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Kareo Help Center

New Custom Form

Updated: 06/24/2021
Views: 6509

System administrators can create custom forms to send to patients through the Patient Intake workflow. The front office staff can choose which forms to send to the patient when scheduling an appointment.

Forms are customizable for your practice's needs. Enter your own formatted content, ask questions, and allow the patient to sign electronically. The forms will be stored in the patient's documents eliminating the need to print, scan, and upload paper forms.

Available for Kareo Engage subscribers.

Access 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 +New Custom Form. The New Custom Form page opens.

Customize New Form

Keep Blank as the selected template to create a new form and follow the steps below. To create a consent form specific to telehealth, review New Telehealth Consent Form.

  1. Enter an Internal Form Name. This is a unique name for the staff to quickly select which form they would like to view or send to the patient.
  2. Enter a Form Title. This is the title the patient sees on the form.
  3. By default, a text editor displays.
    • To add content, enter content and format as desired. Available formatting options:
      • Normal, Header 1, Header 2, or Header 3
      • Bold, italicize, or underline
      • Hyperlink
      • Numeric or bullet list
      • Clear text formatting
    • To remove the text section, click the trash icon on the section header.
  4. By default, a signature section displays and is required for patients.
    • To make the signature optional, click to clear "Required for patients".
    • To remove the signature section, click the trash icon on the section header.

Add, Delete, or Reorder Sections

Further customize the layout of the form by adding, deleting, or moving sections. The following steps are optional.

  1. Add sections:
    • Click Add Text Block to open a text editor to enter formatted content.
    • Click Add Question to enter a question or to create a multiple choice question.
      • Short Answer: Select short answer from the drop-down to enter a question and allow patients to type in an answer when completing the form. To make the answer optional, click to clear "Required for patients".
      • Checkbox: Select checkbox from the drop-down to create a multiple choice question or questionnaire. Add up to 100 options per question for patients to select when completing the form.
        Note: Patients are not required to complete sections with checkboxes.
    • Click Add Signature to request multiple signatures.
      • To make the signature optional, click to clear "Required for patients".
  2. Delete sections:
    • Click the trash icon on the section header to remove.
  3. Reorder sections:
    • Click on the header of the section and drag to the desired place.

Preview and Save

  1. Click Preview to see the patient's view. The Preview pop-up window opens.
    1. Click X to close the preview.
  2. Continue to edit the form or click Save when finished.
    Note: Custom forms cannot be deleted once saved. If the content is incorrect, edit or deactivate the form.

Once saved, the front office can send the form to the patient through the Patient Intake workflow.

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