Updated Articles

  1. Remove or Add Intake Field

    Follow these steps to remove or add a field for an Intelligent Intake form: Access the Intelligent Intake Setup screen . Click on the Intake form you wish to add/remove fields for. Select the Section Tab you wish to add/remove field for....
  2. Patient Experience

  3. Intake Form | Patient View - Allergies

    Patients will be able to enter their allergies using a search field within this section. To assist in this process we will be able to populate whatever is currently listed within the EMR for this category. You may also only want codified allergies ...
  4. Intake Form | Patient View - Medications New

    Patients will be able to enter and confirm their current medications using a search field within this section. To assist in this process we will be able to populate whatever is currently listed within the EMR for this category. These entries will ne...
  5. Intake Form | Patient View - Letters (Consents, Releases, Signature Forms) New

    You may decide to have your patients sign various forms. This may include procedure consents, ROIs, practice policies, or other signature forms you may request patients to complete. Letters can be set up with rules for when these should be assigne...
  6. Intake Form | Patient View - Preferred Pharmacies New

    You also have the ability to request the patient's preferred pharmacies. This will assist staff when it comes time to prescribe medications. These pharmacies will be available in a section within the patient setup window as well as the Medicatio...
  7. Intake Form | Patient View - Outstanding Balance Collection New

    Similar to copay, the outstanding balance can be collected within the intake form. This is more applicable for your return patients. Look into setting this up for your Follow-Up or Established Patient forms. This is available within the intake setu...
  8. Intake Form | Patient View - Copay Collection New

    You also have the ability to request copay information from a patient. You will need to enter a value into the copay section of the patient's insurance category within intake setup to ensure the amount owed is displayed in the form. Patients m...
  9. Intake Form | Patient View - Templates (History, ROS, HPI, etc.) New

    The templates that you use within the EMR can be modified to be patient-facing and included within the intelligent intake form. This can be helpful to gather details such as past medical history, social history, family medical history, surgical &...
  10. Intake Form | Patient View - Insurance Cards New

    Similar to Photo ID, patients will be able to take a photo or upload an image of their insurance cards. This may save your staff time from scanning these into the chart. To modify access to this section, see intake setup . ...