Intake Form Status & Download
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 determine the status of a patient's intake forms:
- Select Intake at the top of the page.
- Next, click on the name of the intake form you want to check.
- Then, select Patients. A list of patients below who have received this intake form will be displayed.
- Type the name of the desired patient into the Search bar. As you start typing, the smart search will update the results in real-time seen below.
- Locate the entry for the patient and observe the Status column. The status will display as Sent, Started, or Complete.
- If intake forms are not completed before they come into the clinic for their Initial Evaluation, the patient can finish their forms at your clinic using Kiosk Mode.
- To download a completed form, select the Download link next to the entry.