# Intake Dental — full knowledge file

> Expanded companion to https://intake.dental/llms.txt. Everything below is
> generated from the same copy the site renders. Canonical URLs live on
> https://intake.dental; the site is also published in 108 languages on
> locale subdomains (https://<code>.intake.dental).

## Product overview

Intake Dental — Patients understand. Staff never type twice.

The dental platform where patients understand their treatment in any language and the front desk never types the same thing twice. AI receptionist, clinical notes, insurance verification — built by a dentist.

Run your front office on autopilot. Intake Dental answers every call, books the appointment, verifies insurance, writes the clinical note, and chases the recall — automatically. Your team stops doing busywork and gets back to patients. Paperless forms come standard.

Core automation pillars:
- An AI receptionist that answers, books, and never takes lunch: It picks up after hours, on weekends, and during the lunch-rush overflow — checks your live schedule, books straight into your PMS, answers patient questions, and hands off to a human the moment one is actually needed. (Answers 24/7 in 29+ languages; Books real openings from your live schedule, into your PMS; Routes urgent calls and takes accurate messages; Kills hold times, voicemail tag, and after-hours missed revenue)
- Insurance verified before the patient sits down: Eligibility and full benefit breakdowns are pulled automatically for every appointment on the schedule — electronically, by fax, and even by AI voice call when a payer refuses to go digital. (Real-time eligibility for tomorrow's whole schedule; Per-procedure coverage, maximums, and remaining benefits; AI calls and faxes the payers that have no portal; Flags inactive plans before the visit, not at checkout)
- Clinical notes that write themselves: Dictate once and get a structured SOAP note in your PMS, written in your style. Chart perio with your voice. Sign and send in one tap — no more charting after the lights are off. (Voice-to-SOAP in each provider's documentation style; Perio charting by voice; Writes back into your PMS automatically; Learns how your team documents over time)
- Recalls, reminders, and reactivation on autopilot: Reminders, recall campaigns, and lapsed-patient reactivation go out without anyone lifting a finger — and open chairs from cancellations fill themselves from your ASAP list. (Appointment reminders and confirmations; Recall and hygiene-due campaigns that run themselves; Win back lapsed patients automatically; ASAP list auto-fills same-day cancellations)

Also included:
- Digital Patient Forms: Paperless intake, health history, and consents with e-signatures and insurance-card capture — completed before patients arrive and filed straight into the chart.
- 25+ Languages: Patients fill out forms and talk to the AI in their first language. Your team reads everything back in English.
- Teledentistry: Secure video consults, virtual new-patient screenings, and emergency triage — built in, not bolted on.
- Online Payments: Collect copays and balances online and at the chair, posted back to your ledger automatically.
- PMS Integration: Bidirectional sync with Dentrix, Open Dental, CareStack, Eaglesoft, tab32, and 60+ more. No double entry.

By the numbers:
- 29+ Languages, on calls and forms
- 60+ PMS integrations
- 24/7 Call answering coverage
- 60s To go live

## Pricing

Simple, transparent pricing
No hidden fees. No contracts. Cancel anytime.

Plans (USD, month-to-month, no contracts):
- Bridge (Free): HIPAA messaging for dental pros. Includes: End-to-end encryption; Lab tech communication; Specialist case discussions; Cross-office messaging; 20+ language translation; Professional forum access; HIPAA compliant
- Digital Forms ($79.99/month): Everything you need for one location. Includes: Your own subdomain (yourpractice.intake.dental); Unlimited digital forms; Medical & dental history; Insurance card capture; E-signatures & consent forms; 25+ language auto-translation; Patient portal; HIPAA compliant + BAA included
- Reviews & Messaging ($149.99/month): Everything communication-only tools charge $250–$600 for. Includes: Two-way texting from your practice's own number; Automated appointment reminders & confirmations; Recall campaigns that refill the schedule; Google review requests — review links discovered automatically; Smart filters respect patients — no asks after surgery, quiet periods, stops when they click through; Every message editable in your practice's own voice; Digital intake forms; PMS connection included — reminders come off your actual schedule; Upgrade to Practice Autopilot anytime
- Multi-Location ($179.99/month): Up to 3 practice locations under one login. Includes: Everything in Digital Forms; Up to 3 locations; Unified dashboard across all locations; Cross-location patient lookup; Per-location form customization; Staff permission controls; Single billing account; Priority support
- AI Receptionist ($499.99/month flat): Every call answered. Every appointment booked.. Includes: AI receptionist answers every call — 24/7; Patient self-scheduling on your website; Automated appointment reminders & confirmations; Real-time writeback to your practice system; PMS connection included; Flat price — no per-call metering; Upgrade to Practice Autopilot anytime
- Practice Autopilot ($999.99/month): Every Intake.Dental add-on in one plan — AI Voice Receptionist, AI Clinical Notes, full PMS integration, unlimited insurance verifications, patient payments, voice perio charting, and Digital Fax. Set it up once, then let it run.. Includes: 
- AI Dental Office ($1,499.99/month): The everything tier — every plan and every add-on we make, in one flat price. Nothing left to buy.. Includes: Everything in Practice Autopilot; Virtual Consultations — HD video with waiting room; Voice Perio Charting with PMS writeback; Extra Security — on-premise database encryption; Digital Fax — AI-triaged inbox + your own number; Front Desk AI VoIP — we run your phones: IVR, call analytics, per-line booking reports; 10 call-tracking numbers included — a $99.90/mo value; Priority support; White-glove onboarding

Add-ons:
- Complete Automation ($499.99/month): The layer that makes the platform feel alive: AI clinical notes trained on each provider's own documentation style — drafts waiting before the first patient sits down — full bidirectional PMS integration, real-time production and collections analytics, and an AI Voice Receptionist capturing every call. No manual data entry, and it gets sharper every week it runs.
- Insurance Suite ($149.99/month): Insurance automation that doesn't give up: eligibility runs electronically first, then escalates through automated fallback avenues until a payer actually answers. Claims go out electronically, statuses track in real time, denials get AI-repaired and resubmitted — and everything writes back to the chart.
- Payments & Membership ($99.99/month): Patient payment portal and in-house membership plans. Payments post automatically to the patient ledger via PMS. Funds go directly to your bank.
- Virtual Consultations ($199.99/month): Paid teledentistry with built-in card payments. Patients pay upfront. Funds go directly to your bank.
- Voice Perio Charting ($49.99/month): Hands-free periodontal charting with AI voice recognition. Hygienists call out numbers, chart updates in real time, writes back to your PMS.
- Extra Security ($49.99/month): Every Intake.Dental account already ships with dual-layer Glyph encryption on your data. Extra Security goes further — it locks down the database itself with Transparent Data Encryption (TDE), so even if an attacker gains access to the raw database files, the data is unreadable without the decryption key.
- Front Desk AI ($249.99/month): A complete cloud VoIP phone system for your practice — dedicated number, unlimited additional trackable numbers, IVR call trees, browser dialer, voicemail — with every inbound call recorded, AI-transcribed, summarized, and attributed to the marketing channel that drove it. Missed-call heatmaps show when the phone is leaking revenue, your true call-close rate finally becomes measurable, and the AI receptionist can pick up the same line after hours or on overflow.
- Digital Fax ($99.99/month): A dedicated fax number for your practice with an AI inbox that reads every fax before you do — referrals, records requests, and benefits breakdowns are categorized, summarized, matched to the patient, and filed to the chart. Junk faxes never reach you.
- Insurance Verification (see /pricing): Automated eligibility & benefits — verifies the moment a patient submits intake, plus a nightly batch, and auto-fills your coverage table. Unlimited, no caps.
- Claims & Denial Repair (see /pricing): Electronic claim submission, real-time status tracking, EOB auto-posting, and AI that repairs and resubmits denials automatically.

Enterprise: Volume discounts, dedicated onboarding, and white-glove support for larger DSOs and group practices.

Trials: 14-day free trial on paid plans, 30-day money-back guarantee on Practice Autopilot, cancel anytime.

## Integrations

Direct API. Or pick your path.
Most dental software vendors connect to your PMS one way and call it a day. We connect three ways — and we tell you upfront which tier your practice lands in.

