder offers a free plan, as well as three paid plans: Basic, Standard, and Pro. The free plan includes 100 form submissions per month, 1GB of storage, and access to basic features. The Basic plan starts at $19 per month and includes unlimited form submissions, 5GB of storage, and access to more features. The Standard plan starts at $39 per month and includes unlimited form submissions, 10GB of storage, and access to even more features. The Pro plan starts at $79 per month and includes unlimited form submissions, 25GB of storage, and access to all features.

Reviews

123FormBuilder has a rating of 4.5 out of 5 stars on Capterra, based on over 1,000 reviews.

26. NexHealth

https://www.nexhealth.com/

NexHealth is a patient experience management platform that helps doctors and dentists run thriving businesses. NexHealth makes it easy to acquire, retain, and delight your patients with features like Real-Time Online Booking, Digital Payments and Automated Reminders.

Features

Real-Time Online Booking: Patients can book appointments 24/7 using your real-time availability.
Digital Payments: Patients can pay for their appointments online using a credit card or debit card.
Automated Reminders: NexHealth can send automated reminders to patients before their appointments.
Patient Messaging: NexHealth allows you to message patients with secure, HIPAA-compliant text.
Automated Recalls: NexHealth can automatically send reminders to patients who are due for a follow-up appointment.

Pros and Cons

Pros

Easy to use: NexHealth is easy to use for both patients and staff.
Affordable: NexHealth is affordable for small and large practices alike.
Effective: NexHealth has been shown to increase patient satisfaction and retention.
Secure: NexHealth is HIPAA compliant and secure.
Customizable: NexHealth can be customized to meet the needs of your practice.

Cons

Some features are not available in all plans.
The user interface can be a bit clunky at times.
There is no mobile app.

Pricing

NexHealth offers a variety of pricing plans to fit the needs of any practice. Plans start at $99 per month and go up to $499 per month.

Reviews

NexHealth has a 4.5 star rating on Capterra with over 100 reviews.

27. Formsite

https://www.formsite.com/

Formsite is an online form builder that allows users to create and publish professional-looking forms and surveys in minutes. With over 100 customizable templates and 40 question types, Formsite makes it easy to create forms for a variety of purposes, including lead generation, customer feedback, and event registration.

Features

Drag & Drop Form Builder: Formsite allows users to easily create their own online forms or surveys using its drag and drop form builder. The tool offers over 100 customizable templates and 40 question types to choose from, making it easy to create a variety of forms including registrations, customer surveys, order forms, and lead forms.
Form Sharing: Users can share a secure link to their form or embed it into a page on their site. Formsite forms are responsive for all device types including desktops, tablets, and phones. The platform also handles form hosting and results processing.
Results Processing: Formsite allows users to receive results in real-time with email notifications. The results can be exported or integrated with third-party services and payment processors. It also features the ability to securely share stylish reports featuring tables and charts.
Customizability: Formsite provides a high level of customizability with its Look & Feel tools. Users can start with several pre-made themes and further customize their forms to match their own branding.
Payment Processing: Users can process payments on their own, or integrate with a payment service such as PayPal, Braintree, Authorize.net, Stripe, or Pay by Check.
Integrations: Formsite integrates with numerous third-party services such as Amazon S3, Box, Constant Contact, DocuSign, Dropbox, Google Calendar, Google Drive, Google Sheets, Mailchimp, Microsoft OneDrive, Salesforce, and Slack which can be used to improve workflows.

Pros and Cons

Pros

Functionality: Formsite offers a robust set of functions that makes embedding and using various features of the platform simple. This includes features like piping, auto responses, and rules.
Integration: The platform integrates with an increasing amount of other software platforms and the customer service is well-regarded. The ability to fully customize the notifications and success pages has been highlighted as intuitive.
Ease of Sharing Forms: Formsite makes it easy for users to create and share online forms, and the ability to get responses emailed to the point person on a project or promotion is beneficial.

