Forms are part of the Engagement module. If you are interested in learning more, CLICK HERE to request a demo!
When to Submit a Forms Ticket
Submit a ticket if you’re creating or changing something that requires backend adjustments or involves locked form types.
You’ll need to submit a ticket for:
Creating a completely new form from scratch
Editing the New Patient or Health History forms
Renaming a form (changing its title or name)
Modifying non-editable fields in an existing form
Changing a form’s category (e.g., Intake → Consent)
Updating the age threshold for minor forms (default: age 16)
CLICK HERE to submit a Forms Ticket.
Turnaround time: ⏰ Please allow up to 5 business days for completion after your ticket is submitted.
(Upload your form as a .doc or .docx file when prompted.)
When You Can Edit Forms Yourself
If you’re making small content or layout updates in existing forms, you can make the changes yourself.
You can safely make these updates on your own:
Edit field labels or text
Change field verbiage (the wording in a question or paragraph)
Add new fields to an existing form
Mark fields as Required or Not Required
Hide or delete fields
Add placeholders in text
Add new pages within an existing form
💡 These updates are live immediately once saved — no ticket needed.
Quick Decision Table
Scenario | Ticket Needed? |
Create a brand-new custom form | ✅ Submit a ticket |
Edit text or question wording in an existing form | ❌ No ticket necessary |
Modify the New Patient or Health History form | ✅ Submit a ticket |
Add a new field to a current form | ❌ No ticket necessary |
Change a form’s category or minor age threshold | ✅ Submit a ticket |
Hide or mark a field as optional | ❌ No ticket necessary |
Why Some Changes Require a Ticket
Some forms are tied to system-level logic or data integrations. Submitting a ticket ensures:
Proper system configuration
Data integrity and reporting consistency
Reduced turnaround time (no risk of breakage)
If you’re unsure — send your question in with the form. Our team will confirm whether a ticket is required.
How to Submit a Forms Ticket
Click the question mark (?) icon located at the bottom of the left hand menu in Dental Intelligence
Select Contact Technical Support
Choose Create/Amend Form or Consent from the ticket list
Upload your form file (.doc or .docx)
Include any notes or special instructions
⏰ Our team typically completes requests within 5 business days.
Summary
If you’re... | Action |
Making small content edits | |
Making structural or system-level changes | Submit a Forms Ticket |
Still not sure? Start a chat with Dot — our AI assistant will guide you to the right path based on your request.