In Stride, you have the ability to send yourself an intake in order to view the form from your patients' perspective. Reviewing your practice's intake is recommended for the following:
- Review of required and non-required fields
- Familiarity with the patient's view
We recommend completing these tests from your Test Patient's chart. You can locate this chart by typing "Test Patient" into the Search Patients field in the top right corner. This field is available across Stride, regardless of which tab you are in.
Please ensure that your email address is listed in the patient's demographics, and the preferred method of contact is listed as Email.
Intakes are case-specific, so you will need to open an existing case or create a new case. It is recommended to create a new case so you can choose which specific Intake Template you would like to test. To create a new case, please follow these steps:
- Select Add New Case within the patient's chart
If your practice has requested more than one intake form, you will see the option to select which Intake Template you would like to assign to the case.
Note: You can only select one Intake Template per case. If you would like to test multiple Intake Templates, you will have to create a new case for each.
- Once the case has been created, you can review the status of the intake on the left side of the screen
This view will differ depending on the status of the intake. In this case, it will show as not yet sent, and provide you the option to send the intake manually.
Click on Intake Options, then Send to Patient Email to send the intake link to the email address listed in the patient's demographics.
- Shortly after selecting Send Patient Email, you will receive an email with your intake link and access code. To open the intake form, enter the Access Code and your test patient's DOB upon opening the intake form link
Note: Stride does not allow two users to be logged in at once. In order to open the intake link, you will need to either log out of Stride or open the intake link in an incognito window.
Once you have reviewed the intake form, you can submit it only if all required fields, including Outcome Measures, have been completed.
- To fill out an Outcome Measure, select a body part (or multiple body parts), and the applicable PROs will populate.
Once the intake form has been submitted, you can check the status in the patient's case:
You can also see that the intake has been submitted on the case summary within the patient's chart:
In order for a submitted intake form to populate in the case, you will need to review the form by clicking the document icon. Once you have reviewed the intake, you can Reject and Delete or Confirm.
Confirmed intake forms will appear within the case under the Files tab, and will show as Complete on the case summary within the chart: