Customizing Referral Intake Forms

 

Custom referral intake forms help ensure you collect all necessary patient information at the point of referral.

Accessing the Referral Intake Form Builder

1. Go to Referral Management > Settings > Intake Forms.
2. Select the existing form to edit or create a new custom form.

Adding and Editing Fields

• Add Fields: Click “Add Field” and choose from types such as Text, Dropdown, Date, Checkbox, or File Upload.
• Edit Fields: Click on any existing field to update label, description, and validation rules (e.g., required field).
• Rearrange Fields: Drag and drop fields to change their order on the form.

Recommended Fields to Include

• Patient Full Name
• Date of Birth
• Insurance Provider and ID
• Referring Physician Name
• Diagnosis/Referral Reason
• Contact Information
• Appointment Preferences

Saving and Publishing

• Save changes frequently to avoid data loss.
• Once finalized, enable the form for use in the referral intake process.
• Forms can be versioned to track updates over time.