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Kareo Help Center

Send Intake Forms

Updated: 04/30/2021
Views: 2211

Send a request for updated patient information or to complete forms without having to schedule an appointment. This allows the front desk to keep the calendar precise and patient records up to date. 

Note: The invitation link expires one week after sending the forms.

Available for Kareo Engage subscribers.

Send Forms

  1. Hover over the Engage icon and click on Patient Intake. The Patient Intake page opens.
  2. Click Send Forms. The Send Forms to Patient pop-up window opens.
  3. Select a Provider, Patient, and Patient Intake forms to send.
  4. 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.
  5. Click Send. An email and/or text is sent to the patient with an invite to complete out the form.
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