Web Forms: What Patients See
When patients open a Web Form in a browser, it will look similar to the original sheet. The view is responsive and will automatically detect the user's device (desktop computer or mobile device) and adapt accordingly.
There are slight differences between desktop and mobile views.
- Desktop View:
- On the left will be a Submit button.
- If multiple forms are linked, a link to all forms will show on the left. Patient clicks a link to access each form. Unfilled forms are marked as 'NEW'.
- When patient clicks Submit, 'Required' fields are verified. If incomplete, the fields will turn red, the patient will be notified and asked to complete. Forms with incomplete information are marked 'REQ' on the left.
- Mobile View:
- The device screen size and the sheet size affect whether the entire form shows without scrolling to the right. Most tablets will work well (e.g iPad, Galaxy, Kindle).
- Three buttons show on the bottom of the device: Previous, Next, Submit. Submit is only enabled on the last form.
- 'Required' fields are flagged in red and verified when patient clicks Next. Patient must fill in all required fields to proceed to the next form.
- The URL determines whether or not patient Last Name, First Name, and Birthdate is inherited on next forms. See Construct a URL.
- Pale yellow areas indicate where the patient should enter information.
- Birthdate validation is based on Windows region settings (format, date format) for the office. To import patient birthdates successfully into Open Dental, make sure the region settings expected on the web form match the region settings on the workstation running Open Dental.
- Web forms cannot be signed. If a signature box is on the form, the text “Signature will be recorded later” appears.
- Font support is dependent on the browser used to view the Web Form. If the browser doesn't support a font used in the form, a supported font will be substituted.
- Free-form drawing will not work.
Problem: Some of my customers are unable to view my Web Forms on mobile devices (e.g. cell phones) without scrolling to the right.
This is because the sheet the Web Form is based on has a fixed width (in pixels) that is too large for the screen size. Some workaround options include:
- Use a different device with a larger screen size, such as a personal computer or tablet. Most long forms, such as registration or medical history forms, are easier to fill in on personal computer due to the amount of information requested.
- Create a smaller custom sheet and use it as a Web Form option. This may include offering two links on your website: one for patients using a personal computer and another for patients using a mobile device with a smaller screen size.