Form Integration Between Leap & Open Dental
Several questions on Leap forms have the ability to sync information between the form and Open Dental. When patients answer these questions on a form, their information is automatically updated in Open Dental when the form is filed. When patients view a form, integrated questions will be pre-populate the patient's information from Open Dental. 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 Open Dental 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 Open Dental? 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 Open Dental. If you use any other type of question, Leap won't integrate with Open Dental.
Question on a Leap Form | Leap Question Tag | Leap Question Type | Open Dental (Patient Information window) |
|---|---|---|---|
First Name | sys.firstname | Text Box | First Name |
Last Name | sys.lastname | Text Box | Last Name |
Middle Name/Initial | sys.middleinitial | Text Box | Middle Initial |
Preferred Name | sys.preferredname | Text Box | Preferred Name |
Gender | sys.gender | Dropdown | Gender |
Family Status | sys.maritalstatus | Dropdown | Position |
Birthday | sys.dateofbirth | Text Box | Birthdate |
SSN | sys.ssn | Text Box | SS# |
Upload Driver's License | N/A | Upload File | Image uploads to the patient's imaging folder |
Language | sys.language | Dropdown | Language |
Home Phone | sys.homephone | Text Box | Home Phone |
Work Phone | sys.workphone | Text Box | Work Phone |
Mobile Phone | sys.mobilephone | Text Box | Wireless Phone |
sys.email | Text Box | Email Address | |
Address (Line 1) | sys.addr.line1 | Text Box | Address |
Address (Line 2) | sys.addr.line2 | Text Box | Address2 |
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 | Pink Medical area > Medical Info tab |
Medications* | N/A - automatically integrates when used on any form | Medications | Pink Medical area > Medications tab |
Allergies* | N/A - automatically integrates when used on any form | Allergies | Pink Medical area > Allergies Tab |
*If you remove medical conditions, medications, or allergies from your Leap form or from your lists in Open Dental, 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 Open Dental:
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