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A better first impression. Without the clipboard chaos.

Give patients a smoother start and give your team time back with digital forms, instant photo capture, self check-in, and visual treatment planning that sync with Open Dental.
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Live in two weeks · No data migration · Complimentary team training
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WHAT IS IT?

A smoother start for patients. A lighter lift for your team.

Patient intake is more than paperwork. It's the first workflow that shapes the entire visit. When intake is slow, manual, or disconnected, your team starts the appointment already behind. Patients wait. Forms get missed. Photos and documents need to be scanned. Treatment plans take too long to explain. And your front desk ends up holding the whole thing together with clipboards, scanners, sticky notes, and hope.

Flex helps Open Dental practices simplify intake from the first form to the final treatment conversation. Patients complete smart digital forms, check themselves in, upload or capture key documents, and review clear treatment plans while Flex keeps the right information flowing back to Open Dental automatically.

 

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THE PROBLEM

The front desk should not have to fight the first 15 minutes of every appointment.

Paper forms slow the whole schedule down.

Patients answer irrelevant questions. Staff retypes handwritten information. Updates get missed. The appointment starts with admin work instead of care.

Documents and images get trapped in the wrong places.

IDs, insurance cards, EOBs, patient photos, screenshots, and x-rays should not require scanner trips, manual uploads, or folder detective work.

Treatment plans are too often confusing at the exact moment patients need clarity.

If patients do not understand the treatment, cost, insurance estimate, or payment options, they pause. And “I'll think about it” quietly turns into unscheduled treatment.

HOW FLEX FIXES IT

Flex turns intake into a connected workflow, not a front desk obstacle course.

Flex helps practices collect the right information before and after the appointment. Patients can complete forms by email, text, tablet, kiosk, or mobile check-in, while your team stays focused on exceptions instead of every single step. Once information is submitted, Flex helps keep Open Dental updated, reduces duplicate data entry, and supports a smoother handoff from intake to treatment planning to payment conversations. It's not just intake software — it's the beginning of a better patient workflow. 

Smart Digital Patient Forms

Forms adapt based on patient responses, age, gender, insurance status, health history, and medications, so patients only answer what matters.

Instant Photo Capture

Turn any device into a secure scanner for patient photos, IDs, insurance cards, x-rays, EOBs, and documents that route to the right place.

Self Check-in Kiosk

Patients check in from a tablet, kiosk, or QR code while appointment status updates in Open Dental in real time.

Visual Treatment Planning

Present treatment, cost, insurance estimates, images, and payment options clearly, so patients understand the plan and can say yes faster.

EVERYTHING YOUR TEAM NEEDS TO MAKE INTAKE EFFORTLESS

4 features. One goal: a smoother start.

Patient Forms

Smart digital forms that can be sent by text or email, completed on a tablet, or finished during check-in. Forms adapt to each patient and reduce repetitive, irrelevant questions.

Learn more

Instant Photo Capture

A fast way to capture patient photos, insurance cards, IDs, documents, screenshots, intraoral photos, and x-rays without dragging your team back to the scanner.

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Self Check-in Kiosk

A flexible check-in option that lets patients check themselves in, complete missing forms, and move into the Open Dental Waiting Room with less front desk interruption.

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Treatment Planning

A visual, patient-friendly treatment presentation tool that shows treatment details, insurance estimates, cost breakdowns, and payment options in one clear view.

Learn more

RESULTS

What practices see after switching to Flex intake.

Up to 60%

reduction in intake time with digital patient forms

10 hrs

saved per week in manual data entry

$45,000

increased revenue per year for a 2-provider practice

We love Flex! It makes checking in patients a lot easier :)

— Gloria, Prentice Dental

WHY FLEX

Built exclusively for Open Dental. That's not a feature — it's the foundation.

Deeper than any integration

Flex doesn't connect to Open Dental — it works alongside it. Every action syncs automatically. Nothing to export, import, or manually update.

Built by people who use Open Dental

Flex was founded by a practicing dentist who ran her own Open Dental practice. Every feature was built to solve a real problem she lived.

Up and running in two weeks

~1 hour install. 2-hour complimentary team training. No downtime, no data migration. From demo to live without disrupting your practice.

Authorized
Integration Vendor

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See how Flex makes intake effortless — for patients and your team.

No pressure. No commitment.

Just a live look inside your actual Open Dental setup.

Schedule Your Free Demo

Typically responds within 1 business day · No credit card required

FREQUENTLY ASKED QUESTIONS

Questions about Flex patient intake.

Dental patient intake software helps practices collect patient information digitally before or during an appointment. Instead of relying on paper forms, manual data entry, scanners, and disconnected processes, intake software lets patients complete forms, update information, check in, and provide documents electronically. For Open Dental practices, Flex helps make intake easier by connecting digital forms, self check-in, photo capture, and treatment planning into workflows that sync with Open Dental.

Flex helps Open Dental practices simplify intake by letting patients complete smart digital forms, check themselves in, capture documents or images, and review treatment plans in a more visual, patient-friendly way. Information collected through Flex can sync with Open Dental, helping reduce manual entry, duplicate work, and front desk bottlenecks.

Yes. Patients can receive forms before their appointment by text or email. They can also complete forms in the office on a tablet, through a kiosk setup, or by using a QR code depending on the practice's workflow. This helps reduce check-in delays and gives the team more time to focus on patient care.

Flex smart forms adapt based on the patient's information and responses. Age, gender, insurance status, health conditions, medications, and other details can determine which questions appear. This means patients are not forced through unnecessary form fields, and the practice receives more relevant information with less friction.

With Flex Self Check-In Kiosk, patients can check in using a tablet, kiosk, or QR code. They enter basic identifying information, complete any missing forms, and the check-in status can update in Open Dental. This helps the front desk know who has arrived while reducing interruptions during busy check-in windows.

Flex is built for practices using Open Dental. Its value comes from helping Open Dental practices connect the workflows that often become manual or disconnected, including patient communication, scheduling, forms, treatment planning, payments, and documentation.

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