Build Intake Forms

Intake forms collect the answers providers need to make a clinical decision. Good forms turn a slow back-and-forth into a review decided in minutes. Who can do this: Admins manage forms; Providers and Provider Delegates meet them in patient, visit, and review workflows — see Roles & Permissions.

#What Forms handles

Forms manages your network's clinical forms and their submissions. Create, duplicate, update, publish, archive, import, and associate forms from one place.

#Build a form

#Before you publish

• Every question is in plain, patient-facing language.

• The form collects the minimum needed for the clinical decision.

• The form is attached to the right protocols, visit requirements, or patient requests.

• A test submission arrived in the review workflow with the expected answers and attachments.

#After a patient submits

1. The patient completes a required or requested form.
2. The submission is saved to the patient's record.
3. If review is required, the submission feeds a visit and chart review (a chart review happens from the chart, no live appointment).
4. The provider reviews the intake, drafts or edits the SOAP note, and records a decision — see Complete Chart Reviews.