Complete dental intake from medical history to payment
Dental practices need a specific mix of medical and dental history, insurance verification, and consent, often for patients they've never seen before. This workflow packages everything into a single, multi-page form: general medical history and medications, dental-specific questions (last visit, concerns, anxiety level), insurance card photo uploads, informed consent with e-signature, optional deposit or payment, and appointment booking. Patients complete the entire intake before their first visit.
At a glance
6
Steps
SMS + email
Outreach
HIPAA
Aligned
Medical history and medications → Dental-specific questions → Insurance card photos uploaded → Consent forms signed → Payment collected …
6 steps from first patient touch to staff handoff, what patients see, and what happens without another round of phone calls.
Step 1
Patients complete a comprehensive medical history including allergies, current medications, and conditions relevant to dental treatment (bleeding disorders, heart conditions, etc.).
Healthcare field types · Medical history fields · Conditional logic
Step 2
Custom fields capture dental history: last dental visit, current concerns, dental anxiety level, teeth sensitivity, and cosmetic goals.
Custom fields · Multi-page forms
Step 3
Patients photograph the front and back of their dental insurance card. The images are attached to the submission and linked to the patient record.
File uploads · Photo capture
Step 4
Informed consent for treatment, HIPAA notice, and financial responsibility agreement are presented with e-signature fields.
E-signatures · Consent forms
Step 5
An optional Stripe payment field collects a deposit or new patient fee as part of the intake form.
Stripe payments · Payment collection
Step 6
Patients select an available time slot at the end of the form. Calendar invites are sent and the patient record is created with all intake data attached.
Online scheduling · Calendar invites · Auto patient creation
Turn this playbook on in Formisoft Flow — no developers required.
