RevenueWell Forms was built with enterprise users in mind. The new Forms experience allows 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 Management
To view the Forms for any practice location, use the Location Selector in the top navigation of Marketing Platform. Click the drop-down menu, select a location from the list, and switch to that practice location portal without exiting RevenueWell. Once you've completed the switch, navigate to Forms.
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Sharing Forms & Packets
Make forms and packets available for multiple practice locations by adjusting the settings to include all relevant locations. When a location is added in settings, that form or packet becomes accessible in their libraries. Changes made to shared forms or packets are reflected across all locations with access to it.
Pro Tip: If you want to edit a form without impacting that form at other locations, make a copy of the form using the duplicate action.
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Copying Links
If you have forms or packets available to multiple locations, access and copy location-specific links to distribute as needed.
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.