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.

Looking for additional answers to your burning questions about forms and consents? Check out our Forms and Consents Webinar and further your learning!

Forms and consents will upload in SmartDocs in Eaglesoft.

Watch the short video below to learn more:

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:

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.

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:

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.

Forms and consents will upload into Images in Open Dental.

Watch the short video below to learn more:

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:

Engagement doesn’t just save PDFs — it also writes key patient information directly into Open Dental’s Family File. This includes:

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.

Forms and consents will upload into the Document Center in Dentrix.

Watch the short video below to learn more:

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:

Engagement doesn’t just save PDFs — it also writes key patient information directly into Dentrix. This includes:

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:

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.

Forms and consents write back to Patient > Patient Information in Dentrix Ascend.

Forms and consents will upload as a PDF into the Patient Document Manager in Dentrix Ascend.