Send Portal Invite / Intake Forms

Schedule an Intake Appointment

• To send intake forms, first schedule an intake appointment for the patient.

• Select the provider, choose the visit type (e.g., Telehealth), and set the reason for visit as Intake.

Confirm Appointment Details

• Choose an appointment time on the schedule to finalize.

Send Portal Invite

• Open chart

• Select profile

• Add email under Portal section

• Click "Send Invite"

  • May return here to resend if requested
    

Once the intake appointment is scheduled, the system automatically sends the intake forms to the patient in the portal.