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Patient Engage: Forms Quick Start Content

With digital forms, you can remove forms entirely from the check-in process – saving you time, and helping your patients fill out information at their convenience. The information gathered from forms can be uploaded directly to Dentrix without having to read and enter handwritten answers.

Use the learning resources below to get started with Patient Engage Forms.

Watch this video for an overview of basic features.

Online Forms Overview

Read this article for tips to get started.

Allow Patients to Fill Out Forms Online

Seeing Past Responses to Patient Questionnaires

Watch these tutorial videos to learn the basics.

Creating Questionnaires in Dentrix

Uploading Questionnaires to use with Patient Engage

Sending Patients a Check-in Link

Accessing the Patient Portal or the New Patient Journey

Viewing Patient Responses Online in the Dentrix Hub

Viewing Patient Responses in the Questionnaires Module

Search the help files for step-by-step instructions.

Online Forms Overview