Intake.Dental — Features
✨ Now with AI Voice Receptionist & Insurance Suite

Everything Your
Dental Practice Needs

Digital forms, AI voice receptionist, insurance automation, ASAP scheduling, and deep PMS integration. Built by a dentist, for dentists.

📝

Formulários digitais para pacientes

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

🌍

25+ Languages

Forms auto-translate to the patient's preferred language — Spanish, Chinese, Vietnamese, Arabic, Hebrew (RTL), and more.

Detecção automática
✍️

Assinaturas eletrônicas

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

📱

Design Mobile-First

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

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Sincronização automática do PMS

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

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Criação automática de pacientes

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

Novo
🖊️

Assinatura Auto Doctor

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

Novo
🎨

Personalização da marca

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

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Criador de formulários de consentimento

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

Histórico de saúde que se atualiza automaticamente

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

  • Automated reminders via SMS & email every year
  • Os pacientes atualizam apenas o que mudou
  • Smart scheduling avoids appointment conflicts
  • Rastreabilidade completa para conformidade
  • Staff dashboard shows pending updates at a glance
Atualização sobre saúde
📋
Solicitação de atualização de saúde
Já faz um ano desde a sua última atualização.
Hi Maria! Time to update your health history so we can provide the best care at your next visit.
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Comunicação com o paciente

Alcance os pacientes onde eles estiverem com mensagens automatizadas e em conformidade com a HIPAA

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SMS bidirecional

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

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Autoagendamento

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

Novo
🔔

Lembretes inteligentes

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

Pedidos de revisão

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

📧

Campanhas por e-mail

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

🤖

Automações inteligentes

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

🦷

Campanhas de higiene em atraso

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

Novo
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Acompanhamento de tratamento pendente

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

Novo
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Pre-Procedure Consent

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

Novo
❤️

Consultas pós-operatórias

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

Novo
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Atualizações anuais sobre saúde

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

🎂

Desejos de aniversário

Mensagens de aniversário personalizadas enviadas automaticamente. Construa relacionamentos com os pacientes e mostre que você se importa além da cadeira.

⚙️

Controle total sobre todas as automações

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

Recall por motivos de higiene
Formulários de Consentimento
Consultas pós-operatórias
Desejos de aniversário
🎙️
✦ New Feature

AI Voice Receptionist — Never Miss a New Patient

Our AI answers after-hours calls and missed calls, triages the patient's needs, and books them into the right slot directly in your schedule. No staff required. No callbacks needed.

📞 After-hours coverage 🔄 Missed call recovery 📅 Autonomous scheduling 🩺 Appointment triage ⚡ Zero manual follow-up
📞

After-Hours & Missed Call Coverage

Every call your office misses gets answered instantly by the AI. No voicemail, no callback queue — handled in real time, even at 11pm.

Novo
🩺

Intelligent Appointment Triage

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

Alimentado por IA
📅

Direct Schedule Write-Back

Confirmed appointments write directly into your PMS. Your front desk walks in the next morning and the schedule is already filled.

Novo
💰

Zero Lost Revenue

The average dental practice misses 30% of inbound calls. At $200+ per new patient, that's thousands left on the table monthly.

🔐

HIPAA-Compliant Conversations

All voice interactions are encrypted and logged. The AI never stores PHI outside secure infrastructure. Every transcript is in your dashboard.

HIPAA
⚙️

Fully Customizable Persona

Set your practice name, greeting, hours, provider availability, and appointment types. The AI speaks as your receptionist, not a generic bot.

Hear It Handle a Real Call

A patient calls after hours. The AI answers, triages their pain complaint, confirms insurance, and books an emergency slot for the next morning.

  • Answers in under 2 seconds — no hold time
  • Asks clinical triage questions to classify urgency
  • Confirms insurance eligibility before booking
  • Writes appointment into PMS calendar autonomously
  • Sends patient a confirmation text with instructions
  • Notifies provider of high-urgency after-hours cases
Included in Complete Automation →
🎙️
AI Receptionist
● Live · After Hours
11:42 PM
AI
Hi, thanks for calling Riverside Dental! I'm the after-hours assistant. How can I help you tonight?
I have a really bad toothache, been throbbing for two days. I need to get seen tomorrow.
PT
AI
I'm sorry — let's get you in right away. Is the pain constant or does it come and go? Any swelling or fever?
Constant. No swelling. Just really sore.
PT
AI
Got it. I have a 9:00 AM emergency slot open tomorrow with Dr. Thomas. Can I book that for you?
Appointment booked: Emergency Exam · Tomorrow 9:00 AM · Dr. Thomas · Written to PMS
30%
of calls missed by
average dental office
<2s
AI answer time
any hour, any day
100%
Calls answered
after hours
0
Staff needed
to book the appointment

🎙️ Included in Complete Automation & Practice Autopilot

AI Voice Receptionist is built into the Complete Front Office Automation add-on. No separate purchase.

