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How to invite a clinic patient
Send a patient an intake invitation from the clinic directory.
Open Patients
Search the directory first to check whether the patient already has a clinic record.
Choose Add patient
Enter the patient's contact details and complete the provider assignment fields shown. Review the email address before sending the intake invitation.
Track intake
Open the patient's record to review their intake status. Use Resend intake if they need another invitation, and check Intake for the information available to clinic staff.