Intake.Dental — Features
✨ Now with AI Voice Receptionist & Insurance Suite

Everything Your
Dental Practice Needs

Digital forms, AI voice receptionist, insurance automation, ASAP scheduling, and deep PMS integration. Built by a dentist, for dentists.

📝

Formularios digitales para pacientes

Replace clipboards with beautiful, multilingual forms that sync directly to your PMS

🌍

25+ Languages

Forms auto-translate to the patient's preferred language — Spanish, Chinese, Vietnamese, Arabic, Hebrew (RTL), and more.

Detección automática
✍️

Firmas electrónicas

Legally-binding electronic signatures for consent forms, HIPAA acknowledgments, and treatment plans. Time-stamped and stored securely.

📱

Diseño centrado en los dispositivos móviles

Patients complete forms on any device. QR codes and text links make pre-appointment completion effortless.

🔄

Sincronización automática de PMS

Patient data writes directly to your practice management system the moment a form is submitted. Zero manual entry.

👤

Creación automática de pacientes

New patients are automatically created in your PMS from intake submissions — demographics, insurance, and medical history all synced.

Nuevo
🖊️

Firma del médico especialista en automóviles

Doctor's signature automatically applied to completed forms and clinical documents. Streamlines the entire clinical workflow.

Nuevo
🎨

Personalización de marca

Your logo, colors, and practice information. Patients see your brand. Custom subdomains included on every plan.

📄

Generador de formularios de consentimiento

Customize consent language, procedures, and policies with a simple drag-and-drop editor — no developer needed.

Historial médico que se actualiza automáticamente

Annual health update reminders automatically reach out to patients on schedule, keeping medical histories current without any staff effort.

  • Automated reminders via SMS & email every year
  • Los pacientes solo actualizan lo que ha cambiado.
  • Smart scheduling avoids appointment conflicts
  • Registro de auditoría completo para el cumplimiento normativo.
  • Staff dashboard shows pending updates at a glance
Actualización sobre salud
📋
Solicitud de actualización de salud
Ha pasado un año desde tu última actualización.
Hi Maria! Time to update your health history so we can provide the best care at your next visit.
💬

Comunicación con el paciente

Llegue a los pacientes dondequiera que estén con mensajes automatizados que cumplen con la HIPAA.

📲

SMS bidireccional

Text patients directly from your dashboard. Confirmations, reminders, and follow-ups — all in one threaded conversation.

📅

Autoprogramación

Existing patients book their own hygiene appointments and choose their preferred hygienist. No phone calls needed.

Nuevo
🔔

Recordatorios inteligentes

Automated appointment reminders via text, email, or both. Customizable timing and messaging per appointment type.

Solicitudes de revisión

Automatically request Google reviews after appointments. Smart timing adapts to treatment type and patient satisfaction.

📧

Campañas por correo electrónico

Branded emails for recalls, promotions, and patient education. Built-in templates or build your own.

🤖

Automatizaciones inteligentes

Set it and forget it — AI-powered campaigns that run while you focus on patients

🦷

Campañas de higiene atrasadas

Multi-touch recall sequences for patients overdue for hygiene. Automated 6-, 9-, and 12-month reminders with escalating urgency.

Nuevo
💰

Seguimiento del tratamiento pendiente

Automatically follow up on unscheduled treatment. 1-week, 1-month, and 3-month sequences with cost breakdowns and financing options.

Nuevo
📋

Pre-Procedure Consent

Auto-sends consent forms based on scheduled procedure codes — extractions, root canals, crowns, implants, bone grafts, sedation.

Nuevo
❤️

Revisiones postoperatorias

24-hour automated check-ins after extractions and surgical procedures. Caring follow-up with personalized recovery instructions.

Nuevo
📅

Actualizaciones anuales sobre salud

Automatically remind patients to update health history annually. Smart timing avoids conflicts with upcoming appointments.

🎂

Deseos de cumpleaños

Felicitaciones de cumpleaños personalizadas enviadas automáticamente. Establezca relaciones con los pacientes y demuestre que se preocupa por ellos más allá de la consulta.

⚙️

Control total sobre cada automatización

Every automation has an on/off toggle. Enable what you need, disable what you don't. Customize messages, timing, and channels.

Recordatorio sobre higiene
Formularios de consentimiento
Revisiones postoperatorias
Deseos de cumpleaños
🎙️
✦ New Feature

AI Voice Receptionist — Never Miss a New Patient

Our AI answers after-hours calls and missed calls, triages the patient's needs, and books them into the right slot directly in your schedule. No staff required. No callbacks needed.

