Submitting a New Patient Intake Form

1. Navigate to the Patient Submission

2. Go to New Patient

3. Select the Setting icon and from the action dropdown select Live.

Note - This will take you to the "New Patient Intake Form" form

Patients can also access this form from your website

Users can send an invite from dashboard to patients

- Fill out the whole form

Note: All fields in red are "required" and yellow are "optional" to fill up!

4. Get Started Screen

- Start New

- Fill out submitter information and select "next"

- Save the "Pin" to be able to gain access to this again

- Find Saved

- Fill submitter email and pin and select "Find Saved"

- Fill out the New PT form

5. Finishing new patient form

- User can "Save and Exit" after filling up the form partially and come back later to complete the new patient form!

These records will show as "In progress"

Note: The pin will be required to log back in!

- After all required fields are completed users can "Submit" to finalize.

These records will show as "Completed"