Intake Forms

\= Managing Patient Intake Forms (Doctor's View)

This support guide outlines how providers can manage, assign, and review intake forms for their patients through the VEHRDICT portal. Visual references are provided where applicable.

\== Accessing the Patient Profile ==

1. Navigate to the **Patient List** from the left sidebar. 2. Use the search field or scroll to locate the patient. 3. Click on the patient's name to open the **Patient Chart**.

\[\[File:/mnt/data/Screenshot 2025-06-17 110815.png|thumb|center|800px|Accessing Patient from Patient List]]

\== Reviewing Existing Intake Forms ==

1. In the **Patient Chart**, scroll down to the "Patient Intake Forms" section in the left menu. 2. All currently assigned forms will be listed, showing:

  * Status (e.g., NOT COMPLETED)
  * Date Created / Completed
  * Action buttons: **Edit**, **View**, **Delete**

\[\[File:/mnt/data/Screenshot 2025-06-17 110849.png|thumb|center|800px|Viewing Intake Forms Assigned to a Patient]]

\== Adding a New Intake Form ==

1. Click **+ Add New** in the upper-right of the Intake Forms panel. 2. A dialog will appear with a searchable list of available forms. 3. Select the desired form(s) (e.g., GAD-7, HIPAA Authorization). 4. Click to confirm assignment.

\[\[File:/mnt/data/Screenshot 2025-06-17 110904.png|thumb|center|800px|Selecting an Intake Form to Assign]]

Once added, the form will display in the list for that patient.

\== Editing or Viewing Forms ==

Click **Edit** to make changes to form content.
Click **View** to see the form without editing access.

Use these options to verify the completeness or accuracy of submissions.

\[\[File:/mnt/data/Screenshot 2025-06-17 110921.png|thumb|center|800px|Viewing and Editing Options for Intake Forms]]

\== Deleting a Form ==

If a form was assigned in error:

1. Click the **Delete** button next to the form. 2. Confirm the deletion.

Note: Deleted forms cannot be recovered. Only do this if you're certain.

\== Patient Overview Reference ==

You can always return to the patient's main chart page to verify:

Encounter count
Vitals
Appointment history
Notes and documents

\[\[File:/mnt/data/Screenshot 2025-06-17 110835.png|thumb|center|800px|Patient Overview - Mark Williams]]

\== Tips for Effective Use ==

Always check for default forms before a patient visit.
Use the encounter notes section to track patient completion.
Keep an eye on the "Date Completed" field for documentation accuracy.
Encourage patients to use the portal pre-appointment to reduce delays.

\== Related Areas ==

\[\[Documents Management]] - For downloading completed PDFs
\[\[Patient Messaging]] - To remind patients about incomplete forms

For technical issues, please reach out via the **Help** tab on the left menu.