Dental Patient Intake Software

Every dental visit depends on what happens before the patient reaches the front desk. CERTIFY Health helps dental practices and DSOs collect intake details, consent, ID and insurance information through digital workflows that support cleaner check-in, fewer surprises and better visit readiness.

Crown plan: $267 × 12

Autopay · treatment accepted

Copay prompted at check-in

Collected in the same moment

$430 balance paid by text

No statements, no voicemails

Works with existing EHR, EMR and PMS systems where configured

HIPAA-aligned workflows

Built for healthcare workflows that require secure patient communication, forms, identity, and payment handling.

Works around existing systems

Designed to support patient-facing and front-office workflows around existing EHR, EMR, PM, PMS, and revenue systems where integrations are available.

Multi-channel completion

Supports web, mobile, kiosk, tablet, portal, and staff-assisted paths depending on deployment.

Built for multi-location control

Supports enterprise configuration and reporting needs across locations, providers, roles, and workflows where configured.

Dental Intake Problems That Slow Down the Front Desk

Paper forms create rework

When patients complete forms in the office, staff still need to review, scan, type, validate, and route information before the visit can move forward.

Incomplete intake delays check-in

Missing medical history, unsigned consent, outdated demographics, or unclear insurance details can hold the patient at the desk and increase arrival-time pressure.

Insurance data is often captured too late

If insurance cards and coverage details are collected at arrival, teams have less time to resolve errors before the appointment.

DSOs need intake consistency across locations

A multi-location dental group cannot rely on each office to run intake differently. Intake rules, templates, reminders, and reporting need a consistent operating model.

How CERTIFY Health Supports Dental Payments

CERTIFY Health connects payment prompts with the visit workflow so collections are easier to manage before, during, and after the appointment.

Text-to-Pay and payment links

Send secure payment links through configured patient communication workflows.

Copay and balance workflows

Prompt patients for copays, outstanding balances, or other payment actions where configured.

Card-on-file and autopay

Support saved payment methods and automated payment options where enabled.

Payment plans

Allow practices to offer payment plans where configured, helping convert balances that may otherwise go unpaid.

Digital statements and reminders

Use reminders and digital follow-up to reduce manual payment chasing.

Reporting and reconciliation support

Support transaction visibility, batches, reconciliation, and payment reporting depending on deployment and integrations.

Integrates with your Preferred Practice Management Software

The Workflow Difference

Step 01 · Book

Patient books an appointment or receives an intake link.

Step 02 · Send

CERTIFY Health sends the right intake workflow based on configured rules.

Step 03 · Complete

The patient completes demographics, medical history, consent, ID, and insurance steps.

Step 04 · Review

Staff review completion status and exceptions before the appointment.

Step 05 · Arrive

At arrival, the patient can move through mobile, kiosk, tablet, or staff-assisted check-in with fewer surprises.

Outcome From High-Volume Healthcare Workflows

Outcomes from a high-volume, multi-location outpatient deployment. The metrics below show how connected workflows performed at scale; results reflect a specific deployment and are not a guarantee of future performance.

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Overall pre-registration completion

Enterprise DSO data shows 87% overall pre-registration completion, 88% for new patients, 87% for returning patients, and 73% completion among patients over 75.

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Phone and email accuracy

Customer data shows phone and email accuracy improving from about 50% to 98%, while form completion increased from below 25% to nearly 90%.

Frequently asked questions

What is dental patient intake software?
Dental patient intake software helps practices collect patient details, medical history, insurance information, consent forms, signatures, and required documents before or during the visit.
No. CERTIFY Health is designed to support patient-facing and front-office workflows around existing systems where integrations and workflow settings are available.
Yes. Patients can be prompted to complete pre-registration and intake steps before the visit through configured digital workflows.
Yes. CERTIFY Health supports kiosk, tablet, mobile, web, portal, and staff-assisted intake paths where deployed.
DSOs need consistent intake workflows, completion visibility, and reporting across locations instead of each office solving intake manually.

Ready to clean up dental intake before patients arrive?

See how CERTIFY Health helps dental teams move intake, consent, ID, insurance and readiness steps out of the front-desk scramble and into a guided workflow that can scale across locations.

Download: Kiosk & Mobile Check-In Readiness Checklist

Download: Patient Identity & Check-In Risk Checklist

Download: Medical Practice Software Evaluation Checklist

Download: EHR Integration Readiness Checklist

Download: Patient Communication Workflow Audit

Download: Eligibility & Denial Prevention Checklist

Download: Digital Intake & Pre-Visit Readiness Checklist

Download: Revenue Leakage & Patient Payment Workflow Audit

Download: No-Show & Waitlist Recovery Checklist

Download the Free Checklist

Schedule a free demo

Eliminate Check-In Delays | Prevent Claim Denials | Simplify Patient Workflows