You may want to manually assign your patient forms. Many practices use the intelligent intake to gather signatures from patients relating to consents, ask specific questionnaires before seeing the provider, or even post-visit forms. In these scenarios, you may find it difficult to determine an automated assignment based on appointment types. Below you will find the steps to assign an intake from the iScheduler using the different assignment locations available.
Assignment Locations
Intake Schedule
Can view multiple resources and patients at once.
Quick Pay Window
Limits the view of intakes to be assigned to one specific patient.
Intake Assignment from iScheduler
Assign specific intakes for due dates as opposed to appointments.
View historic intakes to a specific patient.
Intake Assignment from EMR
Assign specific forms in the clinic for a specific appointment or date.
