Welcome,
New Client
First Steps
Welcome! Follow the steps below to complete your intake, schedule your first appointment, create your patient portal account, and prepare for your first visit.
1. Intake Form & Scheduling
Provide basic contact information so we can create your record.
Select your preferred appointment date and time during the scheduling step.
Check if we are the right fit for your needs with our Quick Fit Quiz.
What information will I need to provide?
You’ll enter basic contact information and select your preferred appointment date and time. If available, having your insurance card nearby can be helpful.
Is my information secure?
Yes. This form is HIPAA-compliant and encrypted, so your information is securely protected and only accessible to your care team.
What happens after I submit this form?
After submitting, you’ll receive an email with instructions to create your patient portal account and complete your new patient forms. Everything is completed securely online, and you can finish these steps right away or return to them later before your first appointment.
What if I need to change or cancel my appointment?
You can reschedule or cancel using the link in your appointment confirmation email, or contact our office if you need assistance.
Do I need to complete all of this at once?
To help protect your information and ensure your appointment is scheduled successfully, we recommend completing the intake and scheduling process in one sitting. Most people finish in about 10–15 minutes.
After scheduling, you will receive an email to create your patient portal account and complete additional new patient forms. These steps can be completed later before your appointment.
2. Portal Account
The Patient Portal is your secure online account where you can view your balance and make payments, schedule follow-up appointments, send messages to our team, request medication refills, and complete required forms.
After completing intake and scheduling, visit our Patient Portal login page and select “Register.”
Use the information you provided during intake to verify your identity and create your password.
Once logged in, please complete all forms under the “Forms” tab at least 24 hours before your first appointment.
What if I don’t see forms in the portal?
Forms will appear in the Forms tab after your portal account is created. If you do not see any forms, please refresh the page or contact New Client Support for assistance.
What if I forget my portal password?
You can reset your password at any time by selecting “Forgot Password” on the Patient Portal login page.
What if my appointment is less than 24 hours away and I haven’t completed my forms?
Please complete the forms as soon as you can in the Patient Portal. If they are not finished beforehand, your provider can review any remaining information with you during your appointment.
3. First Appointment
Your first appointment is an opportunity for you and your provider to discuss your concerns, history, and treatment goals. Taking a few minutes to prepare ahead of time will help ensure your visit goes smoothly.
Before your appointment, please:
Complete your Patient Portal forms if possible.
Your Zoom link will be emailed about 24 hours before your visit.
Join from a quiet, private location with stable internet (not while driving).
You must be physically located in Colorado during your appointment.
Log in a few minutes early to troubleshoot any technical issues.
What if I need to cancel or reschedule my appointment?
Please contact our office and our team will assist you with cancelling or rescheduling your appointment.
What if I don’t see my Zoom link email?
Check your spam or junk folder. You can also join through the Patient Portal → Appointments → Upcoming → Join Waiting Room.
What if I have trouble joining my appointment?
Try refreshing the page or selecting “Join in Browser” if the Zoom app does not open. If problems continue, contact New Client Support.
Can I join my appointment from my phone?
Yes. You can join using a phone, tablet, or computer, either through the Zoom app or by selecting “Join in Browser.”
What happens if I miss my appointment?
Missed appointments may be subject to our no-show policy, which is a $125 fee. Please contact our office to reschedule.
New Client Support
If you have questions while completing the intake, scheduling your appointment, or setting up your patient portal, our team is here to help. New clients can contact us for assistance with the onboarding process, technical issues, or general questions before their first visit.