Assign Intake Packets
Send paperwork to a patient before a visit.
Assign an intake packet, the set of forms your practice sends before a visit.
Who does this: Front desk staff and clinic administrators.
For walk-in or lobby workflows, administrators can also enable Packet QR on a published packet. Patients scan the QR code, enter their information, and start the same packet without staff sending an individual link first.
Steps
Open Patients.
Select the patient who needs paperwork.
Open the intake action shown on the patient page.
Choose the intake packet or the forms your team wants to send.
Review the patient and paperwork details.
Send the intake link.
The patient can now complete the paperwork from the link they receive.
Common pitfall: If no packet is available, an administrator needs to create one first.
Troubleshooting
The patient did not receive the link. Check the patient's email or phone number, then send the link again.
The wrong packet was sent. Open the intake session and confirm which packet was assigned.
Patients cannot start from the QR code. Confirm the packet is published and Packet QR is enabled. Archived packets and disabled QR codes stop new starts.
Related
- Before this: Schedule a New Appointment
- After this: Review AI Briefings
- Instead: Complete Intake Forms
Need help? Contact your administrator or reach out to support.