How Can I View Or Edit A Patient's Intake Form Answers?

  1. From the patient's profile, click the icon or on their Profile picture.
  2. A popup will appear displaying the patient's basic information. To view or edit their Intake Form click the Patient Intake tab. 
  3. Here you can see the answers provided for that patient. To edit their answers, click the pencil icon.
  4. You will be redirected to that patient's profile, where you have the option of editing their intake answers. Once complete, click Save at the bottom of the page.