Native direct API integrations:
- CareStack: Cloud-native PMS, native API. The cleanest writeback story of the three. (Real-time appointment, checkout, and treatment-plan writeback; AI clinical notes published to the chart, signed by provider; Insurance verifications posted to the patient record automatically; Document upload to chart with referral attachment support)
- Open Dental: ODFHIR + REST. The most-integrated AI platform for Open Dental. (Native ODFHIR + REST API connection — eConnector required (we walk you through setup); Insurance, clinical notes, and payment posting all writeback to the patient ledger; Per-tooth treatment tracking with longitudinal patient history; Cross-practice patient passport — insurance pushed automatically when a patient visits a new office)
- Dentrix Ascend: Henry Schein One certified. Live API access on v177+. (Direct API: POST/PUT/DELETE on appointments + new patient creation; Real-time appointment writeback (no appointmenttask workaround); Per-office org ID setup via HS1 Ascend Link Request — we file it for you; Cross-practice patient passport sync on every check-in)

Three connection paths:
1. Direct API — CareStack · Open Dental · Dentrix Ascend. Native vendor-certified API. Real-time writeback. No middleman, no per-call markup, no tier gates. The full feature set, the cleanest setup, and the lowest cost to operate.
2. Certified PMS bridge — Dentrix · Eaglesoft · 60+ others. For PMSes without a public API, we route through a certified dental data bridge that connects to 60+ systems. You get most of the platform: AI notes, insurance verification, marketing analytics, patient passport. Some advanced writeback is read-only on this tier.
3. Local bridge agent — Dentrix Enterprise · ABELDent · on-premise installs. A small agent installed on your office server reads the local PMS database directly. Includes the Extra Security TDE option for at-rest encryption on the bridge-eligible PMS engines (MySQL, SQL Server, Firebird).

## Frequently asked questions

### General

Q: What does the AI front office actually do?
A: It runs the repetitive work your front desk does all day: it answers and books calls around the clock, verifies insurance and pulls benefit breakdowns before each visit, turns dictation into finished clinical notes in your PMS, and sends the reminders and recalls that keep your schedule full. Your team handles the judgment calls; the AI handles the busywork — and hands off to a human whenever one is needed.

Q: Is Intake Dental HIPAA-compliant?
A: Yes — and beyond. Every practice signs a Business Associate Agreement, and all PHI is double-encrypted by default: first with AES-256-GCM, then with our proprietary Glyph Cipher — both layers included on every account at no extra cost. The entire stack runs in HIPAA-eligible infrastructure, and even our own operators can't read your data at rest.

Q: Will the AI replace my front desk staff?
A: No — it removes the busywork that burns them out. Calls still get answered when every line is busy, insurance gets verified without an hour on hold, and notes get written without staying late. Your team spends its time on the patients in front of them and the calls that genuinely need a human, while the AI handles overflow, after-hours, and the repetitive tasks in between.

Q: Which practice management systems do you integrate with?
A: Every one of them. Our base plans automatically email a formatted PDF of completed intake forms to your office, so they drop into any PMS workflow with zero setup — Dentrix, Eaglesoft, Open Dental, CareStack, Curve, tab32, Denticon, or anything else. For 60+ of the most common platforms we also offer bidirectional sync through our certified PMS bridge that writes chart, insurance, and clinical-notes data automatically.

### Pricing

Q: Is there a free trial for Intake Dental?
A: Yes. All paid Intake Dental plans include a 14-day free trial with no contracts required to start. The Practice Autopilot plan includes a 30-day money-back guarantee. Bridge — the HIPAA team messaging platform — is free forever with no trial period.

Q: Does Intake Dental require a contract?
A: No. Intake Dental is month-to-month with no long-term contracts. You can cancel anytime. There are no setup fees, no implementation fees, and no cancellation penalties. Intake Dental earns your business every month.

Q: What is included in the Practice Autopilot plan?
A: The Practice Autopilot plan at $999.99/month bundles the full front office: digital patient forms (unlimited submissions, 25+ languages), full PMS integration — bidirectional sync for 60+ practice management systems and automatic PDF delivery for every other PMS, AI clinical notes (90% confidence, provider style learning), unlimited automated insurance verification with AI retry and voice AI fallback, patient payment portal and membership plans, Front Desk AI cloud phone system with the AI voice receptionist, voice perio charting with PMS writeback, Digital Fax — a dedicated fax number with an AI-triaged inbox that files faxes to patient charts, all smart automations (recall, consent, post-op, ASAP), and HIPAA Bridge team messaging. Bundling the same add-ons separately would cost more than $1,200/month. Virtual Consultations and Extra Security are available as optional add-ons.

Q: How does Intake Dental pricing compare to competitors like Weave or Denticon?
A: Intake Dental is significantly more affordable than full-suite competitors. Many practices switching from competing platforms were paying $300–800/month for basic digital forms with limited features and long-term contracts. Intake Dental's Digital Forms plan starts at $79.99/month with no contracts, 60-second setup, and more features — including multilingual support that most competitors don't offer. The Practice Autopilot plan at $999.99/month includes comprehensive AI automation that would cost considerably more as part of enterprise platforms.

Q: Which practice management systems does Intake Dental connect to directly?
A: Intake Dental has native, vendor-certified direct API connections to CareStack, Open Dental (ODFHIR + REST), and Dentrix Ascend (Henry Schein One certified) — with real-time, bidirectional writeback of appointments, clinical notes, insurance verifications, and payments. Another 60+ systems, including Dentrix and Eaglesoft, connect through a certified PMS data bridge, and every other PMS receives formatted PDFs of completed forms automatically. See the integrations page for the full breakdown.

Q: How much does Practice Autopilot save compared to buying add-ons separately?
A: Buying the same capabilities à la carte — Digital Forms ($79.99) plus Complete Automation ($499.99), Insurance Suite ($349.99), Payments & Membership ($99.99), Front Desk AI ($249.99), Voice Perio Charting ($49.99), and Digital Fax ($99.99) — comes to $1,429.93/month. Practice Autopilot bundles all of it for $999.99/month, saving nearly $430 every month. Virtual Consultations and Extra Security remain optional add-ons on any plan.

Q: Can I start on Digital Forms and upgrade to Practice Autopilot later?
A: Yes. Every plan is month-to-month, so you can start with Digital Forms, add individual add-ons as you need them, and move up to Practice Autopilot whenever the bundle becomes the better deal. Many practices start with forms, then add insurance verification or the AI receptionist once they've seen the platform in action.

Q: Is Intake Dental HIPAA compliant, and is a BAA included?
A: Yes. Every plan — including free Bridge messaging — is HIPAA compliant, and a Business Associate Agreement is included with every account at no extra charge. Patient data is protected with AES-256-GCM field-level encryption plus dual-layer Glyph encryption, with audit logging and role-based access controls.

Q: Can I get just the AI receptionist?
A: Yes. The AI Receptionist plan at $499.99/month is exactly that: an AI receptionist that answers every call 24/7 and books, reschedules, or cancels appointments, patient self-scheduling on your website, automated appointment reminders and confirmations, and the connection to your practice management system with real-time writeback. It is a flat monthly price with no per-call metering, and it does not include digital forms, insurance verification, clinical notes, campaigns, or analytics. You can upgrade to Practice Autopilot anytime to add the rest of the platform.

Q: What is the AI Dental Office plan?
A: AI Dental Office at $1,499.99/month is the everything tier: every Intake Dental plan and every add-on in one flat price. It includes everything in Practice Autopilot, plus Virtual Consultations ($199.99 value), Voice Perio Charting, Extra Security on-premise database encryption, Digital Fax, and Patient Payments — and three things you can't buy separately: 10 call-tracking numbers for ad attribution (a $99.90/month value), priority support, and white-glove onboarding. Assembling the same capabilities à la carte would cost $1,629.80/month, so the bundle saves about $130 every month with nothing left to add.

### PMS integrations

Q: Does Intake Dental integrate with Dentrix?
A: Yes. Dentrix (desktop) connects through our certified PMS data bridge, which covers reads plus most writeback — AI notes, insurance verification, analytics, and patient passport. Dentrix Ascend (the cloud version) gets our native, Henry Schein One-certified direct API with real-time appointment writeback and new-patient creation.

Q: Does Intake Dental integrate with Eaglesoft?
A: Yes. Eaglesoft connects through the certified PMS data bridge — the same path used for Dentrix and 60+ other systems. You get AI clinical notes, automated insurance verification, marketing analytics, and patient passport; a small subset of advanced writeback features is read-only on this tier.

