Create New Patient Record
by Smileworks Team · v2.3.1
Automatically creates a new patient profile in iDentalPro from a lead or intake form submission.
Rating
4.8 / 5
142 reviews
Uses
8.4K
all time
Est. Time
~45 sec
per run
Updated
Dec 1, 2025
v2.3.1
Screenshots
Patient Name
Date of Birth
Insurance ID
Provider
About this task
This task automates the end-to-end process of registering a new patient in iDentalPro. It takes data from your intake forms, validates required fields, checks for duplicate records, and creates a fully populated patient profile — including contact details, insurance info, and referral source. Saves ~8 minutes of manual entry per new patient.
How it works
Validate incoming patient data (name, DOB, phone, email)
Search iDentalPro for existing records to prevent duplicates
Create patient profile with all demographic fields
Attach insurance information if provided
Set preferred contact method and communication preferences
Log creation event and send welcome SMS via Twilio
Reviews
100% of reviewers gave 4 or 5 stars
Jennifer Walsh
Front Desk Manager
This task alone saves our team at least an hour every day. New patients are created instantly with zero errors.
Marcus Bell
Office Administrator
The duplicate detection is excellent. We used to have multiple records for the same patient constantly. Not anymore.
Sarah Kim
Receptionist
Works great most of the time. Occasionally the insurance fields need manual correction but overall huge time saver.
David Chen
Practice Manager
Integrated seamlessly with our existing workflow. The welcome SMS is a nice touch that patients actually comment on.
Create New Patient Record
Free · ~45 sec · Patient Management