Intake Forms

Managing Patient Intake Forms

This guide explains how to manage, assign, edit, and review patient intake forms in the **VEHRDICT** platform. Intake forms are essential for gathering critical patient data before and during clinical visits. This workflow is intended for physicians and clinical staff and outlines navigation steps, completion tracking, form editing, deletion, and best practices for daily use.

Tutorial – Intake Forms Walkthrough

Account Navigation Structure

• Account
  • → Templates — Contains all form templates available for assignment or editing.
  • → Intake Forms
  • → Patient — Displays all intake forms assigned to a patient with available actions (SEND, EDIT, VIEW, DELETE).
  • → Provider — Displays provider-specific forms.

Additional tools:

• Form Builder — Create custom, formatted forms using the drag-and-drop interface.
• Builder CSV — Upload a structured CSV to generate intake forms in bulk.
• Library — Browse all existing form templates.

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Accessing a Patient’s Intake Forms

1. Go to Patient List from the left sidebar.
2. Search or scroll to locate the desired patient.
3. Click the patient’s name to open their Patient Chart.

Accessing Patient Chart from Patient List

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Reviewing Assigned Intake Forms

1. In the Patient Chart, select Intake Forms from the sidebar.
2. The list will show assigned forms and their statuses:
   1. Status: Indicates if the form is COMPLETED or NOT COMPLETED.
   2. Actions: Available options include:

• SEND – Resend the form to the patient
• EDIT – Modify form details or status
• VIEW – Read-only form preview
• DELETE – Permanently remove the form

Reviewing Assigned Forms

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Assigning a New Form

1. Click + Add New in the top-right of the Intake Forms section.
2. Select one or more forms from the list of templates.
3. Confirm to assign the forms to the patient's profile.

Form Template Selection Window

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Editing and Viewing Forms

• Edit: Modify contents or assign a form as default.
• View: Preview submitted or pending forms.

You can also remove a form from a specific patient while editing.

Form View/Edit Interface

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Deleting Forms

If a form was assigned by mistake:

1. Click Delete next to the form.
2. Confirm deletion when prompted.

> Note: Deleted forms cannot be recovered.

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Patient Overview Reference

To return to a general summary of the patient’s chart:

• View upcoming appointments, recent encounters, and recorded vitals
• Review demographic and insurance information
• Access notes, care history, and flagged items

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Best Practices

• Always assign essential forms (e.g., HIPAA, consent) before visits.
• Use the Set as Default option to auto-assign forms to all new patients.
• Monitor "Date Completed" for regulatory compliance.
• Use the messaging tool to remind patients to complete pending forms.

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Related Topics

• Documents Management — Guide to downloading and archiving completed forms
• Patient Messaging — Sending reminders and secure messages to patients

For support, visit the Help section from the main navigation panel.