2025 Best In KLAS Patient Intake Management

As the digital landscape grows in healthcare and other industries, patients are expecting more seamless and convenient access to healthcare and therefore report that self-scheduling is one of their top healthcare engagement priorities . Provider organizations are responding by offering patient self-scheduling functionality to both increase patient convenience and reduce staff burden. This report focuses on five standalone patient self-scheduling solutions to understand their ease of use, why they were chosen over other types of solutions (e.g., EHR functionality), and whether they are worth the money. Additional insights about the broader patient self-scheduling market are also included.

Consumerism and patient-centric tools are an increasing focus in healthcare— previous KLAS research validated that patients’ top priority for patient engagement technology is the ability to schedule appointments and check in online. Patient intake management solutions offer such capabilities, among others, and can help improve patient engagement and satisfaction. These solutions experienced exponential growth during the COVID-19 pandemic , and they continue to be important as healthcare organizations work toward increased efficiency and cost savings. While all measured vendors have room to improve functionality (e.g., two-way patient texting, patient satisfaction surveys), this report validates the breadth and depth of patient intake management solutions, identifies the outcomes these solutions drive, and examines the respective merits of third-party and EHR solutions.

Performance

Patient Engagement Ecosystem 2023

13 July 23 | Adam Cherrington and Dan Czech

Amid the pressures of today’s economic environment, healthcare organizations are investing heavily in patient engagement technology to help reduce costs, alleviate staffing challenges, and consolidate technology in other areas. Both provider and payer organizations seek to understand what patient engagement capabilities vendors offer that can meet their core needs. This study (along with additional deep-dive content that previously was published on KLAS’ website, now available under the "Full Report" download) is an update to KLAS’ 2021 report and shows which vendors report the broadest capability sets, which vendors have made the most progress over the last two years, and how the industry as a whole has matured. For reader ease, links to relevant online content are provided where applicable. Note that the data in this study is based primarily on vendor-reported information, accompanied by a limited amount of KLAS performance data.

	Overall performance score (100-point scale)	Trend (2024-2025)	# of unique orgs	Culture	Loyalty	Operations	Product	Relationship	Value	Market energy

Simple Interact Front Office Automation Platform	96.7	N/A	15	A+	A+	A+	A	A+	A+	N/A

Epic Welcome	89.5	0%	17	A-	A+	B+	A-	A-	B+

Phreesia Phreesia	86.5	+3%	43	A-	A-	A-	B+	B+	C+

Clearwave Patient Revenue Platform	81.8	N/A	31	B-	B+	B	B-	B	B-	N/A
	0.0	100.0

	Overall performance score (100-point scale)	# of unique orgs	Culture	Loyalty	Operations	Product	Relationship	Value	Market energy

Kyruus Health Check-In (Epion) L	80.3	7	C+	B	B	B	B-	B-

Luma Health R1 RCM Tonic (an R1 Company) L	79.6	7	C	B-	B	C+	A-	B-

Notable Notable L	92.7	6	A-	A+	A-	A-	A+	A-

Yosi Health Yosi L	90.1	11	B+	A	A-	B+	A	A

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