Consent forms (enhanced)

With a certain global setting enabled, there are changes to the consent form interface and functionality in Treatment Planner. Using a consent form template as a guide, you can quickly and accurately create a custom consent form with minimal typing or editing. Dentrix Enterprise comes with a default template, but you can modify it to suit your needs or create new ones. Templates are grouped by category. Also, each template can have any number of prompts, which are messages that prompt you to enter responses to user-defined questions.

Important: Enable this functionality only if your workflow allows for creating a form and immediately signing it. With this functionality, when you add a consent form to a case, before you can save the form, the patient (or his or her representative), someone from the practice (such the dentist), and a witness (or interpreter) must sign it.

To learn more about the enhanced consent forms, click any of the following links:

Setting up consent form template categories

Creating consent form templates

Editing consent form templates

Deleting consent form templates

Creating consent form prompts

Editing consent form prompts

Deleting consent form prompts

Adding prompts to and removing prompts from consent form templates

Setting up the consent form template preference

Adding enhanced consent forms to cases

Viewing and printing enhanced consent forms for cases