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Kareo Help Center

Patient Intake Overview

You can now send electronic intake forms to your patients and receive them prior to their appointment. Patients can fill out these forms anytime, anywhere--saving time at check-in. It also means reduced errors through automated form entry and increased front office efficiency. Less paper-work, fewer errors, happier patients.

Patient intake will allow patients to provide basic information, demographics, emergency contact, financial information, and additional information that the practice will be able to review and merge into the patient's chart.

From Practice Settings, system admins, front office, and providers can print blank forms, send a sample patient intake email to themselves, or upload additional forms that they would like patients to download, print, fill out and bring in for their appointment. When creating, editing or confirming an online appointment, users can choose to send an email to patients inviting them to fill out their intake formsPatients will have the options of filling out their information from any browser whether on their laptops, smartphones, or tablets. Practices will have the ability to see the status of each intake sent to patients. Depending on the status, they will have the ability to resend intake emails, print intake forms, or review and merge the information into the patient's chart. Upon submission, patient intake information will also be available in the patient documents section. 

Note: Patient Intake is available to providers who are subscribed to Kareo Engage.

System Admins and office staff will have access to all patient intake workflows. Providers will have access to all patient intake workflows except for practice settings and Outstanding Items > Intake Forms Pending Review.

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