Brightleaf: Dental Practice

The appointment request and new-patient intake forms drop leads straight into the practice's CRM, tagged by reason for visit (cleaning, toothache, cosmetic, emergency) so front-desk staff can verify insurance, triage, and confirm.

Patients log into a branded Patient Portal to review treatment plans, e-sign intake and HIPAA consent forms, update insurance, pay invoices, schedule cleanings, and message the office.

A searchable Help & FAQ panel slides in from the edge of every page. You configure the articles right in the builder — answer the repeat questions on insurance, financing, first-visit prep, and sedation options before they tie up the front desk.

A configured chat widget ships on the theme from day one. Logged-in portal patients are matched to their CRM record automatically, and after-hours messages convert to email follow-ups so the team can book appointments the next morning.