Patient Intake Summary PDF enhancements Copied

Information from manually sent forms included in the summary

The Patient Intake Summary PDF will now include information from completed forms that were automatically sent by the system and manually sent by your practice.

Previously, the summary did not include information from forms manually sent by your practice, resulting in incomplete patient records. This enhancement ensures that all completed forms are included in the Patient Intake Summary PDF going forward.

No summary for canceled appointments

A Patient Intake Summary PDF will no longer be generated for canceled appointments, preventing unnecessary document creation and keeping patient records clean and accurate.