Archive a patient intake form

If you no longer wish 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 Clinical Settings, next to Patient intake form, click the Icon-Edit.svg Edit icon. (Note: Make sure you are clicking in the Clinical Settings section - not the Patient Portal section).

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

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

  5. Click Save.


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