New Patient
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 ...
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 ...
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
Delete a New Patient Intake Form Submission
1. Navigate to the Patient Submission 2. Go to New Patient 3. From the Patient Name Colum select the Delete Button in the dropdown. 4. Click the Delete Button at the bottom of the dialogue box. New patient intake submission will be deleted ...
Resend pin for New Patient Intake Form to Submitter
1. Navigate to the Patient Submission 2. Go to New Patient 3. From the Patient Name Colum select the Resend Pin Button in the dropdown. - Type the email address and select send Note: The pin will be sent out again to the email address
Mark New Patient Intake From Completed
Only In Progress New Patient Intake Forms can be Marked Completed 1. Navigate to the Patient Submission 2. Go to New Patient 3. From the Patient Name Colum select the Complete Button in the dropdown. 4. Click the "Complete" button at the bottom of ...
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 ...