Article 5 of 8
For solo providers only
How to manage your intake forms
Customize the welcome information, questions, and consents for your practice.
Open Practice settings → Intake
Review your current welcome content, intake questions, and consent forms.
Edit the intake content
Use the form controls to update the questions and consent text you need, then save.
Review new patient intake
When you invite a patient from Patients, check their intake status and review submitted information on their chart.