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Engagement: How to Set Up a New Patient Forms Packet
Engagement: How to Set Up a New Patient Forms Packet

Learn about setting up and selecting which Engagement forms to include in your New Patient packet

Grace Richards avatar
Written by Grace Richards
Updated over a week ago

Simplify onboarding paperwork by setting up a digital New Patient packet in Engagement! Now you can capture all of the patient information you need in a single automated message that includes a link to complete patient forms.

In this article, you'll learn:

Who is considered a 'New Patient' in Engagement?

  1. A patient is 'new' when their patient profile is created in the Engagement Patients dashboard

  2. A 'new' patient is created in Engagement when their first appointment is scheduled in your practice management software

What forms should be included in the New Patient packet?

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.

We recommend including the following forms in your New Patient packet:

  • New Patient Form

  • Health History Form

  • Dental History Form

  • Dental Insurance Form

  • COVID-19 Questionnaire Form

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.

Select Forms to Include in Your New Patient Packet

Engagement makes it easy to choose the forms that you would like included in your New Patient packet with just a few clicks. Follow the steps outlined below to get started:

  1. Click on the Settings gear in the upper right corner and then click on the Forms tab

  2. Review the forms types listed in the Forms preview section. In the New patients column, click on the โ˜‘ checkbox to include the form in the New Patient packet

  3. Once you have selected the New Patient forms you would like included, scroll to the bottom of the Forms tab and be sure to click the blue Save button to apply your changes

Click here to learn how to edit forms.

Click here to learn more about preparing forms for existing patients.

When are New Patient Forms sent?

Once New Patient forms have been selected, these forms will be sent with specific Automated Appointment Communication messages when they are enabled in your Settings. Here is a list of the automated appointment communication messages that will include forms:

  • Welcome notifications

  • Save-the-date

  • Check-in request notifications

  • Appointment reminders

Click here to learn more about automated appointment communications.

Add a Consent Page to the New Patient Form

If needed, you may choose to add a new page to the New Patient Form that includes a Consent for the patient to review. To add a new page to the New Patient Form, follow the steps outlined below:

  1. Click on the Settings gear in the upper right corner of Engagement

  2. Click on the Forms tab and then click on the pencil icon next to the New Patient Form

  3. The New Patient 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

  4. Click on the + New button in the left side Page navigation menu to add a new page

  5. Enter the new page title and then click Create

  6. 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 Consent from the dropdown menu

  7. Add the title, agreement type, and body copy by typing your own or copying and pasting it from an existing consent.

  8. Select Publish at the top right hand side of your screen when changes are complete

Please note: The "How did you hear about our office?" question in the New Patient Form is automatically written back to Open Dental. Dentrix and Eaglesoft users must manually enter this field into your practice management software.

A note about patient profile images added to forms: Patient profile images are written back to Dentrix, Open Dental, and Eaglesoft. However, Eaglesoft does not update the patient profile picture (PFP) in the patient chart. Instead, the image is shown in the Smart Doc.

Keywords: intake forms

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