formisoft

New dental patients, ready for the chair.

Medical history, dental history, insurance card, and consent in one form patients finish on their phone.

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An intake form with insurance card upload and signature on a phone

The problem

Pages of history in the waiting room while the chair sits empty.

The playbook

  1. 01The patient books onlineA cleaning, exam, or consult, at a time that works for them.
  2. 02Dental intake goes outMedical history, dental history, and insurance card photos in one mobile form.
  3. 03Consent and payment in the same formPatients sign on screen and pay a new-patient fee if you charge one.
  4. 04The chart is readyAnswers and card photos are on the patient record before the visit.

What you need

Questions

No. Card capture is intake. Verification is an eligibility check with the payer that confirms active coverage and can return plan name, copay, and deductible details. Most practices collect cards on intake, then verify coverage before the visit.

Yes. You can configure payment fields as fixed-amount (e.g. $50 deposit) or variable-amount where the patient enters how much they want to pay toward a balance.

There is one all-in fee of 5% per payment, covering card processing. No monthly payment fee. Funds go to your connected Stripe account.

More playbooks

Get every patient ready before the visit.

Book a short call. We set it up with you.

BAA included · We set up your front desk

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