The Intake Forms allow you to send and receive intake paperwork from within the application. It is included with the Patient Portal.
Standard Intake Forms Workflow
Other Scenarios
- The portal user uploaded an incomplete form or didn't submit anything prior to their visit.
- Print a pending form then Manually Upload a Completed Intake Form. See Print or Download a Pending Intake Form for more information.
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The portal user brought completed paper copies of the forms.
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I need to resend the intake form to the portal user.