Dental Intelligence

Forms Overview

Learn how to edit forms within Dental Intelligence

How to Edit a Form

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

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

Forms and Consents Placeholder Key

Learn how to prepare and send forms to patients in Spanish

How to Prepare and Send a Form in Spanish

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

How to Set Up Automated Forms

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

Medical Alerts & Health History Mapping

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

In-House Membership Plans for Patients Without Dental Insurance

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

Consents Overview

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 create and edit automated consents and save staff members time

Automated Consents

Set Up Forms & Consents

Terms of Service

Security

Privacy Policy

On-Demand Webinars

Monthly Product Update

DI System Status

Find answers and get help from Intercom Support and Community Experts

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