The Patient Intake settings page allows you to view electronic intake forms that patients may complete online, as well as attach additional intake forms for additional information such as medical questionnaires or consent forms. Systems administrators and office administrators may view and edit the Patient Intake settings page.
Access Patient Intake Settings
From Patient Intake
From the Admin Page
Navigate Patient Intake Settings
a. Print Patient Intake Forms
These blank forms reflect the fields that patients fill out and submit electronically and include the following sections:
The practice name and practice address will be included on the top left-hand corner of the blank forms.
Note: The patient intake form in print/PDF format does not include the "Specific Race" field due to space limitations.
b. Send Sample Patient Email
Click Send sample patient intake to my email to preview the patient experience. The email sample will go to the email address associated with your user account in Kareo. Also see the article View Patient Intake Email Sample.
c. Upload Additional Forms
Optionally, attach up to 10 additional forms for patients to download, print, fill out, and bring to the appointment. These forms will be available for the patient to download upon submitting their electronic patient intake information.
Forms uploaded to this page will apply to all providers in your practice who have Kareo Engage.
d. Edit Additional Forms
To change the title of a form, or remove a form document, click on the form line item to open the Edit Form window.