Web Form for Incoming Referrals

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smiliestech
Posts: 5
Joined: Wed Jul 27, 2016 7:13 am

Web Form for Incoming Referrals

Post by smiliestech » Mon Aug 01, 2016 6:59 am

We would like to place a web form onto our website for potential referrers to enter information to refer a new patient to us. I have been unsuccessful in finding the correct type of form to do this with. From what I can find,
  • Referral Letter forms are intended to be sent to the referring party after they have referred a patient.
    Referral Slips are intended for us to use to refer our patient elsewhere.
    Patient Forms require the name and date of birth of an existing patient in our database.
Is there a form that would be appropriate for this purpose within Open Dental, or do we have to get a 3rd party fillable pdf or the equivalent?

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jsalmon
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Joined: Tue Nov 30, 2010 12:33 pm
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Re: Web Form for Incoming Referrals

Post by jsalmon » Mon Aug 01, 2016 9:06 am

smiliestech wrote:Patient Forms require the name and date of birth of an existing patient in our database.
The birth date, first and last name fields are required on web forms but they do not have to be filled out by an existing patient in your database.
http://www.opendental.com/manual/webformsretrieve.html

With that you could get creative and create a custom Patient Form that is geared towards referrals so that you at least have a way to capture their information. You could even do things like putting labels next to the FName, LName, and BirthDate fields telling the referral how to fill them out so that when you retrieve your "referral" forms they get imported into the same patient.
http://www.opendental.com/manual/sheetsetup.html

Otherwise you'd have to submit a feature request and wait for it to get completed.
http://www.opendental.com/manual/featurerequests.html
The best thing about a boolean is even if you are wrong, you are only off by a bit.

Jason Salmon
Open Dental Software
http://www.opendental.com

smiliestech
Posts: 5
Joined: Wed Jul 27, 2016 7:13 am

Re: Web Form for Incoming Referrals

Post by smiliestech » Tue Aug 02, 2016 5:53 am

We'll try the patient form first, thanks for the information.

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