📞 After-hours coverage 🔄 Missed call recovery 📅 Autonomous scheduling 🩺 Appointment triage ⚡ Zero manual follow-up
📞

After-Hours & Missed Call Coverage

Every call your office misses gets answered instantly by the AI. No voicemail, no callback queue — handled in real time, even at 11pm.

Nuevo
🩺

Intelligent Appointment Triage

The AI asks the right clinical questions — chief complaint, urgency, insurance — and determines the correct appointment type before booking.

Impulsado por IA
📅

Direct Schedule Write-Back

Confirmed appointments write directly into your PMS. Your front desk walks in the next morning and the schedule is already filled.

Nuevo
💰

Zero Lost Revenue

The average dental practice misses 30% of inbound calls. At $200+ per new patient, that's thousands left on the table monthly.

🔐

HIPAA-Compliant Conversations

All voice interactions are encrypted and logged. The AI never stores PHI outside secure infrastructure. Every transcript is in your dashboard.

HIPAA
⚙️

Fully Customizable Persona

Set your practice name, greeting, hours, provider availability, and appointment types. The AI speaks as your receptionist, not a generic bot.

Hear It Handle a Real Call

A patient calls after hours. The AI answers, triages their pain complaint, confirms insurance, and books an emergency slot for the next morning.

  • Answers in under 2 seconds — no hold time
  • Asks clinical triage questions to classify urgency
  • Confirms insurance eligibility before booking
  • Writes appointment into PMS calendar autonomously
  • Sends patient a confirmation text with instructions
  • Notifies provider of high-urgency after-hours cases
Included in Complete Automation →
🎙️
AI Receptionist
● Live · After Hours
11:42 PM
AI
Hi, thanks for calling Riverside Dental! I'm the after-hours assistant. How can I help you tonight?
I have a really bad toothache, been throbbing for two days. I need to get seen tomorrow.
PT
AI
I'm sorry — let's get you in right away. Is the pain constant or does it come and go? Any swelling or fever?
Constant. No swelling. Just really sore.
PT
AI
Got it. I have a 9:00 AM emergency slot open tomorrow with Dr. Thomas. Can I book that for you?
Appointment booked: Emergency Exam · Tomorrow 9:00 AM · Dr. Thomas · Written to PMS
30%
of calls missed by
average dental office
<2s
AI answer time
any hour, any day
100%
Calls answered
after hours
0
Staff needed
to book the appointment

🎙️ Included in Complete Automation & Practice Autopilot

AI Voice Receptionist is built into the Complete Front Office Automation add-on. No separate purchase.

Get Complete Automation →
🔗

Integración profunda con PMS

Seamless two-way connection to your practice management system

🧠

Notas clínicas sobre IA

Self-learning note generation trained on each provider's writing style. Notes pre-populated before patients arrive and improve daily.

Impulsado por IA
📄

Carga automática de documentos

Completed forms automatically uploaded as PDFs to patient records. No scanning, no filing, no manual uploads.

👤

Creación automática de pacientes

Los nuevos pacientes se crean automáticamente en su PMS a partir de los formularios de admisión. Los datos demográficos, el seguro y el historial médico se sincronizan al instante.

📅

Devolución de citas

Self-scheduled appointments automatically created in your PMS calendar. ASAP fills and online booking all synced in real-time.

🔄

Real-Time Bidirectional Sync

Changes in your PMS reflect instantly. No batch processing, no delays. Accurate data on both sides at all times.

🎙️

AI Voice Receptionist

Answers after-hours calls, triages needs, and books appointments directly into your PMS schedule — fully autonomous.

Nuevo

Funciona con tu PMS

Seamless integration with all major practice management systems

5 min
Nota sobre la generación de
después de la compra
48 horas
Seguro verificado
antes de la visita
0
Se requiere la introducción manual de datos
100%
Precisión de sincronización bidireccional e
.
🛡️

Insurance Suite

End-to-end insurance automation — from eligibility through claim submission, status tracking, and AI denial repair

1

Eligibility Verification

Real-time electronic check runs automatically 48 hours before every appointment. Co-pays, deductibles, maximums, and frequency limits all pulled and written to chart.

Auto · 48hr prior
2

Claim Submission (837D)

Electronic claims submitted automatically after visit completion via 837D EDI. Correct codes, tooth numbers, and narratives — no manual data entry.

Auto · Post-visit
3

Status Tracking (277CA)

Real-time claim status via 277CA. Know immediately when a claim is received, pended, or has additional information requests.