Get Complete Automation →
🔗

Integração profunda com o PMS

Seamless two-way connection to your practice management system

🧠

Notas clínicas de IA

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

Alimentado por IA
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Upload automático de documentos

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

👤

Criação automática de pacientes

Novos pacientes criados automaticamente no seu PMS a partir dos formulários de admissão. Dados demográficos, seguro e histórico médico sincronizados instantaneamente.

📅

Resposta à nomeação

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

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Real-Time Bidirectional Sync

Changes in your PMS reflect instantly. No batch processing, no delays. Accurate data on both sides at all times.

🎙️

AI Voice Receptionist

Answers after-hours calls, triages needs, and books appointments directly into your PMS schedule — fully autonomous.

Novo

Funciona com o seu PMS

Seamless integration with all major practice management systems

5 min
Geração de notas
após o checkout
48 horas
Seguro verificado
antes da visita
0
É necessário inserir manualmente os dados de
100%
Precisão da sincronização bidirecional do
🛡️

Insurance Suite

End-to-end insurance automation — from eligibility through claim submission, status tracking, and AI denial repair

1

Eligibility Verification

Real-time electronic check runs automatically 48 hours before every appointment. Co-pays, deductibles, maximums, and frequency limits all pulled and written to chart.

Auto · 48hr prior
2

Claim Submission (837D)

Electronic claims submitted automatically after visit completion via 837D EDI. Correct codes, tooth numbers, and narratives — no manual data entry.

Auto · Post-visit
3

Status Tracking (277CA)

Real-time claim status via 277CA. Know immediately when a claim is received, pended, or has additional information requests.

Real-time
4

AI Denial Repair

AI identifies the denial reason, corrects the issue, and resubmits automatically. EOBs auto-post to the patient ledger via PMS writeback.

Alimentado por IA

3-Tier Fallback Verification

Electronic API → AI smart retry → Voice AI calls the insurance as final fallback. Your front desk never dials a payer again.

Novo
📤

Electronic Claim Submission

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

Novo
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Real-Time Claim Status

277CA transactions give you live claim status. Received, pended, information requested, or paid — you know before your biller has to call.

Novo
🤖

AI Denial Repair & Resubmit

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

Alimentado por IA
💳

EOB Auto-Posting

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

Novo
📊

Insurance Analytics

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

Verificação do seguro
Delta Dental PPO
ATIVO
Máximo anual
$1,500
R$ 1.120 restantes
Franquia
$50
✓ Cumprido
Coverage
Preventive (D0–D1)100%
Basic (D2)80%
Major (D27+)50%
Claim D1110 · Submitted Today277CA ✓

From Verification to Payment — Fully Automated

The Insurance Suite handles every step of the insurance workflow so your front desk can focus on patients, not paperwork.

  • Auto-Verify: Runs 48 hours before every appointment
  • Electronic Claims: 837D submitted after visit completion
  • Live Status: 277CA tracks every claim in real time
  • AI Denial Repair: Identifies, corrects, and resubmits
  • EOB Auto-Post: Payments posted directly to patient ledger
  • Voice Fallback: AI calls payer if electronic check fails
Explore Insurance Suite →

🛡️ Insurance Suite — Included in Practice Autopilot

Eligibility verification, 837D claim submission, 277CA tracking, AI denial repair, and EOB auto-posting — standalone or bundled in Practice Autopilot.

Explore Insurance Suite →
🌉

Ponte dentária

Bate-papo seguro em equipe, conexões de laboratório e compartilhamento profissional de casos entre escritórios

💬

Bate-papo seguro em equipe

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

Gratuito
🔬

Rede de Laboratórios

Conecte-se diretamente com laboratórios odontológicos. Envie casos, compartilhe arquivos STL, imagens DICOM e PDFs. Acompanhe os pedidos em tempo real.

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🏥

Rede de Especialistas

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

📂

Fórum de compartilhamento de casos

Compartilhe casos desafiadores com profissionais da área odontológica verificados. Obtenha segundas opiniões e aprenda com seus colegas.

