Hi there! Welcome to Dentulu, your go-to dental management tool!
Today, we’re going to learn how forms work for dental offices. Forms are documents used to collect important information from patients and help streamline processes in your office.
Step 1
- First, look on the left side of your dashboard and click on Forms. This will take you to the forms area, where you’ll see Our Office Forms.
Step 2
- If you don’t see any forms yet, no worries! You can create your own form or use one of the Dentulu template forms by clicking the button below.
Step 3
- To create a new form, go to the Templates section and click on New Form.
- Drag the options you want from the left side to the right side.
- You can customize details like labels, display settings, and layout until everything is set up just the way you want it.
- After making your adjustments, click Save to finalize the form.
Step 4
- If you want to make changes later, just go back to Our Office Forms.
- Click Edit on the form you want to change, make your updates, and hit Save again.
Step 5
- To delete a form, just click Delete.
- Sending Forms
- Want to send a form to a patient? It’s super easy! Click Send Form, type in the patient’s name, and hit Send. You’ll see a message saying the form link was sent successfully!
- Tracking Forms
- You can check out the Sent Forms section to see all the forms you’ve sent.
- In the Completed Forms section, you can see who has finished them. Everything is easy to see, with patient names, form details, and whether they completed it.
Thanks for spending time with us today! If you have any questions, feel free to reach out to our support team or check out our website for more help.
