Viewing Completed Patient Forms (1:28)

Topic Progress:

If you have enabled your patient forms, patients can now fill out many forms online. Online forms get stored in and can be viewed in the patient Document Manager. Dentrix Ascend provides a shortcut widget to help you preview these and compare the latest version with the previous version.

Watch this video to learn how to view your completed patient forms. (Duration: 1:28)

Updated August 2025

Additional Information

  • Forms automatically populate limited demographic information. When the patient initially fills out a form their Name, Gender and Birthdate will fill in. All other information must be entered manually.
  • The next time a patient fills out the form all the completed fields from the previous form will fill in. Note this pulls the information from the last form that the patient completed, not any information you may have updated in Ascend.
  • When the patient includes pictures of an insurance card or driver’s license as part of their form submission, those images are also added to the Document Manager. Those images are tagged either Patient Insurance or Patient Information by default.