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Kareo Help Center

Send Intake Forms from Edit Appointment

If a user did not send a patient an invitation to fill out patient intake forms upon creating a New Appointment, they will still have the ability to do so when they go to edit the appointment.

Recurring appointments, group appointments, and appointments assigned to non-provider resources are not currently supported with patient intake. Appointments created on a past date or appointments that are in the finished state will not have a "Send patient intake forms" checkbox. 

  1. Click the scheduled appointment on the Agenda to expand. 
  2. Click More Options > Edit Appointment. The Edit Appointment window will open.


  1. Click to select the "Email patient intake forms to"
    • The patient email shown will reflect what is in their record according to the following logic:
      • default to sending to primary
      • if there's multiple email addresses and a primary hasn't been selected, it'll default to personal email address, then work email address, then other email address
      • if only one email address is present, it'll default to that one - doesn't matter if it's primary or not.
    • For patients who don't have an email in their record, users will see a link next to the checkbox to add email to a patient's record.
  2. Click Save 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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