Forms patients finish before they arrive.
Turn the paper packets your office already uses into digital dental patient forms that patients can complete before the visit—or privately on your office iPad after they arrive.
Forms
New Patient Intake
Medical History (Adult)
14 fields, signature required
HIPAA Acknowledgement
Consent paragraph and signature
Insurance Information
Subscriber and plan details
Send forms to Sarah Johnson
SMS packet with 3 forms and one secure link per form
Forms should prepare the visit, not slow it down.
The front desk problem is not just paper. It is timing, missing details, and work that starts only after the patient reaches the counter.
Forms arrive too late
Patients show up early, then spend chair time filling out new patient paperwork, medical history updates, or consent forms.
Staff chase missing details
The front desk has to call, text, print, scan, and retype details that should already be ready before the visit.
Paper does not connect
Completed forms sit in a stack, a download folder, or a scanned PDF instead of staying tied to the patient and appointment workflow.
From old PDF to completed patient record.
Build
Create the form once
Pick a source, confirm the fields, and activate the version your team will reuse.
Send
Deliver the right link
Choose the patient, delivery method, and forms for the request: one consent, a history update, or a new-patient bundle.
Complete
Patients fill it out anywhere
Patients open a clean mobile form, answer required fields, select options, add dates, and sign before submitting.
Review
Submissions land in Savvy
Review answers, print PDFs, or attach supported documents back to the patient record.
Keep your existing forms, or build better ones.
Use the path that matches what you already have: an existing PDF, a close template, or a brand-new form.
Import an existing form
Upload a PDF or image. Savvy extracts the fields so your team reviews instead of rebuilding from a blank page.
Use a dental template
Start with intake, medical history, HIPAA, dental history, or insurance templates and adjust them for your practice.
Build from scratch
Add text, dates, dropdowns, checkboxes, instructions, and signature fields exactly where they belong.
The form opens like a simple mobile checklist.
Patients see only the questions your team configured, with required fields, structured choices, dates, and signatures presented in a clean flow.
When the patient is already in your lobby, hand them the iPad—not a clipboard.
Staff select the patient and the forms that are due, then open a private reusable check-in screen. The patient verifies their last name and date of birth before any assigned forms appear.
Select the patient
Find the arriving patient from the practice workspace.
Assign what is due
Choose the intake, history, insurance, consent, or policy forms needed for this visit.
Open private kiosk mode
The office iPad becomes a focused check-in screen without exposing the staff workspace.
Verify and complete
The patient confirms their identity, completes the assigned forms, and returns the device ready for the next check-in.
Private check-in
Welcome to Smile Open Clinic
Let’s find your forms
Enter the same details you gave the practice.
Last name
Johnson
Date of birth
•• / •• / ••••
Your team can see what happened without digging.
Savvy gives the front desk a queue for the follow-up work that used to live in memory, inboxes, and printed stacks.
Status at a glance
Each outbound request becomes a timestamped task, so the front desk can spot what still needs attention.
Patient matching
Known contacts stay tied to their patient record. Manual recipients can be matched by phone or email once they respond.
Clean review
Answers open from the form detail page, aligned to the original fields instead of buried in an email thread.
PDF and document upload
Print blank copies when needed, or export finished responses for the chart. With a supported PMS connection, Savvy can upload the completed PDF to the patient’s documents.
Built for the documents dental offices handle every week.
Use the builder for everyday admin work and clinical paperwork. When a new patient needs several items, group them into one packet.
Ira can start paperwork once the visit is booked.
When the right forms are active, a guarded workflow chooses the configured items and texts them after booking.
Ira books the visit
Cleaning with Dr. Albert on Tuesday at 9:45 AM
Forms selected
Medical History (Adult), HIPAA Acknowledgement, Insurance Information
Patient SMS
Hi Sarah, please complete your intake forms before your visit.
Forms in Agent Hub
Turn the form product into a completed-paperwork workflow.
Build and activate the forms here, then let the New Patient Forms playbook start from booking, wait for the matching submission, send configured reminders, and surface anything still incomplete.
Works with your existing systems
Ira writes directly to your PMS. No new dashboards, no data entry. Scheduling and notes stay accurate automatically.
Ready to bring forms into Savvy?
Bring one current packet to the demo and see how it becomes a Savvy form your team can use right away.