Digital Patient Forms for Dental Offices

Digital Forms

Streamline Your Workflow With
Digital Patient Forms

Simplify patient intake and save time with easy-to-use digital forms. Say goodbye to paper forms and manual data entry. With Practice by Numbers’ Digital Patient Forms, you can ensure a seamless experience for both staff and patients while improving accuracy and reducing administrative burdens.

Fast, Easy, and Secure Workflow

Patient forms are critical for every dental practice, but they don’t have to slow down your workflow. Our digital solution makes it easy for patients to complete forms at their convenience, allowing you to gather accurate information and focus on delivering exceptional care.

Send Forms Directly to Patients

Automatically send digital forms to patients via email or SMS before their appointment, enabling them to complete intake at their convenience.

Seamless PMS Integration

Once patients complete their forms, the data is instantly synced with your practice management system, saving time and improving accuracy.

Monitor Progress in Real Time

Keep an eye on which patients have completed their forms and send reminders to those who haven’t, ensuring a smooth appointment experience.

Make It Simple for
Your Patients and Staff

Save Valuable Time

Say goodbye to manual data entry. Patient information is automatically synced with your PMS, freeing your team to focus on patient care.
By completing forms in advance, patients streamline their visit, reducing time spent in the waiting room.
Create fully custom forms from scratch using drag-and-drop builder with flexible content blocks.
Start quickly with prebuilt templates that you can customize to fit your practice needs

Reduce Friction

Patients can complete forms at their own pace, from any device, wherever they are.
Combine multiple forms in a package to assign a single link for easy assignment.
Show or hide follow-up questions dynamically based on patient responses.
Built-in forms include English and Spanish translations, with manual translation available for custom forms.
Use the “Payment Method” block to securely collect credit card details or process payments directly within a form.

Stay Connected

Easily track which patients have completed their forms and send reminders as needed, ensuring all required information is ready before appointments.
Send forms instantly via SMS or Email from the Patient Window, Schedule, or Forms Dashboard
Schedule forms to be sent at set time intervals and trigger forms based on logics like last visitation or last submission. 
No need to decipher illegible handwriting. The information is clear and directly integrated into your system, reducing errors.

Safe and Secure

Dental professionals and office staff can have peace-of-mind knowing our entire platform is built to meet the HIPAA standards.
Patients can trust that their sensitive information is secure, as all forms are HIPAA-compliant and securely transmitted.
Secure patient's access to forms using Last Name + DOB or a secure One-Time Password (OTP) sent to their mobile or email.

Turn Long Forms Into
Instant Insights

Get the highlights, skip the reading with PbN AI

Simplify your workflow and delight your patients.

Frequently Asked Questions

How do patients receive the forms?

Once an appointment is scheduled, our system automatically sends a link to the patient via email or SMS. Patients can then complete the forms from any device before their appointment.

Are the forms HIPAA-compliant?

Absolutely. Patient privacy is a top priority, and all forms are securely stored and transmitted in full compliance with HIPAA regulations.

What if a patient forgets to fill out the forms?

You can set up automated reminders to send follow-up messages if a patient hasn’t completed their forms before their appointment. This ensures all necessary information is ready before they arrive.

Can patients complete the forms on their mobile devices?

Yes, the digital forms are mobile-friendly and can be filled out on any device. Whether it’s a phone, tablet, or computer, it’s super convenient for patients.

Can I track which patients have completed their forms?

Yes, our system provides real-time status updates, allowing you to see which patients have completed their forms and which may still need a reminder.

What if we have last-minute walk-ins?

For last-minute walk-ins, you can easily send the digital forms to the patient during their visit or have them fill them out on a tablet or computer in the office.

How does the data get into our system?

Once the patient completes their forms, the data is automatically synced with your practice management system, eliminating manual entry and ensuring accuracy.

Can the forms be translated into Spanish?

Yes, you can easily offer patient forms in Spanish. This ensures that Spanish-speaking patients can complete forms in their preferred language, improving their experience and helping to collect accurate information. You can toggle this option within the form settings to ensure accessibility for all your patients.

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Streamline Your Workflow With
Digital Patient Forms

Fast, Easy, and Secure Workflow