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.

📝

Fòm Pasyan Dijital

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.

Deteksyon otomatik
✍️

Siyati Elektwonik

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

📱

Konsepsyon Mobil-An Premye

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

🔄

PMS Oto-senkronizasyon

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

👤

Kreyasyon Pasyan Otomatik

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

Nouvo
🖊️

Siyati Doktè Oto

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

Nouvo
🎨

Branding pèsonalize

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

📄

Kreyatè Fòm Konsantman

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

Istwa Sante Ki Mete Ajou Poukont Li

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
  • Pasyan yo mete ajou sèlman sa ki chanje.
  • Smart scheduling avoids appointment conflicts
  • Tras odit konplè pou konfòmite
  • Staff dashboard shows pending updates at a glance
Mizajou sou Sante
📋
Demann Mizajou Sante
Sa fè 1 an depi dènye aktyalizasyon ou an
Hi Maria! Time to update your health history so we can provide the best care at your next visit.
💬

Kominikasyon Pasyan

Rive jwenn pasyan yo kote yo ye a avèk mesaj otomatik ki konfòm ak HIPAA.

📲

SMS Bidireksyonèl

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

📅

Oto-Planifikasyon

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

Nouvo
🔔

Rapèl Entelijan

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

Demann Revizyon

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

📧

Kanpay Imèl

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

🤖

Otomatizasyon Entelijan

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

🦷

Kanpay Ijyèn ki Anreta

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

Nouvo
💰

Swivi Tretman An Atant

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

Nouvo
📋

Pre-Procedure Consent

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

Nouvo
❤️

Vizit apre operasyon

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

Nouvo
📅

Mizajou Sante Anyèl yo

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

🎂

Souwè pou anivèsè nesans

Bonjou pèsonalize pou anivèsè nesans yo voye otomatikman. Bati relasyon ak pasyans epi montre ou gen sousi pou yo pi lwen pase chèz la.

⚙️

Kontwòl konplè sou chak automatisation

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

Rapèl Ijyèn
Fòm Konsantman
Kontwòl apre operasyon
Souwè pou anivèsè nesans
🎙️
✦ 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.

Nouvo
🩺

Intelligent Appointment Triage

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

IA ki mache ak pouvwa
📅

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.

Nouvo
💰

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 →
🔗

Entegrasyon PMS Pwofon

Seamless two-way connection to your practice management system

🧠

Nòt Klinik IA

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

IA ki mache ak pouvwa
📄

Telechajman Dokiman Otomatik

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

👤

Kreyasyon Pasyan Otomatik

Nouvo pasyan yo kreye otomatikman nan PMS ou a apati fòm admisyon yo. Demografi, asirans, ak istwa medikal yo tout senkronize imedyatman.

📅

Reponn Randevou

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.

Nouvo

Travay avèk PMS ou a

Seamless integration with all major practice management systems

5 minit
Jenerasyon nòt
apre peman an
48 èdtan
Asirans verifye
anvan vizit la
0
Done manyèl
antre obligatwa
100%
Bidireksyonèl
presizyon senkronizasyon
🛡️

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.

IA ki mache ak pouvwa

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.

Nouvo
📤

Electronic Claim Submission

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

Nouvo
📡

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.

Nouvo
🤖

AI Denial Repair & Resubmit

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

IA ki mache ak pouvwa
💳

EOB Auto-Posting

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

Nouvo
📊

Insurance Analytics

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

Verifikasyon Asirans
Delta Dental PPO
AKTIF
Maksimòm Anyèl
$1,500
$1,120 ki rete
Franchisab
$50
✓ Met
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 →
🌉

Pon Dantè

Chat ekip an sekirite, koneksyon laboratwa ak pataj ka pwofesyonèl atravè biwo yo

💬

Chat Ekip Ansekirite

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

Gratis
🔬

Rezo Laboratwa

Konekte dirèkteman ak laboratwa dantè yo. Voye ka yo, pataje fichye STL, imaj DICOM, ak PDF yo. Suiv kòmand yo an tan reyèl.

Nouvo
🏥

Rezo Espesyalis

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

📂

Fowòm Pataj Ka

Pataje ka difisil yo ak pwofesyonèl dantè ki verifye. Jwenn dezyèm opinyon epi aprann nan men kòlèg yo.

Nouvo
🩻

Sipò Dosye Klinik

Pataje radyografi DICOM, foto intraoral, eskanè 3D STL/PLY, ak PDF. Tout dosye yo chiffres epi konfòm ak HIPAA.

🌍

25+ Language Translation

Mesaj yo tradui imedyatman nan lang chak moun k ap resevwa yo prefere a. Arab, ebre, Chinwa, panyòl, ak plis ankò.

Ijyèn pi vit posib

Ranpli anilasyon dènye minit otomatikman avèk matche pasyan ki mache ak entèlijans atifisyèl.

📋

Lis Pasyan ASAP

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

🔍

Deteksyon Ouvèti

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

🧠

Matche Pasyan ak IA

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

IA ki mache ak pouvwa
📱

Notifikasyon Enstantane

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

Rezèvasyon an yon sèl klike

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

📊

Analiz To Ranpli

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

📊

Analiz ak Entèlijans Pratik

Konnen egzakteman ki kote pasyan ou yo soti epi optimize tout aspè nan pratik ou a.

💰

ROI nan maketing

Suivi pri akizisyon pasyan pa sous. Gade egzakteman konbyen revni chak kanal maketing jenere.

Nouvo
🗺️

Jewografi Pasyan

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

Nouvo
📑

Afiche EOB Otomatik

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

Nouvo
📊

Rapò sou Vyeyisman A/R

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

Nouvo
🦷

Entèlijans Tretman

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

IA ki mache ak pouvwa
🎯

Reyinyon maten

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

IA ki mache ak pouvwa
📈

Suivi Referans

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

👥

Valè pou tout lavi pasyan an

Kalkile LTV a selon sous referans lan, kòd postal la, ak demografik pasyan an. Konsantre sou jwenn pasyan ki gen anpil valè.

🎥

Konsiltasyon Vityèl

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.

🔒

Sekirite ki depase HIPAA

Chifreman nivo militè ki ale byen lwen pi lwen pase konfòmite HIPAA estanda a

🛡️

Chifreman Kouch Glif

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

Avanse
🔐

AES-256-GCM + Glif

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

🏥

Konfòm ak HIPAA

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

👤

Aksè ki baze sou wòl

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

📝

Pist Odit yo

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

💾

Sovgad Otomatik

Sovgad chifreman chak jou ak rekiperasyon nan moman reyèl sou enfrastrikti AWS. Done ou yo p ap janm pèdi.

Pri Senp ak Transparan

No hidden fees, no contracts. Cancel anytime.

Pratik Solo
$199.99/mo
Single-location practices
  • Tout fòm dijital yo
  • Pasyan san limit
  • SMS & email communication
  • Ijyèn pi vit posib
  • All automations
  • PMS integration
Plizyè Pratik
$399.99/mo
DSOs and group practices
  • Tout bagay nan Solo
  • Unlimited locations
  • Tablodbò santralize
  • Advanced analytics
  • API access
  • Sipò priyorite
🚀 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)
Kòmanse esè gratis 14 jou a →
Or Build Your Own Stack
🤖
Otomatizasyon konplè
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?

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