Engagement provides you with a library of industry standard forms that were created and developed by our team members with firsthand experience in the dental field. Our forms require minimal customizations so that you can start using them right away, with just a few small changes.
Click here to learn more about setting up form automation rules.
Click here to learn more about sending forms and consents.
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In this article, you'll learn how to:
Note: In order to edit Forms in Engagement, you must be an Admin user. If you are an Admin user and don't see the Edit pencil icon, please contact Support for assistance.
Where are forms written back in my Practice Management Software?
Engagement Forms automatically update into your Practice Management Software ("PMS"), so you don't have to print, sign, scan and shred, all day every day.
Depending on your PMS, forms will update in the following locations:
If you use Dentrix, Forms will update into the DocuCenter
If you use Eaglesoft, Forms will update in SmartDocs
If you use Open Dental, Forms will update into Images
Customize Forms
With the Forms and Consents Editor setting permissions enabled, you can make the following changes to existing forms:
Modify form field names
Modify form field verbiage
Add new form fields
Mark form fields as required/not required
Delete or hide form fields
Add/remove placeholders in body copy
Add new pages in existing forms
Need to make other changes? Please submit a forms ticket for help with the following:
Modifications to the New Patient Form or Health History Form
Modifying form names
Modifying non-editable form fields
Changing the form category
Creating new non-existing form(s) from scratch
Adjusting the age threshold for minor forms (default age is 16)
Click here to learn how.
Edit Existing Form Fields
We recommend you look through the existing forms library to identify if there are any changes that need to be made to customize them to meet your practice needs.
To edit an existing form field, please do the following:
Open Settings by clicking the gear icon in the upper right hand corner
Click on the Forms tab
To edit Spanish Language forms, simply click the Select Language drop down menu and choose Spanish
Select the Edit tool pencil icon of the form you would like to edit (Important note: If you're an admin user and you don't see the pencil icon, please contact Support)
The selected form will open in a new window. Before you begin making changes, ensure that the autosave feature is selected by clicking on the three-dot menu in the form editor view, then click the autosave toggle button
Select a Page from the left side navigation and click into the content
To edit the form fields, select the text line or text box and enter in needed changes
When finished, click Publish at the top right hand side of your screen when changes are complete
Important Note about hiding form fields: Existing forms contain common form fields that cannot be modified/deleted from the form but can be hidden should you decide that you would not like them to be shown to patients.
Add New Form Fields
To add a new form field, please do the following:
Open Settings by clicking the gear icon in the upper right hand corner
Click on the Forms tab
To edit Spanish Language forms, simply click the Select Language drop down menu and choose Spanish
Select the Edit tool pencil icon of the form you would like to edit (Important note: If you're an admin user and you don't see the pencil icon, please contact Support)
The selected form will open in a new window. Before you begin making changes, ensure that the autosave feature is selected by clicking on the three-dot menu in the form editor view, then click the autosave toggle button
Hover over the existing form fields and click on the plus sign (+) bubble to add new fields and formatted questions to the form
Choose the desired field from the dropdown menu
If adding a Block of Text field: Add placeholders to auto-fill patient or practice information
Click the Hide or Delete to remove content from patient view or from the the form entirely
Select Publish at the top right hand side of your screen when changes are complete
Tip: This is an excellent way to add fields for a patient's Preferred Pharmacy or any other information that might needed!
Add New Form Pages
Add new pages to a form to better organize form fields or add a consent page to an existing form. To add a new page to an existing form, please do the following:
Click on the Settings gear in the upper right corner of Engagement
Click on the Forms tab and then click on the pencil icon next to the desired form (Important note: If you're an admin user and you don't see the pencil icon, please contact Support)
The selected form will open in a new window. Before you begin making changes, ensure that the autosave feature is selected by clicking on the three-dot menu in the form editor view, then click the autosave toggle button
Click on the + New button in the left side Page navigation menu to add a new page
Enter the new page title and then click Create
From the Pages navigation menu, click on the six-dot menu to change the order of the new page in the form. Then click on Add question (+) button and choose your desired option from the dropdown list
If you would like to add a Consent page: Add the title, agreement type, and body copy by typing your own or copying and pasting it from an existing consent.
When changes are complete, select Publish at the top right hand side of your screen