Web Forms: What the Patient Sees
When a patient goes to complete a Web Form, it looks nearly identical to the Sheets view.
The form view is responsive. It automatically detects the user's device (desktop computer or mobile device) and adapts 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 together, 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).
- On the bottom are three buttons: 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.
- Once a patient fills in Last Name, First Name, and Birthdate on one form, the values will automatically populate in any 'next' forms.
- Pale yellow areas indicate where the patient should enter information.
- If a signature box is on the form, the text “Signature will be recorded later” appears.
- Free-form drawing will not work.
- 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.
- When the patient clicks Submit, a message indicates when forms are successfully submitted. The web form is saved on the Open Dental server. See Retrieve Completed Forms.
Q: 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.