How to Create An Intake Document

How to create an intake document 

To create an intake document, ensure you are signed in to Ambiki and on the main dashboard:  
  1. On the top left-hand side click on ‘Organization menu’ and select ‘Custom forms’.  

Selecting Custom forms from the Organization menu

 2. On the top right-hand corner, click on ‘Add new custom form’.  

Adding a new custom form

 3. Click on ‘Start from scratch’. 

Selecting the Start from scratch option

 4. Input your form label and form description details as needed. Under the form type dropdown select ‘Intake document’. 

Inputing the form details and selecting Intake document for the form type

 5. Use the checkboxes to configure your intake document options and click on ‘Accept’ to begin creating the Intake document (Please see the intake document option descriptions in the screenshot below).  

Selecting the intake document default options

 6. Build and customize your intake document as needed using the component palette on your right-hand side and click on ‘Preview and save’ to preview your Intake document. 

Using the command palette and selecting preview and save


 7. You can add any additional instructions or information to your document if needed and once done click on ‘Save template’ to finish creating your intake document. 

Saving the template

Please also see our FAQ on how to upload an intake document to the patient portal