Updates to Provider Intake Summary PDF Copied

On April 24, 2025, we released the Provider Intake Summary PDF to give practices a more streamlined view of patient-provided information collected through completed electronic intake forms.

In this release, we updated the PDF to improve readability and reduce the length of the PDF.

What’s new in this release

• Headers on Additional Pages: Subsequent pages will display a simplified header with the PDF title, patient name, and medical record number (MRN).
• Reduced Content: The PDF will only show the sections and questions most relevant to prepping for a new patient.

Updates to the Insurance Information form and PDF

In this release, we made several enhancements to the Insurance Information form and generated PDF.

NOTE: These updates apply only to Insurance Information forms submitted after the release.

The updates are as follows:

• Group Number Field Update: The Group Number field will no longer require validation, meaning that patients can leave this field blank and still complete the form. However, if they do choose to enter a group number, it will be limited to 100 characters.
• Effective Date Format: The Effective Date must now be entered in the mm/dd/yyyy format. The date entered can be any date, whether past, present, or future.
• Impact of These Updates: These updates will affect all insurance entries on the form, and the changes will be reflected on the PDF version of the form that practices receive.