Forms & Documents

Lesson Topics

Patient Forms Overview (4:53)
Working with Patient Forms (4:01)
Sending Online Forms to a Patient (0:56)
Viewing Completed Patient Forms (1:22)
Uploading Documents to a Patient’s Document Manager (2:17)
Editing, Exporting, and Deleting Document Information (2:36)
Managing Document Tags for Your Organization (2:28)

Navigation

Patient Information Overview (2:02)
Understanding Relationships in Dentrix Ascend (4:44)
Adding a New Patient Record (4:40)
Adding a New Household (1:53)
Adding a New Patient to an Existing Household (1:49)
Adding, Updating, and Deleting a Patient Picture (1:41)
Collecting Missing Contact Information (1:24)
Defining the Primary Contact and Primary Guarantor (1:38)
Updating Patient Relationships (1:13)
Managing Patient Medical Alerts (4:06)
Updating Patient Preferences (1:46)
Recording Patient Referrals (1:04)
Entering Patient Notes and Notifications (1:42)
Enhanced Patient Notes (2:44)

Patient Forms Overview (4:53)
Working with Patient Forms (4:01)
Sending Online Forms to a Patient (0:56)
Viewing Completed Patient Forms (1:22)
Uploading Documents to a Patient’s Document Manager (2:17)
Editing, Exporting, and Deleting Document Information (2:36)
Managing Document Tags for Your Organization (2:28)