How to Switch from Legacy Forms to Advanced Forms Walk-Through Video

Since May 2022, The Advanced Form Builder has provided enhanced customization options such as image uploads, conditional logic, and improved data integration, making it a powerful tool for your practice. If you're still using Legacy Forms, this video will guide you through a smooth and efficient transition to Advanced Forms.

Important Video Takeaways: 

• The Flex user must have admin permissions in Flex to access the Form Builder, which is found in the settings tab. To update a user's permissions, view this text article: How Do I Change User's Permissions?

• Flex Forms serve as your electronic forms solution and cannot be printed for patients to complete on paper. Instead, patients will fill out Flex forms on tablets or their personal devices. Once submitted, forms automatically import into Open Dental, and a PDF copy is saved in Images. For additional information, review these text resources: 

  • How Can I Use Flex On My Tablet?
  • How Do I Send Forms Manually?

What Happens After Switching?

Once switched, your forms will update to the default Advanced Forms configuration. All customization options will be available, allowing for further adjustments as needed.

Legacy Form URL(s) on your website will no longer store patient submissions, and you will need to update them to the Advanced Form URL(s). While both URLs will still be accessible to you, only the new link will allow patients to complete and submit forms. This guide will show you how to find both URL(s). 

• Note: For additional details on using and creating Advanced Forms, refer to this related video: Form Editor Overview

⚠️Important: Save Custom Questions Before Switching⚠️

Before switching to Advanced Forms:

• Save any custom questions from your Legacy Forms. If not saved, they will be lost.
  • Many clients save custom questions by copying them into a Word document or Google Docs.
  • Users like to keep their Legacy Forms URL accessible for future reference. The legacy form URL is still accessible for review after switching to advanced forms.

The video below shows you how to save custom questions and access your forms URLs.

For a text guide walk-through, view this article: How to Switch from Legacy Forms to Advanced Forms.

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If you have questions, please contact Flex Support.

Thank you!