Patient Intake for Dental Practices
Streamline dental patient intake and treatment consent
Dental practices face unique intake challenges that go beyond standard medical history. From tracking previous dental work and current symptoms to documenting periodontal history and radiograph consent, Formisoft provides purpose-built digital forms that capture everything your front desk needs before the patient sits in the chair.
Our dental intake workflows automatically collect comprehensive oral health history, including previous procedures, dental anxiety levels, TMJ symptoms, and cosmetic goals. Insurance verification forms pull plan details and coverage limits so your team can prepare treatment estimates in advance. Consent forms for common procedures like extractions, crowns, root canals, and whitening are ready to customize with your practice branding.
Formisoft connects with your existing systems through webhooks, API, and third-party integration platforms to reduce double-entry. HIPAA-compliant forms can be sent via text or email days before the appointment, cutting chair-side paperwork by up to 80% and giving hygienists and dentists more time for clinical care.
How it works
Send Forms Before the Visit
Automatically text or email dental intake forms when a patient books an appointment. Forms include medical history, dental history, and insurance details.
Patient Completes on Any Device
Patients fill out dental-specific questions about previous work, symptoms, anxiety levels, and treatment goals from their phone or computer.
Review and Prepare
Front desk reviews completed forms, verifies insurance coverage, and flags any medical alerts like blood thinners or latex allergies before the patient arrives.
Collect Consent Chairside
Use tablet-based consent forms for specific procedures. Patients sign digitally and records are stored securely in their chart.
Key features
Everything you need for patient intake for dental practices, built into the platform.
Dental History Capture
Comprehensive oral health history forms covering previous procedures, restorations, periodontal status, and orthodontic treatment.
Treatment Consent Forms
Pre-built consent templates for extractions, root canals, implants, crowns, whitening, and other common dental procedures.
Insurance Verification
Collect dental insurance plan details, group numbers, and coverage information before the visit to streamline billing.
Medical Alert Flags
Automatically flag patients with conditions that affect dental treatment, such as heart conditions, blood thinners, or bisphosphonate use.
Dental Anxiety Screening
Built-in screening questions to identify anxious patients so your team can prepare comfort measures in advance.
SMS and Email Delivery
Send intake forms via text message or email with automated reminders as the appointment approaches.
HIPAA-Compliant Storage
All submitted forms are encrypted and stored in compliance with HIPAA regulations, with full audit trails.
Multi-Location Support
Manage intake forms across multiple dental offices with location-specific branding and form configurations.
Expected results
Ideal for
Recommended templates
Start with a pre-built template and customize it for your practice.
Frequently asked questions
Can I customize the dental history questions for my specialty?
Absolutely. Formisoft provides dental-specific templates as a starting point, but every question can be edited, reordered, or removed. Orthodontic practices can add questions about bite concerns, while oral surgeons can include surgical history sections.
How do patients sign consent forms for dental procedures?
Patients can sign consent forms digitally on any device. For chairside consent, many practices use a tablet. Formisoft captures legally-binding e-signatures with timestamps and IP addresses for your records.
Does Formisoft integrate with dental practice management software?
Yes. Formisoft offers webhooks and a REST API that let you connect intake data to your practice management system. You can also use third-party integration platforms to automate data transfer without writing code.
Can I send forms in both English and Spanish?
Yes. Formisoft supports multilingual forms through our internationalization system. You can create forms in multiple languages and patients can choose their preferred language when completing intake.
Related
Dental Practice Intake
Complete dental intake from medical history to payment
Learn moreWorkflowInsurance Verification
Capture and verify insurance before the visit
Learn moreBy SpecialtyPatient Intake for Pediatric Practices
Child-friendly intake with guardian consent workflows
Learn moreBy WorkflowNew Patient Intake
Digitize your entire new patient onboarding process
Learn moreBy WorkflowDigital Consent Forms
Collect legally binding e-signatures on every consent form
Learn moreBy WorkflowInsurance Verification Forms
Collect and verify insurance details before every visit
Learn moreReady to streamline your intake?
Start with a template, customize with the AI builder, and go live today. Every feature is already built into Formisoft.
