How to send patient intake forms via the patient profile:

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

In addition to sending forms at the time of booking, you can also send patients intake forms to fill out digitally by sending them from the patient profile area.

To do this, first go to Patient > Profile.

Then simply click the "Send Form E-mail" button in the info box on the left.

This will immediately send the patient an 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.)