Real-time
4

AI Denial Repair

AI identifies the denial reason, corrects the issue, and resubmits automatically. EOBs auto-post to the patient ledger via PMS writeback.

Impulsado por IA

3-Tier Fallback Verification

Electronic API → AI smart retry → Voice AI calls the insurance as final fallback. Your front desk never dials a payer again.

Nuevo
📤

Electronic Claim Submission

837D claims sent automatically with tooth numbers, surfaces, procedure codes, narratives, and X-ray attachments when required by payer.

Nuevo
📡

Real-Time Claim Status

277CA transactions give you live claim status. Received, pended, information requested, or paid — you know before your biller has to call.

Nuevo
🤖

AI Denial Repair & Resubmit

AI reads the denial reason code, fixes the claim issue, and resubmits — automatically. Tracks denial patterns to prevent future rejections.

Impulsado por IA
💳

EOB Auto-Posting

Explanation of Benefits automatically posted to the patient ledger via PMS writeback. No manual payment posting, no reconciliation errors.

Nuevo
📊

Insurance Analytics

Track verification success rates, claim acceptance, denial reasons, and average days to payment. Identify payers with the most friction.

Verificación del seguro
Delta Dental PPO
ACTIVO
Máximo anual
$1,500
Quedan 1120 dólares.
Deducible
$50
✓ Cumplido
Coverage
Preventive (D0–D1)100%
Basic (D2)80%
Major (D27+)50%
Claim D1110 · Submitted Today277CA ✓

From Verification to Payment — Fully Automated

The Insurance Suite handles every step of the insurance workflow so your front desk can focus on patients, not paperwork.

  • Auto-Verify: Runs 48 hours before every appointment
  • Electronic Claims: 837D submitted after visit completion
  • Live Status: 277CA tracks every claim in real time
  • AI Denial Repair: Identifies, corrects, and resubmits
  • EOB Auto-Post: Payments posted directly to patient ledger
  • Voice Fallback: AI calls payer if electronic check fails
Explore Insurance Suite →

🛡️ Insurance Suite — Included in Practice Autopilot

Eligibility verification, 837D claim submission, 277CA tracking, AI denial repair, and EOB auto-posting — standalone or bundled in Practice Autopilot.

Explore Insurance Suite →
🌉

Puente dental

Chat seguro para equipos, conexiones entre laboratorios e intercambio profesional de casos entre oficinas.

💬

Chat seguro para equipos

HIPAA-compliant messaging for your entire team. End-to-end encrypted with instant translation in 25+ languages.

Gratis
🔬

Red de laboratorios

Conéctese directamente con los laboratorios dentales. Envíe casos, comparta archivos STL, imágenes DICOM y PDF. Realice un seguimiento de los pedidos en tiempo real.

Nuevo
🏥

Red de especialistas

Connect with oral surgeons, endodontists, periodontists, and orthodontists. Refer patients and discuss cases seamlessly.

📂

Foro para compartir casos

Comparte casos difíciles con profesionales dentales verificados. Obtén segundas opiniones y aprende de tus colegas.

Nuevo
🩻

Soporte de archivos clínicos

Comparte radiografías DICOM, fotos intraorales, escaneos 3D STL/PLY y archivos PDF. Todos los archivos están encriptados y cumplen con la normativa HIPAA.

🌍

25+ Language Translation

Los mensajes se traducen al instante al idioma preferido de cada destinatario. Árabe, hebreo, chino, español y más.

Higiene lo antes posible

Cubra las cancelaciones de última hora automáticamente con la asignación de pacientes basada en inteligencia artificial.

📋

Lista de pacientes ASAP

Maintain a list of patients willing to take short-notice appointments, synced directly from your PMS ASAP flags.

🔍

Detección de apertura

Automatically detects schedule openings by monitoring your PMS calendar in real-time. Configurable look-ahead window.

🧠

Emparejamiento de pacientes mediante IA

AI ranks patients by likelihood to accept based on history, preferences, and past availability patterns.

Impulsado por IA
📱

Notificaciones instantáneas

SMS and email notifications sent automatically when openings are detected. Patients click to claim their slot instantly.

Reserva con un solo clic

Patients accept via a unique link. Appointment automatically created in your PMS with no staff assistance.

📊

Análisis de la tasa de llenado

Track how many openings are filled, response times, and which patients are most reliable for ASAP slots.

📊

Análisis e inteligencia práctica

Sepa exactamente de dónde proceden sus pacientes y optimice todos los aspectos de su consulta.

💰

Retorno de la inversión en marketing

Realice un seguimiento del coste de adquisición de pacientes por fuente. Vea exactamente cuántos ingresos genera cada canal de marketing.

