How to send patient intake forms booked and pending appointments.

NOTE: Intake forms require a bit of setup before use. Please follow the tutorial for setting up forms first.

It is often convenient for both patient and practitioner to get intake forms filled out electronically ahead of time, prior to the appointment.

Forms can be sent to a patient when booking or confirming patient appointments by checking the "Include Intake Forms" check box on the booking pop up.

When checked, the patient will receive a separate e-mail with a link to a secure form page where they can fill out any needed forms and submit them electronically.

Once the patient has completed their form and clicked submit, one or more pending forms will appear in the message center on the desktop. You can find a tutorial here for how to approve that. Once approved, these pending forms will be added to the "document list" in the patient records area. (You can find more information on how to view the document list here.)