Creating an Intake Form Portal
It is often convenient for both patient and practitioner to get intake forms filled out electronically ahead of time, prior to the appointment. In order to send your patients intake forms, you must first create a parked form portal page.
To do this, first go to Website Control >> My Pages.
From my pages, click on the “Add new”button.
Next, select “Consent Form” from the options on the resulting page.
Finally, click on the “finish” button. That’s it! Now you can send intake forms to patients either at the time of booking, or using the button on their patient profile that says “Send intake forms.”