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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

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


Confirm Appointment

  1. Click to email the "Patient Intake" form to the patient. The patient email shown will reflect the email provided when booking an online appointment.
    1. Click the Select additional forms drop-down to select forms to send with the patient intake.
  2. Click Confirm 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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