Patient Intake Management Software Product Ranking Comparison

Patient Intake Management

Software solutions specifically designed to digitize the patient intake process with electronic and online forms. Solutions also focus on facilitating the collection of insurance information, patient payments, and other information. To be considered a complete solution, vendors must provide integration across multiple PM/EHR vendors.

Performance

Patient Intake Management 2024: Where Are Vendors Delivering Value?

16 February 24

Consumerism and patient-centric tools are an increasing focus in healthcare—<a href="https://klasresearch.com/report/patient-perspectives-on-patient-engagement-technology-2022-identifying-opportunities-to-align-patient-organization-and-vendor-priorities/1829" target="_blank"><u style="color:#4c8bc9;">previous KLAS research</u></a> 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 <a href="https://klasresearch.com/report/patient-intake-management-2020-helping-clinics-keep-their-doors-open-during-covid-19/1613" target="_blank"><u style="color:#4c8bc9;">exponential growth during the COVID-19 pandemic</u></a>, 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.

Report Abstract

Key Findings:

Phreesia Has Largest Market Share & Broadest, Deepest Adoption; Best in KLAS Winner Yosi Health Highlighted for High-Quality Support; R1 Software Improves Patient Satisfaction
Epic & Kyruus Health (Epion) Score Highly & Have Strong Integration with Their Respective EHR Solutions
Office Staff Efficiency & Reduced Manual Work Are Most Common Outcomes Reported by Customers
Enhanced Functionality & Customization Are Top Reasons Customers Use Third-Party Patient Intake Management Solutions

Performance Data

Overall Score by Product

Products Appearing in Decisions

Overall Score by Question Topic

Provider Facility Size by Product

Provider Facility Type by Product

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.

In an increasingly digital world, the healthcare industry continues to face increased costs and labor shortages. Patient engagement technology is top of mind for healthcare organizations as they work to improve the overall patient experience, increase volumes, cut costs, and create more provider efficiencies. In collaboration with Bain & Company , KLAS recently identified patient engagement as a top-three priority for healthcare investment. For this report, KLAS engaged with executives from 93 unique healthcare organizations to better understand perceptions of the patient engagement market, including strategies for addressing challenges and goals today, which vendors are most aligned with provider goals, and future plans for investment to improve patient engagement.

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 will be published on KLAS’ website) 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.

Patient Intake Management

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