Sending Form to Patient

Sending Intake Forms to Patients

1. Only templates categorized as Intake Forms can be sent directly to patients through the Patient Portal.
2. Inside the Library tab, providers can:

• Select a single intake form
• Select multiple intake forms simultaneously

3. After selecting the required templates, click on the “Send To” button.

Patient Access to Intake Forms

1. Once the intake forms are sent, patients can access them directly through the Patient Portal.
2. Patients can:

• Open the assigned intake forms
• Complete the required information
• Submit the forms electronically

3. Submitted forms become available for provider review within the system.