Locate intake form(s)
Access intake forms needing completion from either the Dashboard or the Documents tab within the main menu header.
Dashboard
Upon logging in to the patient portal, you will be directed to the Dashboard. Here, you will see any items requring action on the left side.
Click Intake forms.
Review intake forms requiring action below.
Documents
Click the Documents tab within the main menu header.
Click the Intake Forms tab.
Review intake forms requiring action below.
Complete intake form(s)
Click Complete to the right of the form.
Complete your answers to the intake form questions.
Intake forms are set up by your provider's office. If you have questions about a particular question or intake form, contact your provider directly.
Once all information is entered, click Complete to finish the form and electronically send it to your provider. Your provider will automatically be notified that you have completed this form.
Save & finish later
Click Save & Finish Later to save your responses without submitting the form. This allows you to complete the intake form at a later time.
The intake form won't be sent to your provider yet, and it will still show in the Requires Action section.
View completed forms
Within in the Intake Forms tab of the Documents page, scroll down to view Completed forms.
Click View Form to view or download a PDF of your completed intake form.
Still, need help? Contact us!
Have a great idea? Tell us about it!