How to upload an intake document to the patient portal
To upload an intake document to the patient portal, ensure you are signed in to Ambiki and on the main dashboard:
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 ‘View’.
Select a patient by clicking on 'View'.
3. Towards the left side of the page, click on ‘Intake Documents’.
Selecting 'Intake Documents'.
4. On the top right-hand corner, click on 'Add Intake Document' to add an intake form that was created in Ambiki or ‘Add PDF as Intake Document’ to upload an existing document.
Adding a new intake document.
5. If you are using an Intake form made in Ambiki's Custom Form Builder click 'Add Intake Document' and select the form you wish to add to the portal. Ensure that the checkbox option 'Show in patient portal' is checked. Click on 'Accept' to finish.
Ambiki Intake Documents
If you are uploading a document, choose which Intake document to add and ensure that the checkbox option ‘Show in patient portal’ is checked. Click on ‘Accept’ to finish.
Upload an intake document
Samuel Okoth
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