Skip to main content

 

Kareo Help Center

Send Intake Forms from Confirm Appointment Request

Users can also send an email over to patients with an invite to fill out patient intake forms upon confirming an online appointment request.

  1. On the Agenda, under the Outstanding Items box, click Tentative Appointments. The Appointment Statues window opens.
  2. Click Review. The Confirm Appointment Request window opens.


Patient_Intake_Tentative.png

Patient_Intake_Tentative_Review.png

  1. Click to select the "Email patient intake forms to PatientEmail@email.com."
    • The patient email shown will reflect what is in their record according to the following logic:
      • default to sending to primary
      • if there's multiple email addresses and a primary hasn't been selected, it'll default to personal email address, then work email address, then other email address
      • if only one email address is present, it'll default to that one - doesn't matter if it's primary or not.
    • For patients who don't have an email in their record, users will see a link next to the checkbox to add email to a patient's record.
  2. Click Confirm Appointment when finished.

An email will be sent to the patient with an invite to fill out the patient intake form.


Patient_Intake_Tentative_Send.png

  • Was this article helpful?