Check Status of Patient Intake

Access Appointment Card

1. On the Dashboard, click on the appointment. The Appointment Card opens.
2. The Patient Intake status displays:
   • Not Sent to Patient: Indicates the patient intake form was not sent when the appointment was created. If necessary, send the intake form(s) on demand for the patient to complete electronically.
     Note: Recurring appointments, group appointments, and appointments assigned to non-provider resources are not currently supported with patient intake.
   • Not Submitted by Patient: Indicates the patient intake form has been sent to the patient, and the patient has not completed the form. Available actions:
     • Resend: Click the more option icon and select Resend to email the another patient intake link to the email address on file.
     • Start Intake on Kiosk: Click the more option icon and select Start Intake on Kiosk to allow patients to complete intake forms in the office with the Kiosk app.
     • Print Forms: Print a PDF version of the intake forms with existing information in the patient chart.
   • Pending Review: Indicates the patient has submitted the patient intake form and is awaiting review from the practice.
   • Merged: Indicates the patient intake form has been reviewed and merged by the practice.
   • Rejected: Indicates the patient intake form has been reviewed and rejected by the practice.