Forms Training
Forms Training
Table of Contents: Quick Links
Where Can Patients Fill Forms?
Setup
Use
Forms Training
Creating Your Office Forms
OperaDDS comes with an easy drag and drop form builder
Forms Training
Setup
System Requirements
Google Chrome
Safari Web Browser
Workstation Requirements For General Use
Tablet Requirements For General Use
Google Chrome Web Browser
iPad or Android Tablet
iOS 11.4+
Android 10+
OR
Setup
Forms Training
How To Deliver Forms To Your Patients
Your Website
Recall Welcome Letter
iPad/Android Tablet
Computer
Traditional Email
System Email or Text
Forms Training
Setup Your Account
Forms Training
Forms Training
Forms Training
Add Users
Forms Training
Setup
Add Users
Forms Training
Setup
User Management
Forms Training
Setup
Re-sending An Email To Create Password If Not Received
Forms Training
Setup
Set Up Notifications
Click the Action Center icon | Settings | Modify your preferences
Setup
Manage Other User Notifications
Setup
Click Settings | Feature Settings | Forms Settings
Forms Management
Preview - Preview your form
Arrange - Arrange forms in a packet
Share - Copy form link to share with your web designer
Templates - Edit or create canned SMS/Email verbiage for sending forms
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Gear Icon: Explained
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Adding Forms to Your Website
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Share Your Forms
Forms Training
Share Your Forms
Forms Training
Share Your Forms
Forms Training
Spanish Forms
Forms Training
To create a Spanish form toggle “Language” to Spanish in your forms editor. All fields that are added after you make the switch will be in Spanish. The buttons of the system will also be displayed in Spanish (For example on the New Patient Packet, the start page, start button/next button/submit button/success page will all show in Spanish for any packet containing a Spanish form)
Forms Training
After receiving your request, the Forms team will add the below to your account
Includes:
2. Spanish - New Patient Forms packet
Forms Training
Where Are My Forms?
The Blank Forms page is available to all team members
The Forms Editor is available to Admins of your account.
Forms Training
Packet Forms:
Individual Forms
Note: Forms marked with a green form icon have the ability to update or overwrite your patient chart information, as well as send the PDF to the patient chart.
Blank Forms Page
Send Form
Forms Training
How Do We Add Forms to Our Recall Welcome Letter?
Forms Training
How Do We Add Forms to Our Recall Welcome Letter?
Forms Training
Send Forms To A Patient Via Text or Email
Forms Training
Sending Forms To A Patient
Forms Training
For “New Patients” that have yet to be added to your PM System follow these steps
Sending Forms To A Patient
Forms Training
Wouldn’t It Be Great If You Could Know The Status Of Forms?
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How You’re Notified When Forms Are Received
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How Forms Are Received
Forms Training
Sending Form Information Back To Your Practice Management System
Forms Training
Sending PDF of Forms Back To Your Practice Management System (PMS)
Click “Send to PMS” to send the patient forms to your Practice Management System
Forms Training
A side by side comparison of the patient chart data and the form data will appear to prompt you if the patient matches who you’ve linked to.
Forms Training
The form has been delivered to the patient's chart!
= SmartDoc
= Document Center (MISC Folder)
= Images Folder
Other
= Manual Download to place in chart
Forms Training
Automated Forms
Forms may be automatically sent with Reminders!
Automated Forms - Set Up
Note: This can only be set up by an administrator.
1. Select Settings.�2. Select Feature Settings. (Figure 1)�3. Select Form Settings. (Figure 2)�4. Click the checkbox to indicate your new patient packet(s). (Figure 3)��Packets are available for ‘New Patients’ and included in the new patient Welcome Letter.
Automated Forms
(Figure 1)
(Figure 2)
(Figure 3)
Automated Forms - Set Up
5. Click the drop down menu in the Existing Patients column. (Figure 1)��Individual forms are available for Existing Patients and included in the following message types.
Note: All individual forms are combined into one form session when filled by the patient.
Automated Forms
(Figure 1)
Automated Forms - Set Up
6. Select the availability rules for each Form. (Figure 1)
Automated Forms
(Figure 2)
Click Learn More!
(Figure 1)
Automated Forms - Set Up
7. Activate the Confirmation Message. (Figure 1)
Automated Forms
(Figure 2)
(Figure 1)
Automated Forms - Sync Settings
Sync Settings will appear in Forms Settings (Figure 1)
Allows you to determine how Forms will be sent back to your Practice Management System.
Auto delivers all forms and data to the patient’s chart without intervention. �
Forms are delivered to your Filled Forms page & require manual linking to send back to your Practice Management System.
Automated Forms
(Figure 1)
Forms Training
Eaglesoft Edit Patient Screen
Forms Training
Eaglesoft Preferences Screen
Forms Training
Eaglesoft Default Medical History 1 of 2
Forms Training
Eaglesoft Default Medical History 2 of 2
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Open Dental Edit Patient Screen
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Open Dental Patient Chart Forms
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Open Dental Medical Screen
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Open Dental Patient Medical History Forms
Forms Training
Teledentistry
Forms Training
Teledentistry: The ability to do Dentistry remotely.
Forms Training
Teledentistry submissions are received as a Form with an attachment.
Attachment(s) will be sent to:
Forms Training
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Patient Information |
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Medical History |
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HIPAA |
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Dental Information |
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Treatment Plans |
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All other Forms |
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Forms Compatibility With Your PMS
Forms Training
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Patient Information |
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Medical History |
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Dental Information |
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All other Forms |
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Automated Forms Compatibility With Your PMS
Forms Training