iSmartOffice™ Enterprise — Front Desk Quick Guide
Welcome to the iSmartOffice™ Enterprise Front Desk Quick Guide.
Purpose
This guide introduces the new Patient Intake and Appointment workflow for iSmartOffice™ Enterprise.
The objective of this guide is to help your team understand:
- How patients enter the system
- How appointment requests are managed
- Where each team member is involved
Resources
For detailed application tutorials, please refer to:
- Video Gallery — ismartoffice.com/video-gallery
- Documentation — docs.hcds.ai/docs/user-guides/ismartoffice/overview
The iSmartOffice™ Ecosystem
The iSmartOffice™ Ecosystem connects patients, clinics, and providers into one seamless digital workflow. Each application is designed for a specific user role while sharing information securely across the entire platform.

| Component | Purpose |
|---|---|
| Patient App | Supports patients throughout the pre-visit journey — from digital registration and dental needs assessment to appointment requests and confirmation tracking |
| Clinic Portal & App | Provides access to clinic workflows including appointment management, provider assignments, released dental evaluations, and clinic administration |
| Provider App | Gives assigned dental providers mobile access to their clinic schedules, confirmed appointments, and patient-released DR. ANNIE™ dental evaluations |