Intelligent Intake. Effortless Care.
IntakeIQ is an AI-powered dental intake automation platform that replaces paper forms, manual data entry, and phone-based insurance verification with a single, intelligent patient experience. From the moment a patient receives an appointment confirmation to the second they sit in the chair, IntakeIQ handles intake, insurance, and medical history — automatically, accurately, and in compliance with HIPAA.
Dynamic, conditional digital forms that adapt based on patient responses. If a patient marks "Yes" to diabetes, follow-up questions about medications and A1C levels appear automatically. Supports e-signatures, multi-language (English + Spanish), and auto-save so patients can complete forms across sessions.
Patients snap a photo of their insurance card. IntakeIQ's OCR engine extracts carrier, group number, member ID, and plan type with 98%+ accuracy. No more squinting at faxes or manually transcribing card numbers. Works with dental, medical, and secondary insurance cards.
Real-time insurance eligibility checks via direct clearinghouse connections. Verify coverage, remaining benefits, deductibles, and frequency limitations — before the patient arrives. Flags mismatches between submitted and verified data. Reduces claim denials by up to 60%.
AI-powered analysis of patient-reported medical history. Automatically flags drug interactions, contraindicated procedures, and conditions requiring pre-medication (e.g., joint replacements, heart conditions). Generates a chair-side summary card for the treating dentist with risk-scored highlights.
Real-time visibility into every patient's intake status: form completion %, insurance verified (Y/N), medical flags, and time-to-ready. Filter by date, provider, or status. DSO customers see cross-location analytics with benchmarking. Exportable reports for operations reviews.
Bi-directional integration with major dental PMS platforms. Patient demographics, insurance details, medical history, and consent forms sync directly into your PMS — no double entry. Supports Open Dental (native API), Dentrix, Eaglesoft, and tab32. New integrations added quarterly.
Six steps from appointment confirmation to chair-ready — no clipboard, no waiting room forms, no surprises.
Patient receives secure intake link 48 hours before appointment
Smart forms adapt to patient answers; e-sign consent documents
Patient photographs insurance card; OCR extracts all data fields
Real-time eligibility check; benefits, deductibles, and limitations confirmed
Medical history reviewed; drug interactions and risk factors flagged
Complete patient profile synced to PMS; staff sees green status on dashboard
IntakeIQ connects to the systems your practice already uses. No rip-and-replace — just plug in and go.
Example: A practice seeing 20 new patients per week (typical mid-size general practice).
| Cost Category | Annual Cost |
|---|---|
| Front desk staff time on intake (15 min/patient x 20/wk x 52 wks @ $22/hr) | $5,720 |
| Insurance verification calls (20 min/patient x 20/wk x 52 wks @ $22/hr) | $7,627 |
| Claim denials from bad intake data (8% denial rate, $180 avg resubmission) | $14,976 |
| Patient no-shows from friction (12% no-show rate, $200 avg production) | $24,960 |
| Paper, printing, scanning, shredding | $1,800 |
| Total Annual Cost | $55,083 |
IntakeIQ was built from day one as a HIPAA-compliant platform. Security is not a feature we added — it is the foundation of our architecture.
Full compliance with the HIPAA Privacy Rule, Security Rule, and Breach Notification Rule. Business Associate Agreements (BAAs) executed with every customer.
AES-256 encryption at rest. TLS 1.3 encryption in transit. All PHI encrypted in the database, in backups, and during API transmission.
Role-Based Access Control (RBAC) with granular permissions. Multi-factor authentication for all admin accounts. Session timeout and IP allowlisting available.
Every access, modification, and export of PHI is logged with timestamp, user, IP address, and action. Logs are immutable and retained for 7 years.
SOC 2 Type II certification in progress. Target completion: Q4 2026. Covers security, availability, processing integrity, and confidentiality trust services criteria.
Hosted on HIPAA-eligible cloud infrastructure (AWS). Data centers in US-East and US-West with automated failover. 99.9% uptime SLA.
Three steps. No long-term contract required. Go live in as little as two weeks.
30-minute personalized demo with a dental workflow specialist. We'll map your current intake process and show you exactly how IntakeIQ replaces it. No pressure, no obligation.
Start with a risk-free 30-day pilot. We configure your forms, connect your PMS, and train your team. You'll see results within the first week — reduced intake time, fewer errors, happier staff.
Convert your pilot to a full subscription. Ongoing support, automatic updates, and a dedicated customer success manager for Professional and Enterprise plans. Welcome to intelligent intake.