Web Forms Retrieve

Retrieve web forms submitted by patients.

In the Main Menu, click Tools, Web Forms.

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

Setup: Click to open Web Form Setup.

Show Retrieved Forms: These filters affect which retrieved forms display.

Web Forms Grid:

Batch Size: Enter a batch size between 1 and 255. The default is 10. All forms are downloaded at once, however they are downloaded in batches in the background.Using a smaller batch size may help prevent large-volume practices from timing out.

Retrieve New Forms: Click to retrieve forms.

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

Matching Patients

Open Dental will attempt to automatically attach each retrieved web form to an existing patient.

If a match is not made, a prompt will display 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.

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 UnDelete at the bottom of the form.