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Sheets:  Patient Form Setup 

Patient forms are a type of Sheet that patients can complete electronically using the Kiosk, Web Forms, or simply using the operatory computer, a tablet, etc. When a patient fills out a Patient Form, data entered into Input Fields, or in checkboxes/radio buttons associated with Input Fields, can be imported into the Open Dental database.  This is useful for registration forms, HIPAA agreements, financial agreements, etc.

Several internal sheets have a type of 'PatientForm'.  They can be customized or you can create new ones. 
1. In the Main Menu, click Setup, Sheets.
2. Copy a sheet or create a new one.

  • Highlight an internal 'PatientForm' and click Copy.  Double click the custom sheet to open. 
  • Click New to create a new custom sheet with a PatientForm type. 
  • Double click an existing custom PatientForm to edit.
  • Highlight an existing custom PatientForm, then click Duplicate to copy it. 

Below is a copy of the internal Registration Form.

3. Change the sheet as needed.

4. Click OK to save.


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