Carepatron

Sending client intakes

How to create and send forms to clients?
How to complete/submit forms as the client?

Sending a form or template

Capture a client note

How do I upload a client document, photo, or video?

Upload a client document

Create a template or form

Voice to Text - Dictation

How do I use AI Summarize? Does Carepatron use AI?

AI Summarize

Note Locking

How do I embed an image in to my note modal?

Embedded Images Editor

Provider Signature

How do I use form fields to create templates and forms?

Form Fields

How do I add grids into sections in my forms?

Section Grids

Public forms

Organizing your templates

Importing Templates

e-Prescription

How do I set up workflows, automations, and default intake?

Setting up workflows, automations, and default intake

Learn how to send, edit and create forms, documents and intakes.

Documentation

Find answers and get help from Intercom Support and Community Experts

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