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Patient App

Purpose​

The Patient App supports patients throughout the pre-visit journey — from digital registration and dental needs assessment to appointment requests and confirmation tracking. Information submitted through the app can be reviewed by the clinic and assigned provider before the consultation.

How the Patient Journey Works​

Patient App Journey

1. Open the Patient App​

Access the iSmartOffice™ Patient App.

2. Register or Log In​

Create a patient account or log in using an existing account.

3. Choose How to Begin​

Patients can begin their journey through either of the following options:

Option A — Find a Clinic​

  1. Enter Location and Preferred Date
  2. Complete the Dynamic Questionnaire
  3. Review Clinic Search Results

Option B — Ask DR. ANNIE™​

  1. Submit Guided Intraoral Images
  2. Receive a Preliminary Dental Evaluation
  3. Continue to Find a Clinic

4. Select an Appointment​

Choose a clinic and select an available visit date and time.

5. Submit an Appointment Request​

Submit the appointment request to the clinic for review. The status will remain Waiting for Confirmation until the clinic reviews and confirms the request.

The DR. ANNIE™ Dental Evaluation Flow​

DR. ANNIE™ Evaluation Flow

1. Upload Intraoral Images​

Capture or upload the required intraoral images by following the image guidelines.

2. Submit the Case for Dental Evaluation​

Review the uploaded images and submit the case for a preliminary dental evaluation by DR. ANNIE™.

3. Receive the Dental Evaluation Result Notification​

The patient is notified by email and an in-app notification when the evaluation result is ready.

4. Review and Authorize Sharing​

Review the preliminary dental evaluation result and complete the HIPAA Release to authorize sharing with the selected clinic or provider.

5. Find a Clinic​

Search for clinics based on the treatment codes generated from the evaluation findings. The Dynamic Questionnaire is skipped for this pathway.

6. Request an Appointment​

Select a clinic and submit an appointment request based on the preferred date and available time.

What Clinic Staff Should Know​

Important Notes for Clinic Staff
  • An appointment submitted through the Patient App is an appointment request and is not automatically confirmed.
  • Clinic staff must review the request, verify provider availability, and assign the appropriate doctor before confirming the appointment.
  • Patients who use DR. ANNIE™ may submit guided intraoral images and receive preliminary dental evaluation results before requesting an appointment.
  • When patients search for a clinic using their DR. ANNIE™ evaluation results, the generated treatment codes are used to identify matching clinics. The Dynamic Questionnaire is skipped for this pathway.
  • A DR. ANNIE™ evaluation remains private unless the patient completes the HIPAA Release to authorize sharing with the selected clinic or provider.
  • The preliminary dental evaluation is intended to support the consultation. It does not replace the provider's clinical examination, professional judgment, or final diagnosis.
  • After the clinic reviews the request, the updated appointment status becomes visible to the patient in the Patient App.
  • Clinic staff should continue to use the clinic's established PMS workflow for official scheduling, clinical documentation, and patient record management.
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The DR. ANNIE™ Dental Evaluation provides preliminary findings to support the patient consultation. It does not replace a provider's clinical examination, professional judgment, or final diagnosis.

Last updated on by aryo