RevenueWell Forms 2.0 was built with enterprise users in mind. Throughout our forms product you will see several key areas that allow for quick and easy navigation between locations and the ability to manage forms and packets shared across as many locations as you like.
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Location Filtering
At the top of the Forms navigation you will see the locations filter. Clicking into the filter will allow you to select a location to limit what you are seeing throughout Forms to be things pertinent to that location.
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Sharing Forms & Packets
When editing a form or a packet you can add multiple locations. After doing so that form or packet will become available for use across all chosen locations. Any changes made to the form or packet are saved and reflected across all locations that share the given form or packet.
Pro Tip: If you want to make changes to a form without impacting other locations that use it you can make a copy of the form using the duplicate action.
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Copying Links
For any forms or packets set to have multiple locations you can copy location specific links.
For Open Dental customers wanting to use write-back and additional enhancements above, requirements include being on Open Dental version 22.4.28 + with the Open Dental e-Connector installed and running. For help identifying what version of Open Dental you have or any other questions, Open Dental Support can be contacted by phone at: (503) 363-5432 or by email at: service@opendental.com.