Template Forms
Templates are frequently used images or PDF files that can be quickly saved to a patient.
In the Imaging Module, click Forms.
Click the dropdown to view a list of available forms. If an image category is already selected, the form will automatically be placed in that category. If no category is selected, the top-most category is used.
Once the form is saved, add notes, electronically sign, or print the image.
For documents that require a patient to fill out information, see Patient Forms/Registration Forms and Consent Forms.
To add a form to the dropdown list, navigate to Forms in the A to Z Folder. If a folder called Forms does not exist, add it.
Copy/paste any image into this folder to act as a template.
Restart Open Dental. New templates will be available in the dropdown list.