Assign & Initiate

Automatically Assign an Intelligent Intake via Appointment Type

Manual Intake Assignment Locations

Assign an Intake Using the Intake Schedule

Assign an Intake Using the Quick Pay Window

Assign an Intake from iScheduler Using Intake Assignment

Assign an Intake from the EMR Using Intake Assignment

Initiate the Intake on the iPad Using the Intake Schedule or Quick Pay window

Initiate the Intake on the iPad Using the Intake Assignment Window

Manually Send An Intake Link to a Patient via Intake Assignment