Patients & Engagement

Manage patient records, recall lists, intake forms, reviews, and payments.

• Manage patient recordsThe Patients section is your practice's contact list. Every patient your AI books is saved here automatically, and you can also add or import your own. Search by name, phone, or email; filter by status; open a profile to see appointment history; and import an existing list by CSV. Patient data is protected health information and is encrypted at rest.
  2 min
• Use recall lists to bring patients backThe Recall list shows patients who are due or overdue for regular care, based on their last appointment and each service's recall interval. Filter by how overdue they are, call them from the list, and log every outreach attempt with its outcome. It's one of the easiest ways to fill your schedule with patients you already have.
  2 min
• Send digital intake formsDigital intake forms let patients fill out medical history, consent, and insurance details on their phone before they arrive — no paper, no clipboard. Start from a template or build your own with the drag-and-drop editor, send it by SMS, email, or a shareable link, and review submissions in one place. Intake forms are a paid feature (Elite and above).
  1 min
• Collect patient reviewsThe Reviews tool sends a review request after an appointment and points patients to the platforms you care about — Google, Yelp, Facebook, and Healthgrades. Set a rating threshold so you route enthusiastic patients to public reviews, and track how many requests you send, your response rate, and your average rating.
  1 min
• Take patient paymentsThe Payments section is where you record what patients pay, send invoices with a Pay Now link, email branded receipts, and process refunds. The Aging report groups outstanding balances by how overdue they are so you can chase the right patients. Invoice and receipt emails go out from your verified practice sender.
  1 min
• Set up email notificationsBefore FrontDesk can email your patients, you verify a sending address under Settings → Email. Enter your practice email and name, confirm it by clicking the link SendGrid emails you, and optionally authenticate your domain (DKIM/SPF) for the best deliverability. Until a sender is verified, patient emails are paused. Email notifications are available on Pro and above.
  2 min