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How do I use an intake form to Allow registration of patient

If you have selected “Allow registration” when creating a consent form, this becomes an intake form for a new client.



You can either email it to them, have them fill it out on your device or have then QR code the form.


This form that Allows Registration becomes an intake form and ask the patient to fill in details about themselves such as name, DOB, address, phone number and email address.



Once completed, it will create the patient on your patient list and the completed form will appear under All submissions on the patient dashboard.