Smart Digital Intake
Custom-branded forms on any device. Dynamic logic, signatures, photo IDs, and insurance cards. No printing. No retyping.
Built for Dolphin Management
Patients enter their details. Dolphin is updated automatically.
Intake answers, signatures, photos, and updates land in the right Dolphin fields automatically. The chart stays in Dolphin. The patient experience stays yours.
- No app to download
- Short link, one-time code, done on any phone.
- No manual entry
- Mapped answers write straight into the Dolphin chart.
- No new brand
- Your logo and palette across every patient screen.
HIPAA + COPPAEnterprise-grade security with compliance-ready features to protect your patient data.Security details
The patient journey
Online scheduling to final payment, all in one place
The whole patient journey (booking, reminders, intake, contracts (beta), the visit, and the final payment for treatment rendered) on one platform, with the deepest Dolphin integration out there. The system of record stays Dolphin; HoYS talks to it through DAPI.
01
Book
Patient books from the practice website. The slot is created in Dolphin.
02
Notify
HoYS sends the branded SMS and email for that appointment type.
03
Intake
Patient opens a short link, verifies with OTP, and completes the form.
04
Chart
Data, signatures, IDs, PDFs, alerts, and the call sheet write into Dolphin.
05
SignBeta
Treatment contracts and consents signed digitally, filed into the Dolphin chart. In Beta with a select few practices.
06
Visit
Reminders continue. Day-of still goes out even if the form is done.
07
Pay
Patient or responsible party pays via the family portal; Dolphin ledger updates.
Clinical charts, appointments, and billing parties live in Dolphin Management through DAPI. The patient's browser never calls Dolphin directly.
The platform
Everything the front office touches
Eleven shipped capabilities, each one wired to the same Dolphin connection.
Form Builder
Your team designs the packet. Dolphin fields, HoYS workflow fields, and custom questions. Versioned, previewed, and published when you say so.
Dolphin write-back
Answers, signed PDFs, alerts, calendar icons, and the New Patient Call Sheet land in the chart automatically.
Notification Builder
Write the texts and emails yourself. Route them by appointment type. Test before they go live.
Two-way messaging
Patients reply. Staff answer from one inbox, with photos, videos, and PDFs.
ContractsBeta
Treatment contracts and consents signed digitally by the patient or responsible party, with signed PDFs filed into the Dolphin chart. In Beta with a select few practices.
Online Scheduling
Embed booking on your website. Real Dolphin availability. The new visit starts the normal HoYS workflow.
Patient Portal
Families confirm, reschedule, update their profile, and pay without calling the front desk.
Payments
Card, wallet, ACH, terminals, and autopay. Optional posting back to the Dolphin ledger.
Analytics
See completion, time saved, and whether the scheduling widget is converting.
White label
Your logo. Your colors. Your offices. Patients never have to learn a new brand.
White label
Your logo. Your colors. Your practice.
Every patient screen carries your practice brand, from the logo and palette to your own web address. Patients never have to learn a new name.
Who it is for
Written for the people running the schedule
Treatment coordinators and front desk
One dashboard for intake status, reminders, two-way SMS, and the patient record. You always know who finished, who needs a nudge, and who is texting back.
Doctors and owners
Online scheduling, reminders, portal, and payments that stay connected to Dolphin. Cleaner consults and payments that post.
Multi-location groups
Location-aware online scheduling, providers, alerts, analytics, and merchant routing. One platform, many offices, consistent branding.
FAQ
Common questions
The short answers. The full list covers intake, Dolphin write-back, payments, security, and rollout.
How does HoYS get data into Dolphin?
Through DAPI. Answers, signatures, uploads, and alerts write back into the matching Dolphin Management fields. No re-typing or scanning.
Do patients need an app?
No. They get a secure link by SMS or email and complete everything in the browser on any device.
How are payments handled?
Payments are powered by GoDaddy with PCI DSS compliant processing and tokenized card data, and the Dolphin ledger stays in sync.
How long does setup take?
Most practices go live quickly once DAPI access is enabled and we map your existing forms to their Dolphin destinations.
What they're saying
“It delivered far more than we expected going into early testing, close to a full year of what we thought was still on the roadmap.”
Book a demo
See it running against your Dolphin data.
A demo covers intake, the Dolphin write-back, messaging, online scheduling, and payments, mapped to how your offices actually work.