Skip to main content

 

Kareo Help Center

Check Status of Patient Intake

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

 

Navigate to 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.

  • Click the more option icon to Send or Print Forms.
    • Send: Email the patient intake link to the email address on file.
    • 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.
    • 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

  • Was this article helpful?