Good morning, Dr. Chen
Monday, March 30, 2026 — 8 patients scheduled
63%
Completed Today
5 / 8
+2 from yesterday
Avg Intake Time
4.2 min
Down from 14 min
3
Pending Reviews
3
Needs attention
87%
Insurance Verified
87%
+5% this week
Today's Intake Queue
6 sessions| Patient | Status | Time | Insurance | Actions |
|---|---|---|---|---|
MS Maria Santos DOB: 04/12/1988 |
Completed | 4:12 | Verified | |
AJ Aisha Johnson DOB: 11/03/1995 |
Completed | 3:45 | Verified | |
EN Emily Nguyen DOB: 07/22/1990 |
In Progress | — | Pending | |
SW Sarah Williams DOB: 02/14/1982 |
Pending | — | Not Started | |
DP David Park DOB: 09/08/1976 |
Pending | — | Not Started | |
CM Carlos Mendez DOB: 12/01/1999 |
Not Started | — | — |
Today's Schedule
8 appointments8:00 AM
Maria Santos
Cleaning & Exam
8:30 AM
Aisha Johnson
Crown Prep
9:00 AM
James Wilson
Root Canal
9:30 AM
Lisa Chang
Filling
10:00 AM
Robert Taylor
Cleaning & Exam
10:30 AM
Emily Nguyen
Whitening Consult
11:00 AM
Sarah Williams
New Patient Exam
11:30 AM
David Park
Implant Consult
Live Activity
Live
Maria Santos completed intake form
2 min ago
Insurance verified for Aisha Johnson — Delta Dental PPO
5 min ago
Emily Nguyen started intake form on mobile
8 min ago
SMS reminder sent to Sarah Williams
15 min ago
James Wilson completed intake — flagged penicillin allergy
22 min ago
Dr. Chen marked Lisa Chang intake as reviewed
28 min ago
QR code scanned at Front Desk kiosk
35 min ago
Patients
1,247 total patients
| Patient | Phone | Insurance | Last Visit | Status | |
|---|---|---|---|---|---|
MS Maria Santos DOB: 04/12/1988 | (555) 234-5678 | maria.santos@email.com | Delta Dental PPO | Mar 30, 2026 | Active |
AJ Aisha Johnson DOB: 11/03/1995 | (555) 345-6789 | aisha.j@email.com | Cigna DPPO | Mar 30, 2026 | Active |
EN Emily Nguyen DOB: 07/22/1990 | (555) 456-7890 | e.nguyen@email.com | Aetna DMO | Mar 30, 2026 | In Progress |
SW Sarah Williams DOB: 02/14/1982 | (555) 567-8901 | s.williams@email.com | MetLife PDP | Jan 15, 2026 | Pending Intake |
DP David Park DOB: 09/08/1976 | (555) 678-9012 | david.park@email.com | Guardian DentalGuard | Dec 10, 2025 | New Patient |
CM Carlos Mendez DOB: 12/01/1999 | (555) 789-0123 | carlos.m@email.com | None | — | New Patient |
JW James Wilson DOB: 05/19/1968 | (555) 890-1234 | j.wilson@email.com | Delta Dental Premier | Mar 30, 2026 | Active |
LC Lisa Chang DOB: 08/30/1991 | (555) 901-2345 | l.chang@email.com | United Concordia | Mar 30, 2026 | Active |
Intake Sessions
All patient intake sessions
| Session ID | Patient | Status | Started | Completed | Duration | Actions |
|---|---|---|---|---|---|---|
| #INK-0041 | MS Maria Santos | Reviewed | 8:02 AM | 8:06 AM | 4:12 | |
| #INK-0040 | AJ Aisha Johnson | Reviewed | 8:24 AM | 8:28 AM | 3:45 | |
| #INK-0039 | JW James Wilson | Completed | 8:55 AM | 9:01 AM | 5:32 | |
| #INK-0038 | LC Lisa Chang | Completed | 9:28 AM | 9:32 AM | 3:58 | |
| #INK-0037 | RT Robert Taylor | Completed | 9:58 AM | 10:02 AM | 4:20 | |
| #INK-0036 | EN Emily Nguyen | In Progress | 10:22 AM | — | — | |
| #INK-0035 | SW Sarah Williams | Pending | — | — | — | |
| #INK-0034 | DP David Park | Pending | — | — | — | |
| #INK-0033 | CM Carlos Mendez | Not Started | — | — | — |
Insurance Verification
Real-time insurance eligibility checking
87%
Verified
87%
Auto-verified by AI
8%
Pending
8%
Awaiting carrier response
5%
Failed
5%
Needs manual review
| Patient | Carrier | Member ID | Status | Verified Date | Actions |
|---|---|---|---|---|---|
MS Maria Santos | Delta Dental | DD-9928431 | Verified | Mar 30, 10:04 AM | |
AJ Aisha Johnson | Cigna | CG-7712893 | Verified | Mar 30, 8:30 AM | |
EN Emily Nguyen | Aetna | AE-3301548 | Pending | — | |
SW Sarah Williams | MetLife | ML-5540982 | Verified | Mar 29, 4:12 PM | |
DP David Park | Guardian | GD-8817230 | Failed | — | |
JW James Wilson | Delta Dental Premier | DD-1122987 | Verified | Mar 30, 9:05 AM | |
LC Lisa Chang | United Concordia | UC-3349012 | Verified | Mar 30, 9:33 AM | |
CM Carlos Mendez | None | — | Self-Pay | — | N/A |
Intake Forms
Manage and customize your intake forms
Default Intake Form
New Patient Form
Pediatric Intake Form
Post-Treatment Follow-Up
ROI Analytics
Track the impact of IntakeIQ on your practice
Hours Saved / Month
47.5 hrs
vs. 62 hrs manual entry
Monthly Savings
$2,850
57x ROI on $50/mo plan
Error Reduction
94%
Near-zero data entry errors
Patient Satisfaction
4.9/5
Based on 312 surveys
Monthly Time Savings
Before vs After IntakeIQ
| Metric | Before | After |
|---|---|---|
| Avg intake time | 14 min | 4.2 min |
| Data entry errors | 12% | 0.7% |
| Insurance pre-verification | Manual | 87% auto |
| Staff hours on intake/week | 15.5 hrs | 3.6 hrs |
| Patient wait time | 18 min | 3 min |
| Paper forms used | ~200/mo | 0 |
QR Codes
Generate and manage intake QR codes for your office
Generate New QR Code
brightsmile.intakeiq.com/check-in
Active QR Codes
Front Desk
Lobby TV Display
SMS Template
Settings
Manage your practice configuration
Practice Info
Team
Billing
Integrations
| Name | Role | Status | Actions | |
|---|---|---|---|---|
SC Dr. Sarah Chen | Owner | s.chen@brightsmile.dental | Active | |
MW Marcus Williams | Admin | m.williams@brightsmile.dental | Active | |
JR Jessica Rivera | Staff | j.rivera@brightsmile.dental | Active | |
JP Dr. James Park | Dentist | j.park@brightsmile.dental | Active |
Founding Cohort Plan
Locked at $50/mo for life
Intake Sessions
847 / Unlimited
Team Members
4 / 10
Storage Used
2.1 GB / 10 GB
Open Dental
Practice management integration
Connected
Dentrix
Practice management integration
Disconnected
Eaglesoft
Practice management integration
Disconnected