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Kareo Help Center

Send Intake Forms to Patients

Users can send patients an invitation to fill out their patient intake forms prior to their appointment through a new appointment, when they are editing an appointment, or through the appointment card on the Dashboard. Patient intake forms are linked to an appointment, and a patient will only have access to one link at any given time. 

Recurring appointments, group appointments, and appointments assigned to non-provider resources are not currently supported with patient intake. Appointments created on a past date or appointments that are in the finished state will not have the option to send a patient intake.

 

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