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Paperless intake

Paperless dental intake forms, completed before patients arrive

Solara sends digital intake forms automatically. As soon as a visit is booked, it texts the patient a secure link; the patient completes new-patient forms, medical history and consents on their phone before arriving, and the answers are saved to their chart. No clipboards in the waiting room and no re-typing at the front desk.

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Last updated
Patient completing a dental intake form on a smartphone in the waiting room

Included in

  • Essentials
  • Pro
  • Enterprise

Paperless intake is included in every plan. Pro adds the Form Builder.

Secure link sent when a visit is booked
By text
Forms open in the phone's browser
No app
Consents completed digitally before arrival
Signed
Answers saved, nothing re-typed
On the chart

Key takeaways

  • A secure intake link is texted to the patient automatically when a visit is booked.
  • Forms, medical history and consents are completed and signed digitally before arrival.
  • Answers are saved to the patient's chart, so nobody re-types paperwork.
  • Patients do not need to download an app; the form opens in their phone's browser.

How do digital dental intake forms work?

Digital intake replaces the clipboard with a link. When a visit is booked, Solara texts the patient a secure intake link, the patient fills in the forms on their phone, and the completed answers are saved to their chart.

Because it happens before the appointment, the patient arrives with the paperwork already done and the visit starts on time.

Patient filling in a digital intake form on a phone in the waiting room

What can patients complete before the visit?

Patients complete their new-patient forms, health history and consents, and sign them digitally, all before they arrive.

Solara also captures insurance details at intake, which feeds straight into insurance verification.

  • New-patient registration forms
  • Medical and dental history
  • Consents, signed digitally
  • Insurance details

Do patients need an app or a portal login?

No. The intake link opens in the browser on the patient's phone. There is nothing to download and no account to create, which keeps completion simple for every age group.

Patient relaxing in a dental waiting room and filling in a form on a tablet

Can a practice customise its intake forms?

Yes. The Pro plan includes the Form Builder, so you can shape the forms around the information your practice needs. Paperless intake itself is included in every plan.

Why move dental intake off paper?

Paper intake creates two jobs: the patient fills a form in the waiting room, then someone at the front desk types it into the system. Digital intake removes both, along with the errors that come from reading handwriting.

It also frees the waiting room. Patients are not hunched over clipboards, and the front desk is not chasing missing signatures at check-in.

Patient signing a digital intake form on a tablet
How it works

What does the patient experience?

  1. Visit booked

    The appointment is booked by phone, text, chat or your team.

  2. Link arrives by text

    Solara texts a secure intake link to the patient.

  3. Completed on the phone

    Forms, history and consents are filled in and signed.

  4. Saved to the chart

    The answers are saved to the patient's chart before the visit.

FAQ

Digital Intake Forms: common questions

Still have a question?Talk to the Solara team

How do digital intake forms work in Solara?

When a visit is booked, Solara texts the patient a secure intake link. The patient completes forms, history and consents on their phone before arriving, and the answers are saved to their chart.

Do patients need to download an app?

No. Patients talk to Solara on a normal phone call, reply by text message, or use the chat on your website. Intake forms open from a secure link in the browser on their phone.

What is included in every Solara plan?

All plans include insurance verification, paperless intake, OpenDental integration, and unlimited concurrent calls.

Is Solara HIPAA compliant?

Solara is built to comply with HIPAA and the HITECH Act. Every practice signs a Business Associate Agreement before onboarding, ePHI is encrypted with TLS 1.3 in transit and AES-256 at rest, data is stored in US cloud regions, and every access to PHI is written to an audit log.

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