When forms and consents are completed in Engagement, they will automatically write back into your practice management software. Depending on the type of software your practice utilizes, forms and consents will writeback into certain areas within your practice management software.
Important note: If you customize any of your forms, they will not integrate with your PMS the same way our standard forms do. As a result, certain information will not automatically sync or write back. Consider this before making any customizations. Learn more here.
Looking for additional answers to your burning questions about forms and consents? Check out our Forms and Consents Webinar and further your learning!
Eaglesoft
Forms and consents will upload in SmartDocs in Eaglesoft.
Watch the short video below to learn more:
How Forms Are Saved to Eaglesoft SmartDocs
Patients can conveniently complete their forms on their smartphone, tablet, or computer—whichever works best for them. Once the patient has filled out and signed their forms, your team will receive a real-time notification in the Engagement Inbox. From there, you can open the patient chart in Eaglesoft and instantly see the form uploaded into SmartDocs. The uploaded PDF copy in SmartDocs includes:
The date the form was completed
An exact copy of the completed form
Signatures and timestamps
Any relevant consents
Engagement doesn’t just save PDFs — it also writes key patient information directly into Eaglesoft. This includes contact details, insurance, and demographic information (written back directly into corresponding Eaglesoft fields).
Forms are automatically grouped into dedicated folders within Eaglesoft, so it’s always easy to find the documents you need. This seamless process applies to treatment plans, consent forms, and intake paperwork, ensuring all documentation is organized and accessible.
Note: Patient profile pictures submitted with Engagement forms are not written back into Eaglesoft. Patient profile pictures in Eaglesoft are not pulled into Engagement.
When patients complete a health history form, the process works the same way. Along with the PDF copy saved in SmartDocs, Engagement also writes back:
Medical conditions
Allergies
Medications
All of this patient health data is seamlessly inserted into the appropriate fields within Eaglesoft, eliminating the need for manual uploads by your team. Click here to learn more about mapping medical alerts.
For added transparency, all patient interactions — including sent forms, completed paperwork, and communication history — are automatically recorded in Eaglesoft’s note history section, giving you a complete, time-stamped record of communications between your staff and each patient.
Open Dental
Forms and consents will upload into Images in Open Dental.
Watch the short video below to learn more:
How Forms Are Saved to Images in Open Dental
Patients can conveniently complete their forms on their smartphone, tablet, or computer—whichever works best for them. Once the patient has filled out and signed their forms, your team will receive a real-time notification in the Engagement Inbox. Then, the completed form is automatically saved directly into the patient Images section within Open Dental. The uploaded PDF copy in Open Dental includes:
Dates and timestamps
An exact copy of the completed form
The patient signature
Any relevant consents
Engagement doesn’t just save PDFs — it also writes key patient information directly into Open Dental’s Family File. This includes:
Contact details and demographic information (written back directly into corresponding Open Dental fields)
Patient profile pictures (Note: Patient photos added in Open Dental also pull into Engagement)
Completed forms are neatly organized into designated folders within Open Dental, so your team can quickly find the right documents when they need them.
Engagement automatically updates the patient’s medical conditions, allergies, and medications directly in Open Dental. Your team no longer has to manually enter this critical information — Engagement writes it back into the correct fields, ensuring accurate, timely updates without the risk of human error. Click here to learn more about mapping medical alerts.
Dentrix
Forms and consents will upload into the Document Center in Dentrix.
Watch the short video below to learn more:
Important note for Dentrix users: Dentrix version 23.3 is not compatible with forms writeback in Engagement. In order to writeback forms, you must be on Dentrix version 23.4.
How Forms Are Saved to the Dentrix Document Center
Patients can conveniently complete their forms on their smartphone, tablet, or computer—whichever works best for them. Once the patient has filled out and signed their forms, your team will receive a real-time notification in the Engagement Inbox. Then, the completed form is automatically saved directly into the patient Document Center within Dentrix. The uploaded PDF copy in Dentrix includes:
The date the form was completed
An exact copy of the completed form
Signatures and timestamps
Any relevant consents
Engagement doesn’t just save PDFs — it also writes key patient information directly into Dentrix. This includes:
Contact details, insurance, and demographic information (written back directly into corresponding Dentrix fields)
Patient profile pictures (Note: Patient photos added in Dentrix do not pull into Engagement)
Completed forms are neatly organized into designated folders within Dentrix, so your team can quickly find the right documents when they need them.
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:
Important note for Dentrix users: In order for new patient forms to be automatically added into the Dentrix Document Center, they must have a patient chart created prior to submitting any forms.
When patients complete a health history form, the process works just as smoothly. A PDF copy of the form is saved in Dentrix, and any major medical conditions, allergies, and medications are automatically mapped into the Medical Conditions module. Click here to learn more about mapping medical alerts.
Dentrix Ascend (Beta)
Forms and consents write back to Patient > Patient Information fields in Dentrix Ascend.
Forms and consents will upload as a PDF into the Patient Document Manager in Dentrix Ascend.
