View Individual Reponses for New Patient Intake Form Submissions

View Individual Reponses for New Patient Intake Form Submissions

1. Navigate to the Patient Submission

2. Go to New Patient 

3. Select the Patient Name button

- User can view all responses from patient

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      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 ...

    • Archive a New Patient Intake Form Submission

      Only Completed New Patient Intake Forms can be Archived  1. Navigate to the Patient Submission 2. Go to New Patient  3. From the Patient Name Colum select the Archive Button in the dropdown. 4. Click the Archive Button at the bottom of the dialogue ...

    • Delete a New Patient Intake Form Submission

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    • Mark New Patient Intake From Completed

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    • Send Invite for a New Patient Intake Form URL

      1. Navigate to the Patient Submission 2. Go to New Patient Intake 3. From the Admin Icon select the Send Invite 4. Choose sending method - Phone or Email For SMS - Enter the Phone Number  For Email - Enter the Email Address 5. Click the Send ...