FREE Forms, treatment plan consent forms, ETC... integrate with OD

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rhaber123
Posts: 352
Joined: Fri Dec 11, 2009 1:09 pm

FREE Forms, treatment plan consent forms, ETC... integrate with OD

Post by rhaber123 » Sun Apr 18, 2021 8:30 am

How to create your own FREE FORMS, custom Treatment Plan Consent forms, and Email them from inside OD

You can create a new FORM, ALL FORMS ,a treatment plan consent , ETC... (using SHEETS)
and email them to your patient from inside OD, and all is FREE , INTEGRATE WITH OD

It's a lot like making a fillable PDF. I think they modeled sheets editor off of Adobe.
To customize the form, we created the form in a word document and converted the word document into an image to use it as a background.
We then imported the image of the form into open dental. Now, with the sheets option, we use the image as a background and you can add Name box, addresse box, check boxes, signature, etc... to each sheet. It’s definitely time consuming but worth it.

If you need help with customizing YOUR sheets you can contact OD support and they are very helpful to give you the instructions, or they charge to CREATE forms for you, or follow this link and join this Facebook group, here you can find advanced OD USERS, dental office employees, assistants, hygienists, front office, et... who provide this type of service.
https://www.facebook.com/groups/OpenDen ... 31343692/


https://www.opendental.com/manual/sheets.html
https://www.opendental.com/manual/conse ... ynxDU2I4rk
https://www.youtube.com/watch?app=deskt ... PJb2rCY8xw

When you design the treatment plan consent form in SHEETS, it must include the treatmentplanProcs or treatmentplanProcsPriority
Static text field.

When a treatment is planned, highlight the procedures, click on consent and email it to the patient or send it to the kiosk.

When you click on "Consent" tab in the treatment plan, many did not know that they have to create a treatment plan consent form in OD in adavance, FOR THE PROCEDURES HIGHLIGHTED, to be available in a " treatment consent form., so the patient can sign it. There is no treatment plan consent form in OD Templates. Create that form in advance to be able to pick it from the drop down menu of the consent tab.

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OD comes with many forms, webforms, already installed and ready to be used immediately and you can put them on your website immediately for your patients to use.


FREE GOOGLE FORMS
In addition to these consent forms many people use the FREE Google forms to make their own Medical History Form, Registration form, and the screening form.
Google forms work on Tablets, Cellphones, ipad, Desktop....etc.....anything that has internet
http://opendentalsoft.com/forum/viewto ... t=7201

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Eclipboard feature is different than the kiosk feature.

1- For the kiosk option you can use only a tablet that has windows installed on it, and you need to install OD on it. You dont need to sign up for any of OD services. FREE . Surface or Surface Pro tablets are recommended, and a large screen.

2- For webforms, they are included in your monthly Support fees. No additional charge

3-For the eclipboard option you can use almost anything that has internet on it, and you need to download the eclipboard app. You need to be on support and sign up for OD E-services

It may be time consuming to create these forms, but it pays off at the end. Once you are familiar with it, it will be much easier to work with

if you need help with customizing these sheets you can follow tis link and join this facebook group
https://www.facebook.com/groups/OpenDen ... 31343692/

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Now if you can afford the monthly charges, there are many vendors who provide this service too, and their service is worth every penny you spend, the charges can range from $150 to $400 Monthly, just give them a call:
- Open Dental Kiosk Forms - FREE
- Open Dental Webforms - Included in your monthly support payment, no additional charges.
- Open Dental E-Clipboard forms - You need to be on support and sign up for OD E-services
- Flex
- Patient Xpress
- Weave
- Modento
- Yapi
etc......
Here you can find a list of multiple vendors:
https://www.opendental.com/site/vendor ... ces.html


.

grinfixer
Posts: 9
Joined: Wed Sep 23, 2020 3:16 am

Re: FREE Forms, treatment plan consent forms, ETC... integrate with OD

Post by grinfixer » Sun May 02, 2021 5:29 am

I may have done this for lab slips.

Couldn't we bring letterhead in as an image and then make that the background for all email?

Thanks!

rhaber123
Posts: 352
Joined: Fri Dec 11, 2009 1:09 pm

Re: FREE Forms, treatment plan consent forms, ETC... integrate with OD

Post by rhaber123 » Mon May 03, 2021 9:48 pm

It is already available, in a different way.

https://www.opendental.com/manual/emailhtml.html

You can create html templates

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