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Introduction to RevenueWell Forms

Time to Go Paperless!

RevenueWell Forms is a great tool to speed up check-ins, streamline practice operations, and make overall life in the dental office easier — for patients and team members!

  • Overview

    • Send forms to patients Via Email or SMS: Instead of only sending forms to patients via an automated campaign, Forms gives the capability for users to search a patient and automatically send them their assigned forms.
    • Custom Browser Tags: Instead of a user having to manually type their first and last name, address, phone etc.. every time. We use previously submitted data to save the patient time.
    • Custom Form Flexibility: Now, any of the information that is capable of being written back can be added to custom forms.
    • Auto Syncing: Once an assigned form is submitted by the patient, the form will automatically populate within submissions page assigned to that user and ready to accept and sync after review.
    • Packet Assignment: With custom packets, users can save time by choosing which forms to bring together and assign as necessary.
    • Forms Assignments: The relationship to the patient has never been easier with Forms 2.0. Now you can select a specific patient and assign the forms that pertain to them.
    • Upload Images to Forms: With Forms 2, patients can upload an image of their insurance card or driver’s license right to the form that was assigned to them.
    • Duel Signatures: When uploading a form, users can now add a second signature option for a staff signature.
    • Enterprise First: DSO users used to have to log into every location to manage their forms. With RevenueWell Forms, create forms and assign them to multiple locations.

  • Forms Library

    From the Forms Library, users can: view all forms, perform actions such as editing and duplicating forms, create new forms, and more! Key features of the Forms Library include:

    1. We offer the following templates which are pre-configured for you to use: Covid-19 Questionnaire, Insurance Information, Patient Information, Health History. 

      To use these templates:

      1. Click the ‘Create a New Form’ action button to create a copy of the template in your library.
      2. Select "From Template"
      3. Choose the template you would like to use
      4. Edit as needed. 

    2. Users can duplicate Forms by selecting the Duplicate Form button available within the three dot menu next to any form within the Form Library.

      Once duplicated, users will be taken to view the Forms Settings to confirm the following details before proceeding to the Form Builder. The fields below will have default values already entered, the user can adjust further if needed by clicking Edit Form Settings:

      1. Name
      2. Type
      3. Specialty
      4. Locations

      Additionally, a user can click Edit Form from this page to make changes to the copied form itself!

      Once all changes are saved, the user can select the "Back" arrow to see the copied form in the forms library.   

       

    3. If you have several forms in your library it can be helpful to search or filter for specific forms you are looking for. Across the top of the library you will see the filters and search box.

      Filter by Type, including:

      • Consent
      • Miscellaneous
      • Patient Registration

      Filter by Specialty, including:

      • Dermatology
      • Ear Nose & Throat
      • Endodontics
      • General Dentistry
      • Non Specialty
      • Ophthalmology
      • Oral & Maxillofacial Surgery
      • Orthodontics
      • Orthopedics
      • Other
      • Pediatric Dentistry
      • Periodontics
      • Plastic Surgery
      • Podiatry
      • Prosthodontics
      • Radiology
      • Sedation Dentistry

      Search: Search any portion of the Form Name. You must enter at least 3 characters to start your search!

    Users with access to multiple locations can manage forms settings across all locations. See our Enterprise Forms article to learn more!

  • Packets

    Packets allow practices to group multiple forms from their library together. Once created you can use packets to assign the included forms to patients to fill out. Similar to forms, you can also copy links to packets which can then be used on your website, sent to patients, and elsewhere.

    Creating a Packet

    1. Open the Forms App

    2. Under "Settings," select "Packets"

    3. Click “Create New Packet” button

    4. Name your Packet

    5. Click “Add a Form” and select all forms you want to include. Drag and drop forms to place them in the desired order

    6. Assign locations that will have access the packet

    7. Click “Save”

  • Custom Forms

    To create a new Custom Form:

    1. Open the Forms App.

    2. Click "Settings" > "Forms" to open the Forms Library.

    3. Click “Create New Form” button.

    4. Choose "From Scratch."

    5. Fill out the form details, locations, and Auto Sync options.

    6. Click “Save and Continue to Form Builder.”

    7. Drag and drop questions, layouts, or groups from the column on the left into the form builder.

    8. Once you’ve dragged a question onto your form, you can edit the element by clicking the pencil icon.

    9. Once you have your forms is complete, preview and "Save"!

     

  • Auto-Populate Forms

    We are able to auto-populate certain fields within forms! 🎉

    The fields can be auto-populated are:

    • Email
    • First Name
    • Last Name
    • Middle Initial
    • Prefix
    • Phone Other
    • Home Phone
    • Work Phone
    • Gender
    • Marital Status
    • Date of Birth
    • SSN
    • Driver’s License Number              
    • Address
      • Street
      • Apt
      • City
      • State
      • Zip

  • Demo Videos


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