The PbN Forms Editor was developed to meet a growing need in dental practices: the ability to create fully customizable, patient-friendly forms that align with each practice’s unique workflows, branding, and data collection requirements.
Traditional form solutions often fall short—limited in flexibility, disconnected from your Practice Management Software (PMS), and hard to tailor without technical expertise. The PbN Forms Editor solves these challenges by offering a drag-and-drop, intuitive interface that allows you to build intake forms, consents, treatment plans, and more—all within a few clicks.
This editor isn’t just about form design—it’s about unlocking efficiency, improving patient engagement, and ensuring accurate data collection that seamlessly integrates with your PMS.
Why We Introduced the PbN Forms Editor
Our goal was simple: to give practices complete control over their digital forms while ensuring they’re fast to build, easy to use, and deeply integrated into your workflow. With this tool, your team can:
Create forms that reflect your unique needs—no more generic templates.
Collect structured, clean data and automatically sync it with your PMS.
Eliminate paper clutter and manual data entry.
Enhance the patient experience with modern, mobile-friendly forms.
What You’ll Learn in This Video
This video tutorial walks you through the step-by-step process of creating a custom form, explaining which blocks (components) to use—and when. Below, you'll find a detailed reference guide for each type of form block available in the editor.
Form Blocks
Here’s a breakdown of all the available building blocks in the PbN Forms Editor, categorized by their purpose:
Section & Instruction Blocks
Header: Add a section or form title with optional instructions.
Selection Header: Use to introduce grouped multiple-choice questions.
Paragraph: Provide additional context, descriptions, or instructions.
Image: Insert visual elements (e.g., logos, illustrations).
Input Fields
Text Box: For short free-text answers (e.g., names, IDs).
Number Box: For numeric inputs like age or ZIP code (with validation).
Text Area: For longer responses such as patient notes or descriptions.
Select (Dropdown): Choose from a predefined list; supports multi-select and “Other” with free text.
Checkbox: Use for consent or agreements with multiple selection options.
Radio Buttons: Present mutually exclusive options—only one can be selected.
Yes/No: A simple binary response option for fast decisions or confirmations.
Date Picker: Select a date via a calendar interface—ideal for birthdates or appointment dates.
Patient-Specific & Medical Info Blocks
Medications / Allergies / Diseases / Referral: Pull options from the active lists in
Forms → Listto standardize medical history input.Patient Name / Gender / Date of Birth / Patient Profile: Collect key demographics and profile data.
Legal & Signature Blocks
Terms: Display terms & conditions or consent language for user acknowledgment.
Signature: Collect digital signatures for legal or consent-based sections.
Upload & Payment Blocks
Image Upload: Allow patients to upload images (e.g., insurance cards).
Payment Method Block: Securely collect preferred payment details. Requires the PbN Payments feature.
Layout & Organization Blocks
Separator: Visually divide content for better readability.
Address: Capture full mailing addresses with all standard fields.
Next Steps
Watch the video to learn how to assemble a form using these components.
Consider your practice’s goals: Are you streamlining intake? Collecting consent? Initiating treatment plans?
Use the PbN Forms Editor to design forms that not only look professional—but also enhance data accuracy and patient experience.
If you need help mapping form responses to your PMS (especially with Custom Data Sources), check out our related article on Custom Data Source Configuration for PMS Writebacks.