Forms Writeback

Forms writeback capabilities depend on the practice management system being used. This article details the ways forms writeback to the four PMS types that allow writeback (Eaglesoft, Open Dental, Dentrix, and Fuse) and provides notes for forms writing back to Dentrix and Eaglesoft.

Writeback Overview

After a patient has submitted a Patient Info or Health History form, the practice user will review the information provided and click the "Accept and Sync to PMS" button. All data will be written to the PMS and a PDF copy will be saved in the document repository.

Note: Insurance information and other custom forms will not be written to the PMS; however, a PDF copy will still be saved in the PMS document repository.


	EagleSoft (V17+)	Fuse	Open Dental (V14+)	Open Dental (V22.4.28 +)	Dentrix (G7.3+)	Dentrix Ascend
Patient Information	Writes PDF to SmartDoc and updates patient info in the PMS	Writes PDF to Document Center and updates patient info in the PMS	Writes PDF to Imaging Module and updates patient info in the PMS	Writes PDF to Imaging Module and updates patient info in the PMS	Writes PDF to Document Center and updates patient info in the PMS	Writes PDF to Document Center and updates patient info in the PMS
Insurance Information	Writes PDF to SmartDoc	Writes PDF to Document Center	Writes PDF to Imaging Module	Updates the patient chart and writes PDF to Imaging Module (with Forms 2.0)	Writes PDF to Document Center	Writes PDF to Document Center
Health History	Writes PDF to SmartDoc and fills out Medical History in PMS*	Writes PDF to Document Center	Writes PDF to Imaging Module	Updates the patient chart and writes PDF to Imaging Module (with Forms 2.0)	Writes PDF to Document Center	Writes PDF to Document Center
Custom Forms	Writes PDF to SmartDoc	Writes PDF to Document Center	Writes PDF to Imaging Module	Writes PDF to Imaging Module	Writes PDF to Document Center	Writes PDF to Document Center

**Built-In Health History Form may not write back answers if Medical History Form in EasgleSoft has been modified.
**Open Dental v.22.4.28 + customers must have Forms 2.0 for Health History and Insurance to writeback to the patient chart.

There are two prerequisites to utilize writeback with Dentrix:
1. First, you must be on Dentrix version G7.3 or higher
2. Second, you must take the steps outlined below to grant access
By following the steps noted, all other functionality should remain unchanged:
- Step 1: Login to your Server. This is where your data sync is installed.
  - Open the RW Data Sync application
  - Click on the Setup Database Prerequisites tab
  - Click the Create User button
- Step 2: Granting RW access to writeback patient forms
  - Enter your Dentrix Pass Phrase
  **Your Master User might be your Dentist or if you have an individual that focuses on IT - they would know the passphrase.
  - Click "Yes"
- Click "Yes"
  
  ** If you do not complete the steps above, Forms will fail to sync to Dentrix when you try to "Accept & Sync" in the Forms workflow.
  
  NOTE:
  1. You may have likely already processed forms prior to this update going live. We will not write those forms back to Dentrix. This update will only be forward-looking.
  2. If you do not take the steps above, unfortunately, Forms will fail to sync to Dentrix when you try to Accept & Sync them in the Forms workflow.
Open Dental requires that versions 22.4.28 + have unique prerequisites for Forms Writeback and Appointment Writeback, including the Open Dental e-Connector.

To check if the e-Connector is installed and working please see Open Dental's documentation here and if needed have your IT or Open Dental Support get the e-Connector installed and running.

Open Dental Support can be contacted at:
- Phone - (503) 363-5432
- Email - service@opendental.com
Open Dental v. 22.4.28 + customers must have Forms 2.0 for Health History and Insurance to writeback to the patient chart.
Eaglesoft users can import forms from Eaglesoft into RevenueWell. Many Eaglesoft practices use the Eaglesoft Medical History form with RevenueWell forms. In oreder to import a form into RevnueWell, it must be marked "Active" in Eaglesoft. The form also has some writeback capability if it is marked as "Default" in Eaglesoft. See below for how to check those boxes in Eaglesoft: