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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 allows users to search a patient and automatically send them their assigned forms.
    • Custom Browser Tags: Instead of having a user manually type their first and last name, address, phone number, etc., every time, we use previously submitted data to save the patient time.
    • Custom Form Flexibility: Now, any information that can be written back can be added to custom forms.
    • Auto Syncing: Once the patient submits an assigned form, the form will automatically populate within the submissions page assigned to that user, ready to be reviewed and synced.
    • 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.
    • Dual 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”

  • Build Forms

    1. Open the Forms App.
    2. Click Settings > Forms to open the Forms Library.
    3. Click the  Create New Form button in the top righthand corner.
    4. Options here include:
      - From Scratch: Create a new form by adding your own verbiage and form elements.
      Choose this to create your own custom form!
      - From Template: Let us get the form started for you, and modify as you see fit!
      Choose this to view our built-in form templates. 
      - Upload Document: Transform any document into a consent form that requires a signature or agreement.
      Choose this to upload your own form.
    5. Once you have chosen your form type, you can fill out or edit the form details, select which locations will have access to the form, and choose your Auto Sync options.
    6. Click Save and Continue to Form Builder.
    7. Next, within the form builder you can configure your form as needed. From the left, drag and drop elements to customize your form.
      - Questions: Select from multiple question formats to simplify patient information collection for both you and your patients.
      - Layouts: Use layout elements to structure your form for clarity and ease of use.
      - Groups: Save time by using pre-built question groups to efficiently gather commonly collected information without adding each element manually.
      Drag elements using the vertical lines to add them to an existing section, or use the horizontal lines to create a new section.
    8. Once you’ve dragged an element into place on your form, you can edit the element details by clicking the pencil icon. 
    9. Edit your form to include all desired elements, then preview it to ensure everything looks correct.
    10. Save to add your newest form to your Forms Library!

      Watch the tutorial below to see the process!

     

  • Auto Populate Forms

    The Auto Populate feature enhances patient convenience by automatically filling in information from previously submitted forms, making new form completion faster and less redundant. Patients only need to review the pre-filled sections to ensure their information is accurate and up-to-date.

    How It Works

    Template forms in RevenueWell like Patient Information, Insurance Information, and Health History forms are pre-configured to Auto Populate patient information. Auto Populate must be configured for Custom Forms by editing Question Properties for each question in the Forms Builder.

    auto populate field type.png

    Forms will auto-populate with data if the patient is known to the system or the form is assigned to the patient. Forms accessed through public links will not populate any patient information.

    Eligible Fields for Auto Populate:

    • 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

  • With Forms, offices can now add information after a form has been assigned but before it’s submitted. This gives your team the flexibility to include details patients may not know to provide, like treatment notes or dental codes, so your records stay accurate and specific.

    How to Pre-Fill Forms

    1. Navigate to the Assignments tab in Forms.
    2. Select the patient you're working with, and make sure a form is assigned to them.
    3. Under Actions, click the icon labeled Pre-Fill Values.
    4. The form will open, and you can pre-fill any fields you'd like.
    5. Once you've added the pre-filled values you need, click Submit to save the form.

    Pre-Fill Icons

    Make sure to familiarize yourself with these icons in the Assignments page that allow you to manage pre-filled information easily and effectively.

    Pre-Fill Values ✏️

    Visible when you haven't pre-filled any details in a form.

    Update Pre-Filled Values 📝

    Visible when you've pre-filled details and gives you the ability to continue editing.

    Any form fields you pre-fill for a patient will show as completed fields when they fill out their form. 

  • If you've added a Provider Signature to a form in the Forms Builder, you can actually assign that form to one of your practice providers. They'll have access to review and sign forms that need their attention, all right within Forms. This helps you automate in-office workflows for completing forms while keeping providers and patients involved!

    Assign Provider Forms
    1. Navigate to the Assignments tab.
    2. Select the patient you're working with, and make sure a form with a Provider Signature is assigned to them.
    3. Under Actions, click the icon labeled Assign Signator.
    4. An Add Signator pop-up will appear, and you can select a provider to assign from the drop-down menu of RevenueWell users.
    5. Once the provider is selected, click Save Changes.
    6. Important Notes:
      • If a provider is assigned a form, only that provider can sign the form from their RevenueWell account.
      • If a provider isn't assigned to a form, any user from the practice can sign it.

    How to Sign Forms as a Provider

    Now that you've assigned a form to a provider, what's next? Providers can easily track their assigned forms and take action on them by following these simple steps:

    1. In Forms, navigate to the Submissions tab.
    2. At the top of the form submissions queue, select the Filter icon (looks like a funnel).
    3. Click the Signature filter to filter by forms that require signatures.
    4. Now, the forms assigned to you (the provider) will be at the top. Forms assigned to other providers will appear further down in the submissions queue.
    5. When a form is assigned to you, you'll see a blue Please Sign button in the bottom right corner
    6. Select this to add your signature, then click Sign.
    7. When a form is not assigned to you, you'll see that the Please Sign button is greyed out and the form cannot be signed. Only the assigned user can complete this action.
    8. Once a form is signed, the signature process is complete, and you can sync the form to your PMS.
    9. In the Forms submissions queue, an icon will appear on a submission right next to the patient's name to indicate that a form requires a signature. 

  • Demo Videos

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