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Kareo Help Center

Review and Merge Intake Forms

When users review a patient's submitted intake 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 form. Information on the right-hand column reflects any fields in the system that are different than the information provided through the patient intake form. 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.

Navigate to Pending Review

  1. Hover over the Engage icon on the top menu and click Patient Intake. The Patient Intake page opens.
  2. Click the Review. The Patient Intake Review page opens.
PatientIntake_PendingReview.png

Review Patient Intake

  1. If necessary, click Patient Intake to return to the Patient Intake page.
  2. Review the Basic Information, Demographics, and Emergency Contact.
    • By default, the submitted information from the patient intake form will be selected.
    • If necessary, click to select the current information from the patient's chart.
    • 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.

PatientIntake_Review_Basics.png

  1. Review the Method of Payment.
    • 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)". Existing cases will not 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, insurance information will not merge into the patient's account. 
    • Self-pay:
      • If a patient 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.

PatientIntake_Review_MethodOfPayment.png

  1. Review the Additional Information and Consent Forms.
    • If necessary, click to select the current information from the patient's chart.
    • When available, click the form name to review the consent form.
  2. Scroll up to view the previous sections or click on the navigation to go to a particular section.
  3. Choose an action:
    • Clicking Merge into chart will map all the selected information into the patient's chart. The form will move from the Pending Review to Merged page.
    • Clicking Reject all will not map any submitted information into the patient's chart. The forms will be removed from the Pending Review page.

The practice can access the originally submitted patient intake forms in the patient's document section. 

PatientIntake_Review_AddInfoConsent.png
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