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Kareo Help Center

View Merged Intake Forms

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


Navigate to Patient Intake

Hover over the Engage icon in the top menu and click Patient Intake. The Patient Intake window opens.


Review Merged Records

  1. Click the Merged tab.
  2. Click View on the right of the line item. The Basic Information window opens.



  1. Scroll down to view the next section or click on the navigation to go to a particular section.
  2. Click Patient Intake to return to the Patient Intake window.



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