How to Assign an Intake Form to a CP-Imported Order

1. Locate and Open the Order

• Go to the Orders page (do not open it directly from the patient's profile).
• Click on the specific order to open the order details pop-up.

2. Assign the Intake Form

• Scroll down inside the order details pop-up and click the Assign Intake button.
• Select the appropriate intake form for the order.
  • Note: Ensure it matches the relevant visit type and is not a payment-only order.

3. Send the Form to the Patient

• Click on the patient's name inside the order details pop-up to open their profile.
• Navigate to the Intake Form tab.
• Open the newly assigned intake form and click the Send Back to Pt button (be careful not to select any other option).

4. Patient Action

• Instruct the patient to log into their portal account to complete and submit the form.