# New Patient Intake & Chart Prep for Dental Office Managers

> AI sends the intake packet via Dentrix, ingests responses, requests records from prior providers via HIE/fax, verifies insurance, and pre-populates the chart — patient arrives and the provider is ready.

- **Role:** [Dental Office Manager](https://calish.com/workflows/for/dental-office-manager/)
- **Category:** [Operations & Workflow](https://calish.com/workflows/category/operations-and-workflow/)
- **Specialty:** [General Dentistry](https://calish.com/workflows/specialty/general-dentistry/)
- **Action:** New Patient Intake & Chart Prep
- **Canonical URL:** https://calish.com/workflows/new-patient-intake-and-chart-prep-for-dental-office-manager/

## The Problem

New General Dentistry patients arrive with incomplete forms, missing records from referring providers, and outdated insurance — the MA spends the first 20 minutes of the visit doing data entry.

## What We Build

AI sends the intake packet via Dentrix, ingests responses, requests records from prior providers via HIE/fax, verifies insurance, and pre-populates the chart — patient arrives and the provider is ready.

## Tools & Integrations

- Dentrix
- Eaglesoft
- Open Dental
- Email

## How It Works

1. **Discovery call.** We map your current new patient intake & chart prep process and identify where AI saves the most time.
2. **Build & integrate.** We build the workflow and connect it to the tools you already use — no software changes required.
3. **Review & refine.** You review the results, we fine-tune until it matches your standards, then it runs on autopilot.

## Tool-Specific Implementations

- [Dentrix](https://calish.com/workflows/with/new-patient-intake-and-chart-prep-for-dental-office-manager-with-dentrix/) — New Patient Intake & Chart Prep built natively in Dentrix
- [Eaglesoft](https://calish.com/workflows/with/new-patient-intake-and-chart-prep-for-dental-office-manager-with-eaglesoft/) — New Patient Intake & Chart Prep built natively in Eaglesoft
- [Open Dental](https://calish.com/workflows/with/new-patient-intake-and-chart-prep-for-dental-office-manager-with-open-dental/) — New Patient Intake & Chart Prep built natively in Open Dental

## Related Workflows

- [No-Show Reduction & Recall for Dental Office Managers](https://calish.com/workflows/no-show-reduction-and-recall-for-dental-office-manager/)
- [Patient Balance Collections for Dental Office Managers](https://calish.com/workflows/patient-balance-collections-for-dental-office-manager/)
- [Lab Result Triage & Follow-up for Dental Office Managers](https://calish.com/workflows/lab-result-triage-and-follow-up-for-dental-office-manager/)
- [HEDIS / Quality Measure Tracking for Dental Office Managers](https://calish.com/workflows/hedis-quality-measure-tracking-for-dental-office-manager/)
- [Surgical Case Scheduling for Dental Office Managers](https://calish.com/workflows/surgical-case-scheduling-for-dental-office-manager/)
- [Patient Recall & Gap Closure for Dental Office Managers](https://calish.com/workflows/patient-recall-and-gap-closure-for-dental-office-manager/)

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