Home Work Patient intake and scheduling
Healthcare / Dental Shipped

Ending the clipboard, and the retyping behind it.

A dental practice was collecting new-patient information on forms, then typing those same answers by hand into two separate systems. We built the patient-facing intake and appointment request flow, and the staff console behind it, so the information arrives once and lands where it belongs.

Client name withheld. We don't publish practice names in healthcare work without written permission, and product screens stay private for the same reason. Discretion is part of the engagement.

Client
Confidential · Pennsylvania
Type
Intake + scheduling platform
Status
Built and delivered
Timeline
Weeks, kickoff to working software
7 constraints
Resolved to offer one open time

Appointment type, date range, time of day, doctor preference, hygienist preference, chair availability, and what is already booked.

01 · The problem

The information was already there. Twice.

New patients filled out forms, on paper or on a screen, and then a staff member typed those same answers into the practice management system and again into the patient communication system. Roughly two dozen new patients a month, entered by hand, twice.

Every retyped field is a chance to introduce an error, and every correction costs more time than the original entry.

The cost was not only time. Patients started their visit doing paperwork in the waiting room, and their information was not in the system at the moment it mattered, so coverage and treatment options could not be discussed at the point of care. Scheduling had its own version of the same problem: requests arrived by phone, and matching a patient to the right chair, the right hygienist and the right doctor lived in one person's head.

02 · What we built

One path in, and a console behind it.

Self-serve intake

A seven-step flow patients complete on their own phone before they arrive: details, contact and insurance, medical history, concerns, preferences, a time, then review and sign. Returning patients are recognised and skip what the practice already knows.

Preference-aware scheduling

Patients ask for what they actually want, a specific hygienist, a morning, a particular doctor for the exam, and the system proposes only the times that satisfy every constraint at once against real chair and staff availability.

A staff console, not a spreadsheet

Requests land in a triage inbox with patient detail, medical history, visit history and a full audit trail on every record. Staff review, claim and confirm, and a week calendar shows every chair, every status, at a glance.

Built for how the practice ran

Hygienist rosters with recurring defaults and per-day overrides, doctor and assistant pairings that change daily, appointment lengths in the practice's own unit counts, and a planning horizon eight months out, because that is how far ahead they already worked.

In the product

Under the hood.

Screens withheld
Patient-facing screens stay private.

Healthcare screens carry patient context, so we do not publish them without written permission. What we can say: every export carries a content hash, and the console flags a file whose contents no longer match it. Consent is captured and signed in the flow, and every action on a record is written to an audit timeline.

03 · Outcome

Working software, built in weeks, that took a two-system retyping job and turned it into one path the patient walks themselves.

Delivered · Dental practice, Pennsylvania · The practice chose a different direction