The application can automatically assign patient intake forms based upon a patient's appointment type. Follow these steps to setup an Intelligent Intake form for an appointment type:
- Click on the Setup portal.
- Select Appointment Types under the Schedule Setup menu.
- Click on the Appointment Type to modify.
- Select the Magnifying Glass icon on the Intake field.
- Choose the appropriate Intake Form to assign to the Appointment Type.
- Press the Save button.