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. How to get there

   1. Do one of the following:

      • If the legacy patient forms are enabled:

        1. On the Settings menu, under Location, select Patient Forms.

           

        2. On the Patient Forms page, click Try New Forms.

           

        3. In the Try New Forms dialog box, click Set Up Forms.

           

      • If the new patient forms are enabled:

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

           

      The Patient Forms page opens on a new browser tab.

   On the Patient Forms page, 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.

   

2. Specify a patient type, a frequency, and the locations of your organization that this form is available in:

   • The specified Patient Type 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.

   • The specified Form Frequency determines how often patients must complete the form.

   • If the form is for all locations, select the Is Org-wide Form? checkbox. However, 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.

     

3. Click (or tap) Save & Close to return to the Patient Forms page.