Dental Patient Intake Software

Stop Chasing Forms. Automate Dental Patient Intake.

Stop chasing forms. Stop typing patient data by hand.Collect patient information before the visit. Let AI organize it for your team.

  • Completed before the visit
  • HIPAA-ready · BAA
  • Writes back to your PMS
Dental patient forms, today

Your Front Desk Has Better Things to Do

  1. 01Patients forget forms.
  2. 02Forms come back incomplete.
  3. 03Staff chase missing information.
  4. 04Someone has to enter the data by hand.
  5. 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

Three steps. The patient does the first two on their phone. AI does the third.

  1. 01

    Send the Intake

    Send patients an intake link before their appointment.

    No paper. No waiting.

    SMS · right after booking
    Hi Maria, you’re confirmed for Thu 9 AM. Finish your intake here: ppi.co/m-a3k
  2. 02

    Collect the Details

    Patients provide the information your team needs.

    Contact details. Medical history. Dental history. Insurance. More.

    ContactInsur.HistoryConsent
    Speak or type. Save and resume on any device.
  3. 03

    Get Organized Information

    PracticePilot uses AI to organize patient responses.

    Your team gets the information they need. With less manual entry.

    InsuranceVerified
    Allergies1 flag
    ConsentsSigned

Get the details before the visit. Start every appointment prepared.

AI dental intake automation

AI-Powered Intake. Zero Busywork.

Forget basic digital forms.

Patients speak or type, and AI turns the answers into structured fields. Not a PDF with boxes.

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, insurance. Patients complete them once, on their phone, and your team never retypes them.

  • 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.

Open Dental
Dentrix
Eaglesoft
Curve
DEN
HIPAA-compliant patient intake

Keep Patient Data Secure

PracticePilot uses secure data handling, encryption, and access controls to protect sensitive information.

Read the security overview
Encryption
In transit and at rest.
Access controls
Role-based, per team member.
Secure data handling
HIPAA-ready, BAA available.
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.

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 us
What 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.
Can patients complete intake before their appointment?+
Yes. PracticePilot lets patients provide their information before they arrive. Your team can review it ahead of time.
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 uses encryption, access controls, and secure data handling to protect sensitive patient information.
Can I customize the intake process?+
Yes. You can customize the information you collect to match your practice's needs.
Does PracticePilot only handle patient intake?+
No. PracticePilot also helps with AI dental scribing, voice calls, patient summaries, two-way messaging, review automation, and ROI tracking.

Start every appointment prepared.

See AI-powered intake collect, organize, and write back a real patient record in a 20-minute demo.

Before · The visitHIPAA · BAANo PMS migration