How do I create Patient Intake (Online Check-In) Templates?

Creating Intake Templates

1. Click Settings and select Intake Templates

2. Click Create Template

3. Name your new template

Add Pre-Built or Custom Questions


1.Click on a particular question from Practice Fusion’s Pre-Built menu and drag and drop into the form under Drop a question here

Note: Pre-Built questions cannot be edited


1. Create a custom question by dragging the question type into the form on the right (you can reuse question types multiple times)

2. Click Edit question

3. Type your question in the Question text field

4. For drop-down, radio button, and check-box questions, enter the multiple answers in the Answer Options field (enter each value on a separate line)

5. Click Save question

6. Click Save in the upper-right corner

Making a Copy

This allows providers to make a copy of an existing template. You may then add additional questions or make edits. Click the orange down arrow and select Make a copy to name and make a separate copy of the template. Since you are not able to edit templates created by other Practice Fusion users, making a copy allows you to make an editable template.

Previewing Templates

See a preview of a template as your patients will see it:

1. Select the template from your Patient Intake template library

2. Click Preview in the upper-right corner

Sharing Templates

Sharing templates automatically saves the template and shares it with all Practice Fusion users

1. Select the template from your template library

2. Click Share in the upper-right corner

Activating a Template

Activating a template indicates which template will be included in appointment emails. Each provider in the practice who has enabled Patient Intake will select their own active template. Only one template can be active per provider. A template created by Practice Fusion has been set as active by default.

1. Select the template from your Patient intake template library

2. Check the box to Set as active intake for confirmed appointments

3. Click Save

Deleting a Template

You have the ability to create any template that you have created. Any template in your Patient intake template library created by another Practice Fusion user cannot be deleted.

1. Within your Patient intake template library, check the box next to the templates you plan to delete

2. Click the orange drop-down arrow and click Delete


Can I re-order the questions within my templates?

Yes, all questions can be dragged and dropped within the form to change the order in which they are presented. Please note that the drag and drop feature is not available on the iPad at this point in time.

Can I have multiple templates active for different appointment types?

No, at this time only one template can be active per provider at a time.

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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