Q: What exactly syncs over a direct API connection?
A: On CareStack, Open Dental, and Dentrix Ascend: appointments (read and write), patient records and new-patient creation, completed intake forms filed to the chart, AI clinical notes published to the chart, insurance verifications posted to the patient record, treatment plans, and patient payments posted back to the ledger. Exact coverage varies slightly by vendor — each card above lists the specifics.

Q: Do I need to install anything for a direct API connection?
A: CareStack and Dentrix Ascend are cloud-to-cloud — nothing to install. Open Dental requires the eConnector service, and we walk you through enabling it in about ten minutes. The local bridge agent is only needed for on-premise systems without a public API, like Dentrix Enterprise or ABELDent.

Q: What if my PMS isn't listed anywhere on this page?
A: You're still covered. Every Intake Dental plan automatically emails a formatted PDF of each completed intake form to your office, which works with any PMS on earth. Tell us what you run and we'll confirm exactly which tier your system lands in — usually within one business day.

Q: Is patient data encrypted when it syncs to my PMS?
A: Yes. All PMS traffic is encrypted in transit with TLS, and PHI is stored with AES-256-GCM field-level encryption plus dual-layer Glyph encryption at rest. Every account includes a signed Business Associate Agreement, audit logging, and role-based access controls.

### HIPAA compliance

Q: Do you sign a Business Associate Agreement?
A: Yes — every practice that registers on Intake.Dental automatically receives an executed BAA at no additional cost. The BAA covers digital forms, PDF storage, teledentistry, PMS integration, insurance verification, and patient communications. We also maintain parallel BAAs with every sub-processor we use.

Q: What encryption do you use for PHI?
A: All Protected Health Information is double-encrypted by default: first at the field level using AES-256-GCM with per-record Data Encryption Keys (DEKs) for forward secrecy, then wrapped in our proprietary Glyph Cipher — a polyglottal layer resistant to future quantum attacks. Both layers are included on every account. Keys use envelope encryption with tenant-isolated derivation.

Q: What happens if there is a security incident?
A: We notify affected practices within 72 hours of a confirmed security incident with a detailed report and remediation plan. Because every account ships with dual-layer encryption (AES-256-GCM + Glyph Cipher), your records may qualify for the HIPAA Breach Notification Rule's encryption safe harbor exception under 45 CFR § 164.402 — but we notify regardless. Transparency over loopholes.

Q: Is your infrastructure certified?
A: We run on AWS infrastructure that is SOC 2 Type II certified. Our database layer (Supabase) is also SOC 2 Type II. Our own application code is designed around HIPAA's Security Rule and audited on an ongoing basis.

Q: Are HIPAA consent forms available in other languages?
A: Yes — HIPAA consent documents and Notices of Privacy Practices are available in 29+ languages automatically, so every patient can acknowledge in the language they actually read.

### HIPAA updates

Q: What happens if we miss the February 2026 deadlines?
A: Penalties escalate. The new Security Rule also eliminates the 'addressable' safeguard option, meaning all technical safeguards become mandatory — reducing interpretation flexibility compared to current rules.

Q: Does the encryption safe harbor still apply?
A: Yes. Under 45 CFR § 164.402, properly encrypted PHI may not trigger breach notification if the encryption keys were not compromised. Every Intake.Dental account ships with dual-layer encryption (AES-256-GCM + Glyph Cipher), which strengthens this safe harbor defense significantly.

Q: Do dental practices handling substance use records need special compliance?
A: Yes. Practices treating patients with SUD histories must align intake forms and data handling with the unified 42 CFR Part 2 / HIPAA protocols by February 2026. Intake.Dental's form templates are already updated.

Q: What were the 2025 enforcement numbers?
A: OCR levied over $6.6 million in fines in 2025 with single penalties ranging from $80,000 to $3,000,000. Phase 3 audits targeted 50+ entities. The most common violations were inadequate risk assessments, ransomware incidents, and weak technical safeguards.

### Insurance verification

Q: How does the three-tier verification actually work?
A: Tier 1 runs an instant real-time electronic eligibility check against every major dental payer. If the payer doesn't respond cleanly or the data is incomplete, Tier 2 dispatches an AI voice agent that calls the payer's hotline, navigates the phone menu, answers the rep's questions, and retrieves the missing benefits. If something edge-case blocks the call, Tier 3 is an intelligent troubleshooter that handles exceptions automatically — retry schedules, payer-specific workarounds, and the few cases that need a human get flagged for review.

Q: When does it run?
A: Automatically 48 hours before every appointment on your schedule. You wake up to a morning huddle dashboard showing verified benefits for every patient that day. No manual triggers, no fire drills at the front desk.

Q: What gets returned?
A: Annual maximum, remaining benefits, deductible status, coverage percentages for every CDT code category, frequency limitations, waiting periods, and any payer-specific notes. Writes back to your PMS and appears on the patient chart.

Q: What PMS platforms do you write back to?
A: Bidirectional writeback to 60+ practice management platforms — Dentrix, Dentrix Ascend, Eaglesoft, Open Dental, CareStack, Curve Dental, tab32, and more. Benefits appear on the patient's insurance tab before their appointment. Every other PMS still receives benefit summaries as formatted PDFs via email.

Q: Does it submit claims too?
A: Yes. The Insurance Suite includes electronic 837D claim submission, real-time 277CA status tracking, AI-powered denial repair and resubmission, and EOB auto-posting back to the patient ledger. End-to-end insurance automation, not just eligibility.

### AI clinical notes

Q: How accurate are the AI clinical notes?
A: We target 90% confidence on structured SOAP notes out of the box, and accuracy improves with every provider edit. Each provider's AI model learns their preferred phrasing, templates, and clinical shorthand, so the notes you need to correct shrink over time. Weekly performance recaps show your accuracy trends.

Q: Does this integrate with my PMS?
A: Yes — every PMS. For 60+ major platforms (Dentrix, Eaglesoft, Open Dental, CareStack, tab32, Curve, and more), notes write back to the patient chart via bidirectional sync and appear within 5 minutes of checkout. Eaglesoft integration supports 400+ custom templates. For every other PMS, completed notes are delivered as formatted PDFs via email so they can be filed alongside the chart.

Q: How does the AI learn my style?
A: The end-of-day learning loop processes every edit you made that day and updates the model of your documentation style. Over weeks, the AI converges on your preferred SOAP structure, terminology, and level of detail. You never have to manually train it — just edit as you normally would.

Q: Is patient data sent to external AI providers?
A: PHI is encrypted at the field level with AES-256-GCM before it ever leaves your practice. All AI processing happens inside HIPAA-eligible infrastructure under a Business Associate Agreement. See the HIPAA compliance page for the full compliance posture.

### Health history signatures

Q: Is a doctor's signature on a health history legally required in every state?
A: No state has a blanket statute that reads 'dentists must sign health-history forms.' What exists instead is a mix of state dental-board administrative rules (Michigan is the clearest example), CDA-style professional guidelines (California), and malpractice-carrier contract language (Texas, Florida, New York, and many others) that collectively treat the signature as standard of care. The practical advice is to sign every one.

Q: What does the auto-applied e-signature actually look like on the PDF?
A: It appears as the doctor's visual signature (drawn or uploaded during setup) plus a printed name, license number, date, and time, in the signature block reserved for the provider. Underneath the visible signature is a cryptographic hash that links it to the exact document bytes, so the signature can't be lifted and reapplied to a different form.

Q: Is this the same as a wet-ink signature from a legal standpoint?
A: Under the federal ESIGN Act and UETA (adopted by 49 states), an electronic signature has the same legal effect as a wet-ink signature as long as the signer intended to sign and the signature is reliably associated with the record. Our e-signature flow meets both tests — intent is captured on the one-tap approval, and the signature is cryptographically bound to the document. Some state dental boards have specific record-retention rules; we comply with the strictest one by default.

Q: Does this work if I use paper intake forms or a different intake product?
A: Auto-countersigning is built into Intake Dental's digital intake flow. If you scan paper intakes in, you can still apply the doctor's e-signature via the review queue, but you lose the device/IP audit trail from the patient side. If you use a different intake product, we can export signed PDFs to your PMS, but you won't get the timestamp or tamper-evident hash unless the intake lives in our system end-to-end.

Q: Where are the signed PDFs stored and for how long?
A: Signed health histories are stored in your practice's HIPAA-eligible cloud vault with AES-256-GCM field-level encryption. Retention defaults to the longer of 10 years from the last visit or the patient's lifetime — whichever your state board requires. You can pull any signed document, with its full audit trail, at any time.

