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Kareo Help Center

Check Status of Patient Intake

Updated: 01/21/2021
Views: 1299

View the Patient Intake status on the appointment card and take additional actions if necessary.

Available for Kareo Engage subscribers.

Access Appointment Card

  • On the Dashboard, click on the appointment. The Appointment Card opens.
Dashboard_ApptCard_Select.png

Not Sent to Patient

Not sent to patient indicates the patient intake form was not sent when the appointment was created.

  • Click the more option icon to Send or Print Forms.
    • Send: Email the patient intake link to the email address on file.
      Note: The Patient Intake form sent from the appointment card only includes demographics. To include custom forms or medical history, edit the appointment to send the patient intake.
    • Print Forms: Print a PDF version of the intake forms with existing information in the patient chart.

Note: Recurring appointments, group appointments, and appointments assigned to non-provider resources are not currently supported with patient intake.

PatientIntake_ApptCard_NotSent.png

Not Submitted by Patient

Not Submitted by Patient indicates the patient intake form has been sent to the patient, and the patient has not completed the form.

  • Click the more option icon to Resend or Print Forms.
    • Resend: Email the another patient intake link to the email address on file.
    • Start Intake on Kiosk: Use the Kareo Kiosk app to scan a QR code. This allows patients to complete intake forms in the office.
    • Print Forms: Print a PDF version of the intake forms with existing information in the patient chart.

PatientIntake_ApptCard_NotSubmitted.png

Pending Review

Pending Review indicates the patient has submitted the patient intake form and is awaiting review from the practice.

  • Click the more option icon to Review.
    • Review: Opens the patient's submitted intake for review.

PatientIntake_ApptCard_PendingReview.png

Merged

Merged indicates the patient's intake form has been reviewed and merged by the practice.

PatientIntake_ApptCard_Merged.png

Rejected

Rejected indicates the patient's intake form has been reviewed and rejected by the practice.

PatientIntake_ApptCard_Rejected.png

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