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.

📝

Formulaires numériques pour les patients

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.

Détection automatique
✍️

Signatures électroniques

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

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Conception axée sur les appareils mobiles

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

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Synchronisation automatique PMS

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

👤

Création automatique de patients

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

Nouveau
🖊️

Signature Auto Doctor

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

Nouveau
🎨

Personnalisation de la marque

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

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Générateur de formulaires de consentement

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

Des antécédents médicaux qui se mettent à jour automatiquement

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
  • Les patients ne mettent à jour que ce qui a changé.
  • Smart scheduling avoids appointment conflicts
  • Piste d'audit complète pour la conformité
  • Staff dashboard shows pending updates at a glance
Mise à jour sur la santé
📋
Demande de mise à jour sur la santé
Cela fait 1 an depuis votre dernière mise à jour.
Hi Maria! Time to update your health history so we can provide the best care at your next visit.
💬

Communication avec les patients

Communiquez avec vos patients là où ils se trouvent grâce à une messagerie automatisée conforme à la loi HIPAA.

📲

SMS bidirectionnel

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

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Auto-planification

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

Nouveau
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Rappels intelligents

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

Demandes d'évaluation

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

📧

Campagnes par e-mail

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

🤖

Automatisations intelligentes

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

🦷

Campagnes d'hygiène en retard

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

Nouveau
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Suivi du traitement en attente

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

Nouveau
📋

Pre-Procedure Consent

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

Nouveau
❤️

Visites postopératoires

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

Nouveau
📅

Mises à jour annuelles sur la santé

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

🎂

Souhaits d'anniversaire

Envoi automatique de vœux d'anniversaire personnalisés. Établissez des relations avec vos patients et montrez-leur que vous vous souciez d'eux au-delà de votre cabinet.

⚙️

Contrôle total sur chaque automatisation

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

Rappel hygiène
Formulaires de consentement
Visites postopératoires
Souhaits d'anniversaire
🎙️
✦ 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.

Nouveau
🩺

Intelligent Appointment Triage

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

Alimenté par l'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.

Nouveau
💰

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 →
🔗

Intégration approfondie du syndrome prémenstruel

Seamless two-way connection to your practice management system

🧠

Notes cliniques sur l'IA

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

Alimenté par l'IA
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Téléchargement automatique de documents

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

👤

Création automatique de patients

Les nouveaux patients sont automatiquement créés dans votre PMS à partir des formulaires d'admission. Les données démographiques, les informations relatives à l'assurance et les antécédents médicaux sont tous synchronisés instantanément.

📅

Rendez-vous Writeback

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

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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.

Nouveau

Fonctionne avec votre PMS

Seamless integration with all major practice management systems

5 min
Remarque : génération de l'
après le paiement
48 heures
Assurance vérifiée
avant la visite
0
Saisie manuelle des données requise
100%
Précision de synchronisation bidirectionnelle de l'
🛡️

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.

Alimenté par l'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.

Nouveau
📤

Electronic Claim Submission

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

Nouveau
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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.

Nouveau
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AI Denial Repair & Resubmit

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

Alimenté par l'IA
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EOB Auto-Posting

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

Nouveau
📊

Insurance Analytics

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

Vérification de l'assurance
Delta Dental PPO
ACTIF
Max annuel
$1,500
Il reste 1 120 $.
Franchise
$50
✓ Rencontré
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 →
🌉

Pont dentaire

Chat d'équipe sécurisé, connexions entre laboratoires et partage professionnel de cas entre bureaux

💬

Chat sécurisé pour les équipes

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

Gratuit
🔬

Réseau de laboratoires

Communiquez directement avec les laboratoires dentaires. Envoyez des cas, partagez des fichiers STL, des images DICOM et des PDF. Suivez vos commandes en temps réel.

Nouveau
🏥

Réseau de spécialistes

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

📂

Forum de partage de cas

Partagez des cas complexes avec des professionnels dentaires certifiés. Obtenez des deuxièmes avis et apprenez de vos collègues.

Nouveau
🩻

Assistance pour les dossiers cliniques

Partagez des radiographies DICOM, des photos intra-orales, des scans 3D STL/PLY et des fichiers PDF. Tous les fichiers sont cryptés et conformes à la norme HIPAA.

🌍

25+ Language Translation

Les messages sont instantanément traduits dans la langue préférée de chaque destinataire. Arabe, hébreu, chinois, espagnol, etc.

Hygiène dès que possible

Remplissez automatiquement les annulations de dernière minute grâce à la mise en correspondance des patients basée sur l'IA.

📋

Liste des patients ASAP

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

🔍

Détection d'ouverture

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

🧠

Correspondance des patients par IA

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

Alimenté par l'IA
📱

Notifications instantanées

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

Réservation en un clic

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

📊

Analyse du taux de remplissage

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

📊

Analyses et intelligence pratique

Sachez exactement d'où viennent vos patients et optimisez tous les aspects de votre cabinet.

💰

Retour sur investissement marketing

Suivez le coût d'acquisition des patients par source. Voyez exactement combien de revenus génère chaque canal marketing.

Nouveau
🗺️

Géographie des patients

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

Nouveau
📑

Publication automatique des relevés de prestations

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

Nouveau
📊

Rapport sur l'ancienneté des créances

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

Nouveau
🦷

Intelligence thérapeutique

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

Alimenté par l'IA
🎯

Réunion matinale

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

Alimenté par l'IA
📈

Suivi des recommandations

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

👥

Valeur à vie du patient

Calculez la LTV par source de référence, code postal et données démographiques des patients. Concentrez-vous sur l'acquisition de patients à forte valeur ajoutée.

🎥

Consultations virtuelles

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.

🔒

Sécurité au-delà de la loi HIPAA

Cryptage de niveau militaire qui va bien au-delà de la conformité HIPAA standard

🛡️

Chiffrement de couche glyphique

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

Avancé
🔐

AES-256-GCM + Glyphe

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

🏥

Conforme à la loi HIPAA

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

👤

Accès basé sur les rôles

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

📝

Pistes d'audit

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

💾

Sauvegardes automatisées

Sauvegardes quotidiennes cryptées avec restauration ponctuelle sur l'infrastructure AWS. Vos données ne sont jamais perdues.

Tarification simple et transparente

No hidden fees, no contracts. Cancel anytime.

Pratique en solo
$199.99/mo
Single-location practices
  • Tous les formulaires numériques
  • Patients illimités
  • SMS & email communication
  • Hygiène dès que possible
  • All automations
  • PMS integration
Multi-pratique
$399.99/mo
DSOs and group practices
  • Tout à Solo
  • Unlimited locations
  • Tableau de bord centralisé
  • Advanced analytics
  • API access
  • Assistance prioritaire
🚀 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)
Commencez votre essai gratuit de 14 jours →
Or Build Your Own Stack
🤖
Automatisation complète
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?

Rejoignez les centaines de cabinets dentaires qui utilisent Intake.Dental pour rationaliser leurs opérations et satisfaire leurs patients.