Modify Intake Forms

Patient Intake modification allows System Administrators the flexibility to decide which fields are required in standard intake forms. This ensures only necessary information for the practice is collected prior to the appointment. Modifying patient intake forms saves the practice valuable time by reducing follow-up calls for missing information. It also minimizes liability by avoiding the collection of unnecessary data, such as Social Security Numbers, and simplifies the process for both patients and healthcare providers.

Modifications are available for the following forms:

• Basic Information
• Demographics
• Emergency Contact
• Financial Information
• Additional Information

To learn how to make changes to a custom form, review Edit Custom Form.

Available for Engage subscribers and accounts with access to Patient Intake.

Access Patient Intake Hover over the User icon, and click on Practice Settings. The Practice Settings page opens. Click Patient Intake. The Patient Intake settings page opens. Click the more option icon and select Edit Form. The Edit Form page opens.

Modify Form Click on a field. The Edit panel opens. Note: Fields marked with an asterisk (*) and a disabled edit icon indicates the field is required to retain the quality of data and cannot be modified. Click to update the field status. Available Status: Required: Click to mark the field with an asterisk (*) to indicate this is a required field for the patient. Optional: Click to mark the field as optional and patients can skip or enter the information into the field. Hidden: Click to mark the field with a hidden icon and to remove the field from the form when the patient intake is sent. Click Save Form when finished. To revert to the previous saved version, click Discard Changes.