Creating a Web Form for Dental Case Submissions

An online form can contain lists of selectable items that allow you to specify precisely which manufacturing options are available to the Dentist.

To add a web form, follow these steps:

In the CS Connect toolbar, click .
In the Settings window, click Forms.
In the Web Forms section, click Create a form.
In the Web Form Setup window, use the check boxes to select items to add to your custom form.
Click Next to continue through each step of the Creating form process.
Note:

The Next button is grayed out until you make at least one selection in each step.
If you select only Restorative work types, then the Web Form Setup skips the Implant step.
In the Materials step, the selection list to the right reflects all materials available for all selected work types. You must select at least one material for each selected work type before you can advance to the next step. To add a new material within a particular material category, click alongside the name of the category. To rename the new material, click , type the required name, and then click Submit. To delete the new material, click .

When you reach the Summary step, enter a name for the form and click Create.
The form appears in your list of web forms.
To review the web form, click .
The Custom Case wizard appears, showing the web form steps a Dentist will go through to define what work needs to be done for a case. You can go through the steps or simply click in the upper right corner of the dialog box to close the wizard and return to the forms list.
To make this form available to Dentists, click Activate Web Form.
Note: You can have only one active web form available to Dentists at a time. When you activate a web form, any other activated web form is automatically deactivated.