Patient Help
Complete Intake Forms
Fill out paperwork from an intake link.
Complete intake forms before your visit so the clinic can prepare.
Who does this: Patients and caregivers.
Steps
Open the intake link from your clinic.
Review the forms and documents requested.
Enter the requested information.
Upload any requested files.
Review any consent pages shown.
Submit the intake.
The final screen confirms that your paperwork is complete.
Common pitfall: If the link expired, contact the clinic for a new one.
Troubleshooting
The link says it is already completed. Contact the clinic if you need to change an answer.
A file will not upload. Try a clearer image or a smaller file.
Related
- Before this: Book Appointments Online
- After this: Check In From Links
- Instead: Assign Intake Packets
Need help? Contact your administrator or reach out to support.