For / dental-medical

Intake paperwork digitization for dental practices

The eight page pdf you email new patients is why your front desk retypes everything at 8 am. We kill the retype and the clipboard in the same week.

Intake paperwork digitization is not a new patient portal. It is a pre-visit text and email link, a mobile-first form, and a small connector that writes structured fields back into your PMS. You keep Dentrix or Open Dental. The front desk stops typing.

Mobile intake form on a phone next to an Open Dental patient record showing the same fields auto-populated

SHT 01Systems retained

The systems you keep

Dentrip or Open Dental for the patient recordEaglesoft or Curve where the schema is lockedThe 8-page intake pdf your office emails todayThe clipboard at the front desk for walk-insWeave or Mango Voice for the SMS sendThe insurance card photo your front desk snaps with their phone

We wire ai on top via legacy system modernization. Nothing about your stack changes.

SHT 02Scope of work

What we build

+Pre-visit intake link that fires by SMS and email 48 hours before the appointment, with one reminder the night before
+Mobile-first form that collects medical history, HIPAA, financial agreement, and insurance card photo in under four minutes
+Ocr step that reads the insurance card photo and parses carrier, member id, group, and effective date into structured fields
+Connector that writes the structured intake into Dentrix or Open Dental on the right patient record so nothing gets retyped
+Soft-flag rule that pushes a slack or email alert to the clinician when a medical condition needs review before treatment
+Fallback kiosk view for walk-ins so the same form replaces the clipboard at the front desk
+Handoff doc and a loom walkthrough so your office manager owns the flow on day one

SHT 03Timeline

Scope and timeline

Band

Medium

Timeline

3-4 weeks

This is a medium build. Timeline 3-4 weeks. Fixed fee, scoped on a 30-minute discovery call. You own the code, the prompts, and the credentials. No lock-in.

SHT 05Questions

Faq

Do we have to replace Dentrix or Open Dental

No. Your PMS stays. We write the intake fields back into the patient record using the same exports and apis your team already has. If the PMS changes later, we re-point the connector and keep going.

What about HIPAA and the insurance card photo

The form runs on infrastructure you own or a private vps. Patient data and the card image stay inside your stack. We sign a baa where one is required and we keep phi out of any third-party llm call. Ocr runs on a model you control.

How long does this take to stand up

First version live in week one with the link, the form, and a manual handoff. Full build in three to four weeks once the PMS write-back, the ocr, and the clinician flag are wired in.

What does it cost

Fixed fee. No per-form charge, no per-seat pricing, no monthly retainer back to us. You own the code, the form, and the prompts when we hand it off.

What happens with walk-ins who never tap the link

The same form runs on a tablet at the front desk as a kiosk view. The clipboard goes in a drawer. Data still lands in the PMS the same way.

What if the patient lies on medical history

We cannot fix that. What we can do is force the question, store the answer, and route flagged conditions to a clinician before the operatory. The chart shows what the patient said and when they said it.

SHT 06Out of scope

When this is not worth automating

Your office already has a working digital intake that writes back into the PMS. You do not need this build, you need a different problem solved.
You are mid-migration to a new PMS. Wait for the dust to settle so we wire to a stable schema.
Your front desk refuses to send the link before the appointment. Nothing autonomous works if the pre-visit text never goes out.
You want a full patient portal with billing, scheduling, and a treatment-plan viewer. That is a bigger build and a bigger price.

SHT 07Related

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