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Overview

Three modules : Patient Forms, Portal Requests, and Patient Portal — form the foundation of the digital patient workflow. Together, they reduce paperwork, improve document tracking, and enhance overall system efficiency.

Accessible from any device via a web browser, they provide features such as online booking, digital form signing, and convenient access to key parts of the patient record.

Patient Digital Workflow​

Before a patient receives a notification with a link encouraging them to complete a task online, it must first be sent from the DentalPlus system.

Patient Digital Workflow

Step 1 – Request Sent​

A user within the practice creates and sends a request from:

  • Patient Record → Portal Requests → Send New Request (for forms)
  • Patient Record → Financials -> Request Payment (for payment requests)
  • Patient Record → Treatment-> Send for Signing (to send treatment plans for signature)

Step 2 – Patient Receives Link​

The patient receives an SMS or email containing a secure link to the portal.

Step 3 – Completion Online​

The patient logs into the Portal and:

  • Completes requested forms
  • Reviews and signs treatment plans
  • Makes payments
  • Books additional appointments

Step 4 – Automatic System Update​

Once the patient submits the information, it is automatically returned to the DentalPlus system.

  • Forms appear in Patient Record → Forms
  • Payments are recorded in Financials
  • Signed treatment plans display the patient’s signature

Step 5 – Clinician Review​

If a form requires clinician review:

  • The system highlights it.
  • A “Forms to Review” button appears in the Patient Record -> Treatment.
  • Forms awaiting review are placed in the Needs to Review folder in the Patient Record -> Forms.
  • The clinician must open and review the form. The system records that the review has been completed.

This process helps practices reduce paperwork, improve communication speed, and provide a smoother digital experience for patients.