Viewing completed patient forms

Dentrix Ascend automatically saves each completed patient form in the corresponding patient's document manager. You can view that form from various areas of Dentrix Ascend.

Note: When a completed form is saved in Dentrix Ascend, some information in the patient's record (such as on the Basic Info tab of the Patient Information page) might be updated automatically; however, you must make any additional updates manually.

To view a completed patient form

1. 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 General, click (or tap) Overview.

        The patient's Overview page opens.

     On a patient's Overview page, the Patient Forms box displays the patient forms that have been completed and those that are due. Click (or tap) a form that has a "Received" status.

     

   • 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 top of, or a white space within, the Patient Forms box.

        

        The Patient Forms tab of the patient's record opens.

     On the Patient Forms tab of a patient's record, the patient forms that have been completed and those that are due appear. Expand the section that corresponds to a form type that has completed forms to view the patient's form history, and then click (or tap) the desired form. A form type has a corresponding expandable section only if the patient has completed at least one form of that type (the Last Received date is not Never).

     

   • 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. The pop-up box that appears displays the patient forms that have been completed and those that are due. Do one of the following:

     • Click (or tap) a form that has a "Received" status.

       

     • Click (or tap) See all Forms to open the patient's Document Manager page.

       

       Then, click (or tap) a document that has a "Forms" tag.

       

   • 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. The pop-up box that appears displays the patient forms that have been completed and those that are due. Do one of the following:

     • Click (or tap) a form that has a "Received" status.

       

     • Click (or tap) See all Forms to open the patient's Document Manager page.

       

       Then, click (or tap) a document that has a "Forms" tag.

       

   • 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.

     While viewing the Chart tab of a patient's clinical record, click (or tap) Forms. The pop-up box that appears displays the patient forms that have been completed and those that are due. Click (or tap) a form that has a "Received" status.

     

   • 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) Document Manager.

        The patient's Document Manager page opens.

     On a patient's Document Manager page, click (or tap) a document that has a "Forms" tag.

     

   One of the following occurs:

   • The completed form appears in the Review Form dialog box.

     

   • The completed form appears on a new tab of your Web browser.

     

2. Use the information on the form to update or verify information in the patient's record. You can print the information so you have a hard copy to reference as you navigate the patient's record.