You can set up which intake forms appear in the Patient Profile, the Patient Portal, and which are automatically selected when sending a Welcome Packet to a patient. These intake form defaults can be customized to send specific forms based on the service a patient books, ensuring they only receive the most relevant forms.
Permissions
- Access to Settings > Forms & Letters
Contact your clinic administrator if you don't have the required access.
Setting Up Intake Form Defaults
Follow these steps to select intake forms that should automatically appear in each Patient Profile and/or on the Patient Portal:
- Click Settings
- Under Forms & Letters, select Intake Form & Chart Templates
- Click Intake Form Defaults
- Under Show in Profile, select which intake forms should automatically appear in the Patient Profile
- Under Show in Portal, select which intake forms should automatically appear in the Patient Portal
- Click Save
- Intake forms selected under Show in Portal will automatically be selected when sending a Welcome Packet. Additional intake forms can be included at the time you're sending a Welcome Packet.
- We recommend only selecting intake forms that are relevant for everyone.
Advanced Customizations
Default Clinic
- Select All when intake form is relevant for all clinics within your organization
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Select a clinic from the drop down when the intake form is only relevant to one of the clinics within your organization
- The intake form will only appear in the Patient Profiles for patients with this clinic set as their Default Clinic
Default Product Category
Intake forms can automatically be selected based on Product Category. When you send a Welcome Packet, intake forms will will be pre-selected when patient is booked in for a service that's included in the selected Default Product Category.
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Select the Product Category that the form relates to
Default Products Items
Intake forms can be pre-selected for your Welcome Packet based on the service booked when Default Product Items are set up.
- Under Default Product Items, select the service(s) that the intake form caters to
Troubleshooting
All intake forms are appearing as pre-selected, even though defaults have been configured.
- Make sure Show in Portal is deselected for any forms you do not want to be automatically included. By default, any forms set to display in the portal will be automatically pre-selected when sending a Welcome Packet.
Related Articles
How to Send the Patient Welcome Packet to New Patients
Getting Started with Juvonno's Intake Form Builder
How to Reassign an Intake Form