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Sheet Elements and Options

When designing custom Sheets you can add, edit, and format sheet elements. The elements and options available show in the panel on the right of the Edit Sheet Def window. Availability of elements varies by sheet type.

Fields and Other Elements
Click a button on the right side of the screen to insert a sheet field or element. 

  • Output Text: Output data fields that will be pulled from the database so information doesn't need to be entered manually. Output fields vary based on sheet type. For example, the output fields available for DepositSlip sheets differ from output fields available for ReferralLetter sheets.
  • Static Text: Text information such as labels and large paragraphs. Over 100 output text fields can be inserted as static text so that resulting text is specific to the patient (e.g. patient address, gender, insurance carrier 0 to 30 day balance, insurance remaining and recall interval).
  • Input Field: Fields that expect the user to input data. Data can be Imported into the database.
  • Line: Fixed lines for the background.
  • Checkbox: A defined area where the user can click to toggle an X on and off.  Can allow multiple choices or be set as radio buttons that require users to select one option out of many.
  • Rectangle: Fixed rectangles for the background.  Used to create the actual box for a checkbox/radiobutton.
  • Static Image: Import large or small graphic images (.jpg, .gif, .png, .tif, .bmp).
  • Signature: Insert a Electronic Signature box.  Electronic signatures are tied to other sheet data (except images) and will be cleared if information changes.
  • Combo Box: Add pick lists that allow users to make a single selection from a list of options.
  • Pat Image:  Add patient images stored in the Images module (.bmp, .gif, .exif, .jpg, .png, and .tiff). This can be useful to show pre and post treatment images. If you plan to include multiple images in a sheet, store each image in a separate folder.
  • ScreenChart: Add up to two toothcharts to a custom Public Health Screening form. There are two charts: one for treatment planned procedures and one for completed procedures. When sealant procedures are marked, the procedure is automatically added to the patient's chart.
  • Grid: Insert a fixed group of items arranged in columns and rows.  Only available in Statements, Treatment Plans, and Payment Plans.
  • Special: Add the tooth chart and tooth chart legend to Treatment Plans and referral letters.

As you add fields, objects or images, the items will show in the Fields list. Double click a field to edit or delete.

Do not overlap fields: Overlapping fields will cause annoying problems. There is no way to set which fields draw first, so if you try to put a checkbox on top of a paragraph of text, for example, then the checkbox could easily be hidden under the white background of the text box. Some exceptions: Any field may be placed on top of a background image; a checkbox can be placed on top of a rectangle. If you need images to overlap (e.g. to create a page header) use a third party software to do so, then save as a single image. 

The fields and elements available for a sheet depend on the sheet type:

Sheet Type Output
Line Check
Rect Static
Signature Combo
Grid Special
LabelPatient x x   x   x x x x x      
LabelCarrier x x   x   x x x x x      
LabelAppointment x x   x   x x x x x      
LabelReferral x x   x   x x x x x      
ReferralSlip x x x x x x x x x x      
Rx x x x x   x x x x x      
Consent x x x x x x x x x x      
PatientLetter x x x x   x x x x x      
ReferralLetter x x   x x x x x x x     x
RoutingSlip x x   x   x x x x x      
PatientForm   x x x x x x x x x      
MedicalHistory   x x x x x x x x x      
LabSlip x x x x x x x x x x      
ExamSheet x x x x x x x x x x      
DepositSlip x x   x x x x x x x      
Statement x x   x   x x x x x   x  
TreatmentPlan x x   x   x x x x x   x x
Screening x x x x x x x x x x x    
Payment Plan x x x x x x x x x x   x  
RxMulti x x x x x x x x x x      
ERA x x x x   x x            
ERAGridHeader x x x x   x x            

Adding or Removing Pages
A sheet can be up to 10 pages long.
Add:  Append one page worth of editable space to the end of the sheet. Top and bottom margins will be applied. Page break is indicated by a darker dotted line. 
Remove: Remove one page of editable space from the end of the sheet.  You cannot remove space that contains fields.


  • Items should not be placed on a page break line.  Any fields on a page break line will be divided in two when printing.
  • Blank pages at the end of the sheet will be removed when Filling Out the Sheet.
  • If using Web Forms, each sheet must contain input fields for first name (FName), last name (LName), and Birthdate. 

Vertical and Horizontal Alignment
The alignment options are useful for aligning columns or rows of checkboxes or text fields. First select an element, then click a button to perform an action.
Top: Align all selected elements with the top-most selected element.
Left: Align all selected elements with the left edge of the left-most element.
Center: Align all selected elements in the center.
Right: Align all selected elements with the right edge of the right-most element.

Copy the selected element to the clipboard.
Paste a copied element to the sheet. Pasted elements appear in the upper left corner of the preview panel.

Tab Order
Define the order followed when users fill out the form and press Tab. Tab orders can be used on Input Fields and Checkboxes.

  1. Click Tab Order to switch the window will switch to tab order mode.
  2. Click on each field to assign its tab order. The corresponding order number will appear on the field and in the Fields list. To remove a tab order, click on the field again (it will change to zero).
  3. To exit tab order mode, click Tab Order again.

Hotkeys are supported when editing sheets. Click the tips link in the lower right corner to see the supported hotkeys:
Ctrl+C: Copy
Ctrl+V: Paste
Alt+Click: 'Rubber Stamp' paste to the cursor position.
Click + Drag: Click on a blank space then drag to group select.
Ctrl + Click + Drag: Select multiple fields, then move as a group.
Delete or Backspace: Delete current selection.


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