***Emily McGee is a sample patient for the purposes of this electronic intake forms help page.***
Step 1: Patient Forms
After your initial appointment is scheduled, you should receive an email stating you have forms available to complete (example below). Please click the link in the email.
Step 2: Log In
Log into your Patient Portal. If you have not registered, please do so first. Instructions are here.
Step 3: Complete the Two-Factor Authentication
Once you have signed in, the portal requires a two-step authentication. They will send a validation code to the email you have an account with. Copy the code from the email to the box on the Patient Portal site. Then select “Verify”.
PLEASE NOTE: Dual verification will not work if you are trying to access both the webpage, and the code from your email on your phone. You will need to use two devices, or a computer. Switching between screens on a phone will cause the verification not to work.
Step 4: Locate the Forms
Navigate to the Patient Forms section. It should say how many forms are available. In the example below, there are 11 forms available.
Step 5: Start the Forms
Once you’ve clicked on the forms you have to complete, it will show the page below. Select “Start” on the first form.
Step 6: Fill, Sign, & Complete Forms
For the first form, you will have the opportunity to change or add to your Demographics in the system. When finished, click “Finish and Submit >>”. This will lead you to the next available form. Most of the forms will be signature pages. To sign the form, simply use your mouse to draw your signature in the Signature Box.
Step 7: Submitted Forms
Once you’ve completed all the forms, they will show as “Submitted”. You must click the submit button and see the green checkmark to know they are complete. You’re all done!
