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Kareo Help Center

View Merged Intake Forms

Updated: 02/18/2020
Views: 742

Once patient intake forms have been merged into a patient chart, the intake form records are available to view on the Patient Intake page.

Available for Kareo Engage subscribers.

Review Merged Records

  1. Hover over the Engage icon and click on Patient Intake. The Patient Intake page opens.
  2. Click the Merged tab.
  3. Click View. The Patient Intake page opens.


  1. Review the information. If available, click the form name to review the consent form.
  2. Click Done to return to the Patient Intake page.


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