Set up
Intake Flows
An intake flow consists of a series of forms that patients take when registering for the platform. The patient will receive the intake flow either when:
- The patient clicks on the "Patient Invite" email that they receive after a patient account is created for them by an organization member
- The self-registers by going to the the patient portal (e.g. portal.avonhealth.com) and clicking on "Create an account"
Prerequisites
Part 1: Create forms (EMR)
Create the set of forms that will be in the intake flow.
Follow the instructions here to create your forms.
Steps:
Step 1: Modify the intake flow (EMR)
To modify the intake flow:
- Go to the EMR (e.g. emr.avonhealth.com)
- Click on the hamburger menu on the top left corner > Settings > Intake Flows
- Set:
- Name: Name of intake flow.
- Description: Description on intake flow.
- Forms: Series of forms in the intake flow. The forms will be displayed to the patient in the same order that they are listed here.