Summary
Patient intake software collects a person's details and history before the appointment, so the clinician starts with the facts and the patient spends less time at the desk. Dedicated form tools and practice systems both do this well. Jane lists intake forms that collect information before patients arrive, and Curve Dental includes digital forms for dental teams, while Open Dental includes web forms for customers on support. The strongest setups link intake to everything that follows. Wai approaches intake from the first contact. Enquiries from web forms, email, WhatsApp and calls land in 1 thread per patient, booking and deposits follow on the same record, and a pre-consult briefing brings the patient's history together for the clinician. Ask each vendor how a completed form reaches the chart, whether staff retype anything, and how consent is stored. Then complete the form yourself on a phone. Every clinic benefits from a shorter path, and the clinician still confirms the history in the room.
Each rival detail comes from that company's own page, read 9 November 2026. 123
See it in your clinicYou can be running this week. No procurement, no minimum term. A 7-day trial, then one published price.
Request a demo| Product | Intake | Where it fits | Published price, read 9 November 2026 |
|---|---|---|---|
| Jane | Intake forms before the visit | Allied health and multi-practitioner clinics | $59, $79 or $99 a month by plan |
| Curve Dental | Digital forms in the dental suite | Dental practices | Personalised quote |
| Open Dental | Web Forms included with support | Dental practices | $199 a month in the US for the first 12 months, then $149 |
| Wai | Web form and message enquiries in 1 thread, with a pre-consult briefing | Private clinics | Studio priced per location after a demo |
Intake as a single path
Intake begins when someone first gets in touch. Each later step is shorter when it can read what came before, from the enquiry to the booking and on to the consultation.
Enquiry to booking maps the first stretch, and referral intake and triage covers patients arriving from another clinician.
What to test
Complete the form as a patient, on a phone. Time it, then find exactly where the answers land in the chart and whether anyone must retype them.
Check how consent is recorded and how a returning patient's details are reused. A returning patient should confirm their details in moments. Consent management defines the requirement. Clinicians confirm the history with the patient in the room, whatever the form says.
Intake on the Wai record
Calls, email, web forms and WhatsApp land in 1 thread per patient, with replies drafted for approval.4 Before the appointment, Wai brings the patient's history into a briefing for the clinician.5
Ask in the demo to see your own intake questions and forms running through this path, so your team can judge the fit on real cases.
Bring your intake form. We show where every answer goes.
Request a demoFrequently asked questions
What does patient intake software do?
It collects details and history before the visit and brings them to the clinician, often with consent forms.
How do digital forms reach the chart?
It varies by system, so check it in the demo. Aim for answers that appear in the chart with no retyping.
Does Wai have digital intake forms?
Can a patient complete intake on a phone?
Most modern tools work on a phone, and it is the first thing worth testing.
Can intake include consent?
Yes on most systems. Confirm how each consent is stored and dated.
What should a clinician see before the appointment?
On Wai, a pre-consult briefing brings the patient's history together.5
Sources
- Features, read 9 November 2026
- Pricing, read 9 November 2026
- Fees, read 9 November 2026
- The clinic platform, read 9 November 2026
- Wai for clinicians, read 9 November 2026
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