### AI front office

Q: Do I have to replace my practice management system?
A: No. The platform connects to the PMS you already run — Dentrix, Open Dental, Eaglesoft, Dentrix Ascend, CareStack, and more — with two-way sync. Your PMS remains the system of record, every write-back is an opt-in toggle you control, and there is no migration and no downtime.

Q: Will the AI receptionist actually book into my schedule?
A: Yes. It reads your live schedule and books real openings — and it respects per-provider rules, including which providers may run two columns and which never double-book. It reschedules, cancels, and logs every call with a transcript, summary, and outcome against the patient record.

Q: What happens when a caller needs a human?
A: The AI warm-transfers to your front desk during office hours, and after hours it takes a structured message with a callback commitment. Either way your staff receives the full transcript and context, so nobody restarts the conversation from zero.

Q: How granular does the marketing attribution really get?
A: Down to the collected dollar. Each ad click is followed to the website visit, the form or call, the patient record, and the completed treatment revenue — then credited across first-touch, last-touch, linear, time-decay, and position-based models. You see cost per patient and lifetime value per channel, not cost per click.

Q: What is dual-layer glyph encryption?
A: Patient data is first encrypted field-by-field with AES-256-GCM, then re-encoded into proprietary glyph symbols before storage, with keys held separately from the database. A thief who stole the entire database would hold unreadable symbols — no names, no birthdates, no clinical data.

Q: How long does the full setup take?
A: The PMS connection typically completes the same day, and digital intake works immediately after. The AI phone goes live within days — call forwarding or number porting is the longest pole. The Google connections take about ten minutes with the in-dashboard checklist. Most practices are fully automated inside two weeks.

Q: Does this work for multiple locations or a DSO?
A: Yes. Each location’s patients, schedule, and analytics are isolated to that office, while group-level dashboards roll performance up across locations.

Q: Is this HIPAA compliant, and do you sign a BAA?
A: Yes. A Business Associate Agreement is standard, access is role-based, and every access to patient data is audit-logged. The Security and HIPAA Compliance pages document the full posture.

### Partner / affiliate program

Q: Who can become a partner?
A: Anyone dental practices already listen to: practice-management consultants, dental CPAs, DSO and group advisors, study clubs, CE speakers and KOLs, dental labs, IT providers, marketing agencies, and dentists referring other dentists. You do not have to be a customer to be a partner.

Q: Does it cost anything, and is there a quota?
A: No and no. There is no joining fee, no monthly cost, no minimum number of referrals to stay active, and no requirement to buy anything yourself.

Q: How long does approval take?
A: A person reads every application, usually within two business days. Approval creates your partner account and emails you your partner code, your share link and a portal login.

Q: How do I log in to the partner portal?
A: There is no password. You enter your email and we send a one-time code that is valid for ten minutes and can be used once. That is deliberate — a password you reuse elsewhere is the most common way an account like this gets taken over.

Q: Is the program exclusive?
A: No. You can recommend anything else you want to, to anyone you want to. The only thing you cannot do is claim a commission on your own practice.

Q: Exactly how much does a referral pay?
A: A $250 bounty on the referred practice's first paid invoice, then 10% of each subsequent invoice, for 12 billing periods in total. The first period pays the bounty rather than a percentage, so on monthly billing a referral earns the bounty plus 11 recurring commissions. On a $499.99/month subscription that totals $800.00.

Q: Is the percentage taken before or after tax and discounts?
A: The 10% is calculated on the pre-tax subtotal of the invoice the practice actually paid, after any discount they received. Tax is excluded — you are paid on the practice's spend with us, not on what a tax authority collects.

Q: When does the money actually reach me?
A: Each commission is created as pending and becomes approved 30 days later, which covers the refund window on the invoice behind it. Approved balances are paid in the next payout batch once your balance is above $50. A balance under that rolls forward into the following batch — it is never forfeited.

Q: What happens if a referred practice cancels, downgrades or gets a refund?
A: If they cancel, the recurring share simply stops with their invoices and there is nothing to claw back. If they downgrade, your 10% follows the smaller invoice. If an invoice you already earned on is refunded, that commission is reversed by writing an offsetting negative entry — your ledger history is never edited after the fact, so you can always see what happened and why.

Q: Do you handle tax paperwork?
A: Commissions are self-employment income and we do not withhold tax on your behalf. US partners will be asked for the appropriate tax form before a payout above the annual reporting threshold. Talk to your own accountant about how to treat it — we cannot give tax advice.

Q: Can I see how a specific commission was calculated?
A: Yes. Every line in your ledger carries the calculation behind it — the invoice it came from, the amount it was based on, the rate applied and the period number. That exists precisely so a disagreement about a payment can be settled by looking rather than by arguing.

Q: How is a referral credited to me?
A: Two ways. Your share link sets an attribution cookie that lasts 90 days, and your partner code can be typed into the sign-up form directly. Both routes lead to the same place; the code is the more reliable of the two.

Q: Why do you push the code harder than the link?
A: Because cookies lose. Some browsers cap script-set cookies at seven days, people research on a phone and buy on the office desktop, and links get forwarded to an office manager who opens them somewhere else entirely. A code the practice types survives all three.

Q: What if two partners both talk to the same practice?
A: A practice is bound to exactly one partner, permanently, at the moment the attribution is written — first writer wins. Beyond that, a referred practice can only be claimed by one referral program at a time; if more than one has a claim, the highest-value claim is settled once, at the very start, and never re-decided afterwards. Every suppressed claim is recorded, so if you believe a referral was miscredited we can look it up and tell you exactly what happened.

Q: Can I see my referrals' details?
A: You see the practice name and the month they signed up, and that is all. No patient information, no contact details, no clinical data ever reaches a partner account — it is a healthcare platform first and a referral program second.

Q: What is the practice actually buying?
A: An AI receptionist that answers and books every call around the clock, patient communication and paperwork in more than two dozen languages, automated insurance eligibility checks, clinical notes drafted from the provider's own voice, patient payments, and virtual consultations — all connected to the practice management system the office already runs on.

Q: Is it HIPAA-compliant?
A: Yes, with a signed business associate agreement included on every plan, including the free team-messaging tier. Patient data is encrypted at the field level at rest and in transit, with audit logging and role-based access.

Q: Will it work with the practice management system they already have?
A: In most cases, yes. There are direct integrations with several major cloud systems, a certified data bridge covering more than sixty others, and a formatted-document fallback that works with anything. Nobody has to migrate their practice management system to use this.

Q: What does it cost the practice, and is there a contract?
A: Pricing is published on the site — plans currently run from a free HIPAA team-messaging tier up to an everything tier, with a $499.99/month plan covering the AI receptionist and scheduling. Everything is month-to-month with a 14-day free trial on paid plans and no contract to sign.


## Partner / affiliate program

It is a referral program for people dental practices already trust — consultants, labs, study-club leaders, marketing agencies and dentists. When a practice you refer becomes a paying customer, you earn a $250 bounty on their first paid invoice, then 10% of every invoice they pay after that, up to 12 billing periods in total. There is no cost to join, no minimum volume, and no exclusivity — you keep recommending whatever else you recommend.

Program terms as the ledger actually pays them:
- A one-time $250 USD bounty on the referred practice's FIRST paid invoice. That period pays the bounty instead of a percentage.
- Then 10% of the pre-tax subtotal of every invoice the practice pays afterwards.
- 12 billing periods maximum in total, so a referral on monthly billing earns $250 plus eleven recurring commissions, then stops earning.
- Worked example: a practice on the $499.99/month plan pays the partner $250 + (11 x $50.00) = $800.00 across the 12 billing periods. Ten such practices = $8,000.00.
- Attribution: share link sets a 90-day cookie; a partner code can also be typed into the sign-up form. A referred practice is bound to one partner permanently — first attribution wins.
- Exactly one referral program pays per referred practice. Competing claims are settled once, at the outset, in favour of the highest-value claim, and never re-decided.
- Payouts: commissions are pending for 30 days (the refund window), then approved, then paid in the next batch once the partner's approved balance exceeds a $50 minimum. Smaller balances roll forward rather than being forfeited.
- Refunded invoices reverse their commission with an offsetting negative ledger entry; ledger history is never rewritten. Cancellation stops the recurring share going forward with no clawback.
- Free to join, no quota, no exclusivity, and partners do not have to be customers. Self-referral is not eligible.
- Partners are independent contractors; no tax is withheld. Partner accounts never receive protected health information — referral reporting shows the practice name and signup month only.
- Partner portal sign-in is a one-time emailed code, not a password.

