Send intake forms from Scheduler

Now, you don’t have to navigate to the EHR to send intake forms to your patients. 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.

mceclip0.png

Click on the Patient Forms drop-down.

mceclip1.png

Select the intake forms to be sent to the patient.

mceclip0.png

Click on Save

mceclip0.png

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

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

mceclip2.png

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

Send intake forms from existing appointments

Click on an existing appointment.

mceclip3.png

Click on the Patient Forms drop-down.

mceclip4.png

Select the intake forms to be sent to the patient.

mceclip5.png

Click on Send.

mceclip6.png

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

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

mceclip7.png

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

Send intake forms from the patient profile

Navigate to the patient profile screen.

Click on Patient Forms.

mceclip2.png

Click on the Intake Forms tab.

mceclip3.png

Select the intake forms to be sent to the patient.

mceclip6.png

Click on Send.

mceclip4.png

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

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

mceclip7.png

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

 

Still, need help? Contact us!

Have a great idea? Tell us about it!

 

 

 

Was this article helpful?
0 out of 0 found this helpful