Use the Questionnaire Upload feature to upload patient Questionnaire forms from Dentrix to eCentral. With this setup, you can select Questionnaire Forms and other options for forms on your website.
To upload questionnaire forms to your practice website, you must select settings for patients of record and settings for new patients.
To select questionnaire settings for patients of record
1. Under Questionnaire Settings for Patients of Record, select the questionnaire forms you want to upload for existing patients. You can upload up to five forms at a time.
2. To upload the responses that were previously provided by a patient and have those responses automatically appear in the fields of the questionnaire form, select Upload Previous Responses.
3. You can set a questionnaire message for each form that will be posted with the questionnaire forms on your practice website. A default message exists, but you can modify that message. To modify the message, select the form and type the message in the Questionnaire Message box. Each message can contain up to 1000 characters.
4. Select the billing types that you want to upload questionnaire forms for. If you only select certain billing types, questionnaire forms are uploaded only for patients assigned to that billing type. Select All to include all billing types. By default, all billing types are selected.
5. Select the providers you want to upload questionnaire forms for. If you only select certain providers, questionnaire forms are uploaded only for patients for whom that is the default provider. Select All to include all providers. By default, all providers are selected.
6. Select the appointment range that you want to upload questionnaire forms for. All the selections you make are in relation to the current date. So, if you select 1 and Day(s) in the From lists and 1 and Month(s) in the To lists, questionnaire forms for all patients with appointments that are within the range of one day from the current date to one month from the current date are uploaded.
7. Select the appointment providers you want to upload questionnaire forms for. If you only select certain appointment providers, questionnaire forms are uploaded only for patients for whom the selected provider is set up as the provider for their upcoming appointment. By default, all providers are selected.
To select questionnaire settings for new patients
1. Under Questionnaire Settings for New Patients, select the questionnaire forms you want to upload for new patients. You can upload up to five forms at a time.
2. You can set a questionnaire message for each form that will be posted with the questionnaire forms on your practice website. A default message exists, but you can modify that message. To modify the message, select the form and enter the message in the Questionnaire Message box. Each message can contain up to 1000 characters.