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Marketing & Patient Experience

Digitize Patient Intake

Create a touchless check-in process with mobile-friendly forms patients can complete pre-visit. Dentrix syncs their data instantly to their records, reducing errors, saving staff hours, and creating a faster, frustration-free experience for everyone.

Person filling out digital patient intake form on a smartphone.

Eliminate paperwork. Improve the experience. 

Experience faster, more secure patient intake with cleaner records—no re-entry, no toggling. Data flows accurately and safely right where you need it, right inside Dentrix.

How It Works

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Customizable builder

Getting started is fast and easy. Use templates or design your own forms with drag-and-drop tools to match your workflow and practice needs.

Digital form with autofill suggestions and lightbulb icon

Smarter forms

Patients can complete forms from any device before visits. Their data automatically syncs to Dentrix, reducing errors and saving time at check-in.

Interface showing toggle between verified and document list views.

Easy ID scanning

Patients can scan or upload insurance cards from any device. Dentrix pulls and auto-fills their info, eliminating manual entry and improving accuracy.

See what’s included

Dentrix Forms streamline patient intake without the paperwork or errors.

Features Description
Easy-to-tailor form builder Easily build and customize digital forms without IT support or coding. Use the intuitive, drag-and-drop editor to create exactly what your practice needs.
Mobile-friendly intake Make intake easy and convenient. Patients can complete forms on any device—smartphone, tablet, or desktop—pre-visit.
Accurate auto-fill to Dentrix Eliminate manual data entry. Submitted form data automatically syncs with Dentrix patient records, improving accuracy and saving staff time.
ID and insurance card capture Patients can upload photos of their ID and insurance cards, allowing Dentrix to extract and add their information into their patient record with no extra work.
Chairside signature review Review and capture signatures on Health History or consent forms right from the operatory, streamlining compliance and clinical efficiency.

Request a Demo

Let’s connect: you’ll hear from someone who knows Dentrix inside and out.

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What our customers are saying

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Amy Kaminski Business Manager, Dawson Family Dentistry
“You're not going to find any other company with forms that integrates like Dentrix Forms does. It's not another system you have to open up and go to. Everything is right there for you.”
Roxanne Anesthesia Coordinator and Director of Fun, Lonestar Kids' Dentistry
“We don't have any patients that want to fill out a paper form. They'll ask us to resend the link so they fill out forms on their phone. We want all of our forms to be available online and to eliminate paper forms completely.”
Roxanne Anesthesia Coordinator and Director of Fun, Lonestar Kids' Dentistry
Literally we've typed in the notes, scheduled the appointment, and the formsare right there. We're saving a couple of hours every week.

Dental Practice Consulting and Staff Training

Dentrix consulting and training can help uncover hidden strengths and opportunities to overcome challenges and grow your practice. Your team will gain the skills and confidence to streamline workflows, improve case acceptance, and deliver care that keeps patients coming back.

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