Streamline Your Orthodontic Practice with a Professional New Patient Intake Form
First impressions matter in orthodontics. When a new patient walks through your door—or visits your website—the intake process sets the tone for their entire treatment journey. A well-designed orthodontic new patient intake form helps your practice gather critical dental history, insurance information, and treatment preferences while delivering a smooth, professional experience that builds trust from day one.
Why Orthodontic Practices Choose Paperform
Running an orthodontic practice means juggling patient care, treatment planning, insurance coordination, and administrative workflows. Paper forms create bottlenecks, illegible handwriting leads to errors, and manual data entry wastes valuable chair time. Paperform's orthodontic intake form template eliminates these friction points by giving you a digital-first solution that looks great, works on any device, and integrates seamlessly with your practice management software.
This template captures everything you need: comprehensive dental history, previous orthodontic work, current concerns about alignment or bite issues, insurance benefits, financing preferences, photo consent for treatment documentation, and consultation scheduling—all in one beautifully branded form that patients can complete before they arrive.
Designed for Orthodontists, Built for Patients
Orthodontic patients range from children and teens to adults seeking aesthetic or functional corrections. This template uses conditional logic to adapt questions based on patient age, previous treatment, and insurance coverage, creating a personalized experience that doesn't overwhelm respondents with irrelevant questions.
With Paperform's payments integration, you can collect consultation fees, deposits, or even set up payment plans for treatment—right inside the intake form. Connect your calendar to let patients book their first appointment at a time that works for both of you, reducing phone tag and no-shows.
Automate Follow-Up with Stepper
Once a patient submits their intake form, Stepper can automatically route the information to your practice management system, send a personalized welcome email with pre-appointment instructions, notify your front desk team, and create a treatment record in your CRM. You can even trigger insurance verification workflows or flag high-priority cases for same-day review—all without lifting a finger.
For practices managing consent forms, treatment agreements, or payment plans, Papersign turns submissions into legally binding eSignature documents, keeping everything connected to the original patient record for complete transparency and compliance.
Perfect for Orthodontic and Dental Specialists
Whether you're a solo orthodontist, part of a multi-location practice, or a pediatric dentist offering orthodontic services, this template adapts to your workflow. Customize questions to match your treatment philosophy, add your branding, and embed the form on your website or send it via email before appointments to save valuable in-office time.
Paperform is SOC 2 Type II compliant and GDPR ready, giving you the security and privacy controls healthcare practices need—though it's important to note that Paperform is not a HIPAA-compliant solution. For practices requiring HIPAA compliance, additional safeguards and systems should be implemented.
Get started today and turn new patient intake from a paperwork headache into a seamless, professional experience that sets your orthodontic practice apart.
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