How to Create An Intake Document
July 31, 2023
How to create an intake document
To create an intake document, ensure you are signed in to Ambiki and on the main dashboard:
- On the top left-hand side click on ‘Organization menu’ and select ‘Custom forms’.
2. On the top right-hand corner, click on ‘Add new custom form’.
3. Click on ‘Start from scratch’.
4. Input your form label and form description details as needed. Under the form type dropdown select ‘Intake document’.
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).
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.
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.
Please also see our FAQ on how to upload an intake document to the patient portal.

Samuel Okoth