Patient engagement & telehealth · Patient intake & access
Yosi Health
Yosi Health makes patient intake software that collects registration, insurance cards, clinical history, consents, and scored screening questionnaires on the patient's phone before a visit and writes them into Epic or athenahealth.
Strong fit
- Orthopedic and specialty practices on Epic or athenahealth that want digital intake
- Practices that want insurance card scans, consents, and scored screening forms before the visit
- Groups that want a smaller vendor with hands-on setup help
Weak fit
- Health systems that want intake, messaging, and AI agents across every department
- Buyers who want published case studies with outcome numbers
- Buyers who need a published price list
Bottom line
Yosi Health, based in New York City, makes patient intake software. Patients fill out registration, clinical history, consents, and screening questionnaires on their phones before a visit, and the answers flow into the EHR. It fits specialty practices on Epic or athenahealth that want a focused intake tool, with the caution that public evidence of results is thin.
Score breakdown
Weights: Outcomes 35% · Product 30% · Implementation 20% · Pricing clarity 15%.
Hari Prasad founded Yosi Health in 2015 in New York City. He had dislocated his shoulder and spent his time in an emergency room filling out paper forms, and before writing any code he interviewed hundreds of patients and front-desk staff about check-in. Yosi's software sends patients a link before the visit. They scan their insurance card and ID, answer clinical history questions, sign consents, and complete screening questionnaires that score themselves, so the clinician sees the result instead of a blank form. Practices can also take payments and let patients schedule through it.
Yosi has a two-way integration with Epic, listed in Epic's App Market since October 2022, and with athenahealth, so answers land in the chart without retyping. Orthopedic practices are a large share of its customers. Yosi has raised little outside money, about $1.2 million in disclosed funding including a 2016 seed round from the Dreamit accelerator, and it has roughly 100 employees. Yosi publishes few outcome numbers.
Compare Phreesia when a large organization wants intake, payments, and patient outreach at scale, NexHealth when a dental or specialty practice wants online booking and intake tied to its practice management system, Artera when the bigger need is patient messaging across a health system, Notable when AI agents should handle the work behind intake, and Clearwave or Relatient when check-in kiosks or scheduling matter most.
Competitor landscape
| Vendor | Overall | Ease of implementation |
|---|---|---|
| Phreesia | 8.2 | 7.8 |
| Artera | 7.7 | 7.0 |
| NexHealth | 7.6 | 7.5 |
| Notable | 7.5 | 7.0 |
| Luma Health | 7.4 | 7.0 |
| CipherHealth | 7.3 | 7.1 |
| Relatient | 7.2 | 6.9 |
| Clearwave | 7.1 | 6.8 |
| Yosi Health | 6.8 | 7.3 |
Pricing
| Item | Detail |
|---|---|
| Model | Custom quote from Yosi Health. |
| What usually drives cost | Number of providers or locations, which modules are used (registration, clinical intake, screeners, payments, scheduling), and EHR integration. |
| What to ask in diligence | The price per provider or per location, setup and integration fees, and what the screening and payment modules add. |
| Published pricing | No public list price. |
Prerequisites for purchase
| Need | Why it matters |
|---|---|
| What you need to get Yosi Health to function | |
| Front-desk manager who owns check-in | Intake changes the front-desk script. |
| EHR integration access | Answers should land in the chart. |
| Current paper forms and consents | These become the digital forms. |
| Patient phone and email data | Links go out by text or email. |
| Baseline check-in time | Shows whether time drops. |
| What will maximize your value | |
| Turn on screeners for the specialty | Scored forms save clinician time. |
| Send links two days before the visit | Gives patients time to finish. |
| Track completion rates by location | Low rates point to setup gaps. |
| Deal-breakers | |
| No EHR integration path | |
| No one owns check-in | |
| Needs enterprise messaging first | |
Value creation time frame
| # | Stage | Typical range |
|---|---|---|
| 1 | Contract and EHR connection | 2-6 weeks |
| 2 | First locations live | 1-2 months |
| 3 | All locations and screeners | 3-6 months |
Leadership
Methodology
| Weight | Factor | What it measures |
|---|---|---|
| 35% | Customer outcomes | Whether buyers get measurable operational or clinical-workflow results after go-live |
| 30% | Product | Capability depth, reliability, and fit for the job the category buys |
| 20% | Implementation | How hard it is to stand up, integrate, train, and stabilize |
| 15% | Pricing clarity | Whether a buyer can model total cost without a mystery quote |
| Label | Meaning |
|---|---|
| Highly recommend | Strong outcomes and product with manageable caveats |
| Recommend | Solid fit for the right buyer; know the tradeoffs |
| Conditional | Only with a specific use case or heavy caveats |
| Not recommended | Avoid for most buyers in this category |
Read our full methodology for how we weight scores and assign recommend labels.