Intake Forms

Managing Patient Intake Forms

This support guide outlines how providers can manage, assign, and review intake forms for their patients through the VEHRDICT portal. Intake forms play a critical role in capturing important patient data prior to and during clinical visits, ensuring accurate documentation, informed decision-making, and compliance with regulatory requirements. This guide is designed specifically for physicians and clinical staff, providing a step-by-step walkthrough of how to navigate the intake workflow, monitor completion status, assign or remove forms, and access submitted information for review. Screenshots and tips are included to assist with efficient usage of the system in day-to-day patient care.

Accessing the Patient Profile

1. Navigate to Patient List from the left sidebar.

1. Use the search field or scroll to locate the desired patient.

1. Click on the patient's name to open their Patient Chart.

Accessing Patient Information From Patient List

Reviewing Existing Intake Forms

1. Within the Patient Chart, select Intake Forms from the left-hand menu.

1. View the assigned forms and their statuses:

1. 1. Status: Shows if a form is COMPLETED or NOT COMPLETED.

1. 1. Actions: Allows you to Edit, View, or Delete a form.

Accessing Patient from Patient List

Adding a New Intake Form

1. Click the blue + Add New button in the top-right of the Intake Forms panel.

1. A modal window will appear listing all available form templates.

1. Select the form(s) to assign.

1. Confirm to add the selected forms to the patient's profile.

Available Form Templates

Editing or Viewing Forms

• Click Edit to make updates to a form.
• Click View to review the form contents without editing.

Viewing and Editing Options for Intake Forms

Deleting a Form

If a form was assigned by mistake:

1. Click the red Delete button next to the form.

1. Confirm deletion when prompted.

> Note: Deleted forms are permanently removed and cannot be recovered.

Patient Overview Reference

Return to the patient's main chart page to check:

• Number of encounters, appointments, and vitals
• Patient demographic and contact information
• Notes and medical history

Best Practices

• Always ensure key intake forms (e.g., HIPAA, Consent) are assigned before visits.
• Verify that forms are marked as default if required for all patients.
• Monitor "Date Completed" to ensure documentation compliance.
• Use messaging tools to notify patients about incomplete forms.

Related Topics

• Documents Management — Guide to downloading and reviewing completed forms
• Patient Messaging — Instructions for sending messages or reminders to patients

For technical assistance, access the Help section from the left navigation menu.