New patients arrive with half their paperwork done
Incomplete intake means delayed appointments, frustrated front desk staff, and a first impression that sets the wrong tone for the patient relationship.
For Dental Practices & DSOs
Dental patient software that collects intake before the waiting room.
ClientEnforce gives dental practices and DSOs a structured intake system — required forms, HIPAA consent documents, insurance info, and payment setup collected upfront, automatically, before the first appointment.
No credit card required · 30-day money-back guarantee · Cancel anytime
No credit card requiredLive in 20 minutes30-day money-back guaranteeAutomated follow-ups included
Sound familiar?
If you run a dental practices business in the US, at least one of these hits home.
Each location handles new patient onboarding differently
No standardization across a multi-location group means inconsistent patient experience and no way to measure or improve the intake process.
Insurance verification gets started too late
Missing info at checkout creates billing delays, write-offs, and awkward conversations with patients who thought their coverage was confirmed.
There's no defined process for onboarding a new associate or front desk hire
Tribal knowledge isn't a system. When staff turns over — and it does — onboarding quality drops until the new hire figures it out themselves.
How it works
Dental practices use ClientEnforce to collect patient intake, standardize new-hire onboarding, and maintain consistent workflows across every location.
Build your template once
Define every document, question, signature, and required step for your service type. Takes under 20 minutes. Reuse it for every client after that.
Send one link when a client signs
Clients see exactly what they need to do, in order. No login required. No confusion about where to send things.
Track completion — stop chasing
Automated reminders handle overdue tasks. Your dashboard shows what's done, what's pending, and what's overdue — across every active onboarding.
Everything dental practices teams need
Onboarding templates
Build once, reuse for every client
Required step enforcement
Clients can't skip mandatory items
Automated email reminders
No manual follow-up — ever
Real-time progress dashboard
See every onboarding at a glance
E-signature collection
Agreements signed inside the portal
Document upload
Secure, structured file collection
Audit trail with timestamps
Defensible record of every step
Team roles (RBAC)
Right access for every team member
No login required for clients
Clients complete intake from a link
🔒 Every submission is timestamped and logged — giving your practice a defensible, audit-ready record of patient intake and consent.
Built for every type of health & wellness business
Single-Location Dental Practices
Dental patient intake software that collects new patient forms, insurance information, HIPAA consent, and payment method — automatically, before the appointment. Front desk staff spend less time chasing paperwork and more time on patient experience.
Multi-Location Groups
Standardize new patient intake across every location with one template. Each location follows the same process — same forms, same order, same completion requirements — so your operations team can monitor intake quality across the whole group from one dashboard.
DSO Onboarding Software
DSO onboarding software built for scale. Deploy one intake template across every practice in your network. Required-step enforcement ensures no patient arrives without complete paperwork, regardless of location size or front desk experience level.
New Associate & Staff Onboarding
Use ClientEnforce for new associate and front desk hire onboarding too. Credentialing documents, signed employment agreements, and required compliance training confirmations — all collected in a structured portal before their first day.
Simple, transparent pricing
Start free. Upgrade as your onboarding volume grows. No long contracts.
Solo
$0/month
Test your onboarding flow and get your first client live.
- 1 admin user
- 1 onboarding template
- Client portal link per onboarding
- Document uploads + e-signatures
- Up to 5 active onboardings
Most popular
Team
$37/month
For small US teams running client onboarding at pace.
- Up to 5 admin users
- Up to 10 templates
- Automated reminders (email)
- Audit timeline + evidence export
- Up to 50 active onboardings
Best value
Scale
$99/month
For teams onboarding at volume who need stronger controls.
- Up to 15 admin users
- Unlimited templates
- Everything in Team
- Advanced reporting
- Up to 200 active onboardings
Best for agencies
Agency Pro
$149/month
White-label portals + unlimited onboardings for agencies that sell the experience.
- Everything in Scale
- White-label client portals (your brand)
- Custom domain for portals
- Unlimited active onboardings
- Dedicated onboarding support
No credit card required · 30-day money-back guarantee · Cancel anytime
Free Download
The Dental Practice Patient Intake Checklist
The exact steps top US businesses use to onboard clients without chasing.
No spam. Unsubscribe any time.
Frequently asked questions
Yes. Templates standardize the intake process across every location — same workflow whether it's location 2 or location 20. DSO operations leads use the dashboard to monitor completion across the whole group.
No. Patients receive a link via text or email and complete their forms directly — no login required, no app to download.
ClientEnforce collects and stores documents securely with a full audit trail. We recommend consulting your compliance advisor about HIPAA-specific requirements for your practice's use case.
Most practices launch their first patient intake template in under 20 minutes. Multi-location rollout follows the same template — no rebuilding per location.
Give your patients a better first impression
Build your first intake template in under 20 minutes. No credit card required. 30-day money-back guarantee.