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HIPAA FORMS & AUTOMATIONS

HIPAA-Compliant Forms
& Automated Patient Intake

Transform every new patient experience with secure digital forms, automated workflows, and zero manual data entry. Fully HIPAA-compliant. Designed for dental practices.

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*Encrypted, audit-ready, and covered by a Business Associate Agreement (BAA).
HIPPA - COMPLIANT FORMS -  
HIPPA - COMPLIANT FORMS
Ultra modern technology civil construction
Ultra modern technology civil construction

Your Front Desk Is Drowning in Paperwork

Paper Forms Slow Everything Down

Patients wait longer and staff re-enter data manually.

Double Entry Creates Bottlenecks

Staff spend hours retyping information into your system.

Unsecure Email = HIPAA Risk

Sending forms or IDs via regular email violates HIPAA rules.

Everything Your Practice Needs for a Paperless, HIPAA-Compliant Intake System

Replace manual paperwork with secure, automated, and fully branded digital workflows – built specifically for modern dental practices.

01

Secure Digital Intake Forms

Fully encrypted forms for new patients, medical history, insurance details, and consent — all mobile-friendly and easy to complete from any device.

Encrypted • Mobile-first • Patient-friendly
02

Automated Workflows

Trigger real-time actions: route completed packets to staff, prepare PMS entries, launch reminders, and assign verification tasks without manual effort.

Real-time routing & tasking
03

PMS Integration

Connect to Dentrix, OpenDental, Eaglesoft, CareStack, and more — so your intake data flows directly into the systems your team already uses.

Fewer clicks, fewer errors
04

Secure File Uploads

Patients can upload insurance cards, IDs, and X-rays — all stored securely in HIPAA-compliant environments with controlled access.

Clean, organized file handling
05

Fully Branded Experience

Forms and flows are styled to match your practice — delivering a cohesive, polished experience from website visit to check-in.

On-brand from first touch

A Simple, Streamlined Process
Built for Your Practice

We take your practice from paper-based workflows to a fully digital, HIPAA-compliant intake system — without disrupting your day-to-day operations.

Step 1
Intake & Workflow Audit

We review your existing intake process, pain points, and current systems. This helps us map out where forms, data, and communication are breaking down — and where automation will save the most time.

Step 2
HIPAA Platform Setup

Based on your needs and budget, we deploy a secure HIPAA-compliant platform (JotForm HIPAA, Formstack, or IntakeQ). We configure permissions, encryption, secure storage, and your BAA-backed environment

Step 3
Custom Forms & Automations

We build your digital intake packet — medical history, insurance, consents, file uploads — and layer in automations that route submissions to staff, trigger tasks, and prepare PMS entries automatically.

Step 4
Website Integration & Team Training

We embed your forms directly into your website, then train your staff on how to review, process, and manage submissions. Your team gets documentation and ongoing support so the system runs smoothly from day one.

Automation Examples Your Practice Will Love

Customer New Patient Intake → Staff Notification

As soon as a patient submits their digital packet, your team receives a clean, organized summary — including PDFs, medical history, consents, and file uploads — routed to the right staff member instantly. ipsum dolor sit amet, consectetur adipiscing elit. congue in elit sit amet, lobortis tempus

Insurance Upload → Verification Task

Patients securely upload insurance cards and IDs. Your system automatically assigns a verification task to billing staff with attached files and required details already organized.

Appointment Confirmation Automation

Lorem ipsum dolor sit amet, consectetur adipiscing elit. congue in elit Once forms are completed, patients receive a HIPAA-safe confirmation message or email. No more manual follow-ups, no more missed appointments. amet, lobortis tempus

Pre-Visit Medical Review Workflow

Dentists and hygienists get access to a structured medical history summary before the appointment — improving prep, safety, and visit efficiency.

Got Questions? We’ve Got You Covered.

Frequently Asked Questions

Are your forms fully HIPAA compliant?
What platforms do you use to build HIPAA-compliant forms?
Will this integrate with my Practice Management System (PMS)?
How long does it take to set everything up?
HIPAA Forms & Automations

Tell us about your practice

Share a few details and we’ll map out how digital forms and automation can remove paperwork from your day.

No PHI required HIPAA-safe platforms only 20–30 minute consult

We never ask for PHI in this form. Please keep patient details generic.

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