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Kareo Help Center

Archive or Restore Consent Form

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.

Navigate to Patient Intake Settings

  1. Hover over the User icon, and select Practice Settings. The Practice Settings menu 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 Archived Forms.

ConsentForms_PracticeSettings_Archive.png

Restore Consent Form

  1. Click Archived Forms. The list of archived forms displays.
  2. Click the more option icon > Restore. The Restore Form 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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