Manually Send Intake Forms

This functionality is currently in Limited Release to a select group of Members for testing. We'll continue gradually rolling out this release over the coming weeks.


To manually send intake forms to a patient, whether you are sending for the first time or needing to resend to a patient, follow the steps below.

  1. Start by searching for a patient using the Search bar in the upper-left corner of the screen. Or, if you are on the Patients tab already (pictured below), you can use the patient Search bar.

  2. Click on the patient's name to open the Patient Details page.
  3. Scroll down. On the left side, select Complete Intake in the Send Intake box. 
  4. Use the Complete Intake drop-down to select which specific intake form you want to provide to the patient.

  5. Choose how you want to share the patient intake form: Email to Patient or Text to Patient.
    1. Email to Patient: Verify or update the patient's email address, confirm with the patient that they consent to be contacted by clicking the checkbox, and then select Send Intake Form

    2. Text to Patient: Verify or update the patient's cell phone number, confirm with the patient that they consent to be contacted by clicking the checkbox, and then select Send Intake Form
  6. You will receive a notification that the intake form has been sent. Click Close.

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