Cons

Form Creation Process: Some users have found the process of creating a new form frustrating, leading them to duplicate an existing form and then edit the fields as needed.
Interface: Users have reported disliking the layout of viewing all of their forms, stating that it can get confusing and that some settings for each form are located in very random places.
Data Export: The responses are stored within Formsite, and some users have expressed uncertainty about the options to import these responses to their PC, which could be a potential drawback for some users.

Pricing

Formsite offers a free plan that includes up to 100 submissions per month. Paid plans start at $19 per month and include features such as unlimited submissions, custom branding, and advanced analytics.

Reviews

Formsite has an average rating of 4.5 out of 5 stars on Capterra, based on over 1,000 reviews.

28. PatientPop

https://www.patientpop.com/

PatientPop is a cloud-based practice management software that helps healthcare providers attract, engage, and retain patients. The software offers a wide range of features, including online scheduling, patient portals, marketing tools, and revenue cycle management. PatientPop is used by over 100,000 healthcare providers in the United States.

Features

The five core features of PatientPop are:

Online scheduling: Patients can easily schedule appointments online, 24/7.
Patient portals: Patients can access their medical records, view test results, and communicate with their providers through a secure online portal.
Marketing tools: PatientPop offers a variety of marketing tools to help providers reach new patients, including search engine optimization (SEO), pay-per-click (PPC) advertising, and social media marketing.
Revenue cycle management: PatientPop helps providers streamline their billing and collections process, reducing administrative costs and improving cash flow.
Patient engagement: PatientPop offers a variety of tools to help providers engage with patients, including appointment reminders, surveys, and educational content.

Pros and Cons

Pros

Website and Reviews: Users appreciate the way the website links reviews and includes a private feedback option, allowing for better communication and transparency with patients.
Online Scheduling and Surveys: The online scheduling feature and patient surveys are highly praised, with users finding these tools particularly beneficial for improving their process.
Adjustable Website and Supportive Staff: The PatientPop website is easily adjustable, which users find convenient. Additionally, users have complimented the company for its efficient and knowledgeable support staff.

Cons

Poor Communication: Several users have cited poor communication between PatientPop and its customers, with responses being slow or not received at all.
Potential Revenue Loss: Some users have reported a loss of revenue and a significant decrease in their organic ranking after their site went live with PatientPop.
Integration and Support Issues: Users have criticized PatientPop for its lack of integration capabilities and slow support response times, with some claiming that it takes between 10-11 business days for the company to address issues. Additionally, users have expressed dissatisfaction with being charged for fixing issues that shouldn't be present in the first place.

Pricing

PatientPop offers a variety of pricing plans to fit the needs of any healthcare provider. Plans start at $49 per month and go up to $299 per month.

Reviews

PatientPop has an average rating of 4.5 out of 5 stars on Capterra, based on over 1,000 reviews.

29. doForms

https://www.doforms.com/

doForms is a mobile forms software that helps businesses collect data in the field and transmit it into back-office systems. It is a cloud-based solution that offers a variety of features, including form builder, report builder, management web portal, unlimited forms, submissions, and storage, Android, iOS & Web Browsers, automated emails (form rules & customizable templates), import & export data, calculations & logic, and more.

Features

The five core features of doForms are:

Form Builder: Create and customize forms to collect the data you need.
Report Builder: Create reports to analyze your data and track your progress.
Management Web Portal: Manage your forms, submissions, and data from a central location.
Unlimited Forms, Submissions & Storage: Collect as much data as you need without worrying about storage limits.
Android, iOS & Web Browsers: Access your forms and data from anywhere, on any device.

