3️⃣Questionnaire & Consent
This page covers how patient information is collected and verified before clinical work begins. Intake can be completed by the patient (in-clinic kiosk or via notifications remotely), or assisted by staff.
Configuration
Questionnaire form: Settings -> Glossary -> Questionnaire
Consent forms: Settings -> Documents
Clinic Portal/Kiosk: Settings -> Portal
Notifications: Settings -> Notifications
Purpose
Collect up-to-date medical and dental history
Sign & collect required consent forms
Identify risks, allergies, and alerts early and transfer them into medical history automatically
Reduce chair-time by completing forms before treatment
In-Clinic Kiosk / Self Check‑In
This is a preferred method to complete questionnaires and consent forms, so patients access via a separate portal and do not see any private data stored inside the Dentaltap.
Patient completes forms on a tablet or phone
Suitable for waiting room or pre-visit completion
You can open a kiosk form from the patient profile:
Click on the ··· (3-dots) icon next to "Edit" icon.
Select Open Kiosk option.
Configure kiosk form in the opened window - to include questionnaire, and, optionally, consent forms.
Patient Notifications
You can include the questionnaire and the consent form into patient notification, for example, in those scenarios:
Creating new patient file
Creating an appointment
You can view & edit notification templates here: Settings -> Notifications
To include a kiosk form in your notification, please search for patientKioskOpen variable:
In-Clinic Assisted Questionnaires
Both questionnaires and consent forms can be also completed via the Doctors/Clinics account inside the main application.
To create, view, sign and manage questionnaires, use the Questionnaires tab:
Staff completes forms together with the patient
Recommended for elderly patients or complex cases
Signature Pad/Signature Window
For most of the records in patient file - consent forms, questionnaires, prescriptions, invoices - there's a signature pad available within the main application.
You may use it with any signature pad devices to sign easily.
In-Clinic Consent Forms
Simiar to questionnaires, you can generate and sign consent forms via the main application.
To create, view, print and sign consent forms use the Documents tab:
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