When users send intake forms to a patient, patients will receive an email with a link to the web forms.
The web form will be 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 Platform, which will allow for 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 "Finished" tab (Checkout, No Show, Rescheduled, Cancelled status)
- Patient's primary email is updated in the patient's account. If a patient has an active intake, a new intake email and new link will get sent to the patient. The old link will expire.
Patient Intake Email Sample
Note: The email template is not customizable.