Dental New Patient Intake
Turns every new-patient booking into a ready chart. Creates or matches the patient in your PMS, chases intake forms, confirms appointments, verifies insurance, and delivers a morning chart summary so the front desk walks in prepared.
About this AI employee
Every new patient, chart-ready before they sit in the chair.
The first visit is where dental practices quietly lose money and goodwill — forms that arrive half-finished, insurance nobody verified, a chart that was never created, a patient who isn't sure they even had an appointment. This worker closes every one of those gaps before the patient walks in.
It picks up the moment a new patient books — through Zocdoc, your PMS, or the phone — and creates or matches their chart in NexHealth, Open Dental, or CareStack without ever making a duplicate. It texts a warm welcome, chases the intake forms patients always forget, and confirms the appointment the day before. It pulls coverage straight from your system and summarizes benefits with a clear out-of-pocket estimate, flagging anything that needs a real eligibility call.
Then every morning it hands your front desk one clean summary: who's coming, who's ready, and exactly who needs a phone call first — red flags at the top. It's HIPAA-disciplined by design, keeping clinical detail out of patient messages and minimizing what's shared everywhere else.
Pick your practice management system and it's working. No setup project, no spreadsheet, no chasing.
Connects to: NexHealth / Open Dental / CareStack · Zocdoc · SMS · Google Workspace
What it runs for you
Automations that run on a schedule or when something happens, so you don't have to lift a finger.