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Kareo Help Center

View Patient Intake Email Sample

Updated: 01/22/2021
Views: 1512

When the front office sends the intake forms to a patient, patients will receive an email with a link to the web forms.

The web form is responsive-- allowing patients to fill out their intake forms on a computer or on their smartphones and tablets. Information in these forms map back to the Kareo, which will allow the practice to review and merge the information into a patient's record.

The link will expire when one of the following occurs:

  • At midnight past the appointment date
  • When a patient appointment has been moved to the Finished tab
  • Patient's primary email is updated in the patient's account. If a patient has an active intake, a new intake email and link will be sent to the patient. The old link will expire.

Available for Kareo Engage subscribers.

Patient Intake Email Sample

The patient clicks Get Started to launch the Patient Intake Form.


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