Feature · Intake
Intake automation
New-patient dental forms filled once, e-signed, and filed to the chart before chair time.
Medical history and consents arrive typed — not retyped from paper — with chair-ready status visible to the floor.
Links go out with the confirmation so packets finish before the patient sits.
01 · Deep dive
What this feature actually is
Dental intake matches how offices actually board new patients: history, meds, consents.
Typed e-sign without wet ink; packets file straight into the chart.
Chair-ready status is visible to the floor before the patient sits.
02 · How it works
From ask to done — one loop
Built as a real surface in the practice OS — not a brochure paragraph.
- 01 · Tailored formsDental history and consents that match the office.
- 02 · E-signTyped consent without wet ink.
- 03 · Filed onceStraight into the patient record.
03 · In the clinic
A day with Intake automation
How front desk, clinicians, and agents touch the same truth.
- 01Send the packet
Link goes out with the confirmation.
- 02Patient completes
Tablet or phone — same fields the chart needs.
- 03Chair-ready
Staff see incomplete vs ready without a paper chase.
04 · Product illustrations
See the surface
UX-style illustrations — fictional Lumen only. Each tile echoes the real product layout without photo screenshots.
05 · What you get
Included with this building block
- Forms tailored to dental practices
- Typed e-sign without wet ink
- Submit files straight into the chart
- No retyping from paper packets
06 · Why clinics care
Robust, reliable, and in the same OS
- Chair-readyIncomplete packets are obvious before seating.
- Less retypingPaper stacks stop being the source of truth.
- Same chartIntake lands where CRM and notes live.
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