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How to create a Form Template (for intake or any other request)?

Updated

To create a new Intake form that can be used with patients in Amexzone, follow these steps:

  1. Go to Patients. From the main navigation menu, click Patients.
  2. Select “Form Templates.” From the dropdown menu, click Form Templates – For Intake or any Request.

  3. Click “Create New.” On the Form Templates page, click Create New in the upper-right corner.

    crear un intake .png
  4. Create the Intake Form. Enter the required information and configure the questions and fields you want to include in the intake.
  5. Set the form as an Intake. Configure the template as an Intake so it can be used during the patient intake process.
  6. Review and save. Verify that all information and fields are correct, then save the form.

Once created and configured as an Intake, the form will be available for use with patients.

Note: The fields included in the Intake Form can be customized according to the information your organization needs to collect from the patient.