Who it is for: practice-management consultants, dental CPAs, DSO and group advisors, study clubs, CE speakers and KOLs, dental labs, IT/managed service providers, marketing agencies, and dentists referring other dentists.

Pages:
- Partner program: https://intake.dental/partners
- Apply: https://intake.dental/partners/apply
- Earnings calculator: https://intake.dental/partners/earnings
- For consultants: https://intake.dental/partners/for-consultants
- For dental labs: https://intake.dental/partners/for-dental-labs
- For study clubs, speakers and KOLs: https://intake.dental/partners/for-study-clubs
- For marketing agencies: https://intake.dental/partners/for-agencies
- For dentists: https://intake.dental/partners/for-dentists
- Partner FAQ: https://intake.dental/partners/faq
- Program terms (version 2026-08-09.v1): https://intake.dental/partners/terms
- Agency reselling / white-label (a separate arrangement from referrals): https://intake.dental/agency-inquiries

## Comparisons — bottom-line verdicts

### vs Savvy Agents

Savvy Agents and Intake.Dental compete for the same job: an AI receptionist that answers your phones around the clock, books patients, and updates your PMS. Savvy Agents packages it as a four-agent 'AI workforce' with white-glove onboarding and custom, quote-only pricing — a reasonable fit if you want a done-for-you, sales-led rollout. Intake.Dental gives you the same core capability plus clinical notes and a full insurance suite in one flat-priced platform, built by a practicing dentist, answering in 29 languages, connected to 60+ PMS — with pricing you can see before you ever talk to sales. If you want the more complete, transparent, and dentist-built option, choose Intake.Dental.

Pricing context: The clearest difference is transparency. Savvy Agents does not publish pricing anywhere — it's custom and quote-based, revealed only after you book a demo, and the final number depends on which of the four agents (Ira, Sia, Milo, Novi) and add-ons like their VoIP phones you end up buying. Intake.Dental publishes flat, all-in tiers you can see right now: Solo $79.99, Multi $179.99, AI Receptionist $499.99, and Autopilot $999.99 per month, with no per-seat, per-provider, or per-message charges — and clinical notes and the insurance suite are included rather than billed as separate agents. If predictable, transparent pricing matters to you, that's the starting point.

### vs AiroDental

AiroDental and Intake.Dental compete for the same job: an AI receptionist that answers your phones around the clock, books patients, and updates your PMS — and both were built by practicing dentists, so this is a real head-to-head. AiroDental pairs its Laine receptionist with Saige, a staff SOP and training platform, sold by custom quote — a reasonable fit if internal ops tooling is what you're after. Intake.Dental gives you the same receptionist plus AI clinical notes and a full insurance suite in one flat-priced platform, answering in 29 languages, connected to 60+ PMS — with pricing you can see before you ever talk to sales. If you want the more complete, transparent option, choose Intake.Dental.

Pricing context: The clearest difference is transparency. AiroDental does not publish pricing — Laine is sold as 'tailored solutions' priced by practice size and call volume, revealed only after you contact sales. Intake.Dental publishes flat, all-in tiers you can see right now: Solo $79.99, Multi $179.99, AI Receptionist $499.99, and Autopilot $999.99 per month, with no per-seat, per-provider, or per-message charges — and clinical notes and the insurance suite are included rather than billed separately. If predictable, transparent pricing matters to you, that's the starting point.

### vs Mango Voice

Mango Voice is a capable dental VoIP phone system with flexible call routing and PMS screen-pops. Intake.Dental covers both sides of the call: an AI receptionist that answers, books, and documents 24/7 — layered on the phones you already have, including Mango Voice — plus its own built-in cloud VoIP and call analytics if you'd rather run everything through one platform. If you just want modern phones your staff still answer, Mango Voice does that. If you want calls answered around the clock, notes drafted automatically, insurance handled end to end, and phone analytics that tie every call to a booking and a marketing channel, Intake.Dental does that — with or without replacing your dial tone.

Pricing context: Mango Voice is priced like a phone company — a per-user/per-seat VoIP subscription that scales with the number of phone users at your practice (current rates are on mangovoice.com). Intake.Dental is priced as a flat all-in platform: Solo $79.99, Multi $179.99, AI Receptionist $499.99, and Autopilot $999.99 per month, with no per-seat, per-provider, or per-message charges. Because the two now overlap on the phone layer, you can go either way: keep Mango Voice and add Intake.Dental on top, or consolidate and let the Front Desk AI add-on ($249.99/mo on any plan) run your phones with cloud VoIP, IVR routing, recording, and full call analytics.

### vs Practice by Numbers

Practice by Numbers is a strong, well-regarded dental analytics and patient-engagement platform — if all you need is dashboards, texting, scheduling, reviews, and payments, it's a solid choice. Intake.Dental gives you comparable analytics and then goes further: a 24/7 AI voice receptionist in 29 languages, AI clinical notes, and a full insurance suite, all on your existing phones and PMS, at flat all-in pricing. If you want software that not only shows you the numbers but actually runs the front desk and clinical workflow behind them, Intake.Dental is the more complete platform.

Pricing context: Practice by Numbers uses modular pricing — you pay for the tools you enable, on monthly or discounted annual agreements, and public pricing isn't listed. Intake.Dental keeps it flat and predictable: Solo $79.99/mo, Multi $179.99/mo, AI Receptionist $499.99/mo, and Autopilot $999.99/mo, all-in with no per-message or per-provider fees. Because the AI receptionist, clinical notes, insurance suite, and analytics are bundled, you're comparing one all-in number against a stack of individual PbN modules.

### vs Adit

Adit is a strong all-in-one front-office suite if your goal is to consolidate phones, scheduling, reviews, and payments under one vendor and you're willing to switch platforms. Intake.Dental takes a different approach: a dentist-built AI operations layer that keeps your existing phones and PMS and adds a 24/7 multilingual AI voice receptionist, AI clinical notes, and a full insurance suite — at flat, all-inclusive pricing. If your priority is clinical AI and revenue automation without ripping out your stack, Intake.Dental is the better fit.

Pricing context: Intake.Dental uses flat, all-inclusive monthly tiers from $79.99 to $999.99 with every feature included and no per-message or per-provider fees. Adit is a subscription platform starting around $399/mo for its base plan, with multi-location and certain add-ons priced by quote — so your true monthly cost depends on a sales conversation.

### vs Modento

Modento is a solid choice if you want patient-engagement basics — digital forms, reminders, texting, and a loyalty app — within the Dental Intelligence ecosystem. If you want an AI front office that also answers your phones 24/7 in 29 languages, writes your clinical notes, and runs your full insurance workflow, all at transparent flat pricing, Intake.Dental does more in one platform.

Pricing context: Intake.Dental publishes flat monthly tiers — Solo $79.99, Multi $179.99, AI Receptionist $499.99, and Autopilot $999.99 — with every feature included in-tier and no per-message or per-provider fees. Modento uses custom, quote-based pricing that is not published, so you'll need to contact their sales team to compare.

### vs Lighthouse 360

Lighthouse 360 is a mature, focused communication product, and a practice that wants communication-only software from its existing Henry Schein relationship won't go wrong with it. But most practices don't want one more single-purpose subscription — they want the front office handled. Intake.Dental gives you everything your communication software does — reminders, confirmations, two-way texting from your own number, recall, online scheduling, and patient-respecting review requests — inside the platform that does the rest of the front office too: real-time insurance verification, claims intelligence, AI clinical notes, virtual consultations, and the patient-owned Dental Passport.

Pricing context: Lighthouse 360 pricing starts around $329/month for its communication feature set — a standalone bill for reminders, texting, recall, scheduling, and reviews. With Intake.Dental, those same communication features are included in Intake.Dental plans alongside real-time insurance verification, claims intelligence, AI clinical notes, and the Dental Passport. See the pricing page for plan specifics.

### vs Solutionreach

Solutionreach is a mature, multi-vertical patient-communications platform, and if all you need is texting, reminders, recall, and reviews it does that job well. But it isn't a voice receptionist, a clinical-notes engine, or an insurance system. Intake.Dental — built by a practicing dentist — covers patient communication and goes further: a 24/7 AI voice receptionist in 29 languages, AI clinical notes that learn your charting, and a complete insurance suite, all layered over your existing phones and PMS with flat published pricing and 60-second setup.

