Enabling Dentrix Ascend Forms

After you have created the necessary patient forms, you can enable the new patient forms features.

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.

To enable the new patient forms features for a location

1. If you are not already viewing the correct location, select it on the Location menu.

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

   

3. On the Patient Forms page, click (or tap) Try New Forms.

   

4. In the Try New Forms dialog box, click (or tap) Upgrade Now.

   

Note: After you enable the new patient forms features, to manage forms, you select the Form Builder option on the Settings menu.