Skip to main content

 

Kareo Help Center

Review and Merge Intake Forms

When users review a patient's submitted form, they will be required to review each of the sections submitted by the patient.

Information on the left-hand column will reflect the information submitted through the patient intake forms. Information on the right-hand column reflects any fields in the system that are different than the information provided through the patient intake forms. If the right-hand column is blank, the field is not currently populated in the patient chart.

Conflicting information between the patient intake form and the patient's chart will be highlighted in red. Review the submitted patient intake form to determine what to merge into the patient chart or reject all submitted information.

Note: If the patient does not fill out the field(s) in the patient intake form, the field(s) will not be displayed for merging.

Basic Information

  1. Click Patient Intake to return to the Patient Intake window.
  2. Review the submitted information.
    1. By default, the submitted information from the patient intake form will be selected.
    2. If necessary, click the right checkbox to keep the current information from the patient's chart.
    3. If available, click the image to enlarge.
  3. Scroll down to view the next section or click on the navigation to go to a particular section.

 

Patient_Intake_Merge_Basic.png

Demographics

  1. Review the submitted information.
    1. If necessary, click the right checkbox to keep the current information from the patient's chart.
  2. Scroll down to view the next section or click on the navigation to go to a particular section.

 

Patient_Intake_Merge_Demo.png

Emergency Contact

  1. Review the submitted information.
    1. If necessary, click the right checkbox to keep the current information from the patient's chart.
  2. Scroll down to view the next section or click on the navigation to go to a particular section.

 

Patient_Intake_Merge_Emergency.png

Responsible Party

  1. Review the submitted information.
    1. If necessary, click the right checkbox to keep the current information from the patient's chart.
  2. Scroll down to view the next section or click on the navigation to go to a particular section.


Patient_Intake_Merge_Responsible.png

Method of Payment

  1. Review the submitted information.
    • Insurance Policy:
      • If an Insurance Card was uploaded, click the image to enlarge.
      • Practices can select an insurance plan setup on their system based on the information (Insurance Company, Plan, and Address) provided by the patient.
      • Merging this information will create a new case labeled "Patient Intake (Date)". No other case information already existing will be impacted. Primary insurance will be setup as the first policy in the new case, and if a second insurance is also merged, it will be setup as the second policy in the new case. 
      • If a practice chooses not to select a plan, once they merge the information, none of the insurance information will merge into the patient's account. 
    • Self-pay:
      • If a user selects self pay as their method of payment, merging this information will create a new self-pay case labeled "Patient Intake (Date)".
  2. Scroll down to view the next section or click on the navigation to go to a particular section.

 

Patient_Intake_Merge_Finanical.png

Additional Information

  1. Review the submitted information.
    1. If necessary, click the right checkbox to keep the current information from the patient's chart.
  2. Scroll up to view the previous sections or click on the navigation to go to a particular section.
  3. Choose an action:
    • Click Merge into Chart to map all the selected information to the patient's chart.
      • The form will move from the Pending Review to Merged page.
    • Click Reject to map none of the information to the patient's chart.
      • The forms will be removed from the Pending Review page.
      • The practice can still access the originally submitted patient intake forms in the patient's document section. 

 

Patient_Intake_Merge_Additional.png

  • Was this article helpful?