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Intake Forms

Practices can send you questionnaires — medical history, medications and allergies, acknowledgements, and other intake paperwork — to complete in the portal before your visit, instead of on a clipboard in the waiting room.

Completing a form​

When the practice sends you a form, you're notified (per your notification preferences) and the Forms tab shows a to-do badge. Forms are listed under To complete and Completed; a form may show a due date the practice set.

  1. Click Start (or Continue on a form you began earlier).
  2. Answer the questions. Required questions are marked, and some questions only appear depending on your earlier answers. Information the practice already has (like your name) may be pre-filled.
  3. Your answers save automatically as you go — the form shows "Your answers are saved as you go (last saved …)", so you can stop at any point and pick up later on any device with Save and finish later.
  4. When done, click Submit form. If anything needs attention, the form highlights the questions to fix ("N fields need attention").

After you submit​

Your completed form is delivered to the practice as a document for their review. On the Forms tab you can Review answers at any time, and download a PDF copy of what you submitted.

If something changes after you submit — new medications, for example — send the practice a message, or ask them to send the form again.