Sending Intake Forms to Patient

To send intake paperwork to patients, you will go to the Patients tab and select the Edit Pencil of the patient > Select Actions Menu at the top > Send Intake Link

Select the forms and outcomes you want to send to the patient by selecting and using the single arrow in the middle:

• Red: Referring Provider - Who referred the patient
• Orange: Rendering Provider - The provider the patient will be seeing in office
• Green: Intake forms - The intake forms you want to send will need to be on the Right side of the shuttle
• Purple: Outcomes - The outcomes you want to send will need to be on the Right side of the shuttle

You will be able to email and/or text the patient their paper work.

Preview of the Email: *Bold Code (Coming August 21, 2021) 

Preview of the Text:

Once you have initially sent the intake paperwork you will be able to see the most recent Intake code on file for the patient to access their paperwork:

This can be accessed from the Patients Profile > Details > Actions > Send Intake Link: