How to Reassign an Intake Form

Learn how to move a completed intake form from one patient profile to the correct patient. This article explains how to reassign an intake form that was completed under the wrong patient profile. Reassigning ensures that patient records remain accurate and that forms are stored with the correct individual.

When to Use This

• When an intake form was completed under the wrong patient profile
• When forms are accidentally filled out under another family member’s account (e.g., parent, spouse)

What You Need

The destination patient profile must already be created

Permissions

• Your User Type must have access to Reassign Intake

Reassigning an Intake Form

Follow these steps to reassign an intake form:

1. Open the patient profile where the intake form is currently located
2. Click Intake 
3. Click the options icon next to the intake form

4. Select Reassign Intake

    

5. Begin typing the name of the patient you want to assign the form to
6. Select the correct patient from the list
7. Click Reassign Intake

8. Review the selected patient to ensure it is correct
9. Click OK to confirm

Result 

• The intake form is moved to the selected patient’s profile

• It is removed from the original patient’s Intake tab

   

  

Avoid Common Issues

• Reassigning the form to the wrong patient
  • Always confirm the correct name before finalizing
• Attempting to reassign before the correct patient profile has been created
  • Not verifying that the form appears in the new patient’s profile after reassignment
• Reassigning does not create a copy of the form
  The intake form is moved, not duplicated

Troubleshooting

Unable to reassign intake form

• Confirm your User Type has Reassign Intake permissions

Patient not appearing in search

• Ensure the patient profile has been created
• Check for spelling or duplicate profiles

Intake form not found after reassignment

• Open the correct patient profile and check the Intake tab
• Refresh or re-search the patient if needed