---
title: How to Fill Out Visit Intake and Medical Histories Forms?
description: How to Fill out Visit Intake and Medical Histories Forms?
---
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2. [Intake](https://knowledge.populateemr.com/intake?hsLang=en)
October 15, 2026
# How to Fill Out Visit Intake and Medical Histories Forms?
## The article contains step-by-step instructions to fill out visit intake and medical histories forms.
The intake forms can be completed directly by clicking on the link sent via Appointment Reminder SMS/Email.
Upon clicking the **Complete Intake** button, you’ll be taken to the appointment page where you can confirm, cancel, or reschedule your appointment. To proceed, click **Confirm Appointment** and then click the **Confirm** button at the bottom.
Once your appointment is confirmed, you’ll see a confirmation message and a prompt to complete your intake forms. Click **Continue**.
Enter your Date of Birth using the date picker and click **Submit.**
Review the checklist titled **Please complete the following.** Each item is a section you’ll need to fill out. Click **Start** on each section.
Under **Reason for Visit**, answer questions about your symptoms: how they started, severity, what makes them worse, and which activities are affected. Click **Next** after each question. (Tip: You can skip questions by clicking Next.)
Select whether you’ve seen other providers for this concern or not and click **Submit** - this finishes the Reason for Visit section.
Under **Medical History**, enter your personal contact details, primary care physician info, insurance, and photo ID. Click **Next** as you go.
To add surgeries, click the search field, select the relevant surgery names from the dropdown, and click **+Add Surgery** to add more if needed.
For medical conditions, click the search field and select relevant conditions such as hypertension, diabetes, or anemia. Click **+Add Medical History** to add more than one condition.
Complete the **Family History** and **Social History** sections as prompted.
Use the **upload**/browse option to attach any relevant medical records, such as **imaging, lab reports,** or **notes.**
Review recent symptoms in the bodily systems checklist and check off anything that applies. Click **Submit**.
The system will process your responses and move you to the next step.
When the **Patient Consent** dialog appears under **Pharmacy & Medications**, agree to share your pharmacy, medication, and allergy information by clicking the checkbox, then hit **Submit**.
In the **Acknowledge & Sign** section, click **Start**. Draw or type your **signature** and **initials**, and **sign all documents**.
When you see the completion screen with checklist items marked as done, your intake form is complete and ready for your care team to review.
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