Pros and Cons

Pros

Versatile Data Collection: doForms is a powerful and versatile data collection tool that simplifies the process of collecting and organizing information. Its comprehensive set of features allows for complex data capture.
User-friendly Interface: The software is praised for its user-friendly interface, which makes it easy to use. Its mobile compatibility allows for data collection from any device, and its web-based platform facilitates easy sharing of data.
Efficient Form Submission: Users appreciate the ability to easily fill out a form and send it, knowing that the correct people will receive the email instantly. This feature has helped many businesses move away from traditional paper forms.

Cons

Design and Customization: Some users have noted that doForms does not have a particularly modern design. Limited customization options can make it difficult to design forms that meet specific needs.
Integration: The software's integration with other applications can be limited, which may make it difficult to use the data collected in other applications.
Modification of Published Forms: Users have expressed a desire to be able to make changes to an existing published form without having to change the name of the form.

Pricing

doForms offers a variety of pricing plans to fit your needs. The plans start at $29 per month for the Basic plan and go up to $199 per month for the Enterprise plan.

Reviews

doForms has a 4.5 out of 5 star rating on Capterra based on over 100 reviews.

30. Cognito Forms

https://www.cognitoforms.com/

Cognito Forms is an online form builder that allows users to create and manage forms without any coding experience. The platform offers a wide range of features, including a drag-and-drop form builder, a variety of form templates, and integrations with popular apps and services. Cognito Forms is a popular choice for businesses of all sizes, and it has been praised for its ease of use, flexibility, and security.

Features

Data Collection: Cognito Forms allows users to easily gather, format, and validate data through different field types.
Workflow Automation: The software provides tools for building flexible, efficient workflows that help engage the right people at the right time.
Data Management: Users can organize, configure, and transfer data, as well as create reports and documents.
Security & Compliance: Cognito Forms is compliant with HIPAA, GDPR, CCPA, and other privacy regulations, ensuring that data is kept secure.
Integrations: The software can expand its functionality through native apps and third-party integrations, allowing users to customize their experience based on their specific needs1.
Online Payment: Users can conduct secure online transactions through their choice of payment partners, adding an additional level of convenience for both the user and the respondent.

Pros and Cons

Here are some of the pros and cons of Cognito Forms:

Pros

Responsive Customer Support: Users have praised the responsive and helpful customer support offered by Cognito Forms.
Effortless Form Creation: The software is praised for its ability to create contact forms easily and beautifully.
Clear Concept and Approach: Users appreciate the clear and straightforward design of Cognito Forms, which makes it easy to jump in and get started.

Cons

Complex Conditional Logic: While the software's conditional logic and repeating sections can be powerful, they can be complex and challenging to use, particularly when dealing with variable information.
Confusing Pricing Plan: Some users have found the pricing plan to be confusing, suggesting it should differentiate more clearly between submissions and users.
Limitations Compared to Other Platforms: Some users have encountered limitations with Cognito Forms, leading them to switch from other form platforms like 123Forms. However, they still found that Cognito Forms met many of their needs.

Pricing

Cognito Forms offers a variety of pricing plans, starting at $19 per month for a single user. The plans include a free trial, so you can try the software before you buy it.

Reviews

Cognito Forms has a 4.5 out of 5 star rating on Capterra, based on over 1,000 reviews.

31. Solutionreach

https://www.solutionreach.com/

Solutionreach is a patient retention and communication platform that helps healthcare providers improve patient engagement and retention. The platform offers a variety of features to help providers stay connected with patients, including appointment reminders, secure messaging, and patient education. Solutionreach also integrates with a variety of practice management systems, making it easy to use.

Features

Appointment reminders: Send automated appointment reminders to patients via text, email, or phone call.
Secure messaging: Communicate with patients securely through a HIPAA-compliant messaging platform.
Patient education: Provide patients with educational materials about their condition or treatment plan.
Practice management integrations: Solutionreach can integrate with your practice management system to streamline your workflows.
Reporting and analytics: Track patient engagement and retention data to see how your marketing and outreach efforts are performing.

