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Digital medical history forms for dental practices

Patients complete medical history and consent forms online before they arrive, so reception stops retyping them. From about £238 a month for 3 surgeries.

At a glance

  • What it costs£238€277 a month

  • Worth, in extra profit or time saved in the worked example£400€465 a month

  • Pays for itselfWithin the month

  • Connecting two tools or some setup timeSome setup needed

Figures come from the worked example below, using its stated assumptions. Tool prices checked . How we check prices

The problem

New and returning patients fill in a clipboard form in reception, and someone then types it into the record. If 100 patients a week complete or update a form and keying it in takes 5 minutes each, that's 500 minutes a week, about 36 hours a month (500 x 4.3 / 60).

What the AI does

Dentally's Portal, on its Essentials and Pro plans, includes digital forms. Patients complete the medical history on their own phone or at a kiosk before the appointment. Your team checks each form arrives, and the dentist reads the medical history before treatment, as they do now.

A worked example

A three-surgery private practice in Leeds is on Dentally Starter at £134 a month and moves to Essentials at £238, which adds the Portal with its digital forms. About 100 patients a week fill in or update a form.

Before

100 forms a week, 5 minutes each to type in: about 36 hours a month

After

Patients fill in the form themselves; staff spend about 1 minute per form checking it, about 7 hours a month

What it's worth

About 29 hours a month saved (4 minutes on each of 100 forms a week: 400 x 4.3 / 60), worth around £400 if reception time is worth £14 an hour. The extra over Starter is £104 a month (£238 less £134).

How to set it up

  1. Check on Dentally's pricing page that your surgery count and plan match the £238 figure; prices rise with more surgeries and exclude VAT.
  2. Turn on the Portal and build the medical history and consent forms to match your current paper ones.
  3. Send each patient the form link before their appointment, and keep a paper copy at reception for anyone who prefers it.
  4. Brief the team: a dentist reads and confirms the medical history with the patient at the appointment, every time.
  5. After a month, count forms still arriving on paper and adjust how you ask patients to use the Portal.

What goes wrong

  • The Portal is not on Starter. Dentally's pricing page doesn't list recalls or reminders as plan features, so ask which plan includes the reminders you want before you rely on them.
  • Medical history is special-category health data under UK GDPR. Update your privacy notice, and keep forms and any kiosk screens private.
  • A form completed at home can be out of date or incomplete. The clinical team still confirms allergies, medicines and conditions face to face.
  • Not every patient is online. Keep a paper route so nobody is turned away or rushed.

More ideas for Dentists

AI clinical note drafts for dentists, signed by you

Dentally drafts clinical notes for new-patient exams and treatment-planning visits; the dentist edits and signs. From about £238 a month for 3 surgeries.

  • Costs £238€277/mo
  • Worth £720€837/mo
  • Pays for itself in about two weeks
  • Some setup needed

Complaint reply drafts for dental practices

Draft the acknowledgement and response to a patient complaint from anonymised facts, then edit and sign it. Free, or up to about £20 a month.

  • Costs Free–£20Free–€23/mo
  • Worth £120€140/mo
  • Pays for itself in a few days
  • Easy to set up

Treatment payment plan invoices for dental practices

Xero raises each instalment invoice on schedule and reminds patients who pay late, so payment plans run themselves. From £18 a month.

  • Costs £18€21/mo
  • Worth £34€40/mo
  • Pays for itself in about two weeks
  • Some setup needed

Last updated 17 October 2026.