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Kareo Help Center

Check Status of Patient Intake

Updated: 11/19/2021
Views: 1626

Check the Patient Intake status on the appointment card and take additional actions as necessary.

Available for Kareo Engage subscribers.

Access Appointment Card

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

Not Sent to Patient

Not sent to patient indicates the patient intake form was not sent when the appointment was created. If necessary, send the intake form(s) on demand for the patient to complete electronically.

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.

Available actions:

  • Resend: Click the more option icon and select Resend to email the another patient intake link to the email address on file.
  • Start Intake on Kiosk: Click the more option icon and select Start Intake on Kiosk to allow patients to complete intake forms in the office with the Kareo Kiosk app.
  • 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.

Available actions:

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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