Pricing context: Intake.Dental publishes flat monthly tiers that are all-in with no per-message or per-provider fees: Solo $79.99, Multi $179.99, AI Receptionist $499.99, and Autopilot $999.99. Solutionreach does not publish standard rates; pricing is quote-based and generally scales with the number of providers and patients, is commonly structured around annual contracts, and may include separate implementation, training, and data-migration fees. For an apples-to-apples comparison, ask any vendor for the total first-year cost including onboarding.

### vs Podium

Podium is a capable general-business platform when online reviews and text messaging are your priority across many industries. But a dental practice runs on more than reputation and texting. Intake.Dental is built by a dentist specifically for dentistry, pairing reviews and reminders with a 24/7 AI voice receptionist in 29 languages, AI clinical notes, and a full insurance suite — all on your existing phones and PMS, at flat all-in pricing from $79.99/mo. For dental, that depth is the difference.

Pricing context: Intake.Dental uses flat, all-in monthly tiers with no per-message or per-provider fees: Solo $79.99, Multi $179.99, AI Receptionist $499.99, and Autopilot $999.99. Podium does not publish pricing and quotes custom deals; Core plans are commonly reported around $399+/mo, with AI features, additional users and messaging volume frequently billed as add-ons, often on an annual contract. For a dental practice, Intake.Dental delivers voice, clinical and insurance capabilities inside those flat tiers rather than as line-item upgrades.

### vs Birdeye

Birdeye is a strong, well-established choice if your main goal is reputation and reviews across many locations or industries. But it is not a dental-specific, PMS-integrated clinical and insurance tool. Intake.Dental — built by a practicing dentist — goes deeper on what runs a dental practice: a 24/7 AI voice receptionist in 29 languages, AI clinical notes, and a full insurance suite, layered over your existing phones and PMS with flat pricing and a 60-second setup. For dental operations and revenue capture, Intake.Dental is the more purpose-built pick.

Pricing context: Intake.Dental uses flat, all-in monthly tiers with no per-message or per-provider fees: Solo $79.99, Multi $179.99, AI Receptionist $499.99, and Autopilot $999.99. Birdeye typically prices per location — publicly reported figures land around $299 to $449 per location per month on annual contracts, with API access and premium capabilities generally sold as add-ons, so multi-location practices should confirm current quotes directly.

### vs LocalMed

LocalMed is a strong real-time online booking widget — if all you need is patients self-scheduling from your website, it does that job well. But a widget only captures the patients who already found your site and chose to book online. Intake.Dental runs the entire front office: a 24/7 AI voice receptionist that answers and books phone calls in 29 languages, multilingual intake forms, AI clinical notes, a full insurance suite, and two-way messaging — layered over the phones and PMS you already use, at flat pricing, live the same day.

Pricing context: Intake.Dental publishes flat monthly tiers with no per-message or per-provider fees: $79.99 Solo, $179.99 Multi, $499.99 AI Receptionist, and $999.99 Autopilot — every tier includes PMS integration at no extra charge. LocalMed does not publish standalone pricing; it is generally sold as part of a broader Dental Intelligence subscription, so you request a quote and its cost depends on the wider bundle.

### vs Simplifeye

Simplifeye is a solid choice if what you want is a website live-chat widget with online scheduling and payments. Intake.Dental solves a bigger problem: it answers the phone 24/7 with an AI voice receptionist in 29 languages, writes your clinical notes, runs your insurance from eligibility through claims and denials, and collects multilingual intake — all layered over the phones and PMS you already use, at one flat price. If you want an AI operations layer for the whole practice rather than a chat box on your website, choose Intake.Dental.

Pricing context: Intake.Dental uses flat, all-in monthly tiers — Solo $79.99, Multi $179.99, AI Receptionist $499.99, and Autopilot $999.99 — with no per-message or per-provider fees, so voice AI, clinical notes, the insurance suite, intake, and messaging are bundled into the tier. Simplifeye is sold as separate services (live chat, scheduling, payments), and subscription pricing is quote-based (not publicly published); combining chat, scheduling, and payments typically stacks those services together. Always confirm current Simplifeye pricing directly with them.

### vs Demandforce

Demandforce is a solid, long-established choice if your goal is automated reminders, review generation, and retention marketing. Intake.Dental is a different category: a dentist-built AI operations layer that answers your phones 24/7 in 29 languages, writes your clinical notes, and runs your insurance workflows — over the phones and PMS you already have, at transparent all-in pricing. If you want the front desk itself to get smarter, choose Intake.Dental.

Pricing context: Intake.Dental publishes flat, all-in monthly tiers — Solo $79.99, Multi $179.99, AI Receptionist $499.99, and Autopilot $999.99 — with no per-message or per-provider fees. Demandforce does not list pricing publicly; it uses custom, sales-led quotes based on practice size and needs, and dental users frequently flag price-to-value as a concern. If predictable, transparent cost matters to you, that's a meaningful difference.

### vs Zocdoc

Zocdoc and Intake.Dental aren't the same category. Zocdoc is a paid marketplace that lists you next to your competitors and charges you every time it sends a new patient. Intake.Dental is your own AI operations layer — a 24/7 voice receptionist, multilingual intake, AI clinical notes, and a full insurance suite over your existing phones and PMS — for one flat monthly price with no per-booking fees and no competitor listings. If you need demand generation, Zocdoc can complement us. If you want to answer every call, run your back office on autopilot, and stop paying per patient, Intake.Dental is the platform to own.

Pricing context: Intake.Dental is flat, all-in monthly pricing with no per-booking, per-message, or per-provider fees: Solo $79.99, Multi $179.99, AI Receptionist $499.99, and Autopilot $999.99. Your cost is the same whether you book 10 new patients or 1,000. Zocdoc uses a fundamentally different model: you pay a fee for each new-patient booking (which varies by specialty and location, with dental among the higher categories) plus an annual per-provider license fee. That makes Zocdoc a variable customer-acquisition cost that scales with the patients it sends you, while Intake.Dental is a fixed operations cost that doesn't tax you per patient.

### vs Doctible

Doctible is a solid patient-engagement and reputation platform — if reviews, reminders, and texting are your main need, it does that well. But if you want AI that actually answers your phones 24/7 in 29 languages, writes your dental clinical notes, and runs your insurance workflows end to end — all layered onto the phones and PMS you already have, at flat pricing — Intake.Dental was built by a practicing dentist to do exactly that.

Pricing context: Intake.Dental uses flat, all-in monthly tiers with no per-message or per-provider surcharges: Solo $79.99, Multi $179.99, AI Receptionist $499.99, and Autopilot $999.99. Doctible uses custom, quote-based pricing that varies by practice; its entry tier is publicly listed starting around $199/month, and advanced engagement and reputation features are typically quoted per practice.

### vs Kleer

Kleer is excellent at one thing: standalone in-house dental membership plans, with the depth to match and per-active-member economics to go with it. Intake.Dental treats membership plans as one included feature of a complete AI front office — 24/7 multilingual voice receptionist, intake, clinical notes, a full insurance suite, and text-to-pay — at a flat tier price with no per-member fees. If you only want a membership engine, Kleer specializes. If you want membership plans inside a platform that also runs the rest of your front office, choose Intake.Dental.

Pricing context: Intake.Dental is a flat monthly subscription with no per-provider and no per-member fees: Solo $79.99, Multi $179.99, AI Receptionist $499.99, and Autopilot $999.99 — in-house membership plans are included in-tier. Kleer doesn't publish pricing; you request a custom quote, and its membership model is commonly structured around a per-active-member fee, meaning your cost rises as your plan enrollment grows. The core contrast: with us, membership plans are one included feature of a flat-priced operations platform; with Kleer, membership is the whole product and the economics scale per member.

### vs Swell

Swell is a solid choice if your one goal is generating and managing patient reviews. But it is a reputation and messaging tool, not dental clinical or insurance software and not a voice receptionist. Intake.Dental is a dentist-built AI operations layer that answers your phones 24/7 in 29 languages, writes your clinical notes, runs your full insurance workflow, and handles comms and payments — all on top of your existing phones and PMS, with flat all-in pricing and 60-second setup. If you want AI that runs the front and back office, not just your review requests, choose Intake.Dental.

