Offering HIPAA-compliant intake forms is a valuable service for dental practices, enhancing patient trust and ensuring regulatory compliance. Here are some frequently asked questions about using this platform:

Will my forms sync with my practice management software? 

No, however, there are Saas companies who offer this service. We are not a SaaS company. 


How do I log in to the intake form submission site?

To log in, visit https://app.123formbuilder.com/ "Login" button. Enter the username and password provided to you during the setup process with Identity Dental Marketing. If you are unsure of your login credentials - please contact your advisor. Include the type of form you have the link to the page the form is listed on, and the obstacle you are facing.


What should I do if I forget my password?

If you forget your password, click on the "Forgot Password" link on the login page. You'll be prompted to enter your email address, and a link to reset your password will be sent to you.


Why do I have to change my password so frequently?

This is a requirement of HIPAA compliance. You will be asked periodically throughout the year to update your password to ensure it is secure.


How will I know if my form has been successfully submitted?

After submitting your form, you will receive a confirmation message on the screen and an email confirmation to the office’s provided email address. You can then log in to retrieve the HIPAA-compliant details. HIPAA compliance requires that you do not have the ability to see the submissions without logging in and downloading the forms. 


Why do I have to pay a monthly fee for form functionality?

These forms require ongoing maintenance and secure hosting. Acquiring this hosting through Identity Dental Marketing is about half the cost of purchasing it on your own.


What should I do if I encounter an error while filling out the form?

If you experience any issues, please contact your Advisor immediately. Provide a detailed description of the problem for prompt assistance. Screenshots are encouraged. Please also consider using an alternative browser to retrieve forms, as sometimes security settings on a device, network, or browser can interfere with functionality. 


Who has access to the information I submit?

Only authorized personnel have access to your submitted information. We strictly adhere to HIPAA guidelines to ensure your data is handled responsibly and confidentially. We do not access patient submissions. 


How do I print/save my submissions?

  1. Log into https://app.123formbuilder.com/ and navigate to the submission section for your form

  2. Select the checkbox next to each submission you would like to print
  3. Click the Print button
  4. Click "Only the selected submissions" and then Print Preview
  5. Click Print again in the bottom right
  6. At the final step, when you are about to print, you can click "Save to PDF" instead of selecting your printer