Check Status of Patient Intake

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Updated: 11/21/2019
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View the Patient Intake status on the appointment card and take additional actions if necessary.

Available for Kareo Engage subscribers.

Navigate to Appointment Card On the Dashboard, click on the appointment. The Appointment Card opens.
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 consent 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.
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.
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.
Merged Merged indicates the patient's intake form has been reviewed and merged by the practice.
Rejected Rejected indicates the patient's intake form has been reviewed and rejected by the practice.