Pricing context: Intake.Dental uses flat, all-in monthly tiers with no per-message or per-provider fees: Solo $79.99, Multi $179.99, AI Receptionist $499.99, and Autopilot $999.99 — the top tier including the voice receptionist, clinical notes, and full insurance suite. Swell does not publish pricing publicly; it is generally sold as a subscription quoted per location through its sales team, and some reviewers describe it as on the expensive side for a reputation tool. If you are comparing total cost, weigh a single reputation add-on against an all-in operations layer that replaces several separate tools.

### vs Weave

Weave is the right choice for practices ready to replace their entire phone system with VoIP hardware and want reputation management in one package. Intake.Dental makes more sense if you want AI that thinks like a dentist — clinical notes, multilingual voice receptionist, 3-tier insurance verification, two-way patient SMS and email, text-to-pay, and in-house membership plans — at a predictable $79.99–$999.99/mo, keeping your existing phones or running them on Intake.Dental's built-in cloud VoIP with full call analytics. Weave is broader hardware infrastructure. Intake.Dental is deeper software for dental operations — phones included if you want them.

Pricing context: Intake.Dental has five live tiers (Solo $79.99, Multi $179.99, AI Receptionist $499.99, Autopilot $999.99, and the everything-included AI Dental Office at $1,499.99 per month) with no per-message or per-provider fees, plus a Full PMS replacement at a flat $500/month that is currently in development and available via waitlist. Weave starts at $249/month for Pro, adds ~$750 setup, and gates key features (forms, insurance verification) behind Elite/Ultimate tiers that require custom quotes. For most independent practices, Intake.Dental Solo already delivers more dental-specific AI than Weave Pro at roughly one-third the price — and practices that want a full PMS replacement can join the waitlist to be notified when the $500 flat plan ships.

### vs Dental Intel

Choose Intake.Dental if you want clinical AI (notes, voice, multilingual intake), patient communication, payments, membership plans, AND DSO-grade cross-location analytics bundled into one transparent flat rate. Choose Dental Intel if you specifically want their branded Morning Huddle methodology, their production-analytics templates, and you have the enterprise budget — and you're willing to buy clinical AI separately. Both integrate with your existing PMS rather than replacing it. Works equally well for solo practices, multi-location groups, and DSOs.

Pricing context: A realistic cost comparison for a 7-person practice: Intake.Dental Autopilot = $9,599/year ($999.99 × 12). Dental Intel = roughly $33,576/year at the entry point (base plus extra licenses). These are different budget universes. Practices that want a complete Full PMS replacement from Intake.Dental at $500/month flat can join the waitlist on our pricing page.

### vs Dentrix

Dentrix is the enterprise standard, proven across 35,000+ practices since 1989, with a comprehensive PMS and vast integration ecosystem. If you're replacing your PMS and want a single-vendor Henry Schein ecosystem — or you're already locked into Dentrix enterprise contracts — Dentrix stays the right call. Intake.Dental serves any practice — solo, multi-location, or DSO — that wants modern AI (multilingual voice reception, intelligent forms, provider-style clinical notes), payments, in-house membership plans, and cross-location analytics without replacing their tech stack or paying per-provider fees. Many practices run both: Intake.Dental on top of Dentrix keeps the enterprise back-office strength while adding AI-first patient interactions.

Pricing context: Dentrix G7 runs about $6,995 upfront plus $139/month for support — roughly $12,000 over three years, before the $2,000–$10,000 implementation and module fees. Dentrix Ascend runs $500–$1,200/month per location, or about $18,000–$43,200 over three years plus $2,000–$4,000 setup. Intake.Dental Autopilot is $999.99/month (~$28,800 over three years) and works on top of your existing PMS. For practices who want a full PMS replacement, the Intake.Dental Full PMS is $500/month flat with everything included — but it's still in development and currently available via waitlist only.

### vs Dentrix Ascend Essentials

Both products deliver cloud dental practice management with AI-assisted clinical documentation, x-ray intelligence, and unlimited claims. The differences come down to three things: pricing (Intake.Dental at $500/month flat vs Dentrix Ascend Essentials at $699/month per location effective June 2026), depth of imaging AI (claim attachment validation that addresses denial root causes vs image quality QA), and architectural philosophy (per-practice fine-tuning + Layer/Replace/Greenfield deployment flexibility vs single global model + Replace-only). For practices facing the June 1 transition, the comparison is concrete: lock in flat $500/month with deeper AI capabilities, or stay on the $699 path with a more established support infrastructure. Both are defensible — but if cost transparency, multilingual reach, and AI that learns your practice over time matter, Intake.Dental Full PMS is the move.

Pricing context: Three-year cost comparison for a single-location practice. Intake.Dental Full PMS: $500 × 36 months = $18,000 total, no migration fee for self-serve onboarding (or $999–$1,999 for white-glove migration). Dentrix Ascend Essentials: $699 × 36 months = $25,164 per location at the new rate (MSRP $28,764), implementation fees additional. The $7,000+ delta over three years scales linearly with location count for the Ascend side, but stays flat for Intake.Dental — a five-location group sees the gap widen to $35,000+ over the same period.

### vs NexHealth

NexHealth is the right choice if you've already standardized on their scheduling and online booking UX across locations and need contractual continuity. Intake.Dental is the right choice for any practice — solo, multi-location, or DSO — that wants clinical AI (notes, voice, multilingual intake), payments, in-house membership plans, and cross-location analytics bundled into one transparent flat rate instead of a per-feature menu.

Pricing context: NexHealth starts at $350/month per feature with additional tiers available via custom quote — the public pricing isn't itemized. Intake.Dental runs tiered flat rates (Solo $79.99, Multi $179.99, AI Receptionist $499.99, Autopilot $999.99) with every feature included, plus a Full PMS replacement at a flat $500/month that is currently in development and available via waitlist. For most independent practices, Intake.Dental Autopilot includes more AI features at a lower total cost than a comparable NexHealth build.

### vs Open Dental

Choose Open Dental if you're replacing your PMS and want a proven open-source option with the lowest long-term license cost and an extensible API. Choose Intake.Dental if you want AI-powered patient operations — multilingual intake, clinical notes, voice receptionist, insurance verification — without replacing your PMS or stitching together third-party AI tools. The two run together beautifully: Open Dental handles operations while Intake.Dental manages patient-facing AI engagement.

Pricing context: Open Dental for a solo practice runs $179–$199/month in year one and drops to $129/month after that — the cheapest complete PMS on the market. But once you add eServices (+$165/month) and cloud hosting (+$430/month), the realistic all-in cost is closer to $700–$800/month. Intake.Dental Autopilot is $999.99/month and includes intake, AI receptionist, clinical notes, and insurance verification with no hosting surcharge. Practices that want a complete PMS replacement at a flat rate can join the waitlist for Intake.Dental's Full PMS at $500/month.

### vs RevenueWell

Choose RevenueWell if patient acquisition through marketing campaigns, review generation, and direct-mail recall are your core priorities and you're on Open Dental or Eaglesoft. Choose Intake.Dental if you need AI-powered clinical charting, transparent all-inclusive pricing, multilingual patient support, full two-way patient SMS and email, payments and in-house membership plans, or compatibility with a PMS beyond Open Dental and Eaglesoft — for solo practices, multi-location groups, and DSOs alike.

Pricing context: RevenueWell's Starter tier is $189/month, plus a $149/month Virtual Office add-on, plus message credits that run $45–$494/month depending on volume. Premium features require custom quotes. A realistic all-in spend lands between $350–$500/month before premium. Intake.Dental runs Solo $79.99, Multi $179.99, AI Receptionist $499.99, or Autopilot $999.99 per month flat, no message credits and no tiered feature unlocks. Practices that want a full PMS replacement can join the waitlist for the Full PMS at $500/month flat.

### vs tab32

tab32 excels as a unified cloud PMS for practices willing to migrate fully and pay for AI radiology. Intake.Dental is built for any practice — solo, multi-location, or DSO — that wants to keep its existing PMS while adding multilingual AI intake, voice phone automation, provider-specific clinical note generation, payments, in-house membership plans, and cross-location analytics at a predictable tiered price.

Pricing context: tab32's base tier starts at $99/month, but reviews repeatedly cite hidden costs and add-on charges that push the realistic total closer to enterprise-level pricing with a custom quote. Intake.Dental runs transparent tiered pricing (Solo $79.99, Multi $179.99, Autopilot $999.99) with every feature included. Practices that want a full PMS replacement at a flat rate can join the waitlist for Intake.Dental's Full PMS at $500/month.

