Dental Intelligence

Learn more about why using our standard forms offers the most streamlined and professional experience for your practice

Engagement: Standard Forms vs. Customized Forms

Get answers to frequently asked questions about editing, preparing, and sending forms and consents to patients

Engagement: Forms and Consents FAQs

Learn about the available placeholders that can be used in forms and consents throughout Engagement

Engagement: Forms and Consents Placeholder Key

Learn how to print blank forms and/or consents in Engagement

Engagement: How to Print Blank Forms and Consents

Grace Richards

Erika Gardner

Emily Allred

Forms and Consents

Engagement: Forms Overview

Learn how to edit forms within Engagement

Engagement: How to Edit a Form

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

Engagement: Create a New Form

Learn how to prepare and send forms to patients in Spanish

Engagement: How to Prepare and Send a Form in Spanish

Learn how to send out forms automatically based on patient status or time period

Engagement: How to Set Up Automated Forms

Learn about setting up and selecting which Engagement forms to include in your New Patient packet

Engagement: How to Set Up a New Patient Forms Packet

Learn how to map the alerts from your Health History form and add medical alerts to your Practice Management Software

Engagement: Medical Alerts & Health History Mapping

This article will explain how to promote your practice's in-house membership plans through the Dental Insurance Form in Engagement.

Engagement: In-House Membership Plans for Patients Without Dental Insurance

Set Up Forms

Learn how to navigate your Consents library and make customizations to consents

Engagement: Consents Overview

Learn how to to edit and customize existing consents as well as create a new consent in Engagement

Engagement: How to Edit and Create Consents

Learn how to create and edit automated consents and save staff members time

Engagement: Automated Consents

Learn how to prepare and attach a Treatment Refusal Consent to any patient treatment plan

Engagement: Patient Treatment Refusal

Set Up Consents

Engagement forms and consents can be sent to a kiosk device in your office or directly to to your patient via text or email

Engagement: How to Send Forms and Consents

Learn about the writeback process for forms and consents and their saved location in your practice management software

Engagement: Forms and Consents Writeback

See how patients will receive forms and consents after they are sent out and how they are electronically returned when completed

Engagement: Patient Experience Receiving and Signing Documents

Jolynn Marcum

Sending and Receiving Forms & Consents

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