AI Clinical Notes — Intake.Dental
Included with PMS Integration

Clinical notes that
learn how you write

AI-generated notes trained on each provider's actual documentation style. Pre-populated before patients arrive. 90% confidence match from day one.

Activate PMS Integration
90%
Template confidence
0 min
Note writing time
5 jobs
Autonomous processes
24 horas por dia, 7 dias por semana
Learning & improving

90% confidence from
30 days of notes

Connect your PMS and the system analyzes your providers' historical notes — matching each one to appointments and procedure codes to build provider-specific templates.

4,700
Appointments Analyzed
6 months of appointment history cross-referenced with clinical notes and procedure codes
3,876
Writing Observations
Individual note patterns extracted — structure, terminology, signing style, level of detail
0.9
Confidence Score
Every template achieves 90% confidence match to the provider's actual documentation style

Five autonomous systems.
Zero manual effort.

From the moment you connect your PMS, five background processes work around the clock to learn, generate, monitor, and improve clinical notes.

1
one-time Triggers on PMS connection

Bootstrap: Learn Your History

Pulls up to 6 months of clinical notes and appointments from your PMS via Sikka. Joins each note to its procedure codes, then groups by provider and procedure combination. Claude AI extracts fluid templates — reusable note structures that capture each provider's exact writing patterns with 90% confidence.

2
every 15 min 4 AM – 9 AM before your office opens

Morning Generation: Notes Ready at Open

Reads today's schedule and generates notes for every appointment using a smart template cascade: exact matchsimilar procedure combocross-providercold start. Notes are pushed directly into your PMS before the first patient arrives.

3
every 15 min During business hours

Schedule Monitor: Catch Every Change

Compares schedule checksums to detect added, removed, or changed appointments in real time. When a patient is added mid-day, a note is generated and pushed within minutes. Cancelled appointments are flagged automatically.

4
every 15 min 4 PM – 10 PM end of day

End-of-Day Learner: Smarter Every Night

Scrapes finalized notes and diffs them against the morning AI-generated versions. Feeds the deltas to Claude for analysis — updating templates, writing styles, and signing preferences. Every edit your providers make teaches the system.

5
weekly Sundays at 8 PM

Weekly Recap: Insights in Your Inbox

Aggregates the week's diffs into a comprehensive report — accuracy scores, per-provider insights, and recommendations for improvement. Delivered as a formatted email so you always know how the system is performing.

A feedback loop that never stops

The system doesn't just generate notes — it watches how providers edit them and adapts. Accuracy improves every day.

📋

Generate Notes

Morning pre-population from learned templates

✍️

Providers Edit

Doctors refine notes during the day

🔍

Diff Analysis

AI compares generated vs. final versions

🧠

Update Templates

Writing styles & templates refined nightly

Per-provider learning.
Not one-size-fits-all.

The system builds a unique writing profile for each provider — because Dr. Patel writes differently than Dr. Chen.

RP

Dr. Patel

General Dentist · 612 notes learned
Procedure: D0150 + D0210
Pt presented for comprehensive oral eval and full-mouth radiographic survey. Clinical and radiographic findings reviewed. Discussed treatment options including…
Learned Style
Narrative flow Combined notes Includes findings Signs: –RP, DMD
SC

Dr. Chen

Endodontist · 408 notes learned
Procedure: D2335
Composite #14 DO: Anes 2% lido 1:100k. Rubber dam isolation. Caries removed, sound dentin base. Selective etch, bond, A2 composite placed, cured. Adjusted occlusion. Pt tolerated well.
Learned Style
Abbreviated Per-procedure Lists materials Signs: S. Chen DDS

Every detail considered

Appointment-Level Notes

One note per appointment, not per procedure — matching how dentists actually document. Multiple procedures intelligently combined or separated based on provider preference.

🔑

Procedure Code Matching

Sorted CDT codes create a unique signature. D2740+D2391 always gets the right template for a given provider — even when codes are entered in different orders.

🕐

Timezone-Aware Scheduling

Every job reads your practice timezone and business hours. EST practices get notes at 6 AM Eastern. PST practices at 6 AM Pacific. Fully automatic.

🛡️

Provider Review Required

Every generated note is a draft requiring provider sign-off. Nothing is finalized without review — keeping you compliant and in control of your clinical documentation.

📊

Template Cascade

Smart fallback logic ensures every appointment gets a note: exact match → similar combo → cross-provider → intelligent cold start. No appointment left blank.

📡

Direct PMS Push

Notes appear directly in your practice management system via the Sikka API. No copy-paste, no portal. They show up right where your providers expect them.

Performance reports, delivered

Every Sunday, get a breakdown of how the AI performed — accuracy scores, provider insights, and improvement recommendations.

📧

Weekly AI Notes Recap

Week of Feb 10 – Feb 16, 2026
94.2%
Accuracy Score
187
Notes Generated
12
Templates Updated
Dr. Patel: Accuracy up 3.1% this week. System learned preference for including shade selection details on crown preps.
Dr. Chen: New template created for D3348 (retreatment). 4 notes matched with zero edits needed.

Included with PMS Integration

✦ INCLUDED — NO ADDITIONAL COST

Notas clínicas de IA

Bundled with the Complete Front Office Automation plan at $499.99/mo

Per-provider learning
Morning pre-population
Real-time schedule monitoring
End-of-day learning
Direct PMS push
Weekly performance reports
Timezone-aware scheduling
Unlimited providers
50+ PMS systems supported
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