Changing settings for patient forms

As needed, you can change the patient types, frequencies, and locations of your patient forms.

To change a patient form's settings

1. On the Settings menu, under Patient Care, select Form Builder.

   The Patient Forms page opens on a new browser tab.

2. In the Actions column, click (or tap) the ellipsis of the form that you want to edit to view a menu, and then select Settings.

   

   Note: You can filter the list of forms by their assigned patient types. Under Patient Type (on the left), either select All, or select New Patient or Existing Patient.

   The Form Settings appear.

   

3. Set up the following options:

   • Form Status - To publish the form, turn on the switch (the label changes to Published). To unpublish the form, turn off the switch (the label changes to Unpublished).

   • Clinical - If you want to require that the form to be reviewed by a provider, turn on the Requires Provider Review switch; otherwise, turn off the switch.

   • Is Org-wide Form? - If the form is for all locations, select the checkbox. If the form is only for specific locations (it applies only to patients whose preferred location is one of the selected locations), clear the check box; on the Select one of more locations below list, select the checkbox of each applicable location; and then click Select.

     

   • Form Delivery:

     • Send Automatically - If you want the form to be sent automatically, turn on the switch (the Patient Type and Form Frequency options are available); otherwise, turn off the switch (the Patient Type and Form Frequency options become unavailable because they are not relevant).

       With the switch on, specify which patients are eligible to receive the form automatically and how often:

       • Patient Type - This determines which patients the form will be due for:

         • New Patients - The form is for any patient whose status is "New" in Dentrix Ascend.

         • Existing Patients - The form is for any patient whose status is anything other than "New" in Dentrix Ascend.

         Note: With the switch on, at least one Patient Type must be selected to save the form's settings.

       • Form Frequency - This determines how often patients must complete the form. Select one of the following frequencies: One time, Every appointment, Every 3 months, Every 6 months, Every year, or Custom (select Days, Weeks, Months, or Years; and enter the applicable number).

       Note: Turning off the Send Automatically switch does not erase previously saved Patient Type and Form Frequency values.

     • Allow to send On Demand - If you want to allow the form to be requested on an as-needed basis so the form is not limited to a frequency, turn on the switch; otherwise, turn off the switch.

4. Click (or tap) Done to return to the Patient Forms page.