Dentrix Ascend Forms overview

With Dentrix Ascend Forms, you can create and publish forms for patients to complete prior to or during their visits.

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.

If your organization has been using the legacy patient forms, once the new patient forms are available for your organization, you can create and publish patient forms using the new form builder and then enable Dentrix Ascend Forms.

Important: Before you switch to the new patient forms, you should understand the following:

• You must re-create all forms that you have been using with the legacy patient forms. There is not a tool to migrate the legacy forms to the new forms.

• Some workflows are different and may require time for adjustment, including the following:

  • A copy of a completed form is saved in the patient's Document Manager as a .pdf file.

  • The demographics and medical conditions/allergies entered on a completed form can be updated in the patient's record automatically.

• Several features are not available yet, including the following:

  • Multi-lingual forms.

  • Provider editing/signing of forms.

  • Push-to-kiosk is no longer available, but a QR code is available for scanning with an office-owned device.

Caution: Enabling the new patient forms for a location CANNOT BE UNDONE. Make sure that you understand the repercussions of enabling them before proceeding.

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.

• Enabling Dentrix Ascend Forms - After you have created and published the necessary patient forms, you can enable the new patient forms features.

Usage

• 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.