Send Intake Form From an Appointment

Patient intake forms can be sent manually directly from an appointment. You can send forms from an existing appointment or while creating a new one. 

  1. Select Appointments > Scheduler.

  2. Create a new appointment or type in the patient name or comment related to the appointment in the Search for appointments by patient or comment field. You can also click the Advanced Search field and use the filters to narrow down your search.

  3. When the appointment(s) is displayed, right-click on the appointment and select Edit Appointment, or click on the appointment and select the Edit button.  

  4. From the appointment, click the Save and Send Forms button 

  5. Click Save & Send Forms within the pop-up.