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 is sent to the patient with an invite to fill out the patient intake form.