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.