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Kareo Help Center

Send Intake Forms from New Appointment

Updated: 05/24/2021
Views: 4027

The practice can send patients an invitation to fill out their patient intake forms prior to their appointment through a new appointment, or when confirming an appointment request.

Recurring appointments, group appointments, and appointments assigned to non-provider resources are not currently supported with patient intake.

Available for Kareo Engage subscribers.

Send Patient Intake

  1. Create a New Patient Appointment.
  2. Click the Select additional forms drop-down arrow to select which patient intake forms to send. Available forms:
  3. Select the method of delivery:
    • By default, the option to email the patient intake form is selected. If necessary, click to clear.
    • To send the patient intake form via text message, click to select "Send SMS". If necessary, enter the patient's mobile phone number.
  4. Click Save Appointment when finished. An email and/or text is sent to the patient with an invite to complete the form.
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