eForms

eForms are patient forms used with eClipboard 25 or eClipboard Web.

In the Main Menu, click Setup, eForms.

Alternatively, in Patient Forms, click Setup, eForms.

Note: Open Dental has multiple options for Digitial Forms, for details and comparisons, see Digital Forms.

Watch our webinar: eForms Basics

eForms are an alternative to Sheets, designed exclusively for use with eClipboard 25 and eClipboard Web. They are mobile-optimized for tablet and mobile devices. eForms allow for dynamic fields, so patients only see the fields they need to fill, allowing for a more intuitive patient experience.

Double-click an eForm from the eForm Defs list to edit. See eForm Def Edit.

Note:

Setup: Click to open eForm Setup.

eForm Defs: This grid displays a list of available eForms. Open Dental preloads various default forms that can be edited as needed. Double-click a form to edit. Default forms in this list are a copy of the internal template. Editing a default form does not alter the internal template.

Import: Click to open the File Explorer to import an eForm. Useful to share forms between locations.

Export: Highlight a form from the eForms Def list, then click to export the file. Useful to share forms between locations.

Add: Click to add a new eForm. Opens the Pick eForm window.

Duplicate: Highlight a form from the eForms Def list, then click to duplicate it.