Monday, July 8, 2013

Creating electronic forms . . . video how-to

When you are ready to go down the Path to Paperless one of the Dentrix modules you will want to become very familiar with is the Questionnaire Module.  This module will turn your ordinary paper forms into electronic forms that can be linked to your website, iPad, tablet or kiosk workstation.  This video will take you though a demonstration on how to create a new form.  Enjoy!

CLICK HERE for more information on using the Dentrix Questionnaire Module and the New Patient Experience.  Or, CLICK HERE for more information on using the Questionnaire Module for your Health History Updates.

Dayna Johnson, Certified Dentrix Trainer
Dayna loves her work. She has over 25 years of experience in the dental industry, and she’s passionate about building efficient, consistent, and secure practice management systems. Dayna knows that your entire day revolves around your practice management software—the better you learn to use it, the more productive and stress-free your office will be. In 2016, Dayna founded Novonee ™, The Premier Dentrix Community, to help cultivate Dentrix super-users all over the country. Learn more from Dayna at and contact Dayna at


  1. switching over to a electronic forms management system instead of our old paper forms has really created a lot of space, reduced clutter and is so very simple!

  2. Glad to hear! I completely agree with you. My office has been paperless for 4 years now and I would never go back.

  3. Love this video. This is exactly what I was looking for.

  4. Can these forms be emailed to the patient prior to their appointment? How is the questionnaire information automatically updated as a new patient or in an existing chart or health history?

    1. The forms are accessed through a link on your website. When the patient clicks on the link they can fill out the form from home or work and click on Submit. Then the office gets a link that the form has been filled out and they can then link up the form with the patient account. There is a icon called Update Patient Information in the Questionnaire module to update patient information.

      Hope this helps,