Paperwork, done early
Forms go out before the visit, get chased when they're not done, and land signed on the record.
Bright Smile Dental
New patient intake
Signature
SignedFiled to Luis Ortega's recordWed 7:51 AM
New patient intake
Sign here
SignedSet it once
- 1
Build it
Start from a template, or import the PDFs you already use.
Form builderNew patient intake TemplatesImport PDF- Full nameText
- Date of birthDate
- PhoneText
- InsuranceText
- Consent to treatCheckbox
- SignatureSignature
+ Add a field
- 2
Send it
Paperwork is attached to appointment types and goes out on its own.
Mon 9:02 AMBright Smile DentalText message
Hi Luis, your visit is Friday at 9. Please fill this out first:
New patient intakeTakes about 2 minutesSent automatically after booking - 3
Chase it
People who haven't finished get a friendly reminder. It stops once they sign.
Reminder sentNoah Kim · Consent to treatTue 9:00 AMSecond reminderPriya Shah · New patient intakeWed 9:00 AMReminders stoppedLuis Ortega signedWed 7:51 AM - 4
File it
The signed copy lands on their record, with its history.
Luis OrtegaRecord Luis OrtegaNew patient · Friday 9:00 AM
OverviewConversationsDocuments- New patient intakeSigned Wed 7:51 AMSigned
- Financial policySigned Mon 6:12 PMSigned
- Consent to treatSent Mon 9:02 AMWaiting
TemplatesImport PDF
- Full nameText
- Date of birthDate
- PhoneText
- InsuranceText
- Consent to treatCheckbox
- SignatureSignature
+ Add a field
Chased for you
Nobody has to remember who still owes a signature.
- Reminders go out on their own
- They stop the moment it's signed
- See who has signed at a glance
2 of 4 signed
| Person | Status | Next |
|---|---|---|
| Signed | Wed 7:51 AM | |
| Waiting | Reminder goes out Thu 9:00 AM | |
| Reminded | Second reminder sent | |
| Signed | Tue 6:20 PM |
Signed and filed
Bright Smile Dental
New patient intake
Signature
Signed- Form sent by textMon 9:02 AM
- Reminder sentTue 9:00 AM
- Signed on phoneWed 7:51 AM
- Filed to Luis Ortega's recordWed 7:51 AM
- Any phoneForms open from a text or email link.
- PDF importBring in the forms you already use.
- Every signature loggedFiled on the record, with when it happened.
The small stuff, too
- Template libraryStart from a form that's already written.
- PDF importTurn your existing paperwork into a form.
- Sent before visitsTimed to each appointment.
- Automatic remindersNudges for anyone who hasn't finished.
- Filed on the recordSigned copies land with the person.
- Signature logSee who signed, and when.
Frequently asked questions
Still curious? Ask in the chat. It's Airhug answering.
Can clients fill forms on their phone?
Yes. Forms open from a text or email link and work on any phone.
Let your office run itself
Airhug is opening to a few businesses at a time. Talk to us and we'll get you set up.