Intake Window Overview

The Intake window can be accessed from the Workbench, Patient Profile, or Fax tile.

Depending on your Workflow configuration, you can set up to three tabs in this window.

• Data Entry

• Clinical Review

• Dialogue

The tabs can be rearranged by clicking and dragging them to the desired position. The tab order will be saved for your user login and the first tab will appear by default the next time the Intake window is opened.

 

This section contains the following topics:

• Patient Profile from Intake

• Data Entry from Intake Overview

• Clinical from Intake Overview