📝 Overview
This article provides a walkthrough for accessing the Intake Link in ChiroHD and managing submitted digital paperwork. You’ll learn how to find intake links, assign paperwork, and import patient demographics efficiently.
Finding the Intake Paperwork Link
Navigate to your Live Location, Utilities Tab, Intake Link
For a generic intake link:
Click Click to copy under Office Intake Link.
Generic link does not expire.
Paperwork will show in Unassigned Paperwork.
For a patient-specific link:
Search for the patient’s name.
Click Click to copy next to their name.
Patient-specific link expires after 30 days.
Paperwork will show in Assigned Paperwork.
Accessing Submitted Digital Paperwork to Assign to a Patient & Import Demographics
Option 1: Accessing Paperwork Through the Digital Paperwork Tab
Click on the Paperwork icon at the top of the calendar screen
You’ll see three sections:
Unassigned Submissions
Assigned Submissions
All Submissions.
1. Unassigned Submissions:
Displays forms submitted via the generic link.
Click anywhere in that card open the following action options.
Click Convert to Patient if this is for a new patient profile. A pop up will verify similar patient profile to prevent duplicate profiles.
After verifying, click Skip and Create New Patient to create the profile.
OR click Attach to Patient to attach paperwork to a current patient.
Enter the patients name in the Search field. Click Attach to Patient.
It will give you the option of which information from the paperwork to attach to the patient profile including the following fields: First Name, Middle Name, Last Name, Nickname, Address, Email, Birth Date, Marital Status, Gender, Biological Sex, Cell Phone, Home Phone, Work Phone.
2. Assigned Submissions:
Includes forms submitted using a patient-specific link
Already linked to the correct patient
Click Copy Info to Patient to import demographic data
3. All Submissions:
Shows a complete list of both assigned and unassigned forms
Option 2: Accessing Paperwork Through the Patient’s Documents Tab
Open the Patient Profile
Go to the Documents tab
Click on Digital Submissions
Select the desired form
Click Copy Info to Patient to import demographics (if you have not already done so via the paperwork tab)
When a patient completes paperwork that includes demographic questions, the following fields are eligible to copy into their profile: First Name, Middle Name, Last Name, Nickname, Address, Email, Birth Date, Marital Status, Gender, Biological Sex, Cell Phone, Home Phone, Work Phone.
Printing Paperwork
Need to print a submitted form?
Open the form
Click PRINT
If you have questions about other ways patients can fill out paperwork when coming in the office instead of the intake link, please see our other resources on this.
✅ Key Takeaways
Generic and patient-specific intake links are both accessible under Utilities > Intake Link
Unassigned forms can be linked manually and demographics imported
Assigned forms auto-link to patients when submitted via the patient-specific link
Use Digital Submissions to easily import and manage patient data
Printable submissions support offline or physical documentation needs
📌 Conclusion
Efficient intake management is essential for smooth operations. With ChiroHD’s Intake Link and Digital Paperwork tools, you can streamline patient onboarding, ensure accurate demographic entry, and reduce manual data entry errors.