Dentrix Ascend Forms overview

With Dentrix Ascend Forms, you can create and publish forms for patients to complete prior to their visits or when they arrive at your office.

Some highlights of Dentrix Ascend Forms include the following:

Completely customizable forms.
Targeted questions with conditional logic.
Patients can upload their drivers licenses and insurance cards.
Multi-site organizations can set up a form and publish it to many locations at once.
Forms can include a list of medical conditions and allergies that you specify from your Dentrix Ascend database.
Demographic information, medical conditions, and allergies that a patient enters on an online form can synchronize with that patient's record in Dentrix Ascend automatically, so the amount of manual adjudication of completed forms that is done by office staff to update patient records might be greatly reduced or even eliminated.
On-demand translation functionality is provided for all the elements of any form. In the online patient forms portal, the text of a patient form is translated automatically if a patient switches to viewing the form in Spanish.

Configuration and maintenance

Including medical alerts on patient forms - You can flag the problems and allergies that you want to have available for patients to select on any patient forms that include the "Medical Conditions" and "Allergies" elements.
Creating patient forms - You can create the patient forms that you want patients to complete.
Publishing patient forms - You can publish the patient forms that you want patients to complete.
Editing patient forms - You can edit a patient form as needed.
Changing settings for patient forms - You can change the patient types, frequencies, and locations of a patient form.

Requesting patient forms - You can send requests for patient forms to be completed using the following methods:
- Bulk automated appointment reminders - Each appointment reminder that Dentrix Ascend sends out automatically by email and text message can include a button (with email messages) or a link (with text messages) that a patient can use to open the portal where he or she can complete online forms.
- Individual manual request - You can manually send an email or text message with a link to a patient, such as when a patient accidentally deletes the text message for his or her appointment reminder. You can also have a patient complete forms in your office on a mobile device connected to the patient's online portal, such as when a patient shows up at the office without having completed the necessary forms.
Completing patient forms (patient does this) - Patients can complete forms online prior to or during their visits. The patient can open the online portal from his or her appointment reminder by using the button (with email messages) or link (with text messages) provided. You can also open the patient's portal on a practice-owned mobile device.
Changing the due dates of patient forms - By default, the due date of a patient form is determined by the frequency setting of that form. On a patient-by-patient basis, as the need arises, you can change the date that a patient form is due.