Dental Intelligence

Make sure your practice forms are in compliance with new HIPAA regulations effective February 16, 2026

February 2026 HIPAA Notice of Privacy Practices Update

Patient Paperwork

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

Forms and Consents FAQs

Patients experiencing form delivery issues or having trouble filling out their paperwork? We can help.

Patient Forms Troubleshooting Guide

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

What are the benefits of using standard form templates vs. customized forms?

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

Where do forms and consents write back in my practice management software?

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

What does it look like when a patient receives forms from Dental Intelligence?

FAQs & Troubleshooting

If you're just getting started with Dental Intelligence forms and consents, follow along with this setup guide to make sure your patient paperwork is ready to go

Forms & Consents: Complete Setup and Management Guide

Learn how to edit forms within Dental Intelligence

How to Edit a Form

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

How to Edit and Create Consents

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

How to Map Medical Alerts for Health History Forms

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

Forms and Consents Placeholder Key

Not sure if you should submit a Forms Ticket or make the change yourself?Use this guide to know exactly when our team needs to step in — and when you’re…

When to Submit a Forms Ticket

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

How to Send Forms and Consents to Patients and Kiosks

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

Consents Overview

Getting Started with Forms & Consents

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

How to Set Up Automated Forms

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

How to Set Up Automated Consents

Forms & Consents Automation

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

How to Set Up a New Patient Forms Packet

Learn how to filter a list of patients with outstanding forms and send them a forms link reminder message

Contact Patients with Missing Forms in Bulk

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

How to Print Blank Forms and Consents

Learn how to prepare and send forms to patients in Spanish

How to Prepare and Send a Form in Spanish

Help your patients access affordable, predictable dental care — without relying on third-party insurance

Create In-House Membership Plans for Patients Without Dental Insurance

Common Workflows

Set up treatment plan payment options, modify treatment plan presentation verbiage, and implement treatment plan visuals

Treatment Plan Setup and Configuration

Learn the steps to send a treatment plan to a patient, as well as what the patient receives and approves/declines

Creating, Sending, and Managing Treatment Plans

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

Treatment Plan Refusal Consents

Each PMS has unique workflows for syncing, editing, and sending treatment plans through Dental Intelligence

PMS-Specific Treatment Plan Workflows

Treatment Plans

Terms of Service

Security

Privacy Policy

DI System Status

Monthly Product Update

Go to Analytics-Only Knowledge Base

Find answers and get help from Intercom Support and Community Experts

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