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Intake FAQs

Below are some common questions and answers about the Digital Patient Intake feature in WebPT Reach.

Does intake integrate into the note?

When a patient completes their intake, certain fields from the Medical section of the intake form will automatically populate into the patient's Initial Evaluation for both SOAP 1.0 and SOAP 2.0 users in the WebPT EMR. The same data will carry over regardless of which version of SOAP you are using. Here's where you can expect the integrated fields to appear for each version:

SOAP 1.0 Integrated Fields

SOAP 2.0 Integrated Fields

The other fields will be available via eDoc, and will not directly flow into the note fields themselves. 

Do we have the option to choose which Intake fields are marked as “required”?

Right now, Members don’t have the ability to designate which fields are mandatory. The form has been designed to encourage patients to submit as much information as possible before their appointment, without discouraging completion by requiring too many fields to be completed. 

Can we add our own forms to Intake?

Currently, we accept a maximum of four consent-based forms per organization. All forms submitted must meet the requirements outlined in this document. Forms that fail to comply will be sent back.

What happens if the patient does not fill out the form completely in one session? Can they go back and fill out what is needed?

If a patient doesn’t finish their intake in one session, the form will automatically navigate them to the unfinished section(s) when reopened. They can even go back and edit previous responses if needed. If you want to see if a patient has completed their forms, you can check using the process outlined here

Where can I see the new intake contents? 

For Members upgrading from Reach Standard or Reach Essentials plans only.

To review or edit the new welcome contents and intake reminder contents, just log into your Reach account, click Campaigns, then Content, then Announcements. Use the search bar to search for Pre-IE Welcome with Intake for the welcome messaging, or Digital Intake Reminder for the reminder content. Click on the title and scroll down to preview! Check out this Patient Intake Overview video for a step-by-step walkthrough. 

What questions are included within the standard intake form?

If you want to browse the questions available in the standard intake option, click here to scroll through the questions in each section. Note: Not all of the questions you see will be filled out by every patient. Due to built-in logic, certain responses generate follow-up questions.

My patient told me they updated their information and resubmitted their intake form. How can I get the updated information to the eDoc?

If a patient updates their information in an intake form they had completed already, that information will not automatically carry over to the EMR. If you want to update the eDoc, simply login to Reach and send that patient's intake to the EMR again in order to have the most up to date information in the eDoc.

What if my patient is being treated for concurrent cases?

In Reach, the default case is the case where the note was most recently finalized. If you need to send an additional intake for another case - it's best to manually send intake to the patient. 

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