Company Setting: Intake Send Links

This setting is used to enable the Intake Links for Intelligent Intake practice-wide, this can NOT be done per location or Intake type. This will allow a reminder link to be sent to the patient via their communication preference. This message will contain a link to the assigned intake form either based on automated assignment via appointment types or manual assignment.

Steps to Complete

  1. Update the company setting by searching "Intake Send Links" 
  2. Check the box so the value = Yes/True

Be sure to review the article: How to Set Up the Intake Links