Patient intake tools for AdvancedMD

5 patient intake & forms options with a verified AdvancedMD integration path. Native and marketplace-listed options are shown first.

Native built or owned by the EHR vendorMarketplace listed in the EHR's official marketplace/partner directoryVendor-documented the tool vendor documents the integration (API, connector, or extension)None known we could not verify one (that doesn't mean none exists)

Phreesia

Digital patient intake, check-in, payments, and pre-visit outreach platform used by practices and health systems.

Marketplace source · BAA: yes · Pricing: not public

Details

Yosi Health

Patient intake, check-in, scheduling, and payment platform with two-way EHR write-back.

Vendor-documented source · BAA: unknown · Pricing: not public

Details

Also covers patient intake

These tools are listed in another primary category but also offer patient intake features.

Relatient (Dash)

Rules-based patient self-scheduling, messaging, digital registration, and payments.

Marketplace source · BAA: unknown · Pricing: not public

Details

Solutionreach

Reminders, recall, two-way texting, online scheduling, intake, reviews, and (2026) the 'Stella' AI receptionist.

Marketplace source · BAA: yes · Pricing: not public

Details

NexHealth

Online booking, reminders, forms, and messaging platform plus a developer API that syncs with many EHRs.

Vendor-documented source · BAA: yes · Pricing: not public

Details

Questions to ask before you buy

Is the AdvancedMD integration read-only or two-way (write-back)? Which fields sync?
Will the vendor sign a BAA, and does it cover the AI features?
Are there EHR-side fees for the interface or API access?

All AdvancedMD tools · Patient intake & forms for every EHR