NEW CLIENTS “INTAKE” FORMS

(can be completed ahead of time in the portal for your convenience)

ONCE YOU HAVE SET YOUR FIRST APPT WITH YOUR DOCTOR OR PROVIDER, we will email a Welcome Letter to you with the subject “The Psychology Center, Inc welcomes you to your new Patient Portal“. This will have a link and your User Name (your email address) and a Temporary Password WHICH YOU SHOULD RESET IMMEDIATELY (because it will expire in 2 days!)  to a Password easy for you to remember.

Now you have your private Patient Portal as a quick and confidential way to communicate with us and for us to communicate directly with you.

Then there are 3 important steps for you to do next:

1. In this Patient Portal, open the left-hand tab that says “My Profile”

A. Complete the Primary Info section with as much detail as you can, and include the Primary Provider’s name – who is the Doctor you have your appt with.

B. Enter your Credit Card info (mandatory for all clients) which will be encrypted for your protection and convenience.

C. Then click the “Save and Submit” button at the bottom left to save your info.

2. Next, also complete the 2nd tab under “My Profile” which is for your Insurance Info if you are using your health ins plan to help with the cost of treatment.

This can save you a lot of money but you must be accurate and complete with the details!

Then at the bottom of the page in the lower left-hand corner, click “Add” when done.

3. Finally, complete “Forms and Documents”, which is a left hand tab. As you know, all Doctors’ offices have paperwork forms that must be completed (some required by law and for your protection). Next in the Patient Portal, go to the left-hand tab that says “Forms and Documents”. There the Doctor or Provider will have a list of required forms for you to complete – hopefully before your first appt- which you can complete online and submit back to your Doctor immediately (again all info encrypted).

There will be some initial forms to start, and then ADDITIONAL forms probably depending on your situation and needs after your first or second treatment session, so please plan to REVISIT your new Patient Portal often.

12/2023—— AGAIN, WELCOME !!