Engagement: Forms Overview
Erika Gardner avatar
Written by Erika Gardner
Updated over a week ago

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.

Note: If you are unable to access this feature or make changes, you have not been granted permission in your user profile. Contact an admin team member in your practice to enable access. Click here to learn how to update user permissions.

If you have full permissions and don't see the Edit pencil icon, please contact Support for assistance.

In this article, you'll learn about:


Form Customization Options

With the Forms and Consents Editor setting permissions enabled, you can make the following changes to existing forms:

  • Modify form field names

  • Modify form field verbiage

  • Add new form fields

  • Mark form fields as required/not required

  • Delete or hide form fields

  • Add/remove placeholders in body copy

  • Add new pages in existing forms

Need to make other changes? Please submit a forms ticket for help with the following:

  • Modifications to the New Patient Form or Health History Form

  • Modifying form names

  • Modifying non-editable form fields

  • Changing the form category

  • Creating new non-existing form(s) from scratch

  • Adjusting the age threshold for minor forms (default age is 16)

Please allow 5 business days for your customization request to be completed. Click here to learn how to submit a ticket.


Access Forms in Engagement Settings

To access the forms library in Engagement, click on the Settings gear in the upper right corner and then click on the Forms tab.

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.

Preview forms by clicking on the Default or Minor buttons to open the form in a new window.

Default forms are forms that should be used by adult patients or patients who haven't yet provided a birthdate.

Minor forms are forms that should be used by minor/child patients.


Edit Forms

We recommend you look through the existing forms library to identify if there are any changes that need to be made to customize them to meet your practice needs.

To get started editing forms from Engagement settings:

  1. Click on the Forms tab and then click on the pencil icon next to the form that you would like to edit

  2. The selected 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

  3. Select a form page in the left side navigation and click into the content of the form in the section to the right

  4. To edit the form question/line item content, select the text line or text box and enter in needed changes

  5. Use the plus sign bubble (+) found at the top or bottom right hand side of the selected field to add new fields and formatted questions

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

Click here to learn more about editing forms and saving your changes.

Click here to learn more about setting up forms for New Patients.


Send Forms

  1. Select the Patients tab from the menu on the left

  2. Click on the three-dot menu next to the patient's initials or profile picture

  3. Hover over Forms, then click on Prepare forms and consents

  4. Follow the task window prompts to choose where to send the forms to, select the delivery channel, add forms/consents, and other settings. When finished, click to Send and Close the window or Just Send

Click here to learn more about how to send forms to patients.

Choose When/How Often Forms are Sent to Patients

Save your team time by setting up forms to be sent out automatically depending on patient status or time period.

Watch this video to learn more about how to set up automated forms.

Click here to learn more about setting up automated forms.


Sign Forms

Watch the short video below for an overview of how to setup and add electronic signatures in Engagement:

Once you sign a document, it's set in stone โ€“ no edits or deletes allowed. But if something is unsigned, you can easily delete it with a right-click in the recent docs. You can also tidy things up by renaming or sorting docs into groups within your practice management software.

Click here to learn how to set up electronic signatures.


Medical Alerts & Health History Mapping

By default, Engagement pulls all existing Medical Alerts that are added to your Practice Management Software. You have the option to Auto Map these alerts to the questions existing in your Health History forms.

First, medical alerts need to be added to your Practice Management Software. Once alerts have been added, allow 24 hours for the alerts to sync with Engagement, then follow the alert mapping process outlined in this video.

Click here to learn more about auto mapping medical alerts from

your PMS in Engagement.


Offer In-House Membership Plans to Patients Without Dental Insurance

Dental Intelligence makes it easier than ever to promote your in-house membership plan to patients who do not have dental insurance.

When a patient fills out a dental insurance form through Engagement and selects that they do not have dental insurance, you can enable a setting that will trigger another question that asks if they would like to hear more about your practice's in-house membership plan. If they select yes, they will automatically be sent a link with additional information.

Follow these step-by-step instructions to learn how to enable this feature for your practice:

  1. Access Settings by clicking on the gear icon in the upper right corner

  2. Click the Services tab and then click on Resources. Locate the Membership Plans Info field and provide a URL to a landing page with information about your membership plan(s). Generally, this is a link from your practice website.

  3. Once your membership plan link has been added, any time a patient answers "No" when asked for dental insurance, an additional question will appear, asking if they are interested in learning about in-house membership plan options.

Click here to learn more about setting up in-house membership plans.


Watch our Forms and Consents Webinar!

Learn from your hosts Emily and Eric about the most effective methods for streamlining and adjusting your forms and approvals prior to activating automated appointment reminders. Grasping this concept is crucial, as it stands as one of the most influential functionalities within Engagement.

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