Features - Intake.Dental | Complete Dental Practice Platform
โœจ Now with AI-Powered Automations

Everything Your Dental Practice Needs in One Platform

Digital forms, patient communication, ASAP scheduling, marketing analytics, and seamless PMS integration. Built by a dentist, for dentists.

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Digital Patient Forms

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

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20+ Languages

Forms automatically translate to your patient's preferred language including Spanish, Chinese, Vietnamese, Korean, Arabic, Hebrew (RTL), and more.

Auto-detect
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E-Signatures

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

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Mobile-First Design

Patients can complete forms on any device. QR codes and text links make it easy to send forms before the appointment.

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PMS Auto-Sync

Patient data automatically syncs to your practice management system. No manual data entry, no transcription errors.

Sikka API
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Auto Patient Creation

New patients automatically created in your PMS from intake form submissions. No duplicate entry required.

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Auto Doctor Signature

Doctor's signature automatically added to completed forms and documents. Streamlined workflow for clinical notes.

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Custom Branding

Your logo, colors, and practice information. Patients see your brand, not ours. Custom subdomains included.

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Consent Form Builder

Customize your consent forms with your practice's specific language, procedures, and policies.

Health History That Updates Itself

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

  • Automated reminders sent annually via SMS & email
  • Patients update only what's changed
  • Smart scheduling around appointments
  • Complete audit trail for compliance
  • Staff dashboard shows pending updates
Health Update
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Health Update Request
It's been 1 year since your last update
Hi Maria! Time to update your health history. This helps us provide the best care.
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Patient Communication

Reach patients where they are with automated, HIPAA-compliant messaging

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Two-Way SMS

Text patients directly from your dashboard. Appointment confirmations, reminders, and follow-ups all in one thread.

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Self-Scheduling

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

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Smart Reminders

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

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Review Requests

Automatically request Google reviews after appointments. Smart timing based on treatment type and patient satisfaction.

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Email Campaigns

Beautiful, branded emails for recalls, promotions, and patient education. Templates included or build your own.

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Smart Automations

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

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Overdue Hygiene Campaigns

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

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Pending Treatment Follow-up

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

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Pre-Procedure Consent Forms

Auto-send consent forms based on scheduled procedure codes. Extractions, root canals, crowns, implants, bone grafts, and sedation.

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Post-Op Check-Ins

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

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Annual Health Updates

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

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Birthday Wishes

Personalized birthday greetings sent automatically. Build patient relationships and show you care beyond the chair.

Consent Forms on Autopilot

When a patient is scheduled for an extraction, implant, or any procedure requiring consent - the system automatically sends the right forms at the right time.

  • Scans tomorrow's schedule for procedure codes
  • Matches CDT codes to required consent forms
  • Sends SMS + email 48-72 hours before appointment
  • Includes pre-op instructions specific to procedure
  • Dashboard shows form completion status
  • Supports extractions, root canals, crowns, implants, bone grafts, sedation
Pre-Op Forms
๐Ÿ“‹ Pre-Op Forms Request
To: Sarah Johnson
Hi Sarah! You have an extraction scheduled on Monday at 2:00 PM.

Please complete your consent form:
๐Ÿ“‹ Pre-op instructions included
Recall Campaign
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Overdue Hygiene Campaign
Multi-touch recall sequence
6m
Gentle Reminder
"Time for your 6-month cleaning!"
โœ“ Sent
9m
Stronger Reminder
"Don't let small issues become big problems"
Scheduled
12m
Urgent Outreach
"We miss you! Your health matters"
Pending

Never Lose a Patient to Inactivity

Automated multi-touch recall campaigns bring patients back before they're lost forever.

  • 6 months: Friendly reminder - "Time for your cleaning!"
  • 9 months: Concern - "Don't let issues become problems"
  • 12 months: Urgent - "We miss you, your health matters"
  • 18 months: Final outreach before marking inactive
  • Smart suppression if patient schedules
  • Works with Sikka patient data automatically

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Full Control Over Every Automation

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

Hygiene Recall
Consent Forms
Post-Op Check-ins
Birthday Wishes
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Deep PMS Integration

Seamless connection to your practice management system with AI-powered automation via Sikka

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AI Clinical Notes

Automatically generate professional clinical notes when appointments are completed. Notes match your practice style and sync directly to patient charts.

AI Powered
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Auto Insurance Verification

Insurance eligibility automatically verified before appointments. Coverage details, remaining benefits, and frequency limitations pulled in real-time.

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Auto Document Upload

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

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Auto Patient Creation

New patients automatically created in your PMS from intake forms. Demographics, insurance, and medical history all synced instantly.

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Appointment Writeback

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

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Real-Time Sync

Bidirectional sync keeps patient data current. Changes in your PMS reflect instantly. No batch processing, no delays.

Clinical Notes That Write Themselves

AI generates professional clinical notes automatically when appointments are completed. Notes match your practice's existing templates and each provider's personal style.

