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Kareo Help Center

Send Intake Forms from Confirm Appointment Request

Updated: 01/21/2021
Views: 1064

Users can also send an email over to patients with an invite to fill out patient intake forms upon confirming an online appointment request.

Available for Kareo Engage subscribers.

Access Tentative Appointments

  1. On the Dashboard, click Tentative Appointments. The Appointment Statues page opens.
  2. Click Review. The Confirm Appointment Request page opens.


Confirm Appointment

  1. Click the Select additional forms drop-down arrow to select which patient intake forms to send. The patient email shown will reflect the email provided when booking an online appointment.
  2. Click Confirm Appointment when finished.

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


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