Once a patient submits the intake form, their information and Driver's License/ID and Insurance Card image uploads will save to their patient chart.
These documents will remain available for view from the patient's documents, even if a merge is rejected or a new intake form is completed.
Access Patient Documents
Navigate to a patient's chart and click Documents in the left menu. A list of the patient's documents displays.
View Intake Documents
Note: Patient intake forms submitted electronically are available for Download or View as 3-page PDFs.