Intake forms that end the clipboard.

Not a fancy PDF. Not a form that emails to a shared inbox. Structured digital intake that writes directly into your PMS (Open Dental direct, Dentrix/Eaglesoft/Curve scaffolded), pre-filled for returning patients, accessible on mobile, multi-language.

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Six things it gets right.

Writes to your PMS

Open Dental direct REST for insert/update. CSV export for any other PMS. No copy-paste from email.

Returning-patient pre-fill

A reactivated patient's re-intake is ~90% pre-filled from their prior chart — they confirm what's changed in 30 seconds, not 10 minutes on a clipboard.

Mobile-native

Works on the patient's phone before they arrive. 78% of intake forms submitted before the patient walks in, freeing your front desk.

WCAG 2.2 AA

Screen-reader support, keyboard nav, color-contrast verified. Because every compliance framework eventually catches up.

Multi-language

English, Spanish, and a translation switcher for 40+ languages (auto-detect). Matters in US urban markets where 30%+ of patients prefer non-English.

HIPAA BAA covered

Intake PHI lives under the same BAA as reactivation. No vendor juggling, no audit-trail mismatch.

Reactivation means patients come back. Re-intake is the bottleneck moment. Pre-filled re-intake means a reactivated patient converts to a filled chair instead of leaving because 'the forms were a hassle.'

One BAA. One billing line.

This module is included with every Practice Pro and DSO tier at no additional cost. Not an enterprise upsell. Not a per-location surcharge. Flat SaaS, covered under the same HIPAA BAA as reactivation.

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