Patient intake tools for Epic

7 patient intake & forms options with a verified Epic 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)

Notable

AI automation platform for patient access: digital intake/registration, scheduling, and front-office workflows (mostly health systems).

Marketplace source · BAA: unknown · Pricing: not public

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

DocResponse

Digital patient intake, payment capture, and check-in with bidirectional EHR integration.

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

Mend

Patient engagement and telehealth platform with digital forms, self-scheduling, and reminders synced to the EHR.

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

Also covers patient intake

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

Luma Health

Patient engagement platform for reminders, waitlists, self-scheduling, intake, and two-way messaging.

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

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

Relatient (Dash)

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

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

Questions to ask before you buy

All Epic tools · Patient intake & forms for every EHR