Lightning: Manually Send Intake Forms

Manually Sending Intake Forms

Sometimes you may want to send intake forms to existing patients, if it's been awhile since they've updated their medical history. Or you would just like to have more control over sending intake forms to patients.


Manually sending intake forms is also a good way to test your intake forms before turning on the automated system.


  • Go to a Patient record and click the "Send Intake" button


  • Choose to send the full intake with or without signed forms or to send individual signed forms


  • Click Send

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