How to Select Multiple Intake Documents For Upload

Last updated: August 01, 2025

How to select multiple intake documents for upload 

 
To select multiple intake documents for upload to the patient portal, ensure you are signed in to Ambiki and on the main dashboard: 
  1. On the left navigation, click on ‘Patients’. 
 
 
 
 
 
 

 
2. Select the patient who you would like to upload multiple intake documents for by clicking on their name
 
 
 
 
 

 
3. Click on ‘Intake documents’. 
 
 
 
 
 
 

 
4. Click on ‘Add Intake Document’. 
 
 
Clicking on 'Add Intake Document'.
 
 
 
 
 

 
5. Choose the multiple intake documents that you would like to upload by clicking on them.  
 
 
Choosing intake documents by clicking on them.
 
 
 
 
 

 
6. Click on the button labeled ‘Accept’ to finish the process. 
 
 
Clicking on 'Accept' to upload the intake documents.