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Patient Engage Online Forms Quick Start

With digital forms, you can remove forms entirely from the check-in process--saving you time, and helping your patients fill out information at their convenience. You can quickly transfer information gathered from forms to your patient records without having to read and enter handwritten answers.

Use the learning resources below to get started with Patient Engage Forms.


Resources to Get Started

Setting Up Your Forms

Create a new Online Form to start collecting information from your patients.


Managing Your Forms

Use text communications to send patients a link to complete online forms from their smartphone.



Help your patients view their account information, send and receive secure messages with your office, and complete online forms by setting up their Patient Portal.



View patient responses directly in Patient Engage.



Need more help?

Search the help files for step-by-step instructions.

Check out these articles for more tips and tricks:


Ready to Start?

Sign in to your Dentrix Hub and start using Patient Engage Online Forms.