M
MISSION HUB
← Back to Gallery Interactive Demo · Simulated
Cascade Orthodontics · Fictional Demo Business

New Client Intake Form Automation

A submitted intake form turns into instant confirmations, pre-visit texts, and a fully prepped patient file — automatically.

412Forms processed / mo
0 minStaff data-entry per form
96%Pre-visit texts opened
Sequence · Cascade Orthodontics
What just happened: A new patient submitted the online intake form and, within seconds, an email confirmed the appointment along with what to bring — insurance card, photo ID, prior X-rays. The day before the visit, a text landed with the clinic address and parking info. The morning of, a check-in link went out so the patient could check themselves in before reaching the front desk. Staff never touched a keyboard for any of it.