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.

Notes:

• 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.

• For a patient form completed prior to 08/2025 (using the legacy system), a "Last Received" date does not appear in Dentrix Ascend. You must submit that form using the new system for Dentrix Ascend to recognize the "Last Received" date. To edit the form's due date, select the red "Due now" link, and then select the applicable due date.

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 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.

     

   • 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. Expand the section that corresponds to a Form Type that has completed forms, and then click (or tap) the link for a completed form (the text of which consists of the form's name and the "Received on" date).

     

     Note: 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. 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 "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.

     

   • 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. Do one of the following:

     • 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.

       

     • 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 to view a pop-up box that displays the published patient forms that are applicable for the patient Do one of the following:

     • 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.

       

     • 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 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.