Intake forms are completed at home before the appointment — on any device, in minutes. No clipboards, no delays, no missing information.
Trusted by 400+ dental practices across North America
An appointment is scheduled and intake forms are sent automatically via email and SMS — no staff action required.
The patient fills everything out at home on their phone or computer. It takes five to ten minutes.
The patient walks in, everything is already in the system. No clipboard, no wait — ready for care.
Do you have any of the following conditions?
Please list your current diabetes medications
Clean, mobile-first forms that guide patients through each section with smart logic. Questions adapt based on answers — no irrelevant fields, no confusion.
Pre-built templates you can use as-is or fully customize to match your workflow.
Comprehensive health questionnaire with conditional follow-ups for relevant conditions and medications.
Treatment consent with digital signature capture, timestamped for full legal compliance.
Automated insurance verification and photo upload so coverage is confirmed before the visit.
Privacy notices and release authorizations with timestamp and IP tracking built in.
Payment policies and treatment cost agreements reviewed and signed electronically.
Build any form your practice needs with our drag-and-drop builder. Your workflow, your rules.
Forms that adapt to each patient, validate in real time, and ensure complete data before anyone walks through the door.
Questions appear only when relevant. A patient checks 'heart condition' and follow-up questions surface automatically.
Emails verified, phone numbers checked, required fields enforced. Complete data, every time.
Forms translate to the patient's preferred language — English, Spanish, French, and more.
Start on a phone, finish on a desktop. Close the browser, come back later. Nothing is lost.
Legally binding e-signatures captured on any device with full audit trail.
Every submission is indexed and searchable. Find any patient's forms in seconds.
Let patients complete intake forms before they arrive — no clipboards, no scanning, no delays.