Web Forms Retrieve

In the Main Menu, click Tools, Web Forms.

When staff retrieves a Web Form, it is matched to a patient and viewable in the patient's Chart Module and Patient Forms.

An Alert will appear when web forms are ready for retrieval. The alert runs once an hour.

See our video on Mobile Web Forms: Web Forms Tutorial.

All web forms that have already been retrieved, for the date range, are listed.

Click Retrieve New Forms.

If a match is not made, you will be prompted to pick a patient.

The submitted last name, first name, and birthdate show at the top. If using clinics, the clinic the form was generated from displays.

To import data from a patient form or medication history into the database, see Import Patient Forms and Medical Histories.

Technical Details

Open Dental uses the following logic to match retrieved web forms to patients:

Web forms that are successfully received are permanently deleted from the Open Dental web server. If a duplicate patient is created, see Merge Patients.

Web forms that have been submitted by the patient, but not retrieved by the office, will automatically deleted after 30 days.

To restore a web form that was deleted from a patient's chart, double-click it. Click Restore at the bottom of the form.