Complete Intake Forms at Home (Desktop)

You may decide to have patients fill out forms prior to being seen in the office. Patients will have two options for this. They can either fill out the forms by logging in on their personal computers or on their mobile device. The below will describe the experience on a personal computer:

Steps to Complete

  1. Login to

  2. Navigate to the Forms section either from the navigation menu or the Dashboard

  3. Select the assigned form from the practice.
  4. Complete all sections and their required fields.

  5. Submit the form. This will then be reviewed by a practice staff member. It may also be auto-merged based on Intake Settings.