Patient Intake (Subjective) Into Treatment Note

In this article we will show you how to add your patient's intake directly into your treatment note. Often is the case doctor's want to provide an intake to their patient and not have to reenter that same information manually into their treatment note. Follow the steps below to accomplish this.

We've recorded a FULL VIDEO showing you this process.

To get started, first make sure you understand how to Use the Patient Kiosk - Article Here. You should also understand how to Create Your Own Intake Forms - Article Here.

Once your patient has been assigned intake forms, you can review their completion status from the front desk.

Next, start your Treatment Note. You will see a section at the top for Patient Intake.

To attach a document, simply click the green plus icon to attach.

This will open a dialog letting you preview that intake. In addition, you may attach additional documents within this same dialog by clicking the blue plus sign.

To remove an attached document, click the red minus sign.

Of note, documents that can be edited can be edited by you. Click the pencil icon to edit a document.

Now that your patient's intake form(s) are attached, they will appear in your treatment note when printed (appended).