Intake Parts and Persistence Rules

What are the different parts of an intake?

Patient intake is broken into three parts, and each one behaves differently depending on how long a submission stays valid: Chief Complaint / HPI, Demographics/Histories/ROS, and Patient Agreement/PCC Consent.

Does a patient need to fill out their Chief Complaint (HPI) every time?

Yes. Chief Complaint / HPI is "per-visit," meaning it's collected fresh for every single appointment. Even if a patient submitted an HPI yesterday, that submission does not count for today's visit — they'll be asked again.

If a patient already gave us their demographics and medical history, will we ask again?

No, not unless they update it. Demographics, Histories, and ROS are "persistent." Once a patient submits this information, it carries forward and is reused for future visits — it won't be requested again unless the patient makes a change.

What about the Patient Agreement and PCC Consent forms?

These are "one-time" items. They're sent to the patient until they're signed, and once signed, they're never sent again.

Why does this matter for how reminders work?

The persistence rule for each part is exactly what determines whether a checkbox gets pre-selected on a reminder, and whether the kiosk requires that part on the day of the visit. If you're ever unsure why a part was or wasn't included in a reminder, this table is the place to start: