Forget basic digital forms.
Patients speak or type, and AI turns the answers into structured fields. Not a PDF with boxes.
Dental Patient Intake Software
Dental Patient Intake Software. Forms Before the Visit.
Patients complete new patient forms, medical history, insurance details, and consents on their phone.AI organizes voice or typed answers for staff review. PMS write-back depends on your approved integration.
- Completed before the visit
- PMS write-back via your approved integration
Patient Intake is included in the $999 per location/month Full Suite. Compare plans and setup terms.
Dental patient forms, today
Your Front Desk Has Better Things to Do
- 01Patients forget forms.
- 02Forms come back incomplete.
- 03Staff chase missing information.
- 04Someone has to enter the data by hand.
- 05Small tasks add up.
PracticePilot handles patient intake before the appointment. Your team gets organized patient information without the paperwork chasing.
Automate Patient Intake From Start to Finish
- 01
Send the Intake
Send patients an intake link before their appointment.
No paper. No waiting.
SMS · right after bookingHi Maria, you’re confirmed for Thu 9 AM. Finish your intake here: ppi.co/m-a3k - 02
Collect the Details
Patients provide the information your team needs.
Contact details. Medical history. Dental history. Insurance. More.
ContactInsur.HistoryConsentSpeak or type. Save and resume on any device. - 03
Get Organized Information
PracticePilot uses AI to organize patient responses.
Your team gets the information they need. With less manual entry.
InsuranceCollectedAllergies1 flagConsentsSigned
Get the details before the visit. Start every appointment prepared.
AI dental intake automation
AI-Powered Intake. Zero Busywork.
Keep intake organized.
Every response lands in the right place, with anything unclear flagged for a quick staff check.
Keep your front desk moving.
No clipboards at check-in, no retyping, no phone calls for a missing insurance ID.
Every dental patient form, in one flow.
New patient forms, medical history, consent forms, and insurance details. Patients complete them on their phone; your team reviews the responses. PMS write-back depends on your approved integration.
- New patient formsContact, demographics, emergency contact.
- Medical historyConditions, surgeries, pregnancy or nursing.
- Dental historyLast visit, concerns, previous treatment.
- Medications & allergiesCurrent medications, drug and material allergies.
- InsuranceCarrier, member ID, subscriber, card photo.
- Consent formsTreatment, privacy, financial policy, e-signature.
- Custom questionsAnything specific to your practice.
Dental PMS integration
Keep Your Dental Software. Upgrade Your Intake.
No software overhaul. No complicated switch.PracticePilot fits into your existing dental workflow. Keep the systems your team already knows.
- Add AI-powered patient intake.
- Reduce duplicate data entry.
- Get patient information ready faster.
- Keep your workflow moving.
Upgrade your intake without rebuilding your practice.
Denticon
PracticeWorks
DSN
Patient data security
Keep Patient Data Secure
PracticePilot AI takes patient data security seriously. Contact us for current security documentation and BAA details.
Read the security overviewAccess controls
Role-based, per team member.
Security documentation
Available on request, along with BAA details.
Dental office efficiency software
One AI Platform. A Smoother Practice.
Patient intake is just the start.PracticePilot helps automate the work around every patient visit.
- AI Dental Scribe
- AI Voice Agent
- Patient Summaries
- Usage Reporting
- Two-Way Messaging
- Dental Google Review Software
Automate the busywork across your practice.
Frequently Asked Questions
Dental patient intake software, explained.
Want to see voice patient intake run for your forms and your PMS? Talk to the team directly.
Contact usWhat is dental patient intake software?
Dental patient intake software helps dental practices collect and organize patient information before appointments. PracticePilot uses AI to handle much of this work.
How much does PracticePilot AI patient intake cost?
Patient Intake is included in the $999 per location/month Full Suite. For a different module combination, contact us to confirm scope and pricing. Setup is quoted separately, with $200 as the standard fee when applicable. Third-party PMS or API charges require your approval in advance.
Compare plans and pricingDoes collecting insurance information verify coverage?
No. Patient intake collects insurance details for staff review; it does not confirm eligibility or benefits. Insurance Copilot handles eligibility and benefit checks and is sold separately. Currently available for Open Dental practices only.
Explore insurance eligibility and benefit checksCan patients complete dental forms before their appointment?
Yes. PracticePilot sends an intake link by SMS or email so patients can complete their forms on a phone before the visit. Your team can review the organized information before check-in.
How can a dental practice automate new patient intake?
Send patients an intake link before their appointment, collect their responses by voice or text, and let AI organize the answers into structured fields. Staff review the information; write-back to your practice management system depends on your approved integration.
Can patients speak their answers instead of typing?
Yes. Patients can speak or type their answers. PracticePilot organizes the responses into fields for staff review, so voice intake is an option alongside typed dental patient forms.
What information can PracticePilot collect?
PracticePilot can collect patient details, medical and dental history, medications, allergies, insurance information, consent details, and custom questions.
Does PracticePilot replace my dental practice management software?
No. PracticePilot works with your existing dental workflow. You can add AI-powered intake without replacing your core practice software.
How does AI improve dental patient intake?
PracticePilot uses AI to organize patient responses. Your team spends less time entering data and chasing missing information.
Is patient information secure?
PracticePilot AI takes patient data security seriously. Contact us for current security documentation and BAA details.
Can I customize the intake process?
Yes. You can customize the information you collect to match your practice's needs.
What should I check before choosing dental intake software?
Ask to see your forms, patient completion on a phone, staff review, and the fields supported by your practice management integration. Review the current plans and confirm the setup required for your practice.
View PracticePilot AI plans and pricingDoes PracticePilot only handle patient intake?
No. PracticePilot also offers AI dental scribing, an AI voice agent for calls, patient summaries, voice perio charting, basic usage reporting, two-way messaging, Google Reviews, and a patient portal.
Start every appointment prepared.
See AI-powered intake collect and organize a patient record for staff review in a 30-minute demo.
Before · The visitNo PMS migration