How Do I Send Post-Op Forms?

Post-op forms can be sent manually and/or automatically! Instructions for both are below. 

(Available in version 4.14.0 and later)

Send Manually:

Post Op Forms can be sent manually from a patient’s landing page. To do so simply click on the ‘Postops’ icon located on the upper left menu of a patient’s landing page: 

You will now see a list of your Post-Op Forms to select from. You can send one or multiple Post-Ops at a time by selecting the desired Post-Op(s) and choosing to send via email or text: 

 

Send via Automation:

Post-Op Forms can be automated using Flex. Flex will automatically send Post-Op Forms after an appointment has been set complete in Open Dental based on the procedure codes or categories attached to the completed appointment.

To automate your Post-Ops you will need to link the desired Post-Op to procedure codes or categories in your Flex settings. To do so, follow these steps: Settings > Forms > Post-Op Forms. 

For Flex to automatically send your Post-Op Forms these three steps must be completed: 

1. Enable the 'Send Post-Op Forms' toggle and its respective sending method (email/text): 

2. Link your post-op forms to specific procedure codes or categories:

3. Once linked, you must complete the patient's 'appointment' in Open Dental with the procedure codes or categories attached and Flex will send the linked Post-Op Form(s) via text and/or email based on your settings.

*Please Note: only setting the procedure code status to ‘complete’ will not automate the Post-Op, the procedure code must be attached to an appointment that has been ‘set complete’. 

If you have any questions after reading the above content please don't hesitate to reach out to Flex Support or comment below!

Thank you!