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.
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.
Tip: Use the Templates section to set defaults and standardize your forms across all patients.
Support
For technical assistance, click Help from the main sidebar or contact your administrator.