Step 1

• 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.

Step 2

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.