To send an intake form to a registered patient, follow these steps:
Go to the patient’s profile.
In the left panel, open the Forms section.
Click Add and select the intake form you want to send.
If you choose Save and Edit, a new tab will open so you can edit the form together with the patient.
If no edits are needed, click Save and Send. The form will be automatically sent to the email registered in the patient’s profile. You can also send it through the alternative sharing options available.
Once the patient completes the intake and signs all consents, they must check the reCAPTCHA button and submit it.
After the patient submits the form, it will appear in the Forms section of the profile as Completed.