First impressions matter—and in orthodontics, that first impression often happens before a patient ever sits in the chair. Registration forms, medical questionnaires, HIPAA documents, financial agreements, and consent forms all shape the patient’s perception of your practice. Yet many offices still rely on paper forms, outdated kiosks, or clunky third-party form tools that never fully integrate with the practice management system.
BracketOS changes everything with iPad Digital Forms, a modern, AI-enhanced, fully integrated form system built directly into your orthodontic PMS. Designed for speed, accuracy, and convenience, these smart forms write instantly into the patient’s chart—eliminating manual data entry, reducing errors, and enhancing the overall patient experience.
Whether you’re onboarding new patients, collecting clinical histories, gathering signatures, or updating compliance information, BracketOS turns your iPad into a powerful paperless form station that syncs seamlessly across your entire practice.
Why Orthodontic Practices Need Smarter Digital Forms
Orthodontics is a high-volume, fast-paced specialty that relies on accurate information and efficient workflows. Every day, practices collect:
- New patient intake information
- Medical history updates
- Health questionnaires
- COVID/illness screenings
- Insurance and responsible party info
- HIPAA and financial consent forms
- Treatment agreements
- Aligner and braces compliance contracts
- Emergency questionnaires
- Photo/video consent
Traditional paper forms create delays, clutter, transcription errors, and disorganized records. Even typical digital form tools often require manual entry or third-party integrations that break, lag, or cause double work.
BracketOS solves these problems by offering:
- Fully native iPad forms
- Direct PMS integration (no uploading or copy-pasting)
- AI-powered data extraction
- Auto-filling of repeated patient fields
- Smart validation (no missed required fields)
- Digital signature capture
- Instant syncing to the cloud
- A sleek, modern form experience for patients
This saves time for your front desk, assistants, and doctors—while giving patients a clean, modern, tech-forward experience.
Smart Forms That Write Directly Into Your PMS
The defining feature of BracketOS iPad Digital Forms is their deep, native integration. Information patients enter doesn’t sit in a PDF, require transcription, or need manual import—it flows directly into the correct fields inside your orthodontic PMS.
With BracketOS Smart Forms, your team gets:
• Instant updates to patient demographics
Phone numbers, emails, addresses, and responsible party details populate the PMS immediately.
• Automatic creation of patient charts
Perfect for new patient flow—no duplicate entry, no wasted time.
• Direct syncing of medical history
Health alerts and conditions are automatically flagged for clinical staff.
• Consent forms stored in the patient’s record
Signed documents appear instantly under patient files.
• Insurance information routed into billing screens
Eliminate manual data entry and reduce insurance errors.
• AI-driven form interpretation
AI helps clean up formatting, correct typos, and identify missing information.
This is true paperless efficiency—built from the ground up specifically for orthodontic practices.
iPad Intake Experience That Impresses Patients
First-time patients want a seamless, modern experience—not clipboards or outdated kiosks. BracketOS iPad Digital Forms transform your reception area into a clean, professional intake station.
Benefits include:
- Faster check-in
- Intuitive design for adults and children
- Larger type for readability
- Multilingual support (optional)
- Easy-to-use date pickers and toggles
- Touch-based signature capture
- Consistent branding to match your practice identity
Patients feel confident and cared for from the moment they begin filling out their forms.
AI-Powered Forms That Make Data Entry Smarter
BracketOS integrates AI throughout the digital form workflow to create a system that’s not only automated—but intelligent.
AI capabilities include:
• Autocomplete suggestions
Based on past data and common patient responses.
• Real-time data validation
AI checks for inconsistencies such as missing fields or mismatched birthdates.
• Intelligent formatting
Addresses, phone numbers, and emails are cleaned and standardized.
• Allergy and condition detection
If a patient flags medical risks, AI highlights them for clinical teams.
• Smart routing rules
Data flows automatically into correct fields depending on visit type or form category.
• Automated chart creation
AI organizes and labels forms within the patient record for effortless retrieval.
This reduces administrative workload, improves accuracy, and enhances compliance.
Paperless Workflows for Every Stage of Treatment
BracketOS iPad Digital Forms support the entire orthodontic lifecycle—not just new patient intake.
Forms supported include:
- New patient registration
- Medical history updates
- Orthodontic and dental questionnaires
- Insurance forms
- HIPAA acknowledgment
- Financial agreements
- Aligner consent & instructions
- Braces care instructions
- Emergency visit questionnaires
- Post-op check-in forms
- Photo/video consent forms
- Compliance tracking forms
- Transfer-in/Transfer-out documentation
Because each form is fully customizable, practices can tailor the system to fit their exact needs.
Chairside Digital Forms for Clinical and Doctor Workflows
Digital forms aren’t just for the front desk—they’re equally essential in the clinical area.
On the iPad, staff and doctors can quickly access and complete:
- Progress check forms
- Orthodontic exam templates
- Growth and development charts
- Aligner progress assessments
- Debond readiness evaluations
- Appliance checklists
- Emergency documentation
- Oral hygiene assessments
These forms populate instantly into the patient chart and support AI-generated treatment notes and exam summaries.
Integrated Digital Signatures for Full Compliance
iPad Digital Forms include secure, legally binding signature capture.
Signature features include:
- Finger or Apple Pencil signing
- Auto-timestamping
- Automatic attachment to patient records
- Cloud-backed secure storage
- HIPAA-compliant encryption
- Reusable signature fields for quick re-sign needs
TCs, doctors, parents, and patients can sign any needed document within seconds—no printing, scanning, or uploading required.
Front Desk Efficiency Like Never Before
With BracketOS iPad Digital Forms, the front desk gains significant time back each day.
Benefits include:
- Zero manual data entry
- No more scanning or attaching PDFs
- Organized records with automated grouping
- Instant insurance information
- Fewer phone or email corrections
- Reduced waiting room congestion
- Better first impressions for new patients
Front desk teams love how seamless and stress-free the process becomes.
Why BracketOS Leads the Industry in iPad Digital Forms
BracketOS is not repurposed dental software. It is purpose-built for modern orthodontic workflows, offering unmatched speed and integration.
BracketOS delivers:
- True native integration with your PMS
- AI-powered automation
- iPad-first interface
- Full Mac compatibility
- Real-time syncing
- Cleaner, smarter, more intuitive forms
- A complete paperless workflow
- Beautiful design for a modern patient experience
Most PMS platforms rely on outdated form tools or third-party apps. BracketOS builds forms directly into the core system, making it the most advanced orthodontic digital form solution available.
Transform Your Patient Experience With iPad Digital Forms
The BracketOS iPad Digital Forms system elevates your practice with speed, accuracy, and modern polish. Every form flows directly into your PMS, every signature syncs automatically, and every update is instantly available across your entire orthodontic workflow.
If your practice is ready to eliminate paper, reduce manual data entry, and offer patients a beautifully streamlined experience, BracketOS delivers the perfect combination of innovation, simplicity, and intelligence.