Create Intake Packets
Bundle forms, consents, and document uploads into a packet.
Create intake packets so staff can send a consistent set of paperwork before visits.
Who does this: Clinic administrators.
Steps
Open Settings.
Open Templates.
Select Intake Packets.
Select New packet.
Enter Packet Name and Description on New Packet.
Use Available Items to add Forms, Consent Templates, Government ID Upload, or Insurance Card Upload.
Review Packet Items and reorder items if needed.
Use Required step and instructions for each item as needed.
Select Save as Draft or Save & Publish.
The packet is available for intake assignment after it is published.
Common pitfall: A packet must include at least one item before it can be saved.
Troubleshooting
A form or consent is missing. Confirm it is active in the template library.
The packet is not available to send. Publish the packet, then try assigning intake again.
Related
- Before this: Create and Publish Forms
- After this: Assign Intake Packets
- Instead: Build Custom Intake Requests
Need help? Contact your administrator or reach out to support.