Send Intake Forms from New Appointment

The practice can send patients an invitation to fill out their patient intake forms prior to their appointment through a new appointment, or when confirming an appointment request.

Recurring appointments, group appointments, and appointments assigned to non-provider resources are not currently supported with patient intake.

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

Access Calendar Select the desired date on the calendar. Click on the Calendar tab. The Calendar page opens. Click New Appointment or double-click the desired time slot. The New Appointment page opens. Tip: Click Find Available Appointment to book the next available appointment using key filters like provider, visit reason, and location.

Send Patient Intake Create a New Patient Appointment. Click the Patient Forms drop-down arrow to select which patient intake forms to send. Available forms: Basic Information Demographics Emergency Contact Financial Information Additional Information 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 ASRS CAGE-AID AUDIT-C MDQ C-SSRS Credit Card Authorizations (available for Tebra Payments or Patient Collect (Stripe) activated practices) Select the method of delivery: By default, the option to send the patient intake form by SMS is selected. If necessary, click to clear. To send the patient intake form via email, click to select "Personal email". If applicable, click Edit to edit the patient's email and/or mobile phone number. Click Save Appointment when finished. An email and/or text is sent to the patient with an invite to complete the form.