Permissions: You can only see intake forms for patients you have access to.
When a completed intake form is submitted by a portal user, you can save it to the patient's files. These forms have a Submitted date to indicate they've been returned to you.
Save a Completed Intake Form
- Go to Schedule → Pending Intake Forms.
- Click the form to view it.
- Review the form to be sure it has all of the needed information.
- Click the Save to Patient button.
The form will appear in the Files → Completed Intake Forms section of the patient's information.