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Kareo Help Center

Send Intake Forms from Confirm Appointment Request

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

Access Tentative Appointments

On the Agenda, under the Outstanding Items box, click Tentative Appointments. The Appointment Statues window opens.


Patient_Intake_Tentative.png

Open Appointment

Click Review. The Confirm Appointment Request window opens.

Patient_Intake_Tentative_Review.png

Confirm Appointment

  1. Click to select the "Email patient intake forms to PatientEmail@email.com."
    • The patient email shown will reflect the email provided when booking an online appointment.
  2. Click Confirm Appointment when finished.

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


Patient_Intake_Tentative_Send.png

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