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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. Click Next to continue or click Cancel to return to the Patient Intake window.



  1. After all sections are reviewed, click Done on the Additional Information window.


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