Classic: Attach privacy statements & initial intake

← Intake Forms

  • Go to a patient’s contact record


  • Scroll down to Notes & Attachments


  • Click Attach File


  • Follow instructions on the screen to attach the file

Intake Forms

  1. Lightning: Enable Intake Forms
  2. Lightning: Add Welcome statement to Intake Forms
  3. Lightning: Add Signature Forms to Intake Forms
  4. Lightning: Manually Send Intake Forms
  5. Lightning: Customize Intake Form Layout
  6. Lightning: Create New Intake Form Layout
  7. Lightning: Creating new Intake Form fields and adding to layouts
  8. Lightning: Printing Filled Out Intake Forms
  9. Lightning: Print Blank Paper Intake Form
  10. Lightning: Create Intake Form Types
  11. Classic: Enable Intake Forms
  12. Classic: Add Welcome Text to Intake Form
  13. Classic: Add Signature Forms to Intake Forms
  14. Classic: Manually Send Intake Forms
  15. Classic: Enable Areas of Pain for Intake Forms
  16. Classic: Enable Patient Intake App for iPad/Android Tablets
  17. Classic: Customize Intake Form Layout
  18. Classic: Create New Intake Form Layout
  19. Classic: Creating new Intake Form fields and adding to layouts
  20. Classic: Send Classic Intake Email
  21. Classic: Attach privacy statements & initial intake
  22. Classic: Enable Intake Forms with ZocDoc
  23. Classic: Printing Filled Out Intake Forms
  24. Classic: Enable Print Paper Intake Form
  25. Classic: Print Blank Paper Intake Form
  26. Classic: Re-Send Intake Form Email
  27. Classic: Create Intake Form Types
  28. Classic: Relax IP Restrictions for Patient Intake by Jasmine

Feedback and Knowledge Base

(thinking…)