You can sign off on the Intake template, signifying that the Intake process is complete. This updates the Inbox status to Ready for provider.
On the Intake template, select the Reviewed by check box.
The fields automatically fill with your name and a date and time stamp. If your practice uses the pre-registration workflow, the dates that clinical 1 and clinical 2 were completed are displayed under the Reviewed by sign off section.
If you want to generate an Intake Note, click the document icon next to Intake Note.
The document is added to the patient’s history for this visit.
