Patient Intake Software
Streamline Your Patient Onboarding And Check-In Process With Bridge Intake
Optimize Your Workflow With BridgeInteract’s Patient Intake Solution
Available as a standalone solution or as part of the BridgeInteract patient engagement suite, Bridge Intake represents the industry’s most comprehensive patient intake software to enhance patient scheduling, registration, check-in, payments, and consent form automation.
Intake Tailored To Your Practice
Unlike other patient intake solutions that follow a standard, one-size-fits-all formula, Bridge Intake empowers healthcare organizations to provide a tailored, seamless patient experience from the first touchpoint to check-in and beyond.
Custom forms:
Bridge Intake makes it easy to create custom forms for your unique requirements, such as details of parent/guardian for pediatric practices. By focusing on exactly what you need, you can capture the data that matters to you, cut down on clutter, and save admin time.
EHR agnostic:
Bridge Intake connects with your EHR system, pulling data from your existing records to pre-populate fields and allowing you to send forms on demand from your EHR interface. Data from the forms can be pushed back to your EHR database to update it and exported as PDF for easy viewing and printing.
Learn more about patient intake software or request a demo to get started with Bridge Intake.
What Is Patient Intake Software?
Patient intake software automates the collection of patient information, syncing it directly with your practice management system and patient portal.
Digital patient intake enhances business efficiency by eliminating time-consuming manual data entry, making patient onboarding easier for everyone.
Using a patient intake solution shows your practice values a modern, patient-friendly experience. Send intake forms via email or text, and let patients complete them independently.
Make Life Easier With Patient Intake Software
5 minutes saved per patient interaction
50% reduction in admin time
Benefits Of Patient Intake Software
Implementing patient registration software is a smart step in your practice’s digital transformation. Intake software simplifies the registration process for patients and reduces staff workload, resulting in better care, higher growth potential, and enhanced revenues.
Better Patient Experience
Patients can complete forms, upload IDs, and add documents at home or on the go—no more clipboards or long waits.
Faster Onboarding
Digital forms provide a step-by-step process, reducing wait times and making the first visit stress-free.
Reduce Errors
Digital forms minimize typos, illegible handwriting, and missing information. Prompts can alert patients about any required fields.
Go Paperless
Cut down on office supplies and storage costs by going fully digital—no more stacks of paper.
Eliminate Manual Data Entry
Patient details are automatically synced with your system, freeing staff from repetitive tasks.
Boost Response Rates
Patients can complete forms anytime, on any device, which increases the likelihood of timely submissions.
Compliant & Secure
HIPAA-compliant forms and SOC2-certified cybersecurity ensure patient data is protected.
Mobile-Friendly Access
Patients can fill out forms on their phones, making it convenient and easy to complete them whenever they have a free moment.
Free Up Staff
Staff can focus on patient care, not paperwork.
Patient intake software is the key to saving money, retaining staff, and engaging patients. Learn more about how a patient intake app can benefit your practice.
How Digital Intake Works: A Step-By-Step Guide
*This sequence outlines a typical digital patient intake flow facilitated by Bridge Intake. However, Bridge Intake is highly customizable and supports varied approaches.
Comparison: Traditional Patient Intake vs. Digital Patient Intake
Switching from traditional patient intake methods to a digital process can transform the efficiency and overall patient experience within your practice. The table below highlights the key differences between traditional paper-based intake and modern digital intake:
Aspect | Traditional Patient Intake | Digital Patient Intake | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
Data Collection | Paper forms are manually filled out by patients. | Digital forms are filled out online on any device. | |||||||||
Data Entry | Staff manually enters patient data into the system. | Automatic syncing with EHR/PM systems; no manual entry needed. | |||||||||
Patient Experience | Long wait times and redundant paperwork in the waiting room. | Patients can complete forms at home or on the go before the visit. | |||||||||
Error Rate | High due to illegible handwriting and manual data entry. | Minimal errors with guided digital forms and automated entries. | |||||||||
Form Completion | Incomplete forms often need to be returned to patients for correction. | Built-in prompts and required fields ensure complete submissions. | |||||||||
Time & Efficiency | Staff spends significant time on administrative tasks. | Staff is freed up to focus on patient care and other tasks. | |||||||||
Document Storage | Physical storage is needed; there is a risk of loss or damage. | Secure digital storage with easy access and no risk of physical loss. | |||||||||
Patient Payments | Handled separately, often causing delays and inefficiencies. | Integrated payment options within the digital intake forms. | |||||||||
Environmental Impact | High paper usage and waste. | Completely paperless; eco-friendly and sustainable. | |||||||||
Compliance | Risk of compliance issues with unsecured paper forms. | HIPAA-compliant digital forms with enhanced data security. | |||||||||
What should you look for in a patient engagement solution? Compare BridgeInteract with Phreesia, Intelichart, and more.
