This article explains how patients can view and manage intake forms in Patient Portal.
- Navigate to the My Info module on the left. Click on Intake Forms on the left.
- A list of intake forms will appear on the right side of the screen. The table consists of the following information:
- File Name: View the type of intake form uploaded in the portal.
- Submitted: View whether the forms are submitted or not.
- Status: View the status of the intake forms - Revision, Pending, Awaiting Review.
- Comments: View the comments added by clicking on the messaging icon with three horizontal dots.
- Actions: Click on the eye icon to view the intake form.
How To Manage Intake Forms in the Patient Portal?
- Fill in the required intake form information.
- Add a signature at the bottom of the intake form and click "Save."
- The form can also be printed/downloaded by clicking the Print button.
Note: Do not forget to notify the provider/admin that you have updated the forms.