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Dental patient intake · Free to start

Dental patient intake system

A dental intake system is not one form — it is medical history, medication and allergy disclosure, insurance details, consent and a signature, collected before the patient sits down.

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Why the usual setup falls over

  • Paper packets get filled in the waiting room, which delays the chair and produces unreadable handwriting.
  • Medical history and medication lists arrive incomplete because nothing enforces required follow-ups.
  • Signed consent lives in a filing cabinet rather than beside the record it belongs to.

What you get

  • Conditional medical history

    Follow-up questions appear only when a condition, medication or allergy is declared, so nothing is missed and nothing is padded.

  • Signature capture

    Draw or type a consent signature that is stored with the submission and included in the exported PDF.

  • Send before the appointment

    Email the intake link on booking, and the completed record is waiting when the patient arrives.

  • Print and PDF

    Every submission exports as a clean PDF for the patient record or the practice-management system.

  • Access control

    Password-protected forms, per-form access rules and role-restricted submissions.

How it runs

  1. 1

    Patient books; the intake link goes out automatically by email.

  2. 2

    They complete medical history, medications, allergies and consent on a phone.

  3. 3

    The signed record lands in the practice dashboard before the appointment.

  4. 4

    Reception exports the PDF or pushes it onward by webhook.

Frequently asked questions

Can patients complete the intake on a phone?

Yes. Every form is responsive, and signatures work with a finger on a touchscreen.

Can we collect a signed consent?

Yes — a signature field is stored with the submission and rendered into the PDF export.

Can we send the intake before the appointment?

Yes. Share the link at booking, or email it from the dashboard.

Do patients need an account?

No. Forms are public links; no signup is required to complete one.

Want this set up for you?

Start free and build it yourself, or tell us what the workflow has to do and we'll configure the fields, logic and notifications with you.

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