EcofyxOperational area
Dental registration and intake
Ready-to-use application
Dental clinic — registration and digital intake
Send a form link before the appointment so patients can complete registration and digital intake on their phone, then follow receipt and updates in the operation.
What this template is designed to organize
Send a form link before the appointment so patients can complete registration and digital intake on their phone, then follow receipt and updates in the operation.
Connected structure
2 forms connected to the same Ecofyx operation and record history.
Template profile
Ready-to-use application
What comes with this template
Add this template to an Ecofyx operation to keep its forms, records and results together.
Dental patient registration and health intake
Key fields:
- Full name
- Date of birth
- Phone/WhatsApp
- Legal guardian, when required
- Current medications
- Known allergies
Dental health intake update
Key fields:
- Patient
- Current medications — update
- Allergies — update
- Health conditions — update
- Reactions or complications since the last review
- Team notes
How this template organizes the routine
Send a form link before the appointment so patients can complete registration and digital intake on their phone, then follow receipt and updates in the operation. The structure centralizes records, reduces parallel controls and keeps follow-up in the same operational context.
Information capture
Use the included forms to collect the information needed for this routine.
Operational view
Track received intake forms and open each patient record to review or update the intake information.
History and results
Review previous records, follow progress and view results in the same operation.
Dashboard and operational follow-up
Review the records, filters and indicators available to follow this routine.
Dental clinic — registration and digital intake
Track received intake forms and open each patient record to review or update the intake information.
Available filters
StatusPatient
Visible dashboard columns
- Patient
- Status
- Received on
- ID
Headline metrics
Use these indicators to follow activity, progress and items that need attention.
Registered patients
Intake forms received this month
Awaiting review
Updates this month
Available actions
Open the relevant form or take the next step from the dashboard. Available actions depend on the record and your access.
- Send form to patient
- Complete form at the clinic
- Update health history
- Update patient record
What you can customize
Use the ready structure as a starting point and adjust the elements that are safe to edit for your operation.
Fields and options
Adjust labels, required answers, alternatives and safe extra fields according to the real need.
Identity and access
Configure the operation name, description, team and permissions. Public-page identity can be adjusted when the template includes that resource.
Use and follow-up
Use dashboards, history, filters and exports according to the resources enabled for the template.
Questions about this template
Review the most common questions before using this structure.
What is the Dental clinic — registration and digital intake template for?
Send a form link before the appointment so patients can complete registration and digital intake on their phone, then follow receipt and updates in the operation.
Which forms are included in this template?
Dental patient registration and health intake, Dental health intake update.
How are records organized in Ecofyx?
Data is organized in the Dental clinic — registration and digital intake dashboard, with an operational list, history and follow-up tools adapted for desktop and mobile.
Does this template include a public page?
An optional public page can be sent to the patient before the appointment. The clinic should review its privacy notice and intended purpose before publishing it. The planned entry form is “Dental patient registration and health intake”.
Can I customize this template for my organization?
Yes. You can install the ready structure and adjust the elements that are safe to edit. Protected templates keep their main fields and rules; the available customization options are listed in their settings.
Start with Dental clinic — registration and digital intake
Ecofyx will take you through the standard flow to choose or create the operation where this template will be used.