Edit Sheet Def
Open Dental has several internal sheets that can be copied and customized for practice needs.
In Sheets, click New, or double-click a custom sheet to edit.
See our video on Mobile Web Forms: Web Forms Tutorial.
On the left is a preview of the fields and elements currently on the sheet and their location on the page.
Multiple fields can be selected at a time by highlighting in the Fields list or click and dragging by starting in a blank area to bring up the selection box. Selected fields are indicated in red.
Click and drag selected fields to move their location on the sheet.
Double-click a field or element to edit that field's properties.
Sheet Name: Name of the current sheet is listed, but cannot be edited here. Click Edit Properties to rename the sheet.
Show Mobile/Hide Mobile: Click to open or hide the Edit Mobile Sheet Def window.
Edit Properties: Click to make changes to Sheet Def Properties (e.g., name, default fonts, page orientation, page size).
Undo Ctrl-Z: Undo the last action.
Redo Ctrl-Y: Redo to last undone action.
Copy Ctrl-C: Copy the selected field(s).
Paste Ctrl-V: Paste the selected field(s).
Blue: Check to make all fields blue except static text fields, lines, and rectangles (i.e., fields allowing custom color).
Grid Snap: Click to enable grid. Auto Snap makes it easier to move fields and ensure they are aligned.
Enter a value between 10 and 100(pixels) to enable. Based on the value entered, a grid will appear in the background of the Edit Sheet Def window to assist in aligning elements.
Align: Select fields and click a button to align the selected fields.
Existing sheet fields are listed here. To add a new sheet field, see Add Field/Show below. To
Guide Lines: When dragging one or more fields, blue lines will appear when the the selected fields align with one or more other fields in the sheet.
On the left, click a button to add a new Sheet Field. Not all fields are available for each sheet type. Fields not available for the sheet type will not be available in the Add Field list. To edit existing sheet fields, see Fields below. MobileHeader cannot be added as a field type. The title corresponds to the Show checkbox only.
On the right, check or uncheck boxes to show or hide the corresponding field type.
The field(s) will be hidden in the sheet in the Fields shown above.
Synch matched fields: Determine if new fields added to the default language sheet are added to secondary language sheets automatically and movement synchs automatically. Checked by default.
Dropdown: Select a language translation to edit. See Language Translations for Sheets for details.
Add: Add a new page to end of the sheet.
Remove: Delete the last page from the sheet. No fields can exist on the page in order to remove.
If the sheet is multiple pages, a darker dotted line represents the page break.
Items should not be placed on a page break line. Any fields on a page break line will be divided in two when printing.
Tab Order: Click to view and edit the order followed when users fill out the form and press Tab. Tab orders can be used on Input Fields and Checkboxes. All other options will be grayed out when editing Tab Order.
Tips: Click to view keyboard shortcuts and hotkeys available when editing sheets.
OK: Exit the Sheet Def Edit window and save changes. If making changes to a sheet in use by eClipboard or Web Forms, a prompt will display to update the form in use. See below for details.
Delete: Delete the entire sheet.
Cancel: Exit the Sheet Def Edit window without saving any changes.
When sheets are in use by eClipboard or Web Forms, a prompt may display to update the sheet in use.
If updating an eClipboard sheet with a type of Once:
If updating a Web Form in use, the following prompt will display.
At the top of each sheet is a Revision Number.
When a sheet is in use for a patient, we use the revision number to determine if an updated sheet is needed. When using eClipboard, and a form has a behavior type of PreFill, patients will be prompted to fill a new form. The patient will update the entire form again, not just the fields edited or changed.
For example, if the office created a new Financial Agreement, it would be Revision 1. A patient comes into the office for the first time and signs the Financial Agreement. Before the patient arrived for their second appointment, the office made updates to the Financial Agreement policy (now Revision 2). When using eClipboard, the patient can be prompted to sign a new agreement, since changes have been made.
A new revision number is created any time a field is deleted or added for a form, and that form was in use by a patient.
Web Forms and Browsers:If using a sheet for Web Forms Feature, the view of the sheet is dependent on the browser the web form is viewed in. If a browser doesn't support a font, a different font will be substituted. This can affect layout of the sheet. We recommend using common fonts (e.g., Times New Roman, Arial, Courier) and testing sheets on a device and browser the office plans to support. If fonts are substituted, Static Text Fields may need to be larger to fit all text.
Single Page Sheets:If a single page sheet, make sure all fields and elements are located within the page.
Adding Initial Boxes:To add initial boxes so a patient can distinctly acknowledge sections of a form, you have two options:
Checkboxes are usually sufficient for an electronic form because electronic signatures will be invalidated if the state of a checkbox changes (e.g., from unchecked to checked).
Printing Blank Forms:If a blank form is needed (e.g., a patient needs to fill one out by hand), create a dummy patient where the last name is entered as only a period, no other information, as seen below.
Generate any forms from this patient and patient information will not be pre-filled.
Web Form SetupIf using setting up a sheet for use with Web Forms, the sheet must contain the Input Fields for first name (FName), last name (LName), and Birthdate.
Organizing FieldsDo not overlap fields. Overlapping fields will cause annoyances. There is no way to set which fields draw first, so if, for example, a user tries to put a checkbox on top of a paragraph of text then the checkbox could easily be hidden under the white background of the text box.