How to Assign Intake Forms to a Product Category

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Help ensure the correct intake forms are sent to every new patient by assigning default intake forms to each product category in your system. In this article, you will learn how to assign intake forms to a product category.



Step-by-Step Instructions

Step 1

From the home page, click Settings in the left-side navigation bar.



Step 2

Under Forms & Letters, click Intake Form & Chart Templates.



Step 3

In the Search window, click Intake Form Defaults on the right side of the page.



Step 4

Using the drop-down menus, you can now set your default intake forms by product category and, if managing multiple clinics, you can also do so by location.




Further Reading: How to Send the Patient Welcome Packet to New Patients

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