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HIPAA Compliant & SOC 2 Ready

Your Patients Hate Clipboards. So Should You.

IntakeIQ turns 15-minute paper forms into a 3-minute conversation on your patient's phone. AI-powered intake, instant insurance verification, and zero data entry for your front desk.

HIPAA Compliant
256-bit Encryption
SOC 2 Type II
9:41 AM 5G

IntakeIQ

Bright Smile Dental

Welcome! I'll help you complete your intake. This takes about 3 minutes. What's your full name?
Sarah Johnson
Great, Sarah! What's your date of birth?
March 15, 1988
Perfect. Do you have dental insurance?
Yes, Delta Dental
Wonderful! Please take a photo of the front of your insurance card so I can verify your coverage instantly.
Type your response...
Aspen Dental
Smile Brands
Pacific Dental
Heartland
42 North
85%
Faster Intake
34%
Fewer No-Shows
0 min
Front Desk Data Entry
Features

Everything Your Front Desk Wishes It Had

From the moment a patient scans your QR code to the second they sit in the chair, IntakeIQ handles it all.

Conversational AI Intake

Patients answer one question at a time through a friendly chat interface. Mobile-first, no app download required, and completes in under 3 minutes.

Insurance Card OCR

Patients snap a photo of their insurance card and our AI instantly extracts carrier name, member ID, group number, and plan details with 99% accuracy.

Real-Time Verification

Instantly check insurance eligibility, coverage limits, and copay amounts before the patient even arrives. No more surprise denials.

AI Medical History Analysis

Automatically flags potential drug interactions, missing health information, and conditions requiring special attention before treatment begins.

Office Dashboard

Real-time patient queue with color-coded status badges, completion tracking, and one-click review. Your front desk sees everything at a glance.

PMS Integration

Seamlessly syncs with Open Dental, Dentrix, and Eaglesoft. Patient data flows directly into your system, zero double-entry required.

How It Works

Three Steps to Zero Clipboards

Get up and running in under 24 hours. No IT team required.

1

Generate QR Code

We create a unique QR code for your practice. Print it, display it at reception, or text it to patients before their visit.

2

Patient Scans & Completes

Patient scans the code on their phone and completes the conversational intake, including insurance card photo, in under 3 minutes.

3

Review in Dashboard

Your team reviews the completed intake with verified insurance info, flagged medical alerts, and one-click approval to your PMS.

Live Demo

See IntakeIQ in Action

Toggle between the patient and office experience.

10:23 AM LTE

IntakeIQ

Valley Dental Associates

Hi there! I'm here to help you check in for your appointment today. Let's get started. What brings you in?
I'm here for a cleaning
A routine cleaning, great! Have you visited Valley Dental before?
No, this is my first time
Welcome! I'll walk you through everything step by step. First, what's your full legal name?
Michael Chen
Thanks, Michael! Are you currently taking any medications?
Just Lisinopril for blood pressure
Got it, noted. Now let's get your insurance on file. Tap the camera icon below to take a photo of your insurance card.
Type your response...
  • Dashboard
  • Patients
  • Intake Sessions
  • Insurance
  • QR Codes
  • ROI Analytics
  • Settings
SC

Dashboard

Monday, March 30, 2026 — 8 patients scheduled

Completed Today
5 / 8
62.5% complete
Avg. Intake Time
4.2 min
↓ from 14 min
Pending Reviews
3
Need attention
Insurance Verified
87%
Auto-verified

Today's Intake Queue

All Completed In Progress Pending
PatientStatusTimeInsurance
Maria SantosCompleted4:12Verified
Aisha JohnsonCompleted3:45Verified
Emily NguyenCompleted5:01Pending
Sarah WilliamsIn ProgressNot Started
David ParkPendingNot Started
Carlos MendezPending

Patient Details

Medical Flags
Insurance
Consent
Today's Schedule
8:00 AM
Maria Santos
Cleaning
9:00 AM
Aisha Johnson
Crown Prep
10:00 AM
Emily Nguyen
Filling
11:00 AM
Sarah Williams
Exam
1:00 PM
David Park
New Patient
2:00 PM
Carlos Mendez
Root Canal
3:00 PM
Lisa Thompson
Cleaning
4:00 PM
Michael Rivera
Veneer Consult
Quick QR Check-In
Try the Full Interactive Demo
ROI Calculator

Calculate Your Savings

See exactly how much time and money IntakeIQ saves your practice.

200
15 min
$22

Your Estimated Savings

42.5
Hours Recovered / Month
$935
Monthly Savings
$11,220
Annual Savings
337%
Return on Investment
Pricing

Simple, Transparent Pricing

Start with a free 30-day pilot. No credit card required. Cancel anytime.

Limited Offer
Founding 1,000 Cohort

Get IntakeIQ for $50/mo — forever.

The first 1,000 dental offices to sign up lock in our full Professional plan at $50/month — that's 82% off, locked for life. Once 1,000 spots fill, this price is gone.

$50
per month
$279
regular price
82%
savings
Forever
price lock
Claim Your Founding Spot →

743 of 1,000 spots remaining

Starter
$199/mo
Perfect for single-location practices getting started with digital intake.
  • 1 location
  • Up to 200 patients/month
  • Conversational AI intake
  • Insurance card OCR
  • Email support
Start Free Pilot
Enterprise
$349/mo
For multi-location groups that need full integration and dedicated support.
  • Unlimited locations
  • Everything in Professional
  • PMS integration (Open Dental, Dentrix, Eaglesoft)
  • Custom intake forms
  • Dedicated CSM
  • BAA included
Start Free Pilot
Testimonials

What Dental Professionals Say

★★★★★
"We eliminated 90% of our paper forms in the first week. Patients love the chat format, and my front desk staff can finally focus on patient care instead of chasing clipboards and deciphering handwriting."
DR
Dr. Rachel Torres
Owner, Bright Horizons Family Dentistry
★★★★★
"The insurance verification alone pays for itself. We used to spend 20 minutes per patient calling carriers. Now it's instant. Our claim denial rate dropped by 40% in the first quarter."
KM
Karen Mitchell
Office Manager, Summit Dental Group (4 locations)
★★★★★
"I was skeptical about AI in healthcare, but IntakeIQ's HIPAA compliance gave me confidence. The medical history flagging caught a drug interaction we would have missed. That feature alone is worth it."
JN
Dr. James Nakamura, DDS
Clinical Director, Pacific Coast Dental

Ready to Modernize Your Intake?

Join 500+ dental practices that have ditched the clipboard. Start your free 30-day pilot today.

Start Free Pilot
HIPAA Compliant
SOC 2 Type II
256-bit Encryption

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