What is Patient Intake (Online Check-In)?

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.



Patient Requirements
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 them.

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
 

Additional Resources

Patient Fusion

  1. Using Patient Fusion to connect with and engage your patients
  2. How do I get a Patient Fusion Online Scheduling Profile?
  3. Online Appointment Booking Page FAQ
  4. Why don't I see my name in search results for Patient Fusion's Online Booking Page?
  5. What is Patient Fusion (patient portal)?
  6. How do I enable a patient in Patient Fusion (patient portal)?
  7. What information is shared in the patient portal (PHR)?
  8. How do I troubleshoot Patient Fusion login issues?
  9. How does patient portal auto-invite work?
  10. What is Patient Intake (Online Check-In)?
  11. Which users can invite patients to access the patient portal?
  12. How do I turn off my Online Profile or Online Appointment Booking?
  13. What screenings, interventions or assessments are shared with the patient?
  14. Where can I get the Online Patient Fusion Profile URL?
  15. How do I embed appointment booking on my website?
  16. How does a patient register for their Patient Fusion portal (PHR)?
  17. How can I help a patient troubleshoot patient portal login issues?
  18. I need help with the Patient Fusion portal
  19. How do I give a patient or their family/caregivers access to the patient portal?
  20. How do I revoke a patient's access to the Patient Portal?
  21. How can patients send a message to their provider?
  22. How soon will available appointments update on my Online Profile?
  23. How do I process patient appointment requests?
  24. What information can I share with patients from an encounter?
  25. What is search engine optimization (SEO)?
  26. How does my patient link their Patient Fusion account to an existing account?
  27. How do I disable auto-invite?
  28. What if a patient receives an access error when viewing their patient portal?
  29. What can I do if some patients are not receiving PHR enrollment emails?
  30. How do I create Patient Intake (Online Check-In) Templates?
  31. How do I process Patient Intake (Online Check-In) Forms?
  32. How do I set up a cancellation policy for my Online Booking Page?
  33. How can a patient book an appointment online?
  34. How does a patient fill out the Patient Intake (Online Check-In) Form?
  35. How do I process Online Appointment Booking reschedule and cancellation requests?
  36. What are the System Requirements for Patient Fusion?

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