### vs Yapi

Yapi is a mature, proven patient engagement platform with exceptional support, deep integrations for Dentrix/Eaglesoft/Open Dental, and a strong track record in communication automation. If you're on one of those three systems, don't need AI features, and want predictable rule-based workflows at a lower entry price, Yapi makes sense. Intake.Dental is built for practices that need AI — multilingual voice receptionist, provider-style clinical notes, and a modern cloud PMS integration layer. If you serve diverse patient populations, hate writing the same notes daily, or use CareStack or Curve, Intake.Dental delivers capabilities Yapi fundamentally doesn't offer. Neither is better — they solve different problems.

Pricing context: Yapi runs $199–$399/month tiered plus a $299 setup fee and potential add-ons (e.g., two-way texting). Intake.Dental's live product runs Solo $79.99, Multi $179.99, or Autopilot $999.99 per month with every feature included and no setup fees. The coming-soon Full PMS is $500/month flat (waitlist only). Yapi's entry price is lower than Intake.Dental Autopilot, but once you add features and setup the total converges — and Intake.Dental includes AI features Yapi doesn't offer at any price.

### vs Curve Dental

Curve Dental is a mature, all-in-one cloud PMS — the right choice if you're replacing an aging server-based system and want everything in one place from one vendor. Intake.Dental is purpose-built for practices that want to keep their current PMS but need best-in-class AI for multilingual intake, clinical documentation, and patient communication. Many practices run both.

Pricing context: Curve Dental runs a typical range of $500–$1,000/month with a $1,000–$2,500 implementation fee, plus potential add-ons for text reminders and ePrescribe. Intake.Dental runs Solo $79.99, Multi $179.99, or Autopilot $999.99 per month with no setup fees and everything included in the tier. Practices that want a full PMS replacement at a predictable flat rate can join the waitlist for Intake.Dental's Full PMS at $500/month.

### vs Swiss Monkey

Swiss Monkey and Intake.Dental solve the same pain — a front office drowning in phones, verifications, and admin — with opposite tools. Swiss Monkey rents you flexible human hours; it shines for judgment-heavy projects and practices that want a person on every task. Intake.Dental turns the recurring 80% of that work into software: an AI receptionist that never misses a call, insurance verification that runs itself, and clinical notes that write themselves, all at a flat monthly price. If your front-office spend is mostly routine hours, automate them — and save the human budget for work that actually needs a human.

Pricing context: Intake.Dental is flat-rate software: Solo at $79.99, Multi-Location at $179.99, and Practice Autopilot at $999.99 per month with the full front-office bundle included, no contracts, and a 14-day free trial. Swiss Monkey's published pricing (as of mid-2026) combines a subscription — examples on their site range from $49/month on an annual plan to $249/month on shorter terms — with a roughly 17.5–18% service fee on hours worked, on top of the hourly wage you set for each professional. For routine, repeatable front-office work — answering calls, booking, verifying insurance — Autopilot at $999.99 flat typically costs less than a single part-time virtual assistant once wages and fees are counted, and it covers 24/7 instead of scheduled shifts.

### vs Vocca

Vocca is one of the more proven voice AI receptionists in healthcare — 5M+ calls handled, high automation rates, and a polished phone experience. If you run a multi-specialty medical group or a European practice, it's a legitimate choice. But if you run a US dental practice, you're buying the dental page of a healthcare platform, at a price they won't publish, with your PMS integration unconfirmed — and the product ends when the call does. Intake.Dental is voice AI built only for dentistry: 24/7 answering in 29 languages, bidirectional sync with 60+ dental PMS, plus AI clinical notes and a full insurance suite, at flat published prices starting at $79.99. For a dental practice, choose the platform that was built for you.

Pricing context: Vocca does not publish pricing — you get a quote after talking to sales, and the number depends on your call volume and setup. Intake.Dental publishes flat, all-in tiers you can see right now: Solo $79.99, Multi $179.99, AI Receptionist $499.99, and Autopilot $999.99 per month, with no per-seat, per-provider, or per-call charges — and AI clinical notes and the insurance suite are included rather than sold separately. If you want to know what voice AI will cost before you book a demo, only one of these two lets you.

### vs Flex

Flex is one of the best things you can attach to Open Dental — polished forms, real eligibility automation, solid texting, honest published pricing. If your practice is Open Dental forever and your phones are already covered, it's a credible choice. But it works with exactly one PMS, stops at eligibility, and never answers a call. Intake.Dental covers the same forms, insurance verification, and patient communication on 60+ PMS — including Open Dental — and adds a 24/7 voice AI receptionist, AI clinical notes, and end-to-end claims, starting at $79.99/mo. Choose the layer that runs your whole front office, not just the parts that don't ring.

Pricing context: Both companies publish pricing, which is more than most of this market can say. Flex runs $299 (Essentials), $399 (Growth, adds FlexSchedule), and $599/mo (Ultimate), with no installation fees or long-term contracts. Intake.Dental runs $79.99 (Solo), $179.99 (Multi), $499.99 (AI Receptionist), and $999.99/mo (Autopilot), flat, with no per-seat or per-message fees. The comparison worth making: at Flex's $599 Ultimate, you have forms, texting, scheduling, payments, and eligibility on one PMS — at Intake.Dental's $499.99 tier, you have forms, texting, scheduling, and eligibility plus a 24/7 voice AI receptionist and clinical notes, on any of 60+ PMS.

### vs Janie

Janie is the rare competitor that publishes pricing, covers real revenue-cycle ground, and fields a legitimate AI receptionist — if you want a modular system with a free tier and optional $10/hr remote staff, it deserves a look. Intake.Dental's case: the same front desk and deeper insurance coverage plus clinical notes and multilingual forms, in 29 languages, on 60+ published PMS integrations, at flat prices that start at $79.99 and stay under Janie's comparable bundle. If you want one platform that does more of the job for less, choose Intake.Dental.

Pricing context: Both companies publish pricing — rare in this market, and worth crediting. Janie: Core is free forever, Engage (AI calls/SMS) starts at $299/mo, Verify (eligibility) at $399/mo, and the Janie OS bundle at $549/mo, with 'starting at' prices that scale with practice size. Intake.Dental: flat $79.99 (Solo), $179.99 (Multi), $499.99 (AI Receptionist), $999.99 (Autopilot) per month regardless of practice size, with no per-seat or per-message fees. The head-to-head: Janie OS from $549 covers calls plus eligibility; Intake.Dental's $499.99 tier covers calls, eligibility through EOB posting, clinical notes, and multilingual forms — for less, flat.

### vs Lassie AI

Lassie AI is doing real, hard back-office work — autonomous payment posting and claims follow-up at a claimed 98% no-touch rate is impressive engineering, and for high-volume groups whose bottleneck is posting and reconciliation, it's worth a serious look despite the undisclosed usage-based pricing. But it never touches the moments that decide whether a practice grows: the ringing phone, the intake form, the eligibility check, the recall text. Intake.Dental runs that entire front office in 29 languages and carries the revenue cycle through EOB posting — flat-priced, published, from $79.99/mo. Fix the front door first; it's where the revenue starts.

Pricing context: Lassie AI doesn't publish pricing. The model is usage-based — 'Lassie gets paid when it does work for your office' — with rates set after an initial volume assessment. That aligns incentives, but it means the cost is unknowable up front and scales with your claim volume in ways you can't easily forecast. Intake.Dental publishes flat tiers: Solo $79.99, Multi $179.99, AI Receptionist $499.99, and Autopilot $999.99 per month — including the insurance suite (eligibility, claims, denial repair, EOB posting) that overlaps Lassie's territory, plus everything patient-facing that Lassie doesn't do.

### vs Videa (VideaHealth)

Videa is a diagnostic AI company; we're a front-office and patient-record company. The comparison people actually mean is usually about the patient: Videa can show a patient their x-ray on the practice's screen, and that's genuinely useful for case acceptance. Only one of us sends the patient home owning their dental record — in their wallet, in their language, ready for the next office, whoever that turns out to be.

Pricing context: Different shapes entirely. Videa prices as a clinical AI platform per practice or per location (quote-based, DSO-oriented). Our free tier is genuinely free forever — team chat, secure file transfer, and patient passports — and the paid platform is a flat per-practice subscription covering phones, intake, verification, notes, recall, and payments. Plenty of practices run both: Videa reading the radiographs, us running everything around them.


## More

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- Contact: support@intake.dental