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Gather information

Record the results of a patient exam by using the data gathering tools to fill out forms, enter conditions and medications, review radiographs, refine dentition, or chart diagnoses, existing materials, and periodontal measurements.

For more details and step-by-step instructions, see Forms overview, Health facts overview, Imaging overview, Patient dentition overview, Enter a diagnosis or existing material, or Periodontal charting overview.

Reference Material

Image - Standard Form Lifecycle A flowchart illustrating how moving a form through different statuses affects what you can do with the form.

Image - Complex Form Lifecycle A similar flowchart that adds validation and provider assignment workflows.

Collaboration Sharing Center A structured content library of form, assessment, and report templates that can be used in your system.