Using Forms to make life easier

Ashley Watson • January 26, 2026

Computers were supposed to make our lives easier. Some days, they do. Other days, they feel like passive-aggressive filing cabinets with a superiority complex.

Why I’m Obsessed with Custom Forms

Since computers infiltrated dental practices, we’ve reclaimed entire walls of filing cabinet space and spared our staff the soul-numbing task of note retrieval. We’ve also gained the ability to store far more information—hello, “enhanced customer experience.”

Gone are the days of scribbling “PCO Pn UL6, poss #, PA, AB’s TCA XLA.” There’s a certain purity to that shorthand, but now we’re expected to document everything from the patient’s new granddaughter to their house move—before we even get to the clinical bit.

Detailed notes aren’t just good practice—they’re a medico-legal necessity. So why not make your life easier with custom screens and forms?

Custom Screens: Your Clinical Cheat Sheet

Attach them to specific services to act as an aide-memoire. They prompt you to ask the right questions, record the right details, and avoid the “I meant to write that down” regret.

Forms: The Unsung Workflow Hero

Forms are brilliant for collecting and distributing information. Once created, they can be reused endlessly, filed automatically, and emailed to everyone who needs them. Most platforms generate non-editable PDFs, which are perfect for compliance and record-keeping.

In my implant workflow, I use forms to:

  • Assess patients
  • Report on radiographs
  • Prep the team for surgery
  • Log post-op activity

I also use forms for:

  • CPD tracking
  • Pain assessments
  • Medical histories
  • Patient satisfaction surveys

If I’m repeating a process more than once, I build a form for it. It’s that simple.

My Platform of Choice: Wufoo

You’ve probably filled out a Wufoo form without even realising it. It’s flexible, intuitive, and powerful. You can:

  • Trigger conditional questions based on previous answers
  • Set passwords and CAPTCHA checks
  • Limit submissions per device
  • Schedule cut-offs for completion

It’s ideal for preventing misuse and keeping your data clean.

Try This

Check out the generic x-ray reporting form I’ve built. It might just save you time, improve your documentation, and streamline your communication.


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