Pros and Cons

Pros

Appointment Reminders and Review Management: Solutionreach helps with appointment reminders and review management for a reasonable price. The software also provides excellent customer service.
Patient Reminders and Birthday Greetings: Users appreciate the ability to send patient reminders and birthday greetings through this program.
Communication Abilities: The software provides great communication abilities with patients. For example, it allows practices to reach out to patients remotely in the event of inclement weather and cancellation or closures.

Cons

Difficulty in Maneuvering Due to Updates/Modifications: Some users find Solutionreach difficult to maneuver from time to time due to updates or modifications made to the program.
Issues with Customer Service and Contract Cancellation: Some users have reported negative experiences with customer service, including difficulties in canceling contracts and getting refunds for overcharges.
Sync Software Needs Constant Running: The sync software needs to be running constantly on a computer that is never turned off. Some users have noted that it took quite a bit of customization for it to do what they needed it to do.
Issues with Free Trials of Add-Ons: There have been complaints about Solutionreach's practice of offering free trials of add-ons. Users have reported that Solutionreach failed to contact them when the trial was over, and they were automatically charged for the service, which could not be canceled for a year.

Pricing

Solutionreach offers a variety of pricing plans to fit the needs of different healthcare providers. Plans start at $99 per month for up to 10 users.

Reviews

Solutionreach has an average rating of 4.5 out of 5 stars on Capterra, based on over 1,000 reviews.

32. Patient Communicator

https://www.patientcommunicator.com/

Patient Communicator is a cloud-based software that helps healthcare providers improve the patient experience. It offers a variety of features to help providers communicate with patients, schedule appointments, and manage their practice.

Features

The five core features of Patient Communicator are:

TrueText: This feature allows providers to send automated text messages to patients with appointment reminders, confirmations, and other important information.
Online Scheduler: This feature allows patients to schedule appointments 24/7, from any device.
Recall Wizard: This feature automatically sends recall messages to patients based on their individual needs.
Patient Forms: This feature allows patients to complete and sign forms online, from the comfort of their own home.
Curbside Check-In: This feature allows patients to check in for their appointments without having to wait in line.

Pros and Cons

Pros

Patient Communicator is easy to use and can be customized to meet the needs of any practice.
It offers a variety of features to help providers improve the patient experience.
It is HIPAA compliant and secure.
It is affordable and offers a free trial.

Cons

Some users have reported that the software can be slow at times.
The customer support is not always responsive.

Pricing

Patient Communicator offers a variety of pricing plans to fit the needs of any practice. Plans start at $49 per month for a single provider and can go up to $299 per month for a practice with 10 or more providers.

Reviews

Patient Communicator has a rating of 4.5 out of 5 stars on Capterra, based on over 1,000 reviews.

33. Mend

https://mend.com/

Mend is a cloud-based patient engagement and telehealth platform that helps healthcare organizations profitably scale their practice and care for more patients. Founded in 2014, Mend is on a mission to revolutionize healthcare delivery so that every patient can receive extraordinary care.

Features

Automated Patient Payments: Mend's software offers an automated patient payments system, designed to increase collections, decrease the time to collect, reduce manual labor, and boost patient satisfaction.
HIPAA Compliant Telemedicine: The platform provides a HIPAA compliant environment for virtual visits. These virtual visits are faster, cost less, and expand your geography, enabling healthcare providers to help more people.
Digital Intake Forms: With Mend, patients can complete intake forms on any device via the web, text, or email. This eliminates the need for physical clipboards and PDFs, providing a more streamlined and efficient process.
Patient Appointment Reminders: The software has a feature for sending smart text, email, and phone call appointment reminders. This helps to reduce the number of no-shows and makes appointment management more efficient.
Seamless EHR/PMS Integrations: Mend integrates with all the major EHR and PMS software, offering advanced API coverage for more extensive needs. This ensures that the software can work smoothly with existing systems, minimizing disruptions and making it easier to incorporate into current workflows.

