Send forms before the visit. Patients complete their paperwork at home—medical history, insurance, consent forms. Everything syncs directly to Dentrix, Eaglesoft, or Open Dental. Check-in takes 90 seconds instead of 20 minutes.
Part of the Growth Engine — The complete patient journey system.
Syncs directly with your practice management system
Send forms before the visit. When patients confirm their appointment, they receive a link to complete their intake forms. Medical history, dental history, insurance information, consent forms. Everything you need, answered on their couch, at their pace.
By the time they walk in your door, they're ready to be seen. Check-in takes 90 seconds instead of 20 minutes. Your schedule stays on track. The patient feels efficient, not frustrated.
What this means for your practice:
Faster appointment starts. Reduced wait room frustration. Patients who feel respected for their time.
Eliminate manual data entry. Information flows directly from the patient's device to your practice management system. No deciphering handwriting. No transcription errors. No fifteen-minute gaps between patients while Maria types.
Your front desk team was hired to care for patients. To answer questions. To make nervous patients feel welcome. To handle the complex situations that require human judgment and empathy. They weren't hired to type data from clipboards into computers.
What this means for your practice:
Staff who can focus on the humans in front of them. Lower administrative burden. Reduced burnout. The front desk job your team actually wants to do.
Patients type their own information. When someone enters their date of birth, insurance ID, or employer information themselves, you get exactly what they intended. No handwriting interpretation. No transcription typos. No wrong numbers on insurance claims that delay reimbursement.
Digital forms can validate information as it's entered. A date field accepts only valid dates. A phone number field catches missing digits. Insurance ID fields can check formatting. Errors get caught before they cause problems.
What this means for your practice:
Fewer claim rejections. Faster insurance processing. Accurate patient records from day one.
Security isn't an afterthought. Every form, every signature, every piece of patient data is encrypted, secured, and stored in compliance with HIPAA requirements. Audit trails track who accessed what and when. Digital consent signatures are timestamped and verified.
Paper forms in filing cabinets are a liability. Digital forms with proper security are protection.
What this means for your practice:
Peace of mind. Reduced compliance risk. Documentation that holds up if questions arise.
A seamless workflow from booking to check-in
Whether they schedule through your website, call Kate, or book in-person, new patients receive an automatic link to complete their intake forms. The system knows they're new and triggers the right forms.
On their phone, tablet, or computer. In their living room, on their lunch break, the night before their appointment. No time pressure. No waiting room stress. Just thoughtful, accurate information entered at their own pace.
They can even take photos of their insurance card and ID. Camera capture is built in. No scanning at your front desk.
The moment a patient submits their forms, the information flows to your practice management system. Dentrix, Eaglesoft, Open Dental. The data lands where you need it, formatted correctly, ready for the appointment.
Check-in is a confirmation, not a process. "We have your forms. Have a seat, we'll be right with you." Ninety seconds instead of twenty minutes.
Digital intake is just the beginning. Treatment plan presentations, consent forms, financial agreements. Patients can sign on an iPad chair-side or receive documents to review at home. The paperless experience continues throughout their care.
Most digital form solutions are standalone tools. Yobi is different. Patient intake is connected to everything.
When she schedules an appointment for a first-time patient, she can mention that they'll receive an intake link. The experience feels coordinated, not fragmented.
"Your appointment is tomorrow at 2 PM. Don't forget to complete your intake forms before you arrive." Patients who haven't finished get reminded. Patients who have feel confident.
If a patient hasn't completed their paperwork the day before their appointment, automated follow-up helps. No manual tracking required.
Insurance information captured at intake enables eligibility verification. Medical history informs clinical notes. The data you collect doesn't sit in a silo.
One system. From first contact to ongoing care.
Sarah calls to schedule her first cleaning. Kate books the appointment and mentions that Sarah will receive a link to complete her patient forms. That evening, Sarah's email arrives. She fills out her forms while watching TV, snaps photos of her insurance card and ID, and submits everything.
When she arrives for her appointment, check-in takes a minute. She's impressed. She mentions it in her five-star review.
A woman calls at 4:30 PM with a cracked tooth. Kate schedules her for tomorrow morning and sends her intake forms immediately. By 9 AM, when she arrives in pain, her paperwork is complete.
She goes straight to treatment. No clipboard adding stress to an already difficult day.
Calculate how much time and money you could save
See how Yobi's digital patient intake works with your practice management system. Faster check-ins. Accurate data. A front desk that can focus on patients.
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