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Can I resend an intake?

Learn how to easily resend an intake in the EHR so patients can quickly and conveniently submit their information! 📩✨

Jelle Heisen avatar
Written by Jelle Heisen
Updated over 7 months ago

Yes, you can! 🎉

If you’re wondering whether you can resend an intake, you’re in luck! Yes, you can resend an intake if the patient hasn’t filled it out yet. This handy feature ensures that no one misses important information.

How to resend the intake 📩

Step-by-Step instructions

  1. Go to the cockpit: This is where you can manage everything.

  2. Click on 'Resend Intake': You’ll easily find this option in the menu.

  3. Wait for confirmation: Once you click the button, the patient will receive another invitation to fill out the intake.

By following these steps, you make sure the patient has another chance to complete the intake. This helps streamline the process and ensures you have the right information!

Why is this important? 📝

Resending the intake is not only convenient but also crucial for the care you provide. It allows patients to quickly and easily submit their information, which is great for everyone!

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