Send a Custom Intake Form to a Portal User

Once you have Created and Activated your Custom Intake Form, anyone with access to a patient can send it to that patient's portal users for them to fill out. 

1. Open the patient's record.
2. Scroll down to the Portal Users section.
3. Click the Send Intake Forms icon to the right of a portal user, or click the Invite to Portal button above a contact who doesn't have a portal user yet. 
   
    
4. Select the Checkbox next to the Intake Form(s) you want to send.
5. Optional: Type a Message for the portal user to see when they access forms in the patient portal.
6. Click the Send Forms button. 
   

The portal user will receive an email explaining they have an intake form that needs their attention, along with a button to log in to the patient portal.