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Engagement

Automate Your Forms, Consents, and Post-Ops

Summary

Watch the replay of our June 2025 product webinar: Automate Your Forms, Consents, and Post-Ops. We walk through how to set up smart, end-to-end automations that simplify documentation and save your team time.

What you'll learn

  • How to customize your digital forms and consents
  • How to build your new patient packet and set intervals for existing patients
  • How to link consents and post-ops to procedure codes to send automatically before/after appointments
  • Automating forms delivery with appointment-based TouchPoints™

Our monthly product webinars take place live on the last Friday of each month at 12pm MT. Join us for the live sessions to engage with our team of experts, ask questions, and meet other Dental Intelligence users while diving into best practices for getting more out of your DI software!

Don't forget your CE credit!

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Take the Test

Features Included

Digital Forms

Never miss a patient form again! Set your own parameters for Dental Intelligence to detect when a form is needed for a patient and send them automatically. Easily track the electronic forms to know when they have been completed and when a patient may need a reminder.
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Suggested Trainings

Practice Smarter.™

Not using one of the modules or features mentioned here? Meet with our product experts to see a demo and learn how you can get more out of your Dental Intelligence software with all our tools working together.

Get a Demo
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