Pros and Cons

Pros

Connection to Healthcare Team: Users find it comforting to have a connection to their healthcare team through the Mend platform.
Responsive Tech Team: The Mend tech team is reported to be wonderful at making changes as requested by users and finding solutions for alternate workflows, indicating a strong customer support system.
Intuitive Interface: Mend's interface is considered fairly intuitive, with clear icons for clarity and navigation. Additionally, their IT support has been helpful during virtual calls with patients.

Cons

Interrupted Functionality: The software does not work well if the app is interrupted by an incoming call, requiring users to log in and out. The voice function normally drops after being interrupted.
Bugs in Scheduling: There are reported consistent bugs when trying to schedule someone or issues with the service sending the client the wrong code or wrong date for an appointment.
Poor Connections: Some users have reported that the connections are often poor, frequently cutting out, and sometimes causing an echo during calls.

Pricing

Mend offers a variety of pricing plans to fit the needs of different healthcare organizations. Plans start at $99 per month and go up to $499 per month.

Reviews

Mend has a 4.5 star rating on Capterra, based on over 100 reviews.

34. Doctible

https://www.doctible.com/

Doctible is a patient engagement software that helps healthcare practices improve communication with their patients. It offers a variety of features to help practices automate tasks, improve efficiency, and provide better care.

Features

Patient Engagement: This includes a variety of tools such as patient communicators that enable texting patients from a landline, automated patient reminders to prevent no-shows, voice reminders for hard-to-reach patients, smart messaging that automates repetitive patient messaging by treatment, procedure, or operatory, and traffic alerts to prevent late shows by providing the latest traffic conditions.
Office Administration: Doctible offers features such as EasyFill, an automated digital waitlist to fill last-minute cancellations, a smart scheduler that empowers patients to book appointments on a website, digital forms to improve patient experience and digitize intake and consent, and a patient recall feature that automatically reminds patients of past due appointments.
Practice Marketing: The software offers reputation management with Doctible’s Review Generator tool, the ability to keep patients engaged with email campaigns, and a web chat feature to never miss engaging with website visitors.

Pros and Cons

Pros

Integration with ChiroTouch: Users have found the integration with ChiroTouch to be excellent, improving the overall user experience.
Ease of Use: Users have praised the software for its simplicity and ease of implementation. They have also appreciated its flexibility in mimicking their forms exactly as needed.
Customer Support: The customer support provided by Doctible has been highly rated by users. The product and services it provides have garnered a positive response.

Cons

Inability to Read Existing Schedule: Some users have reported that the software fails to read an existing schedule and sends review requests to patients with unconfirmed appointments and to those who didn't actually show up for treatment.
Incompatibility with Some Scheduling Systems: A few users have noted that Doctible is unable to connect with certain scheduling systems, like Revolution (REV).
Refresh Issue: There have been instances where users had to log in and out to refresh the messages in the inbox. Additionally, there were initial limitations on the number of characters in the broadcast text, but this issue seems to have been resolved.

Pricing

Doctible offers a variety of pricing plans to fit the needs of different healthcare practices. Plans start at $99 per month and go up to $499 per month.

Reviews

Doctible has an average rating of 4.5 out of 5 stars on Capterra, based on over 1,000 reviews.

35. SimplePractice

https://www.simplepractice.com/

SimplePractice is an all-in-one practice management software solution for health and wellness professionals. It offers a wide range of features to help you manage your practice, including electronic health records (EHR), scheduling, billing, and telehealth. SimplePractice is HIPAA compliant and easy to use, making it a popular choice for therapists, counselors, and other health care providers.

