ePatient — patient intake, built for clinical care.
Trusted by dental practices for over a decade, ePatient is our original, clinically intelligent intake platform.
Most intake systems just collect information — ePatient automatically organizes it for care.
By working seamlessly alongside the practice management software you already use, ePatient modernizes how your practice receives, organizes, and acts on patient information.
Where ePatient Excels
Easier for staff.
Cut phone time and paperwork with forms completed online, checked, and organized for use, all on our secure portal.
Better for clinicians.
Start every visit with clinically-relevant data, flagged and summarized before the patient is even in the chair.
Smoother for patients.
Complete forms from any device, in English or Spanish, with HIPAA-compliant data protection at every step.
Here’s what clinically driven intake looks like in practice.
Patients complete their forms before the appointment.
Updating information is easy along with signing consents and treatment plans, making payments and requesting appointment times.
Notifications keep the front desk and patient in sync.
Information arrives in real time and organized with alerts highlighted so staff can see instantly what’s complete and what needs follow-up.
Information flows straight to the operatory.
By the time a patient reaches the chair, their information has already done its job. The result isn’t a stack of forms. It’s a record that tells the story of the patient.
Analytics helps build your practice.
Over time, the information becomes a window into your care and business as a whole — supporting the decisions that help your practice grow.
“Dental Symphony has minimized patient time in our waiting room, taking some of the stressors off our scheduling. And perhaps most significantly, the front desk staff now spends less time on the telephone securing patient information and more time welcoming patients and making them feel comfortable. A win-win! And Dr. Levin is a huge fan of the ease with which he can access patient information —especially medical alerts and drug allergy reports.”
Dr. Harvey Levin, Harvey Levin DDS
The Features That Make The Difference
Close the loop with Presentations
Presentations transforms how your team communicates treatment plans into a single, interactive experience. Beyond better patient communication, it protects your practice with a complete record of what was shown, reviewed, signed, and accepted—providing a reliable legal and compliance audit trail.
Maestro AI — built-in support
Dental Symphony’s built-in generative AI documentation assistant is designed specifically for the language and workflows of a dental practice.
Two-way Referral Management
Build stronger relationships with specialists for your practice with two-way organized communication including details, images and notes.
Fewer clicks with an enhanced interface
A modern, intuitive interface that shortens training time, improves efficiency, and works smoothly across all devices, including mobile.
Online payments speed up production
Patients can pay directly through your website, the portal, or from within a Presentation, with real-time payment notifications, cards saved on file, and invoice delivery by text or email.
“Does my insurance cover this?”
Insurance verification provides real-time eligibility reports in seconds. Reduce phone calls and improve patient experience by helping to quickly answer questions about coverage.
ePatient upgrades your intake. Management Suite elevates everything.
For practices ready to bring clinical charting, treatment planning, scheduling, billing, insurance, and reporting into one connected environment, Management Suite picks up where ePatient leaves off — with ePatient already built in.
Everything your team relies on carries forward into a complete, cloud-based practice management system built around the full clinical workflow. See what your practice could look like when everything works together.