Sending, Viewing, and Printing Intake Forms

Sending Intake forms

1. Search a patient, select your options
   

2. Click Intake Forms

3. Click Add

4. Select a Template
5. Add a Description if necessary

6. Click Save when complete

Viewing and Printing Intake Forms

To view or print intake forms after reconciliation, go the “Intake forms” screen in the patients record. This must be done in the Patient Portal. All intake forms will be listed. Click on the intake form you want to view/print.

There will be options to Edit, Reconcile, or View the intake form if it has not been reconciled.

Otherwise, there will only be options to Edit, or View the intake form.

Click “View” to see the contents of the completed Intake Form.

You can print by clicking the “Print” button at the bottom of the page, or by pressing Ctrl-P. The document will be formatted for printing, and the signed consent forms will be on separate pages.