This article details on how patients can view and manage intake forms in patient portal.


How To Manage Intake Forms in the Patient Portal


The Intake Form section is available in the Document screen of the Patient Info Tab. The section in the image is under the Add Document section of the patient documentation section.

Upload Intake Forms in Client Profile: 

  1. Click “My Info" on the dashboard menu and click "Documents". 
  2. Scroll down the screen and find the intake forms assigned to you. 
    • Action View Icon – Click this icon to view the intake form.
    • Fill in the required intake form information, then scroll to the bottom of the intake form to add a signature and click the Save button. The form can also be printed/ downloaded by clicking the Print button.

Do not forget to notify the provider/admin that you have updated the forms. 

Manage Intake forms:

  • Submitted - You can easily track your submission status by checking the "✓" for submitted forms and "x" for forms not yet submitted, under the Submitted Column.
  • Status - Review the status of the form, which includes "Completed," "Pending," and "Needs Revision."
  • Comments - View the comments left by the admin by clicking on the message icon. If there is a comment, the icon will be highlighted in green.
  • Action – Click the View icon to review the form, enter the required information, and Save the changes.