  • Template-Aware: Uses your 400+ Eaglesoft templates as style guide
  • Provider Learning: Learns from edits to match each doctor's preferences
  • Hygiene Optimization: Adapts previous prophy notes for consistent recall visits
  • Provider Controls: Enable for doctors only, disable for hygienists
  • Auto-Sync: Notes appear in patient chart within 5 minutes of checkout
  • Edit & Approve: Review and modify before syncing if desired
Try AI Notes Free
AI Clinical Notes
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AI Clinical Note
Generated automatically โ€ข Ready to sync
READY
Patient
Maria Santos
Provider
Dr. Thompson
Procedures
D1110 - Prophy D0120 - Exam D0274 - BWX
AI Generated
Patient presented for routine hygiene appointment. Adult prophylaxis completed with ultrasonic and hand scaling. Light subgingival calculus noted on lower anteriors. Periodic oral evaluation performed, all findings within normal limits. Bitewing radiographs taken, no interproximal caries detected. Patient tolerated procedures well. OHI reinforced, recommend 6-month recall.
Insurance Verification
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Insurance Verified
โœ“ Checked 2 hours ago
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Delta Dental PPO
ACTIVE
Member ID: DLT-847291034
Group: ACME Corp #2847
Annual Max
$1,500
$1,120 remaining
Deductible
$50
โœ“ Met
Coverage Summary
Preventive (D0-D1)
100%
Basic (D2)
80%
Major (D27+)
50%
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Frequency Alert: Prophy limited to 2x/year. Last prophy: Aug 15, 2025. Next eligible: Feb 15, 2026

Insurance Verified Before They Arrive

Automatic eligibility verification runs before every appointment. No more surprise denials or awkward coverage conversations at checkout.

  • Auto-Verify: Runs automatically 48 hours before appointment
  • Real-Time Benefits: Annual max, deductible, remaining benefits
  • Coverage Breakdown: Preventive, basic, major percentages
  • Frequency Limits: Prophy, BWX, pano, exam limitations
  • Waiting Periods: Alerts for services still in waiting period
  • History Tracking: All verifications logged for reference
Start Verifying Automatically

Works With Your PMS

Seamless integration via Sikka API with all major practice management systems

5 min
Note generation
after checkout
48 hrs
Insurance verified
before visit
0
Manual data
entry required
100%
Bidirectional
sync accuracy
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Dental Bridge

Secure team chat, lab connections, and professional case sharing across offices

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Secure Team Chat

HIPAA-compliant messaging for your entire team. End-to-end encrypted with instant translation in 20+ languages.

Free
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Lab Network

Connect directly with dental labs. Send cases, share STL files, DICOM images, and PDFs. Track orders in real-time.

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Specialist Network

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

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Case Sharing Forum

Share challenging cases with verified dental professionals. Get second opinions and learn from colleagues.

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Clinical File Support

Share DICOM X-rays, intraoral photos, STL/PLY 3D scans, and PDFs. All files encrypted and HIPAA-compliant.

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20+ Language Translation

Messages instantly translate to each recipient's preferred language. Arabic, Hebrew, Chinese, Spanish, and more.

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Hygiene ASAP

Fill last-minute cancellations automatically with AI-powered patient matching

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ASAP Patient List

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

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Opening Detection

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

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AI Patient Matching

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

AI Powered
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Instant Notifications

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

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One-Click Booking

Patients accept via unique link. Appointment is automatically created in your PMS via Sikka writeback.

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Fill Rate Analytics

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

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Analytics & Practice Intelligence

Know exactly where your patients come from and optimize every aspect of your practice

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Marketing ROI

Track patient acquisition cost by source. See exactly how much revenue each marketing channel generates.

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Patient Geography

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

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Auto EOB Posting

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

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A/R Aging Report

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

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Treatment Intelligence

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

AI Powered
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Morning Huddle

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

AI Powered
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Referral Tracking

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

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Patient Lifetime Value

Calculate LTV by referral source, ZIP code, and patient demographics. Focus on acquiring high-value patients.

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Security Beyond HIPAA

Military-grade encryption that goes far beyond standard HIPAA compliance

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Glyph Layer Encryption

Proprietary glyph encryption adds an additional security layer beyond AES-256. Your patient data is protected well beyond standard HIPAA.

Advanced
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AES-256-GCM + Glyph

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

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HIPAA Compliant

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

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Role-Based Access

Control who can see and do what. Separate permissions for front desk, clinical staff, and administrators.

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Audit Trails

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

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Automated Backups

Daily encrypted backups with point-in-time recovery on AWS infrastructure. Your data is never lost.

Simple, Transparent Pricing

No hidden fees, no contracts. Cancel anytime. Start with a free trial.

Solo Practice

$199/mo
For single-location practices
  • โœ“ All digital forms
  • โœ“ Unlimited patients
  • โœ“ SMS & email communication
  • โœ“ Hygiene ASAP
  • โœ“ All automations included
  • โœ“ PMS integration
View Full Pricing

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