Patient Intake Forms

To get to the Intake Forms Page:

Click on Calendars within the left-hand navigation menu
Select Intake Forms from the submenu

The list of all submitted patient intake forms is shown along with the appointment dates, submission dates, patient names the form is associated with, and the patient dates of birth.

Viewing and Printing a Form

Clicking the title of a submission will launch a Print Preview window, allowing you to create a printout of the form and store it for your records.

Searching Forms by Patient

Enter a Patient name into the Patient Search box to filter the list of intake forms based on the patient name entered.

Deleting Forms

You can choose to delete forms to remove them from the list. To do so:

Select the checkbox next to the form(s) you would like to delete, or use the checkbox at the top of the list to select all
Click on the Actions button
Click Delete
Click Yes if you would like to confirm the deletion of the selected record(s). Click No if you no longer want to delete the record(s).