Answe

Template · Dental

Dental clinic new patient intake widget

Collect the brief, the files and the health notes before the first visit — one link, one chat, nothing to chase.

BBright Smile Dental · sample business
a dental clinic used to demonstrate the intake template

Try it, then make it yours

Tap through the flow exactly as a customer would. "Use this template" copies it into your own free account — every question, button and message stays editable.

This template's live widget is being set up. The flow is described below.

Or describe your business and Answe drafts a flow for you.

What this template is for

A patient with a cracked tooth wants the first available slot and to tell you what happened before the phone lines open. This intake flow asks the right things first: the patient chooses what they need, answers a handful of questions and attaches a file, and you arrive at the first appointment already prepared.

You get the reason for the visit, urgency and preferred time so the front desk triages before calling back. Because it is a chat, you can ask the one follow-up you always need without a new form or a phone call, and the patient gets an email copy.

Send it as a link after the first contact, put it on your website’s "work with us" page, or use it as the link in your bio.

What it asks

The first thing a customer sees: “Welcome — what brings you in?”

  1. Check-up
    • Your name — text, required
    • Email — text, required
    • Phone number — text, required
    • What brings you in? — long text, required
    • When would you like to come in? — date
    • Attach a file — file upload

    Shows a confirmation message

  2. Cleaning
    • Your name — text, required
    • Email — text, required
    • Phone number — text, required
    • What brings you in? — long text, required
    • When would you like to come in? — date
    • Attach a file — file upload

    Shows a confirmation message

  3. Something hurts
    • Your name — text, required
    • Email — text, required
    • Phone number — text, required
    • What brings you in? — long text, required
    • When would you like to come in? — date
    • Attach a file — file upload

    Shows a confirmation message

  4. Whitening
    • Your name — text, required
    • Email — text, required
    • Phone number — text, required
    • What brings you in? — long text, required
    • When would you like to come in? — date
    • Attach a file — file upload

    Shows a confirmation message

How to use it

  1. Tap "Use this template" — it copies into your free account.
  2. Adjust the services and the questions; remove what you do not need, add the one thing you always ask.
  3. Send the link to new patients or embed it on your site.
  4. Read each intake in your inbox, reply in the thread, and book the first appointment from there.

Questions

Can patients upload documents?

Yes. The file field accepts documents, images and PDFs from any device; they arrive with the answers in the chat.

Is the information private?

Only you and the people you invite to your account see the answers. The patient sees their own conversation. See the privacy policy for the details.

Can I send it to someone directly?

Yes. Every flow has a share link you can paste in an email or a message; the answers land in the same inbox as everything else.

Does it replace my CRM?

It replaces the intake form and the back-and-forth. On paid plans each contact becomes a CRM entry with the conversation attached, and you can forward answers to other tools.

Related

Related templates

Bookings

Dental clinic appointment booking form

Take real appointment bookings for check-up and cleaning from one link — the slot is reserved the moment the patient confirms, and it lands in your inbox.

Sample: Hammas Helmi

Enquiries

Dental clinic contact form

A contact form that answers: the common question instantly, a call back at the right time, and everything else as a chat you can continue.

Sample: Oak Street Dental

Feedback

Dental clinic feedback form

Hear from every patient in three taps — and catch the unhappy ones in a private chat before they write it somewhere public.

Sample: Pearl Dental Studio

Waitlist

Dental clinic waitlist form

Turn "fully booked" into a list you can message the moment a slot opens — instead of a lost patient.

Sample: Klinikka Valo

Run it with Answe

Run client intake that asks the right questions first.See how service businesses use Answe

Browse templates

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Every plan runs this template. Pay for volume, not features.

Free$025 bookings / mo · 2 widgets
Standard$9.99100 bookings / mo · 5 widgets
Premium$19.99500 bookings / mo · unlimited widgets
Pro$79.99Unlimited · leads · API
EnterpriseCustomUnlimited
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