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Kareo Help Center

View Intake Documents

Updated: 03/29/2021
Views: 1505

Once a patient submits the intake form, their information, Driver's License/ID, Insurance Card images, and Credit Card Authorization form saves to the patient's documents. These documents are available in the patient's documents, even if a merge is rejected or a new intake form is completed.  

Available for Kareo Engage subscribers.

View Intake Documents

  1. Navigate to a patient's chart and click Documents in the left menu. A list of the patient's documents displays. 
  2. Documents related to patient intake will populate the each column with the following information:
    • Date: The date submitted.
    • Name: A unique identifier of the intake document submitted.
    • Status: Once the practice reviews and merges the patient's intake, the status will change to Processed.
    • Label: Shows the intake document type as Patient Demographics, Drivers License, or Insurance Card (front or back). Custom forms and Credit Card Authorization forms are labeled as Legal Document. Medical history is labeled as History and Physical. Screening tools are labeled as Other.
    • Notes: The date of associated appointment.
  3. Click Download or View to review the document.

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


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