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:

  1. Select Intake at the top of the page.
  2. Next, click on the name of the intake form you want to check.

  3. Then, select Patients. A list of patients below who have received this intake form will be displayed.

  4. 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. 

  5. Locate the entry for the patient and observe the Status column. The status will display as Sent, Started, or Complete. 
  6. 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.
  7. To download a completed form, select the Download link next to the entry.
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