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View Merged Intake Forms

Updated: 06/09/2023|Views: 2234

Once patient intake forms have been merged into a patient chart, the intake form records are available to view on the Patient Intake page or in the patient's Documents.

Available for Engage subscribers.

Access Merged Intake

  1. Hover over the Engage icon and click on Patient Intake. The Patient Intake page opens.
  2. Click the Merged tab.
  3. Click View. The Patient Intake page opens.

Review Merged Intake

  1. Review the submitted information.
    • For Custom Forms, click the form name to download the submitted form.
    • For Medical Intake and Screening Tools, review the submitted details in a clinical note at the time of the appointment.
    • For Questionnaires and Credit Card Authorizations, review the form in the patient's Documents.
  2. Click Done to return to the Patient Intake page.
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