Updated: 11/17/2021
Views: 1614
Once patient intake forms have been merged into a patient chart, the intake form records are available to view on the Patient Intake page or in the patient's Documents.
Available for Kareo Engage subscribers.
Access Merged Intake
- Hover over the Engage icon and click on Patient Intake. The Patient Intake page opens.
- Click the Merged tab.
- Click View. The Patient Intake page opens.
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Review Merged Intake
- Review the submitted information.
- For Custom Forms, click the form name to download the submitted form.
- For Medical Intake and Screening Tools, review the submitted details in a clinical note at the time of the appointment.
- For Questionnaires and Credit Card Authorizations, review the form in the patient's Documents.
- Click Done to return to the Patient Intake page.
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