Why Choose BridgeInteract?
With BridgeInteract’s patient intake solutions, healthcare organizations can deliver a high-quality, intuitive intake experience that sets the stage for future interactions.
By digitizing your patient intake management, we enable your staff to focus on patient care rather than administrative tasks while patients benefit from a smooth, secure, and convenient intake process.
Modular Design For Flexible Patient Engagement
BridgeInteract offers a modular approach to patient engagement. You can pick and choose modules as standalone solutions or combine them into a comprehensive, fully integrated system. This flexibility lets your organization build a tailored suite of tools that enhances patient experience and operational efficiency.
Customizable to your needs:
Each module is fully white-labeled and can be adapted to meet your branding and workflow needs.
Seamless compatibility:
Works with any EHR, RCM, PM, HIE, or RIS system, ensuring smooth integration into your existing infrastructure.
HIPAA-compliant:
Every BridgeInteract module meets the highest data security and patient privacy standards.
Example module integrations include:
Bridge Intake + Bridge Scheduling:
Allow patients to complete their intake forms online immediately after booking their appointment.Learn More About Bridge Scheduling
Bridge Intake + Bridge Pay:
Enable patients to submit co-pays and check insurance coverage in real time as part of the intake process.Learn More About Bridge Pay
Bridge Intake Features
- Mobile-Ready & Platform-Neutral: Patients can check in and complete forms on their preferred devices.
- Unbeatable User Experience: Bridge Intake is also a part of the BridgeInteract patient engagement solution. An intuitive interface, passwordless logins, and integrated secure messaging make BridgeInteract an app that patients love to use.
- Seamless EHR/PM Integration: Bi-directional integration ensures that data flows seamlessly between BridgeInteract’s patient intake management software and your existing EHR or PM systems. Demographic and clinical data are pre-populated, while new information is instantly updated.


- Forms On Demand: Send any form directly from your EHR/PM user interface, perfect for unique circumstances or during phone consultations.
- Intake Analytics: Leverage detailed insights to monitor check-in volumes, devices used, and visit metrics to optimize your workflows.
- Customizable Forms & Drag-And-Drop Interface: Easily design custom forms tailored to your organization’s unique requirements, with flexible options based on appointment type, medical history, or patient demographics.
- Telehealth Enabled: Automatically connect patients to telehealth appointments at the end of the intake process, simplifying virtual care visits.
- Real-Time Insurance Verification: Automate eligibility verification and instantly access copay, deductible, and coinsurance information.
- Safe & Secure Payments: Collect PCI-compliant payments and post them directly to your EHR/PM system in real time, minimizing time spent on payment reconciliation.
- Consent Forms With E-Signature: Capture signatures for financial, privacy, and clinical policies, automating reminders to ensure all necessary forms are completed.
- Check-in kiosks/tablets: Enjoy uninterrupted digital workflows and cut down on waiting times with check-in-ready devices for your reception area.

Digital Intake Solutions Compared
While there are multiple competing digital intake solutions on the market, only one stands out as feature-complete, with a flexible form builder and the option for integrated in-clinic devices.
Intake | Bridge | InteliChart | Phreesia | Relatient | ||||
|---|---|---|---|---|---|---|---|---|
Patient Intake Software Ability to fill out check-in and/or intake/registration forms from patient's device or via tablet/kiosk. | ||||||||
Check-In Kiosk / Tablet Self-service kiosks or tablets for patients to check in at the healthcare facility. | ||||||||
Mobile | Bridge | InteliChart | Phreesia | Relatient | ||||
|---|---|---|---|---|---|---|---|---|
Mobile App Mobile app (aka. Digital Front Door) for patients to access key patient information, incl. patient portal functionality. Published to Apple App and Google Play Store. | ||||||||
Client-Branded Mobile App Mobile app is client-branded. | ||||||||
Forms | Bridge | InteliChart | Phreesia | Relatient | ||||
|---|---|---|---|---|---|---|---|---|
Patient Surveys and Reviews Ability for patients to complete surveys remotely via their own device. | ||||||||
Screeners Patient screeners and health risk assessments, including PHQ-9, GAD-7, CHAT, etc. integrated to EHR. | ||||||||
Form Builder Allows healthcare providers to create custom digital forms for patient use. | ||||||||
The benefits of BridgeInteract don’t just stop at Intake. Compare BridgeInteract with other patient engagement solutions.
Experience The Industry’s Best Patient Intake Management Software
BridgeInteract empowers healthcare organizations to meet modern patient expectations with a fully integrated, customizable, and secure patient intake software solution that enhances patient satisfaction while optimizing practice efficiency.

