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Every patient visit has an intake panel. It shows Not started, In progress or Complete, and the patient’s answers appear there once they finish.

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Send or hand over the intake form

Open the visit from Schedule, then choose:
Sending by email needs an email address on the patient’s record and your practice’s schedule time zone set. An intake link works for 24 hours after it’s created. Once the patient opens it, they have 3 hours to finish. If a link has expired, the patient sees a Send me a new link button. It emails a fresh link to the address on file.

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What the patient sees

A short check-in that takes about 3 minutes. They confirm their details, answer your questions (by typing, or by tapping Tap to speak), review their answers and tap Send to care team. If your practice checks insurance, they’ll also be asked for photos of their ID and insurance card.

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Change the questions

Go to Settings → Intake Forms. Click Add question to add one, then Save.

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Paper or outside forms

An uploaded paper form can stand in for intake. The visit shows Outside intake. Tap Open source form to see it.