NewBuilt for dental clinics that want intake completed before the patient walks in
New-patient intake built for dental practices

New patient intake, completed by voice before the visit.

Clincy calls new patients, collects insurance and health history, and writes everything back into your practice management system so your front desk stops chasing forms.

See Intake Flow

Active intake call

James Miller

Live

Appointment

New Patient Exam

Status

Intake in progress

Call time

08:42

Captured in real time

Open Dental sync ready
Insurance Completed
Health History Completed
Allergies Confirmed
Medications Confirmed
Preferred Contact Text

Intake Summary

Intake Complete

Clincy

Can I confirm your allergy history before your visit?

Patient

Yes, penicillin allergy. No latex allergy.

Clincy

Got it. I will add that to your intake summary.

Ready for clinical review

Demographics
Insurance
Health History
Consent

The intake bottleneck

Your front desk should not spend 15 minutes collecting intake.

New patient calls often turn into long intake conversations. Forms go unfinished. Patients arrive without insurance or health history completed. The front desk gets pulled away from check-ins, callbacks, and patient care.

Long intake calls

New patient calls pull the front desk into repetitive questions when the team should be checking in patients.

Incomplete forms

Insurance, medications, allergies, and consent often arrive half finished or not at all.

Delayed appointments

Missing intake details slow down check-in and leave the clinical team starting cold.

Features

Everything needed to get a new patient ready.

Clincy collects the same details your team chases manually, then turns them into clean structured intake data.

Voice-led patient onboarding

Clincy speaks with new patients naturally and collects the information your team needs before the visit.

Insurance and demographics capture

Collect carrier, subscriber details, date of birth, address, phone, email, and preferred contact method.

Health history and allergy review

Ask the required clinical intake questions before the patient arrives, so missing information does not slow down the appointment.

Callback scheduling

If it is not a good time, Clincy can schedule a better time and call the patient back.

Multilingual support

Support patients in English and Spanish, with more languages later.

PMS writeback

Captured fields are structured and pushed back into the practice management system.

How it works

From booked appointment to completed intake.

A focused workflow that starts when a new patient appears on the schedule and ends before they walk in.

1

New patient is created

The patient books online or the front desk adds them to the schedule.

2

Clincy starts intake

The AI calls the patient or lets them schedule a convenient intake call.

3

Information is captured

Clincy collects demographics, insurance, medical history, allergies, and visit concerns.

4

PMS is updated

The structured intake summary is written back before the patient arrives.

Integrations

Designed to work with your existing dental systems.

Initial MVP focuses on Open Dental, with other PMS integrations planned around the same structured intake workflow.

Open DentalDentrixEaglesoftCurve DentalDenticonCareStackMore coming soon

Open Dental Writeback

Synced

12 fields mapped

Intake Queue

Synced

8 ready today

Exceptions

Synced

2 need review

Comparison

Not another phone bot. Intake that actually prepares the visit.

Clincy Voice is narrow on purpose: complete new-patient intake before the appointment starts.

WorkflowClincy VoicePaper / PDF FormsFront Desk CallsGeneric AI Receptionists
Completes intake by voice Yes NoPartialPartial
Captures insurance details YesPartial YesPartial
Captures health history YesPartial Yes No
Schedules callback if patient is busy Yes NoManualPartial
Writes structured data to PMS Yes NoManualRarely
Dental-specific workflow Yes No Yes No
Reduces front desk call time Yes NoPartialPartial

Pricing

Simple pricing for early clinics.

Start with a focused pilot built around new-patient intake and Open Dental sync.

What the pilot includes

New patient voice intake
Up to 100 intake calls/month
Open Dental sync
Intake summary dashboard
Setup support
Callback scheduling

Pilot Plan

Early clinics
$299/month

Custom pricing for multi-location groups.

FAQ

Frequently asked questions.

Stop chasing intake forms before every new patient visit.

Let Clincy collect the information before the patient walks in.