Patient Form Layout

Patient forms are a type of Sheet that patients can complete electronically using the Kiosk, Web Forms, or simply using the operatory computer, a tablet, etc.

When a patient fills out a patient form, data entered into InputFields, or in checkboxes/radio buttons associated with InputFields, can be imported into the Open Dental database. This is useful for registration forms, HIPAA agreements, financial agreements, etc.


Several internal sheets have a type of PatientForm. They can be customized or you can create new ones.

  1. In the Main Menu, click Setup, Sheets.
  2. Copy a sheet or create a new one.
    • Highlight an internal PatientForm and click Copy. Double click the custom sheet to open.
    • Click New to create a new custom sheet with a PatientForm type.
    • Double click an existing custom PatientForm to edit.
    • Highlight an existing custom PatientForm, then click Duplicate to copy it.
  3. Change the sheet as needed.

    Sheet Def Properties

    Sheet Field Types

  4. Click OK to save.