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Custom Forms

Open Dental can customize Sheets (used for Patient Forms and Web Forms) for customers who are currently on support. We also customize eForms for offices using eClipboard 25.

Rates can be found on our Fees page. If you would like to customize your own Sheets or eForms instead, a few helpful resources include our Sheet Customization Webinars and our Online Documentation.

There is no charge to submit a request. A Design Services team member will contact you prior to any charges and will offer a quote before moving forward.

We work on requests in the order received. Lead time varies based on request volume.

Custom Sheet/eForm Request Form

Please fill out each section carefully. If you need clarification contact support.


Practice Title or Doctor's Name


Individual Making the Request


Practice Phone Number associated with Open Dental account


Contact Phone Number


Email Address


Verify Email Address


What version of Open Dental are you currently using? (In Open Dental, click Help, About or Help, Update). You may be asked to update to the latest stable version of Open Dental before delivery.


Will you be printing out these forms for your patients?


Are you currently using or plan to sign up for eClipboard?

Sheets and eForms Comparison:

Sheets eForms
Can be printed or used electronically. Designed for digital use. Not optimized for printing.
Cannot include conditional questions. Can include conditional questions.
Can be used with Web Forms*, eClipboard, and ODTouch. Only available for the eClipboard 25 app at this time.
Supports importable information from Input Fields and Checkboxes (excludes misc fields). Supports importable information from Database Link fields.

*Web Forms can only be created with Patient Form or Medical History Sheet types.

Custom Sheet Setup Includes:


  • Mobile Layout (if available). Used for eClipboard, ODTouch, and Web Forms on mobile devices.
  • Web Form setup*
  • Formal delivery of medical history forms that include problems and allergies. We will remote into your office and link all the problems and allergies in the Sheets to your database.
  • Setting Tab Order.
  • Setup of importable fields.

Custom eForm Setup Includes:


  • Setup for both tablet and mobile phone use.
  • Conditional logic setup for responses. This allows different prompts depending on a patient's response to prior questions.
  • Setup of importable fields.

Additional features available for both Sheets and eForms upon request:

  • Required Fields.
  • Reportable Names. Used to identify fields so they can be pulled from an Exam Sheet or pulled in a Custom Query.
  • Additional languages. Open Dental does not provide translation services. We can set up an alternate language if you provide your own translation.


Open Dental Software 1-503-363-5432