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.

📝

Digital Patient Forms

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.

Auto-detect
✍️

E-Signatures

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

📱

Mobile-First Design

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

🔄

PMS Auto-Sync

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

👤

Auto Patient Creation

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

New
🖊️

Auto Doctor Signature

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

New
🎨

Custom Branding

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

📄

Consent Form Builder

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

Health History That Updates Itself

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
  • Patients update only what's changed
  • Smart scheduling avoids appointment conflicts
  • Complete audit trail for compliance
  • Staff dashboard shows pending updates at a glance
Health Update
📋
Health Update Request
It's been 1 year since your last update
Hi Maria! Time to update your health history so we can provide the best care at your next visit.
💬

Patient Communication

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

📲

Two-Way SMS

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

📅

Self-Scheduling

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

New
🔔

Smart Reminders

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

Review Requests

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

📧

Email Campaigns

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

🤖

Smart Automations

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

🦷

Overdue Hygiene Campaigns

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

New
💰

Pending Treatment Follow-up

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

New
📋

Pre-Procedure Consent

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

New
❤️

Post-Op Check-Ins

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

New
📅

Annual Health Updates

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

🎂

Birthday Wishes

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

⚙️

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.

Hygiene Recall
Consent Forms
Post-Op Check-ins
Birthday Wishes
🎙️
✦ 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.

New
🩺

Intelligent Appointment Triage

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

AI Powered
📅

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.

New
💰

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 →
🔗

Deep PMS Integration

Seamless two-way connection to your practice management system

🧠

AI Clinical Notes

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

AI Powered
📄

Auto Document Upload

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

👤

Auto Patient Creation

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

📅

Appointment Writeback

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

🔄

Real-Time Bidirectional Sync

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

🎙️

AI Voice Receptionist

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

New

Works With Your PMS

Seamless integration 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
🛡️

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.

AI Powered

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.

New
📤

Electronic Claim Submission

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

New
📡

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.

New
🤖

AI Denial Repair & Resubmit

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

AI Powered
💳

EOB Auto-Posting

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

New
📊

Insurance Analytics

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

Insurance Verification
Delta Dental PPO
ACTIVE
Annual Max
$1,500
$1,120 remaining
Deductible
$50
✓ Met
Coverage
Preventive (D0–D1)100%
Basic (D2)80%
Major (D27+)50%
Claim D1110 · Submitted Today277CA ✓

From Verification to Payment — Fully Automated

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

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

🛡️ Insurance Suite — Included in Practice Autopilot

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

Explore Insurance Suite →
🌉

Dental Bridge

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

💬

Secure Team Chat

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

Free
🔬

Lab Network

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

New
🏥

Specialist Network

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

📂

Case Sharing Forum

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

New
🩻

Clinical File Support

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

🌍

25+ Language Translation

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

Hygiene ASAP

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

📋

ASAP Patient List

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

🔍

Opening Detection

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

🧠

AI Patient Matching

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

AI Powered
📱

Instant Notifications

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

One-Click Booking

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

📊

Fill Rate Analytics

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

📊

Analytics & Practice Intelligence

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

💰

Marketing ROI

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

New
🗺️

Patient Geography

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

New
📑

Auto EOB Posting

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

New
📊

A/R Aging Report

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

New
🦷

Treatment Intelligence

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

AI Powered
🎯

Morning Huddle

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

AI Powered
📈

Referral Tracking

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

👥

Patient Lifetime Value

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

🎥

Virtual Consultations

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.

🔒

Security Beyond HIPAA

Military-grade encryption that goes far beyond standard HIPAA compliance

🛡️

Glyph Layer Encryption

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

Advanced
🔐

AES-256-GCM + Glyph

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

🏥

HIPAA Compliant

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

👤

Role-Based Access

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

📝

Audit Trails

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

💾

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.

Solo Practice
$199.99/mo
Single-location practices
  • All digital forms
  • Unlimited patients
  • SMS & email communication
  • Hygiene ASAP
  • All automations
  • PMS integration
Multi-Practice
$399.99/mo
DSOs and group practices
  • Everything in Solo
  • Unlimited locations
  • Centralized dashboard
  • Advanced analytics
  • API access
  • Priority support
🚀 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)
Start 14-Day Free Trial →
Or Build Your Own Stack
🤖
Complete Automation
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

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