Use Intake Forms (Fusion)

Fusion's Intake Forms allow you to send and receive intake paperwork from within the application. It is included with the patient portal.

Use Intake Forms

 

Standard Intake Forms Workflow

Other Scenarios

• The portal user uploaded an incomplete form or didn't submit anything prior to their visit.
  • Print a pending form then manually upload a completed intake form.

• The portal user brought completed paper copies of the forms.

  • Manually upload a completed intake form.

• I need to resend the intake form to the portal user.

  • Delete the pending intake form and send the form again.