Send Intake Forms from Confirm Appointment Request

Patients can request an appointment through the practice online scheduler or the provider profile page. Confirm the requested appointment to schedule the patient on the provider's calendar. The front office can send an invitation to complete patient intake forms along with the appointment confirmation email.

Available for Engage subscribers.

Access Tentative Appointments On the Dashboard, click Tentative Appointments. The Appointment Statues page opens. Click Review. The Confirm Appointment Request page opens.

Confirm Appointment Select a Visit Reason based on the Note from Patient. The Duration updates to the duration set for the selected visit reason. Click the Select additional forms drop-down arrow to select which patient intake forms to send. Available forms: Basic Information Demographics Emergency Contact Financial Information Additional Information Credit Card Authorizations (only available for Tebra Payments or Patient Collect (Stripe) activated practices) Custom forms Medical Intake: Medication & Allergies Past Medical History Family History Social History Surgical History Hospitalization/Procedure Implantable Devices OB/GYN History (when applicable) COVID-19 Questionnaire Screening Tools: PHQ-9 GAD-7 PCL-5 Select the method of delivery: By default, the option to email the patient intake form is selected. If necessary, click to clear. To send the patient intake form via text message, click to select "Send SMS". If necessary, enter the patient's mobile phone number. Click Confirm Appointment when finished. The patient receives an appointment confirmation email and an email and/or text invitation to complete the patient intake form online.