Assign Intelligent Intake Form to Appointment Types

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:

  1. Click on the Setup portal.

  2. Select Appointment Types under the Schedule Setup menu.

  3. Click on the Appointment Type to modify.

  4. Select the Magnifying Glass icon on the Intake field.

  5. Choose the appropriate Intake Form to assign to the Appointment Type.

  6. Press the Save button.