Creating a Questionnaire Form

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Sometimes you need to ask particular questions of your patients; however, the default questionnaires in Dentrix may not ask the questions that you require. For example, if you check your patients’ blood pressure before every appointment, you’d want to know if they have a history of high blood pressure. You can create customized questionnaires with just the right questions that you need.

Watch this video to learn how to create a questionnaire form. (Duration 4:10)

Additional Tips

  • For several response types and patient information, you can require—or not require—a response. Dentrix will not allow electronic questionnaires to be submitted until all of the required questions are answered. Additionally, for all required responses, a red asterisk is placed next to the question on the questionnaire.
  • For printed questionnaires, do not set a default response to any question. Default responses are for electronic questionnaires only.
  • The Signature and Date response type is only useful for printed forms.
  • When you launch Questionnaires from a module in which you have a patient selected, that patient will be selected when the Questionnaires module opens and those forms associated with that patient will be listed.
  • To learn more about creating a questionnaire form, read Creating Questionnaire Forms in Dentrix Help.

Check Your Knowledge

If you have access to Dentrix, check your knowledge with this exercise.

  1. Switch to the Dentrix demo database.
    (Skip this step if you are using the Dentrix Learning Edition software.)
  2. Use the following requirements to create a new questionnaire:
    • Category: Standard
    • Form Name: Dental History
    • Respondents: Patient
    • Electronic Signature(s) for Questionnaire: Patient
    • Response Types (in the following line-item order):
      • Header Text: Dental History
      • Body Text: Please answer each question as completely as possible.
      • Insert Patient Info: PI-Patient Demographics, Brief
      • Note Response (with 6 lines of text): Briefly list any previous major dental work that you have had and when.
      • One Choice From List:
        • Question Text: How often do you brush your teeth?
        • Response List: Three (or more) times a day, Twice a day, Once a day, Weekly, Seldom
      • Confirmation: By checking this box, I acknowledge that I have completed this questionnaire and my responses are correct.
      • Signature & Date: Please sign and date this questionnaire
  3. Use the formatting features and preview it periodically until your questionnaire is what you want.
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