Requesting a patient form be redone

While you are reviewing a patient form, you can send a request to redo the form. If it has been no longer than one month since the the form was completed originally, the form in the online portal is pre-filled with all the patient’s previous responses so the patient can quickly correct or update inaccurate or incomplete information instead of having to start from scratch.

Notes:

The form in the portal will be pre-filled with information from the patient's record, as with any form, but by requesting a redo, the form also includes the patient's responses to all questions, including custom questions.
The form in the portal will be pre-filled with the patient's previous responses for up to one month from the date of the form's original completion (the "Received" date). That one-month time limit resets each time you request a redo.
The original version of the completed form remains in the patient's record when you send the request to redo the form. When the patient completes the form again, the new version is saved in the patient's record as a separate entry.

To send a request to redo a form

Do one of the following:
- How to get there
  1. If the correct patient is not already selected, use the Patient Search box to access the patient's record.
    
    Note: You can include inactive patients in the search results by setting the Include inactive patients switch to On.
  2. On the Patient menu, under Clinical, click (or tap) Chart.
    
    The patient's clinical record opens with the Chart tab selected.
  On the Chart tab of a patient's clinical record, click (or tap) Forms to view a pop-up box that displays the published patient forms that are applicable for the patient. If a form has a "Review Needed" Status, click (or tap) the form's name in the Form Type column or the form's status icon in the Status column.
- How to get there
  1. If the correct patient is not already selected, use the Patient Search box to access the patient's record.
    
    Note: You can include inactive patients in the search results by setting the Include inactive patients switch to On.
  2. On the Patient menu, under General, click (or tap) Overview.
    
    The patient's Overview page opens.
  On a patient's Overview page, the Patient Forms box displays the published patient forms that are applicable for the patient. If a form has a "Review Needed" Status, click (or tap) the form's name in the Form Type column or the form's status icon in the Status column.
- How to get there
  1. If the correct patient is not already selected, use the Patient Search box to access the patient's record.
    
    Note: You can include inactive patients in the search results by setting the Include inactive patients switch to On.
  2. On the Patient menu, under General, click (or tap) Overview.
    
    The patient's Overview page opens.
  3. Click (or tap) the title bar (at the top) of the Patient Forms box.
    
    The patient's Patient Information page opens with the Patient Forms tab selected.
  On the Patient Forms tab of a patient's record, the patient forms that are associated with the patient's record appear. If a form has a "Review Needed" Status, click (or tap) the form's View icon in the Actions column.
- How to get there
  1. On the Schedule menu, click (or tap) Calendar.
    
    The Calendar page opens.
  2. Click (or tap) an appointment.
    
    The Appointment Information panel opens.
  While viewing a patient's appointment, click (or tap) Forms to view a pop-up box that displays the published patient forms that are applicable for the patient. If a form has a "Review Needed" Status, click (or tap) the form's name in the Form Type column or the form's status icon in the Status column.
- How to get there
  1. On the Schedule menu, click (or tap) Unconfirmed Appointments.
    
    The Unconfirmed Appts page opens.
  While confirming a patient's appointment, click (or tap) Forms to view a pop-up box that displays the published patient forms that are applicable for the patient. If a form has a "Done" or "Review Needed" Status, click (or tap) the form's name in the Form Type column or the form's status icon in the Status column.
The completed form appears in the Review Form dialog box.
Click Resend Form.

The Resend Form for [Patient Name] dialog box appears.
Do one of the following:
- To send the portal link to a mobile phone number, select the desired number from the list, and then click (or tap) Text Link.
- To send the portal link to an email address, select the desired address from the list, and then click (or tap) Email Link.
- To copy the portal link to the Window Clipboard, click (or tap) Copy Link. You can then paste the link in a document or email message for the patient.
- To open the patient's portal on another tab of your Web browser (for instance, if you are opening it on a practice-owned mobile device that the patient can use to complete forms in the office; be sure to close any other Dentrix Ascend tabs before giving the device to the patient), you can click (or tap) the Open forms in new tab link.
- To access the patient's portal link on a mobile device, use the camera on that device to scan the QR code, and then tap the link that appears on the mobile device.
Click Close.