As part of your EHR, patients can complete your intake forms before their appointments through a new service called Online Check-In. Best of all, there’s no need to manually enter the form’s responses into your EHR — the information will flow directly into the patient’s chart note.
Your patient will need a scheduled appointment and a valid email address in order to receive the Online Check-In form. Forms are delivered via the Appointment Confirmation
and Appointment Reminder
emails (appointment reminders are sent one week before and the day before a scheduled appointment).
Note: A patient does not need to be previously enrolled in the Patient Portal in order to receive or complete the Online Check-In form
Enabling Patient Intake
Within the Settings section, an administrator can enable the
Patient Intake feature by selecting Patient Communications and clicking
the Appointment Reminders tab. Providers can also enable their own
Patient Intake settings once an administrator has enabled appointment reminders for
Within the Appointment Reminders section, first ensure Appointment Reminders have been enabled. Next, check the ‘Send Intake with Appointment Reminders’ box to enable this feature for each provider
Within the Settings section, providers can also create and
preview Patient Intake templates by selecting Intake Templates.