Using Online Forms, you can create, request, and receive secure online forms from patients. This feature makes it unnecessary for patients to come into the office to submit documentation.
To create and publish online forms
2. In the main navigation pane on the left, click Communications.
3. Under Communications, click Online Forms.
4. Click the chevron symbol, and then click Form Manager.
5. In the top right corner, click Add New.
Note: There are two different question sections:
· Synced Questions - Questions able to write back to the Dentrix database.
· Custom Questions - Questions that will not write back to the database. These will only be viewed when the form is successfully sent back and can then be found in the Dentrix Document Center.
6. Set up the questions or edit the Existing Form to use Patient Demographics Synced Questions.
Notes:
· You must have at least one synced question in the form in order for the form to Sync/writeback to the database. To match or recognize a patient to send the form back, the system compares the First Name, Last Name, Date of Birth (DOB) and Email. All of those fields are in the Patient Demographics Question. If no synced questions are included, there is no way to sync the form information back to Dentrix.
· Health History options are still selected in Dentrix in the Health History Setup. Selecting or removing items from being included on the questionnaires inside Dentrix still works the same way as the Dentrix version of the questionnaires. Changes made there will sync with the online version.
· Once a synced question is used, it cannot be used again (the Sync Question option will appear gray and be unavailable).
7. When you have finished creating/editing the forms, click Save.
After the form is saved, it's ready to be published.
To publish a form
1. Click the Settings (gear) icon in the top right corner of the form you want to publish.
2. Choose from the following publishing options:
· Show form ONLY to patients who meet a specific criteria - With this option set to ON, you specify whether Forms are accessed under only New or Existing forms tabs. With this option set to OFF, Forms will be made available to both.
· Limit ways in which your patients access forms - With this option set to ON, you specify whether Forms are shown on the Kiosk, *Patient Portal, or both. (Kiosk forms will check in automatically if you click the Publish button.)
*Note: Patient Portal access means the patient has online access to the forms. Without online access, they will not be able to access the forms.
After clicking Save to save your
options, the Save button
changes to a Publish button
(or Unpublish if
already published) button.
3. When you click Publish to publish the form, it is made available to the patients who meet specific criteria (if applicable) during check-in.
With the forms published, your office can begin sending requests to patients to fill out the published forms. You can view and manage form responses in the Responses section of the Practice Portal.
You can later change online forms settings if you need to.
When a form has been submitted, you will be able to sync the form back to the database, updating the patient's information (if needed) through the sync questions that contain changes.
To sync a write-back form
2. In the main navigation pane on the left, click Communications.
3. Under Communications, click Online Forms.
4. Click the chevron symbol, and then click Responses.
5. Locate the form and match the patient if needed.
6. When the form is matched to the patient record, click SYNC FORM in the top right corner.
7. Select the options you would like to update under the patient's information.
8. Click SYNC in the bottom right corner.