When forms and consents are completed in Engagement, they will automatically write back into your Practice Management Software.
Below is information regarding where Engagement forms and consents will write back depending on the Practice Management Software your office uses.
Forms and consents will upload in SmartDocs.
Forms and consents will upload into Images.
Forms and consents will upload into the Document Center.
When forms and consents are pushed into the Document Center, they will appear with a string of characters in the title/name. This behavior is expected. It prevents duplicate forms from being uploaded into your Document Center and cluttering your folders.
View the example below: