Setting up Intake Screens

This is how to setup Intake Fields to enter in information to start a request.

1. Go to Settings → Call Intake Fields

2. Select the Green Plus Button to add in a new group and add the label that makes the most sense to you.

3. Double click on the newly saved name and a blank screen will show to add in the fields

4. Select the green plus button to add in the selections for the intake fields (you will want to start with Call Type as that is how the intake fields are tied together)

5. Continue to add in the fields that you would like to see in the intake screen

6. For the patient fields, select green plus button and add Patient.

 a. Select Edit Sub Fields to add in different Patient fields you want to see in the intake screen

 b. Select the green plus button to add, there are a few pre-populated fields, but if you do not see      what you are looking for select Patient Tab Field

  c. You can select the Contents field and add the field that you are looking for. Remember to         change the Name field!

7. For a non-patient call type, you will want to add Generic Location.

8. After you set up your intake fields, go to Call Type in settings to assign the intake fields to each Call type.