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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.


Review Merged Records

  1. Hover over the Engage icon in the top menu and click 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. Scroll down to view the next section or click on the navigation to go to a particular section.
  3. Click Done to return to the Patient Intake page.


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