Intake and Consent Forms

Office staff and Providers can send patient’s Intake Form Types (sets of documents or an individual document) to collect data or obtain patient signatures prior to a visit. This is done from the patient’s chart screen. Follow the steps to send Intake Forms to the patient.

1. Find the patient.
2. Locate the Intake Forms card that will allow you to view sent/completed Intake Forms and send new Forms.
3. To send the patient Intake Form, click the New Form button.
4. This will take you to the New Intake Form card where you can select the Forms you want to send. The Intake Forms that were previously built during configuration are listed here under the Type drop-down. Once you select the Type Form you want to send, click the Add button and you are done!
5. You will now see the Form which is assigned to the patient. If you did not intend to send that Form, click the trash can icon at the top right to remove it from the patient.

After a patient completes their Intake Forms the office will need to reconcile that data into the patient’s chart. This saves you from having to retype information.

Once a patient completes their Forms it will immediately display a task in the Worklist, both in the Dashboard and the Patient record.  It will show on their Worklist card as a “Reconcile Clinical Document” task.

To reconcile the document, find the Intake Form in the Worklist card and double click on it. This will open the document to view. Review the information and click on the Reconcile Clinical Document button at bottom left.

This will display the Intake Form and the patient entered information. On the left side is what the patient entered, in the middle will be what will be added to the record and on the right will be what the patient already has in their chart.

To add the patient entered information to the chart, click on the plus next to the item. This will move it to the middle section. Once everything desired is selected click the Reconcile button and it is now part of the patient’s chart.

You may also click to Ignore which leaves the patient data in the patient chart but does not add any of the items. You may also click Reset which will move everything back over to the left. If you want to return later to the reconcile you can click to Save or Cancel.

Patients can now easily complete Intake Forms digitally and have unlimited access to see what they have signed or entered. This is done through the patient portal so they will need to have been sent an invite and create their portal account.

To complete an Intake Form, the patient logs into the patient portal to locate the Intake Forms card. This card is located in two places, find it on either the Dashboard or the Intake Forms tab.

This will display a list of Form(s) they have available and their status. These can be clicked on one at a time to open and complete or you can click View All to be taken to a new tab to see all the Forms.

When Viewing All, the patient can filter by dates and or status.

The patient’s will see new Forms assigned to them that are labeled unfinished. All unfinished Forms need to be reviewed and submitted.

The patient will click on a Form to begin. The Forms will have check boxes and fields to complete. If the patient has a signature on file already they will only have a check box acknowledging acceptance of terms. If they do not have a signature on file, the patient will use their mouse to sign the document if there is a consent Form as part of the document.

It is not possible for a patient to submit a document without checking the consent box or signing it.

Once completed the patient will click the Submit button and the document will be available for the Office staff or Provider to review and reconcile under the Worklist card.