2. If you need to
add any forms to the website, you can click the + button in the forms section
of this page.
3. In order to use the webforms feature, you'll need to have packets
of forms set up. Click the + button in the packets section of the page to create
a new packet. It will prompt you to select from the forms you have loaded onto
the site.
4. Once you have created your packets, check the Publish Webforms box on
the packet you wish to use with webforms.
5. Next, click WEB-FORMS. A "Generate Web-Forms Widget/Link" window will appear.
6. The
Direct Page Link (URL) section will have a hyperlink to your published packets of forms that you can
add to emails or your website. Patients can click this link to fill out their
forms.
7. The Embeddable Widget (HTML) is HTML script that your webmaster
can add to your website to put a widget on your site like the blue
"Forms" icon below. If you do this, a patient can click the widget to
fill out their forms.
8. Changing the Custom Widget Label and then clicking UPDATE will change how the widget reads. By default, it simply says Forms.
9. Any forms that your patients complete through the above methods will
show up in the Web Forms tab on the left side of this page. Any patients that
show
are finished
filling out their forms, and an icon (
) will appear on the
right side of the screen for that patient. Your staff can click that icon to
download the file which will import the patient's information and forms into
Dentrix or Eaglesoft.