Track Pre-Visit Intakes
Find and monitor patient pre-visit progress.
Use the pre-visit list to see which patient intakes are ready, waiting, or need review.
Who does this: Front desk staff, clinicians, and clinic administrators.
Steps
Open Pre-Visit Intakes from the main menu.
Use Search patients... to find a specific patient.
Use All Statuses to narrow the list by progress.
Use Risk Level or Risk to focus on higher-priority visits.
Use All Providers to show visits for one provider.
Open a row to review its Top Risk and Briefing details.
The pre-visit detail page opens for deeper review.
Tip: Select Mark as reviewed when a briefing has been checked.
Troubleshooting
I cannot find a patient. Clear filters, then search by the patient's name.
A briefing is not ready. Check the patient intake status before starting the visit.
Related
- Before this: Co-Sign Patient Consent
- After this: Review AI Briefings
- Instead: Review Intake Responses
Need help? Contact your administrator or reach out to support.