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I’ve been assigned SmartForm Intake Forms – what do I do now?

If your practitioner has assigned you intake forms, here is how you can fill them out.

Your practitioner may have assigned you some forms to complete before your appointment date.  It is important to complete this forms as early as possible, to ensure that you get the most value from your time with your practitioner.

These forms that the practitioner assigns you are called SmartForms, and they provide valuable insight for the practitioner into your chief concerns and your medical history.

There are 3 ways in which a practitioner may assign you SmartForms:

1. Online Booking:  When you book an appointment with your practitioner online, if they have indicated in our system that you are to fill out some forms for that appointment, those forms will be automatically assigned to you.  After your online booking, you can simply go the forms immediately.

2. The practitioner directly assigns forms to you: Your practitioner may choose to simply manually assign forms to you.  In this case, you will receive an e-mail that contains an “Access Code”.  This code is usually a four word code, like “sky-water-fountain-road”.  This code will allow you to gain access to your forms when redeemed in your Patient Portal.  See this article on how to redeem your Access Code.

3. You have called in to book an appointment, and you were e-mailed a Booking Confirmation that included instructions to fill out a form:  In this case, your Booking Confirmation Email would have also included an “Access Code” which you can redeem on the Patient Portal in order to access your forms.  See this article on how to redeem your Access Code.

In all cases, in order to fill out a SmartForm Intake Form, you will need to have a Patient Portal account.  When you book online, this is done automatically.  However with the other 2 possibilities described above, you will need to first create a Patient Portal account in order to redeem your code.  See the individual help files for each of the options above for more details.

Updated on January 9, 2018

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