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Kareo Help Center

Navigate Patient Intake Settings

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

  1. Hover over the Engage icon and click Patient Intake. The Patient Intake page opens.
  2. Click Settings. The Patient Intake settings page opens.
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From the Admin Page

  1. Hover over the User icon, and select Practice Settings. The Practice Settings menu opens.
  2. Click Patient Intake. The Patient Intake settings page opens.
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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:

  • Basic Information
  • Demographics
  • Emergency Contact
  • Financial Information
  • Additional Information

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. 

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