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 collecting patient data before and during visits. This workflow is for physicians and clinical staff and covers how to assign forms, track completion, edit or delete forms, and follow best practices.

Tutorial – Intake Forms Walkthrough

Intake Form System Overview

The following sections are used to manage all patient-related forms:

• Templates – Houses reusable form templates. You can modify or set templates as default.
• Intake Forms
  • Patient – View, send, edit, or delete forms assigned to patients.
  • Provider – Manage provider-owned forms and assignment status.
• Form Builder – Drag-and-drop interface to create custom forms.
• Builder CSV – Upload CSV files to generate structured intake forms.
• Library – View all available form templates.

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<accordion> <accordion-item label="Accessing a Patient’s Intake Forms">

1. Navigate to Patient List from the left-hand menu.
2. Use the search field or scroll to locate a patient.
3. Click on the patient’s name to open their Patient Chart.

Accessing Patient Chart from Patient List

</accordion-item>

<accordion-item label="Reviewing Assigned Intake Forms">

1. In the Patient Chart, select Intake Forms from the sidebar.
2. Review assigned forms and their current statuses.

Column	Description
Status	Indicates if the form is COMPLETED or NOT COMPLETED.
Actions	SEND – Resend to patient EDIT – Modify contents or mark as default VIEW – Read-only form view DELETE – Remove form from record

Reviewing Assigned Forms

</accordion-item>

<accordion-item label="Assigning a New Intake Form">

1. Click + Add New in the top-right of the Intake Forms panel.
2. A modal window will appear listing available templates.
3. Select one or more forms and click Confirm.

Form Template Selection Window

</accordion-item>

<accordion-item label="Editing and Viewing Forms">

• Edit: Modify form details, set as default, or remove from patient.
• View: Open the form in read-only mode.

Form View/Edit Interface

</accordion-item>

<accordion-item label="Deleting a Form">

If a form was assigned by mistake:

1. Click the red Delete button beside the form.
2. Confirm the action when prompted.

Warning: Deleted forms are permanently removed and cannot be recovered.

</accordion-item>

<accordion-item label="Viewing Patient Overview">

From the Patient Chart, review:

• Appointment history and upcoming visits
• Patient vitals and encounter records
• Contact details and demographics
• Care notes and medical history

</accordion-item>

<accordion-item label="Best Practices">

Tip: Assign critical forms such as HIPAA and Consent during intake setup.

• Use Set as Default to apply forms to every new patient automatically.
• Regularly monitor the Date Completed for compliance tracking.
• Use patient messaging tools to follow up on incomplete forms.
• Keep templates up to date by periodically reviewing form versions.

</accordion-item>

<accordion-item label="Related Topics">

• Documents Management – Guide to downloading and archiving submitted forms
• Patient Messaging – Instructions for sending reminders and messages to patients

</accordion-item> </accordion>

Support

For technical assistance, click Help from the main sidebar or contact your administrator.