Novo
🩻

Suporte ao arquivo clínico

Compartilhe raios-X DICOM, fotos intraorais, digitalizações 3D STL/PLY e PDFs. Todos os arquivos são criptografados e em conformidade com a HIPAA.

🌍

25+ Language Translation

As mensagens são traduzidas instantaneamente para o idioma preferido de cada destinatário. Árabe, hebraico, chinês, espanhol e muito mais.

Higiene o mais rápido possível

Preencha automaticamente as vagas de cancelamentos de última hora com a correspondência de pacientes baseada em IA.

📋

Lista de pacientes ASAP

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

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Detecção de abertura

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

🧠

Correspondência de pacientes por IA

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

Alimentado por IA
📱

Notificações instantâneas

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

Reserva com um clique

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

📊

Análise da taxa de preenchimento

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

📊

Análise e inteligência prática

Saiba exatamente de onde vêm seus pacientes e otimize todos os aspectos da sua clínica.

💰

ROI de marketing

Acompanhe o custo de aquisição de pacientes por fonte. Veja exatamente quanto receita cada canal de marketing gera.

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🗺️

Geografia dos pacientes

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

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📑

Postagem automática de EOB

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

Novo
📊

Relatório de vencimento de contas a receber

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

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🦷

Inteligência de Tratamento

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

Alimentado por IA
🎯

Reunião matinal

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

Alimentado por IA
📈

Rastreamento de referências

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

👥

Valor vitalício do paciente

Calcule o LTV por fonte de referência, código postal e dados demográficos dos pacientes. Concentre-se em adquirir pacientes de alto valor.

🎥

Consultas virtuais

Paid teledentistry that generates revenue and triages patients before they walk through the door

💰

You Set the Prices

Charge $25 for quick triage or $150 for a comprehensive video evaluation. Every consultation type has its own price you control entirely.

🔀

Toggle Services On/Off

Turn each consultation type on or off independently. Only show patients the services you want to offer.

🏦

Stripe Connect Payments

Patient payments go directly to your practice bank account via Stripe Connect. No middleman, no delayed payouts.

🌙

After-Hours Revenue

Patients submit consults evenings, weekends, and holidays. Revenue flows 24/7 without extra chair time.

🩺

Pre-Visit Triage

By the time a patient arrives, you already know their condition from photos and messages submitted virtually.

🎯

Higher Case Acceptance

When treatment is discussed virtually first, patients arrive informed and ready to commit. Fewer surprises, higher conversions.

🔒

Segurança além da HIPAA

Criptografia de nível militar que vai muito além da conformidade padrão com a HIPAA

🛡️

Criptografia de camada de glifos

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

Avançado
🔐

AES-256-GCM + Glifo

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

🏥

Em conformidade com a HIPAA

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

👤

Acesso baseado em funções

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

📝

Trilhas de auditoria

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

💾

Backups automatizados

Backups diários criptografados com recuperação pontual na infraestrutura AWS. Seus dados nunca serão perdidos.

Preços simples e transparentes

No hidden fees, no contracts. Cancel anytime.

Prática individual
$199.99/mo
Single-location practices
  • Todos os formulários digitais
  • Pacientes ilimitados
  • SMS & email communication
  • Higiene o mais rápido possível
  • All automations
  • PMS integration
Multiespecialidade
$399.99/mo
DSOs and group practices
  • Tudo em Solo
  • Unlimited locations
  • Painel centralizado
  • Advanced analytics
  • API access
  • Suporte prioritário
🚀 Best Value — Save $150/mo

Practice Autopilot

Digital forms, AI clinical notes, AI Voice Receptionist, Insurance Suite, and patient payments — one plan, zero manual work.

$799.99/mo
$949.96/mo if purchased separately · Save $1,799/yr
📋 Solo Forms🤖 Complete Automation 🎙️ AI Voice Receptionist🛡️ Insurance Suite 💳 Patient Payments💬 Team Chat (free)
Inicie o teste gratuito de 14 dias →
Or Build Your Own Stack
🤖
Automação completa
AI notes + voice receptionist
+$499.99/mo
🛡️
Insurance Suite
Verify · Submit · Track · Repair
+$149.99/mo
💳
Payments
Stripe billing + ledger post
+$99.99/mo
🎥
Virtual Consults
Revenue-generating teledentistry
+$199.99/mo

Ready to Modernize
Your Practice?

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