Once you have Created and Activated your Custom Intake Form, anyone with access to a patient can send it to that patient's portal users for them to fill out.
- Open the patient's record.
- Scroll down to the Portal Users section.
- Click the Send Intake Forms icon to the right of a portal user, or click the Invite to Portal button above a contact who doesn't have a portal user yet.
- Select the Checkbox next to the Intake Form(s) you want to send.
- Optional: Type a Message for the portal user to see when they access forms in the patient portal.
- Click the Send Forms button.
The portal user will receive an email explaining they have an intake form that needs their attention, along with a button to log in to the patient portal.