Features

The five core features of SimplePractice are:

Electronic health records (EHR): SimplePractice's EHR makes it easy to securely store and access your patient's health information. You can use the EHR to create and view patient charts, track progress, and document notes.
Scheduling: SimplePractice's scheduling system makes it easy to book appointments with patients. You can create and manage appointment slots, send appointment reminders, and track patient attendance.
Billing: SimplePractice's billing system makes it easy to bill insurance companies and patients. You can create and send invoices, track payments, and manage claims.
Telehealth: SimplePractice's telehealth feature allows you to provide care to patients remotely. You can use telehealth to conduct video visits, chat with patients, and share files.
Client portal: SimplePractice's client portal allows patients to access their health information online. They can view their charts, track their progress, and communicate with you.

Pros and Cons

Pros

User-Friendly Interface: SimplePractice is highly regarded for its intuitive and user-friendly interface. Users find it easy to navigate and understand the software, allowing them to quickly adapt to the platform and make the most of its features. The simple and organized layout contributes to a smooth user experience, particularly for those who may not be technologically inclined.
Comprehensive Features: SimplePractice offers a wide range of features designed to streamline practice management for therapists, counselors, and other healthcare professionals. These features include appointment scheduling, client management, billing and invoicing, note-taking, document storage, and telehealth capabilities. The software aims to provide an all-in-one solution, eliminating the need for multiple tools or manual processes.
Excellent Customer Support: Users consistently praise SimplePractice's customer support team for their responsiveness and helpfulness. The company offers various support channels, including phone, email, and live chat. Whether users have questions about the software's functionality, need assistance with troubleshooting, or require guidance on best practices, the support team is readily available to provide prompt and knowledgeable assistance.

Cons

Limited Customization: Some users express frustration with the limited customization options in SimplePractice. While the software offers templates and predefined settings, it may not cater to all individual preferences or unique workflows. This limitation can be particularly challenging for professionals with specialized practice requirements or those seeking a highly personalized experience.
Steep Learning Curve: Despite its user-friendly interface, some users report a steep learning curve when initially using SimplePractice. The extensive range of features and the software's comprehensive nature can be overwhelming for newcomers. While the platform offers resources such as tutorials and online training, users may still require additional time and effort to become proficient in utilizing all the software's capabilities.
Pricing Structure: SimplePractice's pricing structure can be a disadvantage for some users. While the software offers a free trial, the subscription plans may be considered relatively expensive compared to some alternative solutions in the market. Additionally, certain advanced features, such as insurance billing, are available only in higher-tier plans, which may limit access for professionals on tighter budgets or with specific needs.

Pricing

SimplePractice offers a variety of pricing plans to fit your needs. The basic plan starts at $60 per month and includes access to all core features. The premium plan starts at $100 per month and includes additional features such as unlimited telehealth visits.

Reviews

SimplePractice has a high rating on Capterra. It has over 1,000 reviews and an average rating of 4.5 out of 5 stars.

36. PatientTrak

https://www.patienttrak.net/

PatientTrak is a patient tracking software that helps healthcare organizations improve patient flow, patient engagement, and reputation management. The software provides a single platform for managing all aspects of patient care, from scheduling and check-in to discharge and follow-up. PatientTrak is used by a wide range of healthcare organizations, including hospitals, clinics, and urgent care centers.

Features

The five core features of PatientTrak are:

Patient scheduling: PatientTrak allows patients to schedule appointments online or over the phone.
Patient check-in: Patients can check in for their appointments using a variety of methods, including their mobile phone, a kiosk, or the front desk.
Patient tracking: PatientTrak tracks patients throughout their visit, providing real-time updates on their location and status.
Patient communication: PatientTrak allows staff to communicate with patients through a variety of channels, including email, text messaging, and phone calls.
Patient engagement: PatientTrak offers a variety of tools to help patients engage in their care, such as online educational resources and patient portals.

Pros and Cons

Pros:

PatientTrak can help improve patient flow and reduce wait times.
PatientTrak can help improve patient engagement and satisfaction.
PatientTrak can help improve the reputation of your healthcare organization.
PatientTrak is easy to use and can be customized to meet the needs of your organization.
PatientTrak offers a variety of features and functionality to help you improve your patient care.

