DentAI Intake collects a new patient's details, insurance, and preferred provider, verifies identity, and creates a clean record in your PMS, so their first visit starts smoothly.
- Faster onboarding
- Less paperwork
- Secure verification
- Clean PMS records
DentAI Intake
New patient · verifying
Full name
Insurance
Preferred provider
Contact
The first visit starts long before the patient sits down.
Paperwork slows the front desk
New-patient forms pile up at check-in, backing up the waiting room and the rest of the schedule.
Intake data is incomplete
Missing or inaccurate details mean callbacks, insurance surprises, and a rocky first appointment.
Manual verification is tedious
Confirming identity and insurance by hand is slow and error-prone, and it's the last thing a busy desk has time for.
A clean, verified patient record before day one.
By the time a new patient walks in, their record already exists, accurate, verified, and ready, so the visit starts on care, not clipboards.
From first hello to a ready record, before the visit.
- 1
Greet
It welcomes the new patient and explains it will get them set up before their first appointment.
- 2
Collect
It gathers personal, contact, and insurance details plus their preferred provider and times.
- 3
Verify
It confirms identity using the verification method you configured, keeping data protected.
- 4
Create record
It creates a clean, complete patient record directly in your PMS, with no double-entry.
- 5
Confirm
It confirms everything back to the patient so they arrive ready and their first visit runs smoothly.
Intake is the start of a smoother patient journey.
Configurable, verified, and written straight to your PMS.
Configurable intake fields
Collect exactly the details your practice needs. Set the fields once and it captures them every time.
Identity verification
It confirms who the patient is with your chosen method before any record is created.
Automatic PMS record creation
A complete, accurate patient record lands in your PMS with no manual re-keying.
Common questions, answered.
Personal and contact details, insurance information, preferred provider, and appointment preferences, plus any custom fields you configure.
Give every new patient a running start.
Book a walkthrough and we'll show you intake collecting, verifying, and creating records against a PMS like yours.