Dentrix Ascend Forms delivers a modern, seamless intake experience for patients while giving practices an easy-to-use, intuitive solution that reduces manual work, offers deep customization, and streamlines the pre-appointment process.
With a user-friendly Form Builder, staff can easily create forms tailored to both practice workflows and patient needs. Forms can be customized to capture only the necessary information for each appointment, simplifying the patient experience and improving data quality.
Once submitted, patient information—such as demographics and medical history—automatically populates into the patient file, eliminating manual entry.
To get started, watch this video to be introduced to the new Dentrix Ascend Forms (Duration 1:30).
To learn how to use Dentrix Ascend Forms, click the topics below.
Announcement: Soon, all practices will automatically be upgraded to the new Dentrix Ascend Forms. Please ensure you use the following steps to upgrade your forms, and create new consent forms before the interface upgrades.
How to Upgrade Now!
To upgrade your Dentrix Ascend Forms interface for your location, the location must be an Active Ascend account and then must opt in at the following area:
NOTE:Opting in to the new Forms is done at the location level, not the organization. After one of the above requirements is met by a location, then the "Form Builder" option will appear for that location.
Click Set up Forms to begin the upgrade process. This will take you to the new interface. The Forms Builder is where you can build any form from scratch, or use one of the provided templates, and customize it as needed.
Watch this video to see an example of how to recreate your existing forms in the new form builder, prior to upgrading (Duration 4:54).
IMPORTANT: Understand that old forms will not be editable once you click Upgrade Now! So do not click the Upgrade Now button until you have recreated any forms you have built. (Most of the data fields that were in the old forms can be located in the new templates.)
Once you have added your patient forms to the new interface, click Upgrade Now. Ascend will begin using the assign forms that you have published. You will no longer have access to the legacy forms interface.
Notes: You can still access previously filled out forms, but you will not be able to use the previous template forms to copy them into the new forms. Patients will continue to receive the legacy forms and have access to them for two weeks after the upgrade happens.
Choose from pre-designed templates, like "Health History," which capture information such as demographics, insurance, HIPAA acknowledgments, and more! Or, build custom forms using a simple drag-and-drop interface, adding data fields, checkboxes, and legal disclaimers, while the patient-friendly design options like tabs and steps improve usability.
Dentrix Ascend Patient Forms came with up to five questionnaires, which could not be customized. Now is your chance to change all that! Working from a Health History template as a baseline, you can now add, delete, and rearrange the elements to create a patient form that genuinely reflects the needs and interests of your practice.
Watch this video to get a better understanding of how to create and publish a custom form (Duration 4:17).
"Conditional fields" are parts of the form that appear depending on the answer to a previous question. Conditional fields in a patient's form can streamline the work of filling out the form by only showing elements relevant to that patient's circumstances. Showing fields only as needed can improve the efficiency of the process and enhance the patient experience.
Watch this video to get a learn how to add conditional fields to patient forms (Duration 2:04).
Your dental practice needs to know about a patient's medical health history prior to treatment for several important reasons. The challenge in a health history form is to find the balance between asking too many questions, which can lead to form fatieue and abandonment, and asking too few questions, leaving you without crucial information. To strike the balance that is right for your practice, Dentrix Ascend allows you to customize the list of medical conditions and allergies that appear in a health history form.
Watch this video to learn how to customize the medical conditions and allergy list in a health history form. (Duration: 2:27)
Adding imagery to your forms—such as your practice's logo—enhances the look and feel of your forms. It build professionalism and trust with patients by reinforcing your brand identity. A branded form creates a consistent experience between your website and your intake process, helping patients feel more familiar with your practice.
Use the following video to learn how to add an image to your patient forms: (Duration 1:45)
Using native tools in Dentrix Ascend, you can automatically send messages at key points in a patient's journey, for example, reminding a patient of an upcoming appointment or inviting them to schedule their recare? Ascend automates these messages, and part of their payload can be a link to the patient's forms due.
Watch this video to learn how to set up patient communications in Dentrix Ascend. (Duration 5:01)
The link to fill out forms electronically can be texted or emailed to a patient. If a patient arrives for an appointment and his or her forms have not been filled out, you can send them their forms via email or text right then and there.
Watch this video to learn how to send online form links to individual patients. (Duration: 1:05)
Once you have enabled your patient forms, patients can fill them out online. Submitted forms get stored in and can be viewed in the patient Document Manager. Dentrix Ascend provides a shortcut widget to help you preview these.
Watch this video to learn how to view your completed patient forms (Duration: 1:28).