Create a New Intake Form

To create a new Intake form that can be assigned to patients and appointments, follow the steps below:

  1. Navigate to the Setup portal.

  2. Select Intelligent Intake from the list of setup screens.

  3. By default, the work area on the right will be blank. If it is not, click the New button.
  4. Give the Intake form a Name, Description for when it's used, Instructions for the patient, and select the Active checkbox.

  5. Click the Save button to create the intake form.

  6. You are now ready to setup the intake form's fields.

Intake Setup Field Definitions

  • Name:  This is the name of the intake. This is seen by the patient when completing the intake. This is also seen by the practice staff when assigning the intake.
  • Description:  This is an internal description of this intake and is used to provide guidance to the staff on when/how this is used within your workflow.
  • Instructions: These are instructions for the patient. They will show up when completing the intake.
  • Active:  The active indicator determines if this intake is available to assign to appointments and/or patients.