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Kareo Help Center

Check Status of Patient Intake

If a patient has been sent an email with a link to fill out patient intake forms, users will see the patient intake status in the expanded Agenda View and in the Edit Appointment view.

 

Not Sent to Patient

If intake forms have not been sent to patients, their patient intake status will be set to "Not sent to patient".

  • Clicking Send, will send an email to the patient with the link to the forms.

 

Patient_Intake_Status_NotSent.png

Not Submitted by Patient

If intake forms have been sent to patients, and patients have not yet completed and submitted them, their patient intake status will be set to "Not Submitted by Patient".

To the right of this status, there will be two links labeled Print Forms and Resend.

  • Clicking Print Forms will print a PDF version of the Intake Forms with existing information in the patient chart included in the print out. On the upper left-hand side will include the Practice Service Location Name and Contact that the patient's appointment is assigned to.
  • Clicking Resend, will resend another email to the patient with the link to the forms.

 

Patient_Intake_Status_NotSubmitted.png

Pending Review

If patients have submitted their intake forms, and they are awaiting review from the practice, their patient intake status will be set to "Pending Review". To the right of this status, there will be one link labeled Review.

  • Clicking Review will bring users to the Patient Intake view, where they can review submitted intake forms. 

 

Patient_Intake_Status_Pending.png

Merged

If patients have submitted their intake forms and the practice has reviewed and merged them, their patient intake status will be set to "Merged".

 

Patient_Intake_Status_Merged.png

Rejected

If patients have submitted their intake forms and the practice has reviewed and rejected their forms, their patient intake status will be set to "Rejected".

 

Patient_Intake_Status_Rejected.png

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