The Completed Forms page in Practice by Numbers serves as a centralized dashboard for managing all patient-submitted online forms. It allows your team to ensure that critical form data is properly handled—whether that means syncing it to your PMS, collecting a doctor’s signature, or taking follow-up actions with the patient.
Accessing the Completed Forms Page
Click Forms in the top navigation bar.
You’ll land on the Online Forms homepage.
From the left-hand menu, choose Completed Forms.
You’ll now see a list of submitted forms. Use the “Completed between” date filter at the top to refine your view by date range.
Key Functions of the Completed Forms Page
From this page, you can:
View recently submitted forms from patients
Confirm sync status with your PMS (Dentrix, Eaglesoft, or Open Dental)
Capture provider signatures when required
Resolve unmatched forms by attaching them to the correct patient
Retry failed syncs quickly using action icons
Send completed forms back to patients when needed
This feature helps keep your patient records accurate, timely, and complete—without having to track each form manually.
Why It’s Important
The Completed Forms tab is essential for:
Maintaining Data Accuracy: Ensures all necessary documentation is linked to the right patient and appears in your PMS.
Monitoring Submission Activity: Quickly assess when and which forms are submitted.
Managing Exceptions: Address issues like unsynced forms, unsigned provider sections, or unlinked patient data without delay.
Page Layout: Column Guide
Column | Description |
Patient | Shows patient initials, status (e.g., NP), and date of birth |
Forms | Lists one or more forms submitted |
Date Completed | Indicates when the form was submitted |
Actions | Offers tools to: |
Sync Status Indicators
✔️ Checkmark — Form synced successfully to the PMS.
🔁 Rotating Arrow — Sync failed. Click to retry.
Use the toggle “Only show completed forms that have not synced” to filter and resolve syncing issues efficiently.
Provider Signature Workflow
If a form requires a doctor’s signature (e.g., consent forms), click the 🖋️ signature icon in the Actions column. This opens the form so the provider can complete the required section electronically.
Forms Without Patient Matches
Sometimes, submitted forms can’t be auto-matched to a patient record. In those cases:
The Patient column displays initials and date of birth only.
A patient icon will appear—click it to manually assign the form to the correct patient profile.
Sending Forms to Patients
Forms that allow patient follow-up will display a 📧 mail icon. Clicking this lets you email the completed form directly to the patient—handy for confirmation, consent acknowledgment, or any necessary edits.
Troubleshooting Tips
If a form doesn’t sync after multiple attempts:
Review your Forms → Settings page to check mapping configurations.
If the issue persists, contact our Support Team for further assistance.