Updated: 01/21/2021
Views: 360
System administrators can duplicate an existing custom form to send with the patient intake forms.
Available for Kareo Engage subscribers.
Access Patient Intake Settings
- Hover over the User icon and click on Practice Settings. The Practice Settings menu opens.
- Click Patient Intake. The Patient Intake settings page opens.
- Click the more option icon and select Duplicate. The Copy of Form page opens.
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Edit, Add, Delete, or Reorder Sections
Customize the layout of the form by editing, adding, deleting, or moving sections.
- Make desired changes to the form.
- To add sections:
- Click Add Text Block to create another text editor.
- Click Add Question to enter a question. This will allow patients to type in an answer when completing the form.
- If the question is optional, click to clear "Required for patients".
- Click Add Signature to request multiple signatures.
- If the signature is not required, click to clear "Required for patients".
- To delete sections:
- Click the trash icon of the section to be removed.
- To reorder sections:
- Click on the header of the section and drag to the desired place.
- Click Save when finished.
- To see the patient's view, click Preview.
Once saved, the front office can send the form to the patient through the Patient Intake workflow.
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