4 Secrets to Using a Patient Intake Form


March 29, 2023




A patient intake form is a document that dental practices use to collect essential information about new patients. This form contains basic information such as the patient's name, address, phone number, and email address, as well as medical history, dental history, and insurance information.

Collecting this information helps dental professionals provide better care by understanding the patient's medical history and dental needs.

Patient intake forms also help dental practices comply with regulatory requirements. By collecting medical history and other relevant information, dental practices can ensure that they are providing appropriate care and treatment to patients.

Additionally, collecting insurance information helps dental practices verify coverage and ensure that patients are receiving appropriate care within their coverage limits. Patient intake forms can be completed on paper or electronically, depending on the dental practice's preference and the software they use.

Some dental software, like mConsent, provides electronic patient intake forms that can be filled out and signed by patients online, saving time and reducing the need for paper forms.

Before providing dental care, dental offices must collect vital data about their patients using patient intake forms. Before their first session, patients typically fill out this form, which gives the dental team important information about the patient's medical history, present medications, food allergies, and other pertinent details.

A well-designed patient intake form can assist guarantee that patients receive the care they need while also reducing errors and saving time. In this article, we'll go over four tips for properly using a patient intake form in dental offices.

1. Design a Comprehensive and Clear Patient Intake Form

Designing a thorough and understandable form that includes all the relevant information is the first key to implementing a patient intake form in dentistry practices.

The form should be simple to read and comprehend, with spaces for personal data, medical and dental histories, and any other pertinent information the dental team needs to be aware of.

The disclosure of any drugs, allergies, or other medical issues that may affect a patient's ability to receive dental care should be encouraged by prompts on a well-designed form.

Furthermore, it's crucial to confirm that the form complies with HIPAA rules and other privacy laws. Patients should be given the chance to opt out of any data sharing and should be informed about the purposes for which their personal information will be used.

2. Train your staff to use the intake form effectively

Train your staff

Training your employees to use the patient intake form correctly is the second key to using one in dentistry practices. The dental team should receive training on how to review and decipher the information supplied on the intake form, including any medical background or current medications that may have an impact on the patient's dental care.

The staff must be able to spot any contradictions or differences in the information given and, if necessary, clarify them with the patient.

Any new notes or concerns that come up during the patient's visit should also be covered in training. The dental staff can use these notes to follow up with the patient as necessary and give the right care.

3. Use technology to streamline the intake process

Using technology to speed up the intake procedure is the third key to employing a patient intake form in dental offices. Nowadays, a lot of dental offices use electronic patient intake forms that can be completed online prior to the patient's visit.

This can help patients with mobility challenges or those who are short on time by saving them time and reducing the amount of paperwork they have to fill out at the office.

By making sure that all relevant information is included and is easily readable, electronic forms can also assist decrease errors and omissions. Digital forms can also be quickly updated and safely kept in a patient's electronic health record for later use.

4. Follow up with patients after their visit

Follow ups

Follow-up with patients after their visit is the fourth key to successfully employing a patient intake form in dental offices. After the patient's appointment, the dental team should evaluate the patient's intake form and make any necessary updates.

For instance, the patient's electronic health record should be updated if they mention new prescriptions or a change in their medical history.

Patients who mention concerns or problems on their intake form should also be followed up with by the dental team. This can aid in early problem detection and guarantee that the patient receives the proper follow-up therapy.

A patient intake form that is well-made and works properly can be a crucial tool for dental offices. Dental teams may make sure they gather all relevant data, use it wisely, streamline the intake procedure, and offer suitable follow-up care by adhering to these four secrets.

In the end, this can assist raise the standard of patient care and boost dental offices' productivity.


In conclusion, using a patient intake form is a crucial step in the dental treatment procedure. Dental practices can make sure they gather all necessary data, offer appropriate care, and improve the overall patient experience by designing a thorough and clear form, training staff to use it effectively, utilizing technology like mConsent to streamline the process, and following up with patients after their visit.

Dental practices may deliver high-quality care and enhance patient outcomes by utilizing these four secrets. As a result, it is crucial for dental clinics to give patient intake forms top priority in their operations.

mConsent's digital solutions have revolutionized thousands of practices by streamlining administrative operations and integrating with major practice management software. Find out how mConsent can optimize your patient intake process, and improve patient satisfaction 20X.


1. What should be included in a patient intake form?

A patient intake form should include essential information such as the patient's personal details (name, contact information), medical history (including previous conditions, surgeries, allergies), current medications, and emergency contact information.

It should also include sections for insurance information, consent for treatment, and acknowledgment of privacy practices to ensure comprehensive and accurate patient records.

2. What is the purpose of the patient intake form?

The purpose of the patient intake form is to gather necessary information about a patient's personal and medical background before their appointment or consultation. It serves as a tool for healthcare providers to understand the patient's health history, current medications, allergies, and other relevant details that aid in providing appropriate and personalized care.

The intake form helps streamline the registration process, ensures accurate record-keeping, and enables healthcare providers to identify any potential risks or contraindications for treatments or medications.

3. What is a patient intake form?

A patient intake form is a crucial document that gathers pertinent information regarding a patient's personal and medical history before they receive healthcare services.

A standard medical form generally comprises various sections that encompass personal particulars, medical background, present medications, allergies, insurance particulars, and authorization for treatment, thereby furnishing healthcare professionals with vital information to administer suitable care.

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