Intake Form Management

About patient intake forms

When you use patient intake forms with RXNT, your patient documents are automatically saved to the Patient Dashboard in the documents section. Your front desk and records staff no longer need to manually scan and upload intake documents to the patient's chart. RXNT is doing the work for you!

Our intake forms are fully customizable and include a number of pre-built components as well as optional custom components. This means that you will always be able to capture the important information that you need for your patients. The exact type and arrangement of the intake form options are completely up to you! Using intake forms with RXNT allows your practice to provide patients with these documents as soon as they are scheduled for an appointment. Since they receive them electronically as soon as you send them, patients no longer have to wait until they arrive at the office to fill out paperwork, eliminating schedule delays. 

  Use intake forms to get your patient's full demographic profile by using Quick Add to create the patient in RXNT. Then, send the patient an intake form to collect their demographics and automatically add the details to their profile. Learn more about automatic demographic sync.

Access intake form management

Log into RXNT and select Intake Form Management from Utilities.


Create a new form

Click + Intake Form.


Choose form components

Add prebuilt components to your intake form by dragging them from the Prebuilt components list to the Selected components list. Prebuilt components are for standard patient demographics and insurance fields.


Click here to see the list of available prebuilt components
  • First name
  • Middle name
  • Last name
  • Preferred name
  • Date of birth
  • Patient sex
  • Patient address
  • Preferred phone
  • Home phone
  • Cell phone
  • Work phone
  • Other phone
  • Email
  • Race
  • Ethnicity
  • Preferred language
  • SSN
  • Sexual orientation
  • Gender identity
  • Marital status
  • Employment status
  • Preferred communication method
  • Time zone
  • Emergency contact
  • Primary insurance
  • Secondary insurance

Add a custom component by entering a name or question to display for the patient. Then choose a component type and click Add.


Click here to see the list of available custom components
  • Header
  • Free text box
  • Free text area
  • Phone number
  • Date picker
  • Number
  • Radio select
  • Single select dropdown
  • Multi select dropdown
  • Address

Rearrange components by clicking on the component and dragging it to the location where you want it to appear. Remove components from the selected list by clicking x to the right of the component name.


Enter a Name for your intake form.


Preview and save

Click Preview to see how the intake form will appear to patients.


Click Modify to return to the previous screen and continue editing your form. Click Save to create the intake form.


 Intake Forms cannot be edited once they have been saved. You will be asked to confirm that you want to save the form.


Save as draft and finish later

If you aren't ready to complete an intake form you're working on, you have the option to save it as a "Draft" and finish setting it up later. To save a form as a draft, click Save Draft on the create intake form page or in the intake form preview.


Draft intake forms will appear in the intake form list with a Draft tag and can be completed by clicking on the edit icon.


 Draft intake forms are considered 'incomplete' and will not be available to send to patients until they have been completed and saved from the intake form preview page.

Create a new form from an existing intake form

Navigate to the existing form in the list and click on the Duplicate icon.


In the create form screen, make any necessary changes or additions to the form components and update the form name. Then, preview and save the form as normal.


 Both active and inactive intake forms can be duplicated. The new form created this way will automatically be saved to the active intake form list.

Deactivate an intake form

To deactivate an intake form, and prevent it from being sent to patients, click the Deactivate icon on the active form list.


Click Deactivate on the confirmation message that appears.


The form will automatically move to the inactive list, and staff members and providers will no longer be able to send the form to patients. Patients who have already been sent this form, but haven't completed it yet, will still be able to complete the intake form.

Reactivate an intake form

To reactivate a form from the Inactive list, click the Reactivate icon on the inactive form list.


Click Activate on the confirmation message that appears.


The form will automatically move to the active list, and the form will be available for staff and providers to send to patients.

Sending intake forms from electronic health records

Click on the patient's name to open the patient's profile.


Click Patient Forms.


Click Intake Forms.


Select the checkbox for the intake forms you want to send to the patient and click Send.


 Patients must be provided access to the Patient Health Records (PHR) portal in order to view and complete intake forms sent from the EHR. Patients will be notified via email that there are items in the patient portal that require their attention. The patient is able to log into the PHR and complete the intake form. All completed patient intake forms will be saved to the Patient Documents section of the patient's dashboard under Electronic Patient Forms.


Sending intake forms from scheduler

Send intake forms when you create an appointment or when you are in the patient’s profile in Scheduler. Forgot to send intake forms while creating an appointment? You can also send intake forms from an existing appointment.

Send intake forms from new appointments

Create an appointment.


Click on the Patient Forms drop-down.


Select the intake forms to be sent to the patient.


Click on Save & Send.


The intake forms will be sent to the patient’s portal.

The Last Sent Date is updated as soon as the forms are sent.


The Completed Date is updated as soon as the patient completes the form.

Send intake forms from existing appointments

Click on an existing appointment.Screen_Shot_2021-06-15_at_11.22.16_AM.png


Click on the Patient Forms drop-down.


Select the intake forms to be sent to the patient.


Click on Save & Send.


The intake forms will be sent to the patient’s portal.

Send intake forms from the patient profile

Navigate to the patient profile screen.

Click on Patient Forms.


Click on the Intake Forms tab.


Select the intake forms to be sent to the patient.


Click on Send.


The intake forms will be sent to the patient’s portal.



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