New Patient Intake Summary PDF Copied

04/24/20253.3.15.1Release note

Practices will receive the new Patient Intake Summary PDF after a patient completes electronic intake forms. This PDF provides a consolidated view of patient-provided information, helping practices quickly review key details in a single document without navigating multiple forms.

How it works

  • Expanded Content: The PDF consolidates information from multiple forms, eliminating the need to review each form separately. Included forms:
    • Patient Information
    • Past Medical History
    • Medications and Allergies
    • Social Habits
    • Lifestyle and Work
    • Preventative Care and Reproductive History
  • Clear Disclaimer: A statement at the top of the PDF clarifies that this document summarizes patient-provided information and advises users to check the patient’s chart for a full record.
  • Streamlined Format: The PDF uses a single column for each table of responses provided by the patient and reduces excess white space, making it more concise while maintaining readability.
  • Automated Generation: Once a patient completes at least two intake forms, a summary PDF is automatically generated at 1:00 a.m. CT on the day of the patient’s appointment and sent to the Documents tab in iKnowMed.
  • Smart Delivery: A summary PDF will not be generated if the patient does not complete any forms, and only one PDF will be created per day, even if the patient has multiple appointments.