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Kareo Help Center

Edit Custom Form

Updated: 01/21/2021
Views: 1062

System administrators can make edits to custom forms. Any chances made will update pending forms sent to the patient.  If you don't want to affect the pending forms, duplicate the form to create a new version.

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.
  3. Click the more option icon > Edit. The Edit Custom Form page opens.

Edit, Add, Delete, or Reorder Sections

Customize the layout of the form by editing, adding, deleting, or moving sections. 

  1. Make desired changes to the existing form.
  2. 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".
  3. To delete sections:
    1. Click the trash icon of the section to be removed.
  4. To reorder sections:
    1. Click on the header of the section and drag to the desired place.
  5. 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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