General & specialty dental
Seat every patient with the history done.
New patients send their dental history, insurance, and signed consent from their phone the day before. Hygiene starts on time, and nobody types from a clipboard.
What changes at the front desk
Chairs start on time
No clipboard in the lobby eating into a 60 minute cleaning.
Insurance in hand
Carrier and policy number arrive with intake, ready for staff to check eligibility.
Recall in view
Patients overdue for their next visit are tagged on their own.
The forms you send
Real templates, ready to edit. Or upload the PDFs you use today.
- Dental Patient Intake FormContact details, insurance, concerns, medications, and signature.20 questions · about 5 min
- Dental History FormPeriodontal history, TMJ, bruxism, anxiety level, and medical conditions.12 questions · about 3 min
- Dental Treatment ConsentProcedure, anesthesia, risks, and a multi-visit treatment plan, signed.13 questions · about 3 min
- HIPAA Consent & AuthorizationNotice of Privacy Practices acknowledged and signed.6 questions · about 2 min
How readiness works
A patient is ready when every form on their visit is in. You see it before they arrive.
- 01A cleaning or new-patient exam is bookedOnline or by the front desk, on each provider's real schedule.
- 02The forms go out with the confirmationIntake, history, and consent arrive by text and email, made for a phone.
- 03Reminders follow up for youAn intake reminder 48 hours before if forms are still open, and an appointment reminder 24 hours before.
- 04The morning huddle starts with readinessToday's schedule shows who is ready and who is not, with Remind next to each name.
Questions
Get every patient ready before the visit.
Book a short call. We set up your dental forms and reminders with you.
BAA included · We set up your front desk