Nuevo
🗺️

Geografía de los pacientes

Heatmap of where your highest-value patients live. Target marketing spend to the right ZIP codes.

Nuevo
📑

Publicación automática de EOB

Insurance EOBs automatically posted directly to patient ledgers. No manual entry, fewer errors, faster reconciliation.

Nuevo
📊

Informe de antigüedad de cuentas por cobrar

Detailed accounts receivable aging with patient-level breakdown. Track balances by 30/60/90+ days.

Nuevo
🦷

Inteligencia terapéutica

AI identifies outstanding treatment plans that match open slots. Never miss a production opportunity in your schedule.

Impulsado por IA
🎯

Reunión matutina

Daily dashboard with schedule overview, production goals, pending treatment, and AI-generated motivational insights.

Impulsado por IA
📈

Seguimiento de referencias

Know how patients found you — Google, referrals, social media, direct mail. Automatic attribution from intake forms.

👥

Valor del paciente a lo largo de su vida

Calcule el LTV por fuente de referencia, código postal y datos demográficos de los pacientes. Céntrese en captar pacientes de alto valor.

🎥

Consultas virtuales

Paid teledentistry that generates revenue and triages patients before they walk through the door

💰

You Set the Prices

Charge $25 for quick triage or $150 for a comprehensive video evaluation. Every consultation type has its own price you control entirely.

🔀

Toggle Services On/Off

Turn each consultation type on or off independently. Only show patients the services you want to offer.

🏦

Stripe Connect Payments

Patient payments go directly to your practice bank account via Stripe Connect. No middleman, no delayed payouts.

🌙

After-Hours Revenue

Patients submit consults evenings, weekends, and holidays. Revenue flows 24/7 without extra chair time.

🩺

Pre-Visit Triage

By the time a patient arrives, you already know their condition from photos and messages submitted virtually.

🎯

Higher Case Acceptance

When treatment is discussed virtually first, patients arrive informed and ready to commit. Fewer surprises, higher conversions.

🔒

Seguridad más allá de la HIPAA

Cifrado de grado militar que va mucho más allá del cumplimiento estándar de la HIPAA.

🛡️

Cifrado de capa de glifos

Proprietary glyph encryption adds an additional security layer beyond AES-256. Patient data protected well beyond standard HIPAA requirements.

Avanzado
🔐

AES-256-GCM + Glifo

Dual-layer encryption: industry-standard AES-256-GCM plus our proprietary glyph obfuscation. Encrypted at rest and in transit.

🏥

Cumple con la HIPAA

Full HIPAA compliance with BAA available. Regular security audits and penetration testing included.

👤

Acceso basado en roles

Control who sees and does what. Separate permissions for front desk, clinical staff, and administrators.

📝

Pistas de auditoría

Complete logging of who accessed what and when. Essential for compliance reviews and security investigations.

💾

Copias de seguridad automáticas

Copias de seguridad diarias cifradas con recuperación puntual en la infraestructura de AWS. Sus datos nunca se pierden.

Precios sencillos y transparentes

No hidden fees, no contracts. Cancel anytime.

Práctica individual
$199.99/mo
Single-location practices
  • Todos los formularios digitales
  • Pacientes ilimitados
  • SMS & email communication
  • Higiene lo antes posible
  • All automations
  • PMS integration
Multipráctica
$399.99/mo
DSOs and group practices
  • Todo en Solo
  • Unlimited locations
  • Panel de control centralizado
  • Advanced analytics
  • API access
  • Asistencia prioritaria
🚀 Best Value — Save $150/mo

Practice Autopilot

Digital forms, AI clinical notes, AI Voice Receptionist, Insurance Suite, and patient payments — one plan, zero manual work.

$799.99/mo
$949.96/mo if purchased separately · Save $1,799/yr
📋 Solo Forms🤖 Complete Automation 🎙️ AI Voice Receptionist🛡️ Insurance Suite 💳 Patient Payments💬 Team Chat (free)
Comience una prueba gratuita de 14 días →
Or Build Your Own Stack
🤖
Automatización completa
AI notes + voice receptionist
+$499.99/mo
🛡️
Insurance Suite
Verify · Submit · Track · Repair
+$149.99/mo
💳
Payments
Stripe billing + ledger post
+$99.99/mo
🎥
Virtual Consults
Revenue-generating teledentistry
+$199.99/mo

Ready to Modernize
Your Practice?

Únase a cientos de clínicas dentales que utilizan Intake.Dental para optimizar sus operaciones y satisfacer a sus pacientes.