Form Integration Between Leap & Dentrix
Several questions on Leap forms have the ability to sync information between the form and Dentrix. When patients answer these questions on a form, their information is automatically updated in Dentrix when the form is filed. When patients view a form, integrated questions will be pre-populate the patient's information from Dentrix. This allows them to quickly check and update the information if needed. What a time saver!
Leap has several questions that are automatically data-integrated: Patient Info, Contact Info, Medical Conditions, Allergies, & Medications. Other questions, like Dropdowns and Text Boxes can be data-integrated if they have a question tag attached. The table below shows where in Dentrix Leap updates (and pulls) patient information when a question tag is used on a question in the Form Editor.
Tip
Did you know that even custom forms can integrate with Dentrix? When creating a custom form, just add the appropriate tag to a Dropdown or Text Box question! You must use the correct type of question (dropdown or text box) in order to integrate with Dentrix. If you use any other type of question, Leap won't integrate with Dentrix.
Question on a Leap Form | Leap Question Tag | Leap Question Type | Dentrix Office Manager Family File (Patient Information Window - Field Name) |
|---|---|---|---|
First Name | sys.firstname | Text Box | First |
Last Name | sys.lastname | Text Box | Last |
Middle Name/Initial | sys.middleinitial | Text Box | MI |
Preferred Name | sys.preferredname | Text Box | Preferred |
Gender | sys.gender | Dropdown | Status |
Family Status | sys.maritalstatus | Dropdown | Status |
Birthday | sys.dateofbirth | Text Box | Birthdate |
SSN | sys.ssn | Text Box | SS# |
Driver's License | sys.driverlicense | Text Box | Driver's License # |
Upload Driver's License | N/A | Upload File | Image uploads to default image category set in Dentrix |
Home Phone | sys.homephone | Text Box | Home |
Work Phone | sys.workphone | Text Box | Work, Ext |
Mobile Phone | sys.mobilephone | Text Box | Mobile |
sys.email | Text Box | ||
Address (Line 1) | sys.addr.line1 | Text Box | Street |
Address (Line 2) | sys.addr.line2 | Text Box | Street (2nd line) |
City | sys.addr.city | Text Box | City |
State | sys.addr.state | Dropdown | ST |
Zip | sys.addr.zip | Text Box | Zip |
Medical Conditions* | N/A - automatically integrates when used on any form | Medical Conditions | Patient Information Window > Health History area > Medical Conditions |
Medications* | N/A - automatically integrates when used on any form | Medications | Patient Information Window > Health History area > Patient Reported Medications & Prescriptions |
Allergies* | N/A - automatically integrates when used on any form | Allergies | Patient Information Window > Health History area > Allergies |
*If you remove medical conditions, medications, or allergies from your Leap form or from your lists in Dentrix, they won't appear on future versions of the form, even if a patient selected them on a previous version.
The following Leap form questions are also asked on Leap's standard Patient Information form but the information gathered from them doesn't integrate with Dentrix:
Use this address for all family members?
Student Status
School Name
Emergency Contact Name and Phone Number
Use emergency contact for entire family
Do you allow appointment reminders sent to you via email?
Do you allow appointment reminders sent to you via text?
Referred By
Patient Signature
Relationship to patient
Name if not the patient