📃Documents

Patient Documents are designed for any kind of consent form that patient signs during the appointment. There are two types of signatures that can be placed into Documents - handwritten, from signature pad, and E-Sign with own patient key.

You can create your own document templates, or modify existing ones here - Configure Documents.

Dentaltap - Patient Documents

1. Open the Patient Profile and click on the Documents menu item at the top.

2. Click on the New Document button to create a new task.

3. You can see all documents in the list, click on it to open the details.

4. Document Actions - Add Signature, and more to Print, Edit, and Delete.

Create Document

To create a new document, click on the New Document button. In the opened window select a document template, and click on the Create Document button to confirm. You can edit document content before you submit it.

Dentaltap - Create Document

Update Document

Once you added a document, you can click on it to expand the details. You can view all of the document-related data with the action buttons at the right.

Document Actions:

• Add Signature - click on it to open this document for patient signature (kiosk form);

• More Actions •••

  • Print - create a pdf version of the document, including the patient signature at the bottom (if added);

  • Edit - edit document content, similar window as in Create Document;

  • Delete - completely remove this task from the patient records.

Configure Document

Open the link Configure Documents to edit your documents list.

Dentaltap - Documents List

1. Click on the New Document button to create a template.

2. Action buttons to Edit/Delete a document template.

Document Placeholders

You can add placeholders to your document content. When creating a document in the patient profile, those placeholders will be automatically replaced with the dynamic data such as:

• System - current date, current time, etc.

• Patient - various patient details, full name, phone, birthday, etc.

• User - details for the user, who created this document, such as full name, contact details, etc.

• Clinic - a clinic profile, name, phone, email, website link, and any other contact data.

Dentaltap - Document Details

Once you selected the required placeholder, it will be added to the bottom of the document

Dentaltap - Document Placeholder

You can move it to any other place inside this document with the standard combinations for copy-paste.