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Engagement: Create a New Form

Learn how to submit a forms request ticket to create new custom forms from scratch

Erika Gardner avatar
Written by Erika Gardner
Updated over 8 months ago

If you need to create a completely new form from scratch, you'll need to contact Dental Intelligence Support by submitting a forms ticket.

Please submit a forms ticket for help with the following:

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

  • Modifications to the New Patient Form or Health History Form

  • Modifying form names

  • Modifying non-editable form fields

  • Changing the form category

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

Did you know...

With the Forms and Consents Editor setting permissions enabled in Engagement, 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

Upload your form(s) as a Word Document (.doc or .docx). Please allow 5 business days for your customization request to be completed.

Click here to submit a forms ticket.

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