From clipboard to iPad in one visit

The challenge

Every new patient at Jasmine Dental started the same way: a clipboard, a pen, and ten minutes in the waiting room. Then a staff member retyped that handwriting into the practice management system, with every typo and missing insurance ID that comes with it.

Dr. Azhar Bustami, D.M.D. already paid for a full Dentrix package. The tools to fix this were sitting inside software the practice had licensed for years, switched off and unused.

What we did

We optimized the practice management system the office already owned, Dentrix by Henry Schein One, so the practice paid nothing extra in software.

Audited before recommending. We identified the exact Dentrix installation and confirmed the existing Patient Engage subscription already included digital patient forms. No purchase required.

Activated what was dormant. The eCentral and Questionnaire plug-ins were available on the workstation but had never been installed. Installing them restored the DXWeb toolbar and the practice’s live connection to its patient portal.

Built the forms. We authored the intake forms in the Dentrix Questionnaires module, reached from the Office Manager, and mapped every question to its matching field in the patient record. That mapping is the difference between a digital form and a real integration: without it, staff still retype every answer.

Turned an iPad into a check-in station. Single app kiosk mode, autofill disabled, private browsing, screen locked to the intake form and nothing else. A patient cannot wander into email, and no patient’s information is ever offered to the next one.

Closed the loop into the chart. Completed forms sync into the Questionnaires module, where the front desk reviews them and posts them to the patient record in a few clicks. Patients who prefer their own phone get a text link to the same forms instead.

Trained the team and left it documented. We walked the front desk through the full loop and left a printed reference sheet at the counter.

Alongside the intake work, we designed and built a new website for the practice.

Patient information stays where it already lives

We added no third party form vendor, no separate database, and no additional company touching patient records. Intake runs entirely on the Henry Schein One platform the practice already licenses, so the information stays inside the systems their existing agreements and compliance program already cover. Fewer vendors means fewer places for patient data to sit.

The result

Sign-in went from a clipboard to a tablet. The front desk reviews and posts instead of retyping. The practice added no new software cost to do it.

Does your practice already own this?

Most practices on Dentrix, Eaglesoft, or Open Dental are paying for capability they have never switched on. We audit what you already own before we ever recommend buying anything.