Not sure which forms you're using?
This short video will help you find out:
What's the Difference?
Advanced Forms are built to fit your workflow, not the other way around. If you're still on Legacy Forms, here's what you're missing:
- Full customization – Add, remove, or rearrange questions to fit your workflow.
- Conditional logic – Show specific questions based on a patient’s age, gender, or previous responses.
- Smart Open Dental mapping – Choose exactly which responses write back into Open Dental and where.
- Image uploads – Collect insurance cards, driver’s licenses, and even patient selfies directly through forms.
- Nested forms – Create a seamless experience by linking forms together so it feels like one smooth, simple form.
Thinking About Switching?
Before making changes, start here:
- ⚠️How to Switch To Advanced Forms↗️—Review this first. It's an important step to make sure the transition goes smoothly for your team and your patients.
Already on Advanced Forms?
Make the most of them with these resources:
➡️Advanced Form Editor and Help Center
➡️How to Update Office Policies in the Flex Form Builder
➡️Elements Menu in the Flex Form Builder
If you found this information helpful, please like and/or comment below!
If you have questions, please contact Flex Support.
Thank you!
Comments
Please sign in to leave a comment.