Edit Sheet Def

Open Dental has several internal sheets that can be copied and customized for your practice.

In Sheets, click New, or double-click a custom sheet to Edit.

On the left is a preview of the fields and elements currently on the sheet and their location on the page. Sheet layout displayed onscreen will match what is printed. If the sheet is multiple pages, a darker dotted line represents the page break. In the example above:

See our video on Mobile Web Forms: Web Forms Tutorial.

Mobile: Click to open Edit Mobile Sheet Def window.

Edit Properties: Click to make changes to Sheet Def Properties (e.g. name, default fonts, page orientation, page size).

Add or edit Sheet Field Types.

Language: Use the dropdown to select a language translation. See Language Translations for Sheets for details.

Setup Auto Snap: Click to enable grid. Auto Snap makes it easier to move fields and ensure they are aligned.
Enter a value between 10 and 100(pixels) to enable. Based on the value entered, a grid will appear in the background of the Edit Sheet Def window to assist in aligning elements.

Sheet Revisions

At the top of each sheet is a Revision Number.

When a sheet is in use for a patient, we use the revision number to determine if an updated sheet is needed. When using eClipboard, and a form has a behavior type of Update, patients will be prompted to fill a new form. The patient will update the entire form again, not just the fields edited or changed.

For example, if the office created a new Financial Agreement, it would be Revision 1. A patient comes into the office for the first time and signs the Financial Agreement. Before the patient arrived for their second appointment, the office made updates to the Financial Agreement policy (now Revision 2). When using eClipboard, the patient can be prompted to sign a new agreement, since changes have been made.

A new revision number is created any time a field is deleted or added for a form, and that form was in use by a patient.


If using a sheet for Web Forms Feature, the view of the sheet is dependent on the browser the web form is viewed in. If a browser doesn't support a font, a different font will be substituted. This can affect layout of the sheet. We recommend using common fonts (e.g. Times New Roman, Arial, Courier) and testing sheets on a device and browser you plan to support. If fonts are substituted, Static Text Fields may need to be larger to fit all text.

Single Page Sheets: If a single page sheet, make sure all fields and elements are located within the page.

Adding Initial Boxes: To add initial boxes so a patient can distinctly acknowledge sections of a form, you have two options:

  1. Create a pseudo margin so you have room on the right or left side of the form. Add checkboxes as the initial boxes and a signature box at the bottom. Patients can check the boxes, then sign at the bottom to establish identity and acknowledgment.
  2. If using touch screens, use Rectangles larger than checkboxes, labeled 'initials'. Customer can then use a finger or stylus to initial.

    Checkboxes are usually sufficient for an electronic form because electronic signatures will be invalidated if the state of a checkbox changes (e.g. from unchecked to checked).