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The clinician can then review, triage, and process these submissions.",[602,618,620],{"id":619},"when-to-use-intakes","When to use intakes",[592,622,623,624,628],{},"Use ",[625,626,627],"strong",{},"public intakes"," when you want to collect responses from people who may not have patient records yet:",[630,631,632,639,645,651],"ul",{},[633,634,635,638],"li",{},[625,636,637],{},"New patient intake forms"," — Collect baseline assessments before the first appointment",[633,640,641,644],{},[625,642,643],{},"Waiting room screening"," — Share a link or QR code for patients to complete on their own device",[633,646,647,650],{},[625,648,649],{},"Research study enrollment"," — Open enrollment forms for study recruitment",[633,652,653,656],{},[625,654,655],{},"Community health surveys"," — Collect population-level data without individual patient setup",[592,658,659,660,662],{},"For patients who already have records and are on a recurring schedule, use ",[596,661,599],{"href":598}," instead — those responses are automatically linked to the patient's record and schedule.",[664,665,666],"tip",{},"Public intakes are often the first touchpoint between your organization and a new patient. Design the evaluation with clear, welcoming language and include demographic questions so you can create patient records from the intake data later.",[602,668,670],{"id":669},"security-considerations","Security considerations",[592,672,673],{},"Public intakes are genuinely public — anyone with the URL can submit a response. There's no authentication. This is by design for use cases like waiting room forms, but it means the clinician should review intake submissions carefully before incorporating them into patient records.",[675,676,677],"warning",{},"Never use a public intake URL for assessments that should be restricted to specific patients. If you need the response linked to a known patient's record, use task links through scheduled assessments instead. Public intakes are anonymous by design.",[602,679,681],{"id":680},"comparing-task-links-and-intakes","Comparing task links and intakes",[683,684,685,698],"table",{},[686,687,688],"thead",{},[689,690,691,694,696],"tr",{},[692,693],"th",{},[692,695,298],{},[692,697,302],{},[699,700,701,715,728,741,754],"tbody",{},[689,702,703,709,712],{},[704,705,706],"td",{},[625,707,708],{},"Authentication",[704,710,711],{},"Token-based, tied to a specific patient",[704,713,714],{},"None — anonymous",[689,716,717,722,725],{},[704,718,719],{},[625,720,721],{},"Patient record",[704,723,724],{},"Response linked to existing patient record",[704,726,727],{},"Response attributed to the panel, not a patient",[689,729,730,735,738],{},[704,731,732],{},[625,733,734],{},"Expiration",[704,736,737],{},"Token expires after 24 hours",[704,739,740],{},"URL stays active as long as the intake is enabled",[689,742,743,748,751],{},[704,744,745],{},[625,746,747],{},"Use case",[704,749,750],{},"Scheduled, recurring assessments for known patients",[704,752,753],{},"Open enrollment, screening, intake forms",[689,755,756,761,764],{},[704,757,758],{},[625,759,760],{},"Setup",[704,762,763],{},"Created automatically by the scheduling system",[704,765,766],{},"Configured manually through a Care Panel",[602,768,770],{"id":769},"related-pages","Related pages",[772,773,774,780],"card-group",{},[775,776,779],"card",{"icon":777,"title":778,"to":611},"i-mdi-clipboard-text-outline","Collecting responses with intakes","How clinicians set up public intake forms through Care Panels.",[775,781,783],{"icon":782,"title":298,"to":598},"i-mdi-link-variant","Secure, token-based URLs for patients completing scheduled evaluations.",{"title":785,"searchDepth":786,"depth":786,"links":787},"",2,[788,789,790,791,792],{"id":604,"depth":786,"text":605},{"id":619,"depth":786,"text":620},{"id":669,"depth":786,"text":670},{"id":680,"depth":786,"text":681},{"id":769,"depth":786,"text":770},"Anonymous evaluation forms accessible through a shared URL — collect responses from patients who don't have portal accounts.","md",null,{"icon":777},true,{"title":302,"description":793},"IpwI-4FCKwN8eKNWZu7t4MS5EHDvldx2XnqAmpGfdb0",[801,803],{"title":298,"path":299,"stem":300,"description":802,"children":-1},"Secure, token-based URLs that let patients complete scheduled evaluations without logging in to the portal.",{"title":306,"path":307,"stem":308,"description":804,"children":-1},"Manage your patient profile, photo, password, and healthcare provider connections from the My Account page in the Patient Portal.",1776705283492]