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?
A patient is 'new' when their patient profile is created in the Engagement Patients dashboard
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
How to Select New Patient Forms
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:
Click on the Settings gear in the upper right corner and then click on the Forms tab
Review the forms types listed in the Forms preview section. In the New patients column, click on the ☑ checkbox to include the form in the New Patient packet
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
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:
Check-in request notifications
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:
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 New Patient Form
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
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 Consent from the dropdown menu
Add the title, agreement type, and body copy by typing your own or copying and pasting it from an existing consent.
Select Publish at the top right hand side of your screen when changes are complete