How to Assign Intake Forms to a Product Category

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In this article, you will learn how to assign intake forms to a product category.



Help ensure the correct intake forms are sent to every new patient by assigning default intake forms to each product category in your system.


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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