Dentrix Ideas

Patient forms -- need a way to get alerts for completed forms and track status of sent forms

There needs to be better tracking for sent forms to patients.

1 -- we should get alerts or notifications whether in Dentrix or via email that a patient completed forms including forms sent on demand

2 -- the forms portal should have a summary page showing all forms sent (both automated and on demand) and the status (i.e. completed, not started, started, etc...).

  • Guest
  • Jul 16 2026
  • Needs review
  • Attach files
  • Tamara Callstrom commented
    28 Jul 16:02

    Yes, we need to have a date and time stamp for when forms were sent ... multiple times if same form was sent multiple times.

  • Guest commented
    16 Jul 17:36

    Currently, the portal only shows a summary of forms that were completed. This is not really helpful since we can see those in the patient chart. We need the ability to see who was sent forms but didnt complete.