Questions to ask any Patient Access & Intake vendor
Every vendor in this category demos well. These are the questions that separate a product that will work on your volume, payer mix, and staff from one that works in the sales deck. Take them into the demo.
- 1
What eligibility error rate do you catch at registration that our team currently misses?
- 2
How does the eligibility check handle coordination of benefits and secondary coverage?
- 3
What share of intake completes before the visit versus in the waiting room?
- 4
How does referral and order intake get from fax or portal into our system, structured?
- 5
What patient no-show and abandonment improvements can you evidence at similar organizations?
- 6
Does patient data write back into our EHR fields or live in your silo?
- 7
What is the per-visit or per-provider price, and what modules are extra?
- 8
How configurable are the workflows per location and specialty without professional services?
The 6 Patient Access & Intake vendors we cover
Phreesia
Public company powering patient intake and payments
Clearwave
Self-service registration and eligibility for specialty care
Tennr
AI that reads faxed referrals and moves them to booked visits
Luma Health
Patient access, intake, and communication built on the EHR
Sohar Health
API-first AI eligibility verification and coverage discovery
pVerify
REST APIs for real-time eligibility and benefits verification
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First Pass covers Patient Access & Intake and the rest of the getting-paid stack every Thursday.