1. Halaxy Help Guide
  2. Patient Management
  3. Patient Data Forms

Archive a patient intake form

If you no longer want to use a particular intake form, you can archive it so it does not appear when selecting an intake form for sending.

Disable a patient intake form from use

  1. Click Settings > General.

  2. Under the section Template Settings, next to Patient intake form, click the Icon-Edit.svg pencil icon. (Note: Make sure you are clicking in the Template Settings section - not the Patient Access section.)

    Patient-Intake-Form-Setup-03.png

  3. In the list, click the intake form you wish to archive.

  4. Under the Intake Template section, in the Status dropdown, select Archived.

    Patient-Intake-Form-Archive-02.png

  5. Click Save.

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