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LocalMed: Adding Intake Forms

Learn how to add intake forms to the LocalMed Online Scheduling process

Erika Gardner avatar
Written by Erika Gardner
Updated today

Important Announcement about LocalMed Services

Effective November 15th, 2025, LocalMed will be retired and we will be moving all online scheduling functionality into our unified Dental Intelligence platform within our Engagement module. With Engagement, you’ll get everything you love about LocalMed, plus powerful new tools such as:

Your next steps:

  • Already using Engagement? You should have received communication on how to schedule a transition session with our Online Scheduling Transition team. Need assistance? Contact Support.

  • Not on Engagement yet? To continue scheduling online after November 15, learn more about Dental Intelligence Online Scheduling and schedule time with an Account Manager.

Using LocalMed, you are able to add patient intake forms to be completed after a patient schedules online. Refer to the following steps to learn how to add this to your LocalMed service!

How to Add Intake Forms

  1. Log into your LocalMed dashboard at localmed.com

  2. Go to the Practice Overview dashboard

  3. Select Edit in the top right corner of the Practice Info box

  4. Paste the link into Intake Form URL field

  5. Click Save Changes

Note for Engagement users: If you subscribe to Engagement by Dental Intelligence, there is no need to add any link to the Intake Form field. If you have your “Welcome” and/or “Save the Date” messages enabled in your Engagement dashboard, your patients will automatically receive a text or email containing a link to your patient paperwork. This message will be delivered automatically within ten minutes of the patient scheduling their appointment.

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