Viewing 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.

To view a completed patient form

How to get there

1. Use the Patient Search box to access a patient's record.

   Notes:

   • If the last patient record you accessed since you last logged on is the correct patient's record, you do not need to re-enter the patient's name in the Patient Search box.

   • You can include inactive patients in the search results by setting the Include inactive patients switch to On.

2. On the Patient menu, under General, click (or tap) Overview.

   The patient's Overview page opens.

How to get there

1. Use the Patient Search box to access a patient's record.

   Notes:

   • If the last patient record you accessed since you last logged on is the correct patient's record, you do not need to re-enter the patient's name in the Patient Search box.

   • You can include inactive patients in the search results by setting the Include inactive patients switch to On.

2. On the Patient menu, under General, click (or tap) Overview.

   The patient's Overview page opens.

3. Click (or tap) the top of, or a white space within, the Patient Forms box.

   

   The Patient Forms tab of the patient's record opens.

How to get there

1. On the Schedule menu, click (or tap) Calendar.

   The Calendar page opens.

2. Click (or tap) an appointment.

   The Appointment Information panel opens.

How to get there

1. On the Schedule menu, click (or tap) Unconfirmed Appointments.

   The Unconfirmed Appts page opens.

How to get there

1. Use the Patient Search box to access a patient's record.

   Notes:

   • If the last patient record you accessed since you last logged on is the correct patient's record, you do not need to re-enter the patient's name in the Patient Search box.

   • You can include inactive patients in the search results by setting the Include inactive patients switch to On.

2. On the Patient menu, under General, click (or tap) Document Manager.

   The patient's Document Manager page opens.

How to get there

1. Use the Patient Search box to access a patient's record.

   Notes:

   • If the last patient record you accessed since you last logged on is the correct patient's record, you do not need to re-enter the patient's name in the Patient Search box.

   • You can include inactive patients in the search results by setting the Include inactive patients switch to On.

2. On the Patient menu, under Clinical, click (or tap) Chart.

   The patient's clinical record opens with the Chart tab selected.

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.

     

   • 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.

     

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

     

   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 dialogue 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. 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.

   Note: For a Demographics form, if the form was set up to allow automatic updating (the Update patient details switch was set to On), Dentrix Ascend has updated the patient's record automatically with the details that the patient entered or changed when completing the form online.

Related Topics

• Activating patient forms

• Customizing consent forms

• Changing the expiration date of a patient form

• Inactivating patient forms

• Expiring patient forms

• Disabling patient forms

• Enabling patient forms

• Previewing patient form templates

Related Errors/Questions

• None