Overview
Onvelas's patient portal lets you send intake forms to guardians electronically. Guardians complete the forms on any device, and submissions are automatically attached to the patient record.
Sending an Intake Form
- Open the patient record.
- Click the Portal tab.
- Click Send Intake Forms.
- Select which forms to include (Consent to Treat, HIPAA Authorization, Insurance Assignment, etc.).
- Enter the guardian's email address or confirm the one on file.
- Click Send. The guardian receives an email with a secure link.
Tracking Completion
The Portal tab shows the status of each sent form:
- Sent — link delivered but not yet opened
- Opened — guardian has viewed the form
- Completed — form submitted with a timestamp
You can resend a form at any time or generate a new link if the original expired (links expire after 30 days by default).
Viewing Submitted Responses
Completed intake forms are available in the Documents section of the patient record as PDFs. Clinical staff can review consent language, guardian signatures, and intake data before the first session.
Customizing Forms
To add custom fields or create a new intake form template, go to Settings → Forms. Each template can include any combination of text fields, checkboxes, signature blocks, and file upload requests.
Tips
- Send intake forms at least 48 hours before the first appointment to give guardians time to complete them.
- The billing team can see which patients have outstanding intake forms from the RCW dashboard's action items panel.