Every new patient, one pipeline, instant response
A new-patient inquiry is the most valuable thing that happens in your day, and it’s the easiest to lose. A form fills out at 8 PM, a call comes in while the front desk is seating a patient, a message lands in a Facebook inbox nobody checks. By the time anyone responds, that patient has already booked with the practice that answered first.
New-Patient Intake closes that gap. Every inquiry — website form, phone call, Google Business Profile message, Facebook lead — funnels into one pipeline inside your GoHighLevel account, gets an automated response within seconds, and moves toward a booked first visit without anything falling through.
- One inbox — web, phone, GBP, and social inquiries land in a single pipeline with source attribution.
- Speed-to-lead text-back — a friendly automated text fires the instant an inquiry comes in, day or night.
- Self-booking — the new patient books their first visit from a link inside the text.
- Front-desk tasks — anyone who needs a human gets routed to the front desk as a clean, prioritized task.
Built for how patients actually reach out
Patients don’t all call during business hours, and many would rather not call at all. Intake meets them on whatever channel they used:
- Higher response rates — an instant text gets read and answered far more reliably than a returned voicemail.
- Convenient — patients can reply and self-book in the evening, not just from 9 to 5.
- Documented — every inquiry and message is logged on the contact record, so the front desk always has the full thread.
- Attributed — you see which channels actually produce new patients, so you stop guessing where your marketing works.
New-patient inquiry — manual vs automated intake
Form fills at 8 PM → sits in an inbox overnight → front desk calls at 10 AM → voicemail → patient already booked with the practice that texted back last night
Form fills at 8 PM → auto-text fires in seconds → patient replies → first visit self-booked before the front desk even opens
Compliance built in
Intake captures consent before any automated text fires, and messages reference only appointment logistics — never clinical detail or anything that would be protected health information. STOP keywords suppress a contact instantly, and quiet hours are respected. The intake forms can collect basic contact and reason-for-visit information without putting PHI into plain SMS.
The front door to the whole snapshot
Intake catches the patient; the value is what happens next. A booked first visit flows into appointment reminders, gets a post-op or recare follow-up later, and triggers review automation after a great visit. Intake is the first link in a chain that runs all the way to a loyal, reviewing patient.
Live in 24 hours
New-Patient Intake ships inside the Dental Snapshot for a one-time $997, live in your GoHighLevel account within 24 hours. Make sure you’re always the practice that answered first.
Respond to every new-patient inquiry in seconds — straight from your GHL inbox
Does it use my existing GHL number?
Yes. Texts send and receive on your GHL phone number, and the full conversation lives in your GHL inbox.
Can it capture calls too?
Yes. Missed calls trigger an automatic text-back, and call inquiries are logged in the same pipeline as web and social leads.
Is it compliant?
Consent is captured before automated texts fire, STOP keywords suppress contacts automatically, quiet hours are respected, and messages never contain clinical detail.
Can my front desk take over?
Always. Automation starts the thread; any team member can jump into the GHL inbox and respond personally at any point.