Get Creating Questionnaires In Dentrix - Identcom

Creating questionnaires in Dentrix - Identcom is an essential process for gathering essential information from patients effectively. This guide will provide a clear, step-by-step approach to help users navigate the questionnaire module with ease.

Follow the steps to successfully complete your questionnaire in Dentrix - Identcom.

1. Press the ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin in the Office Manager and click on the questionnaire icon to access the Questionnaire module.
3. Once the Questionnaire module is open, select 'Edit' and then 'Questionnaire Setup'.
4. Inside the Questionnaire Setup, you can either edit an existing form or create a new form by selecting the appropriate option.
5. In the Questionnaire Form Setup, click on 'New Question' to start building your form.
6. Choose the response types for your questions. Options like Body Text, Header Text, Sub Header Text, and Condensed Text do not allow for user responses, while response types such as Note Response allow for patient input.
7. For Note Response, select how many lines the patient should have to respond and configure it to update patient information if necessary.
8. Enter options in the 'Response List' for One Choice From List and Checkbox List, specifying one option per line.
9. Take advantage of the 'Insert Patient Info' section to include commonly requested information, ensuring these fields will automatically update the patient file upon completion.
10. To manage medical alerts, go to Office Manager, then Maintenance, and select Definitions to make any necessary changes.
11. If the question text and answer options do not appear on the same page, you may insert a page break to correct this.
12. Preview the form periodically by clicking on 'View/Print Form' to ensure it meets your expectations.
13. Set an expiration date if needed, and determine who requires signatures.
14. Finally, add a 'Form Name' and click close to complete your questionnaire.

Start creating and managing your questionnaires online today!