How to Add An Intake Document to the Patient Portal

How to add an intake document to the patient portal 

 
To add an intake document to the patient portal, ensure you are signed in to Ambiki and on the main dashboard:   
 
  1. On the left navigation, click on ‘Patients’.  
     
Select 'Patients' from the left navigation.
 
  
 

 
 

2. Select the patient that you would like to upload the intake document for by clicking on their name.  
 
Selecting a patient by clicking on their name.



 
 
 
 
 
 


3. Towards the left side of the page, click on ‘Intake Documents’.  
 
Link to intake documents.



 
  
 
 
 


4. On the top right-hand corner, click on 'Add Intake Document' (recommended) to add an intake form that was created in Ambiki's Custom Form Builder, or  ‘Add PDF as Intake Document’ to upload a document from your computer. You can select multiple custom intake forms to add to the portal, or if you are choosing to upload PDFs, you can upload those files in bulk. 

Adding an intake documents.



 
 
 
 
 
 


5. Ensure that the checkbox option 'Send to patient portal and notify recipient' is checked. Click on 'Accept' to finish.   

Sending the chosen intake document to the patient portal.







If you are uploading a document, choose which Intake document to add and ensure that the checkbox option ‘Send to patient portal and notify recipient’ is checked. Click on ‘Accept’ to finish. 
 
Sending an uploaded pdf intake document to the patient portal.
 
Once you add an intake document to the portal, the legal guardian will receive a notification via email letting them know that there is a document that needs to be completed with a link to the portal. Please ensure you have a legal guardian with an email set up for your patient so that the documents are received. You can check who has access to the portal by going to the "Patient Portal" section of the patient's profile.