Complete dental intake from medical history to payment
Dental practices need a specific mix of medical and dental history, insurance verification, and consent, often for patients they've never seen before. This workflow packages everything into a single, multi-page form: general medical history and medications, dental-specific questions (last visit, concerns, anxiety level), insurance card photo uploads, informed consent with e-signature, optional deposit or payment, and appointment booking. Patients complete the entire intake before their first visit.
At a glance
6
Steps
Playbook
Type
Flow
Formisoft
Medical history and medications → Dental-specific questions → Insurance card photos uploaded → Consent forms signed → Payment collected …
Step by step
6 steps from first patient touch to staff action — each maps to features already in Formisoft.
Step 1
Patients complete a comprehensive medical history including allergies, current medications, and conditions relevant to dental treatment (bleeding disorders, heart conditions, etc.).
Step 2
Custom fields capture dental history: last dental visit, current concerns, dental anxiety level, teeth sensitivity, and cosmetic goals.
Step 3
Patients photograph the front and back of their dental insurance card. The images are attached to the submission and linked to the patient record.
Step 4
Informed consent for treatment, HIPAA notice, and financial responsibility agreement are presented with e-signature fields.
Step 5
An optional Stripe payment field collects a deposit or new patient fee as part of the intake form.
Step 6
Patients select an available time slot at the end of the form. Calendar invites are sent and the patient record is created with all intake data attached.
Start from this playbook in Formisoft Flow — customize timing, copy, and branches, then go live in minutes.
