View a completed patient intake form


When a patient submits a completed intake form, you will receive a notification in Halaxy and the patient's profile will be automatically updated with the data from the form.

You can view a patient's completed intake form in two ways:

  • From the patient's profile

  • From the patient's clinical notes record

By having this information readily available, you can stay knowledgeable on the patient you are treating.


You also have the option to print the completed intake form in its entirety.


If a patient needs to complete another intake form, any existing information in the patient's profile will be prepopulated in the new form, which the patient can then overwrite and update.

View from the patient profile

  1. Go to the patient's profile, then the General tab.

  2. Under the Contact Details section, click the Icon-Intake-Form.svg Send intake form icon.

  3. The patient intake form pop-up appears. Scroll down to the bottom and click the Icon-Plus.svg plus icon to expand the History section.

  4. Click View.

View from the patient clinical notes record

  1. Go to the patient's profile, then click the Clinical Notes tab.

  2. On the notes list panel, the completed intake form and any included templates or attachments appear under the form name label. Click the label to view the form.

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