Forms overview

Teamio Forms are digital intake, consent, and medical-history forms that patients fill out on their own phone — no app to install, no paper to scan. The completed form links to the patient and files straight into Open Dental, so the answers reach the chart and a PDF lands in the imaging module automatically.

Videos

Short video walkthroughs of Forms functionality for getting started.

• How to Send a Form to a Patient
• Forms: Mapping Procedures Codes to Consent Forms

What you can do with Forms:

• Build your own forms in a drag-and-drop builder, or start from a template.
• Share a form as a link or QR code — by text, email, or chairside on a tablet.
• Bundle several forms into a single packet so a new patient completes everything in one sitting.
• Offer forms in other languages (Spanish, Russian) — translated automatically, with a patient-facing language switch.
• Review submissions as the patient filled them out, including signatures, with safety-critical answers highlighted.
• File to Open Dental — answers map to chart fields, and the completed PDF files into imaging.

The three form types (set at creation, locks after the first save):

• New Patient (NP_FORM) — first-visit intake: demographics, insurance, history. Use for anyone new to the practice.
• Medical-History Update (MED_HX_UPDATE) — a returning patient refreshing their medical history. Use this when you want the answers to drive the medical-history flows and the optional update reminders.
• Other (OTHER) — everything else: consents, authorizations, surveys, single-purpose forms. Use when the form isn’t a full intake or a history update.

Where: Left sidebar > Forms

Prerequisites and permissions

Forms appears in the sidebar only when your site has the Forms feature enabled. The Outsourced role never sees Forms.

• Admin and Manager can build, edit, and delete forms.
• Employee can view the Forms page, generate share links, and pin items — but sees no edit or delete actions by default. Your office can adjust non-admin levels in the Feature Permissions matrix (None / Read / Update / Delete).
• Medical History Update Reminders are set up by Teamio — ask your Teamio contact to turn them on for your practice.

See Who can do what in Forms for the full breakdown.

The Forms page

The page title is Teamio Forms, and it has two panels side by side.

Your Forms

Every form your office has built. Columns: Form Name, Lang (the extra languages enabled on the form, shown as ES / RU badges), Packets (a packet icon if the form belongs to one — hover for the packet name), Last Updated, and Actions.

• Search with Filter by form name… above the list.
• The list shows 10 per page with Showing X-Y of Z and Page X of Y controls at the bottom.
• Packets appear right in this same list with a PACKET badge. See Creating a packet.
• Pinned forms and packets float to a Pinned section above the rest of the list.

Each row’s Actions column has:

Action	Icon	Who sees it
Modify Form	pencil	Admin / Manager
Delete Form	trash	Admin / Manager (disabled with the tooltip This form is protected and cannot be deleted on protected forms)
Get Short URL For the Form	link	Everyone who can view Forms
Pin Form / Unpin Form	thumbtack	Everyone who can view Forms

Clicking a form row (or the pencil) opens it for editing — for users without edit permission, the row is read-only.

At the top of the page: Create a Packet and Create New Form buttons, plus the Settings icon (the gear ⚙️) next to Create New Form — Teamio uses this to set up medical-history update reminders for your practice.

Your Form Submissions

Completed forms coming back from patients. Columns: Form Name, Type (NP_FORM, MED_HX_UPDATE, or OTHER), Patient, Submitted, Updated, and Actions. A language badge (e.g. ES) appears when the patient completed the form in another language.

Filter bar: Filter by submission name…, Filter by form type, Filter by patient, Filter by date submitted, Filter by date updated, and Clear Filters. Submissions also paginate 10 per page.

• A submission with no patient shows a Not linked — Link patient pill; select it to open the Link Submission to a Patient modal. A linked patient name is a link that opens the Patient Profile in a new tab.
• Submissions can be pinned/unpinned just like forms.
• Click a submission to read it — see Viewing submissions.

Key concepts

• Form — one fillable document (new-patient intake, medical history update, consent…). Built once in the form builder, reused forever.
• Packet — a bundle of two or more forms sent as one link, so a new patient completes everything in one sitting. See Creating a packet.
• Form type — every form is NP_FORM (new-patient intake), MED_HX_UPDATE (medical-history update), or OTHER. The type governs which back-end flows run (for example, medical-history processing); how individual answers reach the chart is set per control. The type is chosen at creation and locks after the first save.

Empty states

• No forms yet: No forms available yet. Please click “Create New Form” button above to get started.
• No submissions yet: No submissions available yet.
• If your site doesn’t have the Forms feature, the page shows TeamIO Forms Not Available with a Request Forms Feature button.

Common jobs

• Create a form — the builder, sections, and controls
• Share a form with a patient
• Get the consent form for a patient’s appointment — the right consent, teeth already filled in
• See what the patient experiences
• Read submissions
• Offer forms in Spanish or another language
• Where the PDF goes in Open Dental

Related

• Who can do what in Forms
• Forms and Open Dental
• Automatic medical-history update reminders