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Kareo Help Center

View Intake Documents

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

  1. Date: Displays the date submitted.
  2. Name: Displays a unique identifier with date and type of intake document submitted.
  3. Status: Displays the intake status as New or Processed. Once the practice reviews and merges the patient's intake, the status will change to Processed.
  4. Label: Shows the intake document type as Patient Demographics, Drivers License, or Insurance Card (front or back).
  5. Notes: Displays the date of associated appointment.
  6. Actions: Click an option to perform available document actions.

Note: Patient intake forms submitted electronically are available for Download or View as 3-page PDFs.




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