What is patient intake software?

Patient intake software is a digital tool that replaces physical paperwork and ends the misery of manual data entry. It automates the entire pre-registration process by sending all the necessary forms straight to your patients' phones before their visit. From their device, patients can then digitally provide demographics, sign consent forms (e-sign), and scan their ID and insurance cards. Our system uses AI and OCR to read and auto-fill this data directly into your practice's database, eliminating that busywork for your staff.

What are the benefits of using patient intake software?

The results are immediate: patients spend 55.2% less time in the waiting room, and your practice sees up to a 155% increase in pre-visit forms completed.

Why should our practice choose Promptly over other patient intake software?

It's simple: We're better because patients actually use our software. Our 'no-login' process beats clunky patient portals every time, which is why practices switching to Promptly from competitors like Phreesia see a 48.3% increase in pre-registration. Plus, Promptly isn't just an intake add-on; it's one unified system. Your intake data connects seamlessly with scheduling, payments, and all your financial tools, so everything works together to provide a smooth experience.

How can we get started with Promptly?

Our experts are excited to learn about your practice's unique needs! Just request a demo with our product team, and they'll provide you with a custom quote. When you're ready to move forward, our dedicated onboarding specialists will be with you every step of the way to guarantee a fast and successful implementation.

Make Intake Effortless with our Patient Intake Software

If you’re tired of the hassle of manual paperwork, we don’t blame you. But it doesn’t have to be this way! Promptly’s patient intake software makes the process a breeze for both you and your patients.

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Over 400 practices in all 50 states trust Promptly

Streamline intake for your staff and patients

Automatic info capture

Stop wasting staff time digging through records or handing out clipboards. Promptly automatically gets patients to finish all forms, e-signatures, and documents before they ever walk in the door.

‍Did you know? Practices see a 155% increase in pre-visit form completion when they use Promptly.

Contactless check-in

End the waiting room lines. Promptly gives patients a fast, modern check-in experience on their own device or at your office with Promptly Kiosk Pro—no staff intervention required.

Still skeptical? Our stats don’t lie: Practices switching to Promptly from manual scheduling can anticipate 80% of new referrals will be booked digitally without staff assistance.

Consolidated systems

Eliminate patient sticker shock and administrative headaches. Promptly allows your practice to get paid faster by verifying insurance and collecting payments ahead of time.

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Don’t just take our word for it: A practice using Promptly resolved a 48% gap in verified patient insurance pre-appointment after converting from Clearwave.

Frictionless experience

Ditch the frustrating portals and paper forms. Promptly delivers a simple, ad-free, and mobile-friendly registration experience that patients actually prefer, reducing wait times and increasing satisfaction.

No, really: Promptly users can anticipate a 55.2% decrease in wait time for patients.

Patient intake software your staff will thank you for

Built to eliminate manual work and data entry, our intake software gives your team time to focus on what matters: your patients.

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Cut the clipboard with our patient intake software

Stop managing paperwork and start focusing on your patients. Book your 15-minute demo to see just how easy your intake process can be.

See our tools in action

“As a large management services organization serving 100+ providers across different states, we need solutions that can adapt to meet our needs. The Promptly team has been a true partner to us, working to ensure their solutions work well for us.”

Jonathan Lujan, M.S., M.B.A.

CEO of Sight Growth Partners

“Promptly has significantly enhanced our efficiency and patient satisfaction—the streamlined workflows and real-time eligibility checks have saved my team countless hours.”

Carrie Jacobs, COE, CPSS, OCS

“Using Promptly to automate processes to meet patient demand has been a game-changer for our business—we’ve accelerated payment collections while reducing costs from redundant tasks.”

James Smith, CPA JD

CEO, Utah Eye Center