What are the Patient Intake steps?

Once a Case is created and the patient is identified or created, the Patient Intake tab guides users through four sequential sections to complete the Patient Intake:

1. Patient Journey - Specifies the Patient Journey the patient is enrolling in.

2. Consent - Captures whether the patient has signed a consent form.

3. Prescription - Captures prescription and prescriber information.

4. Insurance - Captures the patient’s insurance information.

After completing intake, you’re ready to begin tracking and supporting the patient’s progress in Patient CRM.