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Kareo Help Center

Send Intake Forms from New Appointment

Updated: 11/21/2019
Views: 1403

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

  1. Create a New Patient Appointment.
  2. Click “Email Patient Intake”.
    • The patient email shown will reflect what is in their record according to the following logic:
      • Default to sending to primary
      • If there's multiple email addresses and a primary hasn't been selected, it'll default to Personal Email address, next Work Email address, then Other Email address
      • If only one email address is present, it'll default to that one - doesn't matter if it's primary or not.
    • If the email address is not populated, enter the patient's email address in the empty field to add the email to a patient's record.
  1. Click the Select additional forms drop-down to select forms to send with the patient intake.
  2. Click Save Appointment when finished.

An email will be sent to the patient with an invite to fill out the patient intake form.



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