Online Forms & Payment

For any online payments, you will need a Stripe account. DentalPlus does not handle the payment but uses Stripe as a payment processor and the money goes directly to your Stripe account.

Documents

On any documents sent by email and sms, you can now add various mail merge fields which will generate a link that the patient can click on to complete the requested forms or payment.

The new fields are:

~online_mh~	Complete medical history, covid screening form and consent form
~online_covid~	Online complete the covid screening form
~online_payment_deposit~	Request for a deposit payment
~online_payment_outstanding~	Request for a sum of money to be paid - used from the patient financial section

There is also a new custom form field which is not in the mail merge fields. Details can be found here.

In DentalPlus, head to the admin section, then Documents

Find your reminder document (or any other, e.g. new patient welcome email) and click on it to load it in the editor.

Add some instructions for the patient, and the new field. E.g.

Don’t forget to save your document.

Now, any documents that do out with the field in, will have a link to complete the form.

The patient completes the form on their device, or PC, signs it, and save it to our central server.

Every 10 minutes, your own practice server checks our server for any completed forms and downloads them, adding them to the patient record.

The patient record will tell you that the form has been completed online

Printing the form will show it with the signature on

Online Payment Request

You'll need a document creating for each communication type, sms & email (or only the type you want to send)

In the DentalPlus admin section, go to System setup | Document settings | Online and choose the relevant documents for the communication type

Once saved, close and re-open DentalPlus for it to pick up the changes.

Now, from a patient record, go to their financials and click the Send Online Request button

The screen will show the document to be sent. You can adjust the amount to be paid here before sending.

Once the payment is processed and your server picks this up, the payment will show in the patient financials

• Related Articles

• Online Booking Hours

  There are two options for setting up working hours for online booking... 1. Use all open working slots 2. Specify slots to be used for online booking Let us know which method you'd like so we can configure the online booking system accordingly. If ...

• Custom Online Form Request

  There is a new mailmerge field that may be added to documents to request forms to be completed by the patient. It is not listed in the mailmerge fields when creating document templates. The new field is ~online:xxxx~ where x can be a combination of ...

• Remote Forms - Setup

  Install DentalPlus Remote Forms from the Google Play store or Apple Store on your tablet. When first run, the configuration screen will be shown. Enter the IP address of your server and the name for the device (keep it simple!) Click SAVE at the ...

• Remote Forms - Sending a request

  Once you have configured your device, it will probably tell you that there is no form set. In the appointment book, right-click a patient and set the appointment to "Waiting room"   The Patient Actions window will appear. Choose the forms that need ...

• Android APKs

  Download the app from here. If your device asks, allow installing from other sources. Remote Forms... Download link