New Clients
Complete intake forms, informed consent, questionnaires, insurance information, and practice-policy reviews before the first appointment.
The client portal will provide protected access to paperwork, appointments, billing, secure messages, and telehealth links.
Portal links will activate when the practice’s secure scheduling and client-management system is connected.
Complete intake forms, informed consent, questionnaires, insurance information, and practice-policy reviews before the first appointment.
Request appointment changes, update insurance, review balances, access telehealth links, and communicate securely about administrative matters.
The connected portal should use secure, encrypted technology designed to protect personal health information under applicable privacy standards.