Article 3 of 4
Clinic administrators only
How to configure clinic intake and communications
Manage the forms and messages patients receive from your clinic.
Prepare Intake
Open Practice → Intake to review the clinic's welcome content, questions, and consent forms.
Review Email and Messaging
In Email, set sender details and edit the available templates. In Messaging, set patient office-message rules and guidance.
Set upload preferences
Use Practice → Documents to control patient uploads when document storage is enabled. This setting does not give clinic staff access to clinical chart files.