Please complete the required steps before your New Patient Appointment:
- Accept and save your Zoom invite for your appointment (No invite will be sent for phone appointments).
- Activate your patient portal for access.
- Complete the Health History Questionnaire located in the “Forms” section.
- Complete the modules, and sign forms via EngagedMD using Docusign (this is emailed to you).
- Upload any pertinent medical records, photo ID, and insurance card images to the portal by creating a new message.
- Please complete this step no later than 5 business days before your New Patient Appointment.
Please complete the Release Form if you have relevant outside medical records and would like our clinic to request on your behalf. A request can be sent through your patient portal messages.