Users can send patients an invitation to fill out their patient intake forms prior to their appointment through a new appointment, by confirming an appointment request, when they are editing an appointment, or through the appointment card. 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 a "Email patient intake forms" checkbox.
Available for Kareo Engage subscribers.
Send Patient Intake
An email will be sent to the patient with an invite to fill out the patient intake form.