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Add-On Feature: Please contact us if you are interested in adding this feature to your subscription by submitting a ticket through theHelp Center |
Patient Online Intakes allows you to send your intake forms to your patients via email prior to their appointment. This expedites your patient check-in by allowing them to fill out the initial intake forms on their own device at home prior to them arriving at the office.
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Patient Online Intakes requires a unique email to be entered into the system when adding a patient. The email listed in the essentials tab of their profile will become their username for the intakes portal and therefore cannot be shared with another patient. |
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Once you have added the patient & their email address into the system, you can send the forms in 2 ways:
From the Patient Profile: On the Clinical Dashboard (under the basic box) click ‘Send Patient Intakes’
From the Schedule: Click the appointment vCard and click ‘Send Patient Intakes’.
Intake Forms can be sent more than once but require a new case to be created. In order to send intakes via the vCard, the new case must be attached to the appointment. If sending intakes from the Clinical Dashboard, you must select the new case when searching the patient.
Intakes Icon (located on the navigation bar on the main interface)
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