The Patient Forms feature integrates with Dentrix to simplify patient registration, update data automatically, and reduce administrative tasks. You can create your own custom patient forms.
To create a custom patient form
1. Log in to the Dentrix Communications website.
2. Click Online Forms, and then click Forms Manager.
The Online Forms page appears.
3. To create a new form, click Add New.
The Select a Form Template page appears.
4. If one of the templates meets the needs of your practice, click it.
5. To customize the template, click the Edit icon.
6. Type a patient-friendly name to describe the form.
7. To navigate the sections of the form, click the number corresponding to the section you want to edit.
8. To edit the contents of a section, click Edit Sections.
9. To add a synced question to the form, drag it to the form.
In the Synced Questions list, the selected question turns gray to indicate that you have added the question to the form.
Note: Synced questions automatically synchronize with Dentrix.
10. Navigate to the Custom Questions section.
Note: Custom questions can provide you with information tailored to your patients and your practice.
11. Click the custom question that you want to ask, clear any items you want to exclude, and then select the items you want to require an answer for.
12. To rearrange the sections of the form, drag a section to where you want it to appear.
13. To delete a section, click the Trash Can icon.
14. To add electronic signatures, from the Custom Questions list, drag Signature to the form.
15. To preview the form, click Preview.
16. Review the form for any changes you may want to make, and then click Exit Preview.
17. To save the form, click Save.
The form is saved to the Form Manager, and the newly created form is added to the Online Forms page.