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Kareo Help Center

Archive or Restore Consent Form

Updated: 11/21/2019
Views: 159

System administrators can archive consent forms that are no longer needed. The forms will be removed from the active forms list and will not be available to send to patients. Restore an archive form to move them back to the active list.

Available for Kareo Engage subscribers.

Navigate to Patient Intake Settings

  1. Hover over the User icon, and click on Practice Settings. The Practice Settings page opens.
  2. Click Patient Intake. The Patient Intake settings page opens.
PracticeSettings_PatientIntake.png

Archive Consent Form

  1. Click the more option icon > Archive. The Archive Form window opens.
  2. Click Archive. A green confirmation message displays.

The form is moved to Archived Forms.

ConsentForms_PracticeSettings_Archive.png

Restore Consent Form

  1. Click the Archived Forms tab. The list of archived forms displays.
  2. Click the more option icon > Restore. The Restore Form pop-up window opens.
  3. Click Restore. A green confirmation message displays.

The form is moved to Active Forms.

ConsentForms_PracticeSettings_Restore.png

 

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