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Kareo Help Center

Send Intake Forms from Confirm Appointment Request

Updated: 03/19/2021
Views: 1331

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. Select a Visit Reason based on the Note from Patient. The Duration updates to the duration set for the selected visit reason.
  2. Click the Select additional forms drop-down arrow to select which patient intake forms to send.
  3. Click Confirm Appointment when finished. The patient receives an appointment confirmation email and an email invitation to complete the patient intake form online.


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