This guide will show you how to activate PDF Sync for a form.
When you have finished, approving submissions for this form will result in a PDF copy of the approved form being placed into that patient's document center in the proper document type location.
Follow the instructions below to get started.
Open Dental 13+
Dashboard --> Forms --> Form Builder --> Select the form you wish to activate PDF Sync on --> Select Settings inside the Form Builder --> Check "Sync PDF Submission to the Patient Document Center" --> Select the document type in the drop-down menu --> Click Save and Update/Publish
The GIF below will show an example of the entire setup process for a single form to have PDF Sync activated.
Step by step
1.) From the Dashboard, Click FORMS in the top right corner of the screen.
2.) Select Form Builder
3.) Select the form you wish to activate PDF Sync on and click "Ok, got it." when the editing prompt appears on the screen.
4.) Select Settings inside the form builder
(Not your general settings in the top right corner of the screen.)
5.) Check "Sync PDF Submission to the Patient Document Center"
6.) Select the document type in the drop-down menu.
This setting will determine the document type, so the PDF can sync to your preferred location inside your practice management software.
The categories that display in this menu are populated by your Practice Management Software.
7.) Click Save when finished to save your progress in the editor. Click Update/Publish to push your changes to your live form.
When you have finished
Now, when a submission for this form is approved in the submissions tab, Legwork will send a PDF copy of the form to that patient's Document center in the proper document type location.
Repeat this process for all forms that you wish to populate the document center.