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Kareo Help Center

View Intake Forms Pending Review

Users can view submitted patient intake forms on the Patient Intake view. There are four different way users can navigate to this page.

 

1. Outstanding Items Notification

On the Agenda, under the Outstanding Items box, click Intake Forms Pending Review.

Agenda_IntakeFormPending.png

2. Page Intake Window

Hover over the Engage icon on the top menu and click Patient Intake. The Pending Review list initially displays. Click the Review button for the list item.

Patient_Intake_PendingReview.png

3. Expanded Agenda View

Click the scheduled appointment on the Agenda to expand. 

To the right of the Patient Intake label, the status will display as Pending review. Click the Review link.

agenda_pending-review.png

4. Edit Appointment Window

Click the scheduled appointment on the Agenda to expand. 

Click More Options > Edit Appointment. The Edit Appointment window will open.

To the right of the Patient Intake label, the status will display as Pending review. Click the Review link.

edit_appointment_pendingreview.png

 

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