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Feature #341

open

Epic #13: Patient Portal

Feature #17: Complete Health Intake Form

Split Health Intake Form into Quick Start and Clinical Deep Dive

Added by Redmine Admin about 1 month ago. Updated about 15 hours ago.

Status:
Ready To UAT
Priority:
Normal
Assignee:
Deeksha Singh
Start date:
01/08/2026
Due date:
% Done:

0%

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KINETIC EDGE HEALTH_longer intake before strategy session.docx (20.1 KB) KINETIC EDGE HEALTH_longer intake before strategy session.docx Redmine Admin, 01/08/2026 07:44 AM
Kinetic_Edge_Quick_Start_Intake.docx (26.9 KB) Kinetic_Edge_Quick_Start_Intake.docx Redmine Admin, 01/08/2026 07:44 AM
clipboard-202601081215-9es0m.png (132 KB) clipboard-202601081215-9es0m.png Redmine Admin, 01/08/2026 07:45 AM
clipboard-202601081215-3kalm.png (132 KB) clipboard-202601081215-3kalm.png Redmine Admin, 01/08/2026 07:45 AM
clipboard-202601191315-9rutm.png (63.6 KB) clipboard-202601191315-9rutm.png Vikash Kumar, 01/19/2026 08:45 AM
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 #3

Updated by Redmine Admin 28 days ago

  • Assignee changed from Abhishek Thakur to Vikash Kumar
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 #4

Updated by Vikash Kumar 26 days ago

  • Assignee changed from Vikash Kumar to Deeksha Singh
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 #5

Updated by Vikash Kumar 23 days ago

The intake form is split into two parts: Quick Start and Clinical Deep Dive.

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 #6

Updated by Deeksha Singh about 15 hours ago

  • Status changed from Ready to QA to Submitted To Client
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 #7

Updated by Deeksha Singh about 15 hours ago

  • Status changed from Submitted To Client to Ready To UAT
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 #8

Updated by Deeksha Singh about 15 hours ago

QA test casses:

  • Verify intake form is clearly split into two sections: Quick Start Intake and Clinical Deep Dive Intake.
  • Verify Quick Start Intake is available during initial onboarding.
  • Verify Quick Start Intake collects only essential information (basic info, health snapshot, goals, experience, readiness).
  • Verify Quick Start Intake can be completed independently by the patient in a short flow.
  • Verify completion of Quick Start Intake allows the patient to proceed with account setup.
  • Verify completion of Quick Start Intake allows the patient to schedule appointments.
  • Verify Clinical Deep Dive Intake is accessible separately from Quick Start.
  • Verify Clinical Deep Dive Intake can be completed before, during, or after an appointment.
  • Verify both Patient and Provider can access Clinical Deep Dive Intake as part of appointment workflow.
  • Verify system does not force completion of Clinical Deep Dive during onboarding.
  • Verify intake completion status (Completed / Pending) is clearly displayed to the patient.
  • Verify provider can view intake completion status during appointments.
  • Verify system clearly guides users on when and why to complete each intake section.
  • Verify user flow remains smooth without blocking progress for incomplete Clinical Deep Dive
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