Viewing and editing completed patient forms

Dentrix Ascend automatically saves each completed patient form to the corresponding patient's record. You can view that form from various areas of Dentrix Ascend. While you are viewing the most recent version of the form, you can quickly switch to the previous version (if one exists) to compare the responses. Also, you can update the responses on the most recent version of a completed patient form and then sign it.

To view and edit a completed patient form

1. Do one of the following:

   • On a patient's Overview page, the Patient Forms box displays the patient forms that have been completed and those that are due. Click (or tap) a form that has a Received status.

     

   • On the Patient Forms tab of a patient's record, the patient forms that have been completed and those that are due appear. Expand the section that corresponds to a form type that has completed forms to view the patient's form history, and then click (or tap) the desired form. A form type has a corresponding expandable section only if the patient has completed at least one form of that type (the Last Received date is not Never).

     

   • While viewing a patient's appointment, position your pointer over (or tap) Forms. The pop-up box that appears displays the patient forms that have been completed and those that are due. Click (or tap) a form that has a Received status.

     

   • While confirming a patient's appointment, position your pointer over (or tap) Forms. The pop-up box that appears displays the patient forms that have been completed and those that are due. Click (or tap) a form that has a Received status.

     

   • While viewing the Chart tab of a patient's clinical record, position your pointer over (or tap) Forms. The pop-up box that appears displays the patient forms that have been completed and those that are due. Click (or tap) a form that has a Received status.

     

   • While viewing a patient's appointment, position your pointer over (or tap) Forms. The pop-up box that appears displays the patient forms that have been completed and those that are due. Click (or tap) See all Forms to open the patient's Document Manager page. Then, click (or tap) a document that has a Forms tag.

     

     Note: Using this method to view a form, you will not be able to edit the responses on that form.

   • While confirming a patient's appointment, position your pointer over (or tap) Forms. The pop-up box that appears displays the patient forms that have been completed and those that are due. Click (or tap) See all Forms to open the patient's Document Manager page. Then, click (or tap) a document that has a Forms tag.

     

     Note: Using this method to view a form, you will not be able to edit the responses on that form.

   • On a patient's Document Manager page, click (or tap) a document that has a Forms tag.

     

     Note: Using this method to view a form, you will not be able to edit the responses on that form.

   One of the following occurs:

   • The completed form appears on a new tab of your Web browser. Ignore step 3.

     

   • The completed form appears in a dialog box.

     

2. If the patient has completed this form previously, a slider appears at the top. The Current version is displayed by default. Any changes since the previous form was completed appear in blue text. Move the slider to the left to see the information from the Previous version.

3. If the patient form is being displayed in a dialog box, you can edit the responses for the Current version as needed. Do the following:

   1. Click (or tap) the Edit button .

      The form becomes editable.

      

   2. Make the necessary changes.

      Note: To discard any changes, click (or tap) the Discard button .

   3. Using a mouse or a finger (on touch-enabled devices only), either you (with the patient's approval) or the patient signs the form in the Signature area.

      

   4. Click (or tap) the Save button .

   Note: The updated form is saved as a new, separate form. On the Patient Forms tab of the patient's Patient Information page, the updated form has "Updated on" next to the form name to indicate that it is the updated form. Also, the date when the changes were made and the ID of the user who was logged in to Dentrix Ascend when the changes were saved appear.

   

4. Use the information on the form to update or verify information in the patient's record. You may want to print the information, using your browser's print functionality, so you have a hard copy to reference as you navigate the patient's record.