Cons:

PatientTrak can be expensive.
PatientTrak can be complex to set up and use.
PatientTrak may not be compatible with all existing systems.
PatientTrak may not offer all the features you need.

Pricing

PatientTrak pricing is based on the number of patients and features you need. The software starts at $2,500 per month for up to 1,000 patients.

Reviews

PatientTrak has a 4.5 out of 5 star rating on Capterra, based on over 100 reviews.

37. Medical Check In

https://www.medicalcheckin.com/

Medical Check In is a cloud-based patient check-in software that helps medical practices improve the patient experience. The software allows patients to check in for appointments online or at a self-service kiosk, and it provides staff with real-time updates on patient arrival status. Medical Check In also offers a variety of features to help improve the efficiency of the medical office, such as appointment reminders, wait time management, and secure messaging.

Features

The five core features of Medical Check In are:

Simple Tablet Based Kiosk: Medical Check In provides a simple tablet-based kiosk that makes the check-in process fast and easy. The kiosk can be placed close to the entrance, allowing patients to sign in quickly. By checking in at the door, the process is moved away from the reception window, reducing casual conversations and enhancing efficiency. The kiosk collects vital information such as the patient's name, phone number, and email, and it can ask basic questions needed for the check-in process.
Contactless Check-In via Cell Phone: To facilitate social distancing and provide a contactless sign-in option, Medical Check In offers a QR code-based system. Customers can scan the QR code with their cell phone and sign in using the same questions as the kiosk. The system automatically checks the user's location to ensure they are close to the healthcare facility. The QR codes can be posted on parking signs, entry ways, and doors to expand the waiting area.
Remote Check-In: Patients can check in using their cell phones from up to a quarter mile away. This feature further facilitates social distancing and allows patients to remain in their vehicles or outside of the healthcare facility until it's time for their appointment. This can help reduce crowding in the waiting area and enhance patient comfort.
Organization and Reporting: The system automatically sorts and organizes patients, providing a streamlined workflow for the staff. The organized desktop patient list allows staff to easily acknowledge and organize patients as they arrive. Moreover, Medical Check In provides valuable management reports through data and statistics. These reports can be used to analyze patient flow, wait times, and overall office efficiency.
SMS Text Messaging: Optionally, the system can also call customers by way of SMS Text message. This feature is a part of the standard displays. With one click, a predetermined message can be sent to the customer, asking them to come in. This can further enhance the efficiency of the check-in process and reduce the workload of the reception staff.

Pros and Cons

Pros

Ease of Use: The software is easy to use for both patients and the registration team, enabling smooth workflow and patient satisfaction.
Improves Efficiency: Medical Check In assists in enhancing workflow processes and overall operational efficiency. The ability to integrate the software with an Electronic Medical Record (EMR) system is an added advantage.
Effective Patient Management: The software helps in methodically managing one patient at a time without skipping anyone, even in a busy clinic. It also provides access from each station, ensuring everyone knows who is where in the office.

Cons

Limited Customization: The software has limited characters for customizing additional patient instructions. Users have suggested improvements to the system to increase speed and add more characters for customization.
User Interface Issues: Some users have suggested modifications to the way names and dates of birth are entered for easier patient use. In particular, a need for separate fields for the last name and the first name, and an easier way to enter the DOB, has been identified.
Technical Issues: Users have reported occasional crashes with the iPad app, and the need to reload the app to restore functionality. Furthermore, the app's refresh rate is sometimes inconsistent, which can be a nuisance for users.

Pricing

Medical Check In offers a variety of pricing plans to fit the needs of different medical practices. The plans start at $29 per month and include a variety of features, such as patient check-in, appointment reminders, and wait time management. More advanced plans are available that offer additional features, such as secure messaging and reporting.

Reviews

Medical Check In has a rating of 4.5 out of 5 stars on Capterra, based on over 100 reviews.

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