The Questionnaires module helps you create and maintain patient forms and update patient information in Dentrix using the answers that patients provide to the forms. Understanding the different areas in the Questionnaires module will help you get the most out of patient forms.
Examine the table below to learn how to use the different symbols in the Questionnaires module. (Note: There is no video for this topic.)
The Questionnaires window includes the Dentrix modules toolbar and the Patient Information toolbar on the top line, and the Questionnaires toolbar on the second line, described here:
The following columns are available in the Questionnaires module:
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Refresh | Click to refresh the Questionnaires module after you make changes. |
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Click to print a selected Questionnaire form. | |
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Select Provider/Staff | Click to open the Select Provider dialog box from which you can select a provider or staff member. |
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View Responses for All Patients | Click to view all questionnaire responses from all patients for a selected period of time. This is the default view when you open Questionnaires from another Dentrix module in which you don’t have a patient selected, such as the Office Manager. |
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Update Patient Information | Click to open the Update Patient Information dialog box from which you can update the patient’s record in the Family File to match new Questionnaire information.
Note: This button is only active when a form that has responses is selected in the Questionnaires list box. |
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Enter New Responses | Click to open the Select Questionnaire Form dialog box where you can select a questionnaire form to enter responses into. |
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Edit Responses | Click to edit the responses for the selected questionnaire. |
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Move Responses | Click to move responses from one patient to another. |
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Delete Responses | Click to delete the responses for the selected questionnaire. |
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Questionnaire Signatures | Click to open the Questionnaire Signatures dialog box from which you can sign the questionnaire and enter signature information. |
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List All | Click to list all questionnaires in the selected tab. |
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View Mode | Click to open the Questionnaire View pane. From this panel, you can view the questionnaire form in a larger view, see the changes that have been made to the questionnaire form since the previous responses, and compare responses to previous responses for the same form. |
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View Questionnaire | Click to toggle the Questionnaire View pane on and off. |
The following columns are available in the Questionnaires module:
| Form Name | Name of the form or questionnaire. |
| Patient Name | Name of the patient connected with this questionnaire response. |
| Response Date | Date a patient responded to the form or questionnaire. |
| Expiration Date | Indicates when or if the form or questionnaire expires. |
| Signed | Indicates whether a patient signed a form or questionnaire. |
| Category | The category assigned to the questionnaire form, useful for sorting. |