Get Ready for Your Visit Using Patient Portal

The get-ready process allows you to complete required tasks and enter any required personal details needed by the clinic before your visit. Completing these details saves you time during arrival (check-in) later.

Note:

The get ready process might be called pre-visit registration, clipboards, patient intake, pre-check, preregistration, previsits, pre-visit tasks, self-registration, questionnaires, or a similar name, depending on your healthcare organization and settings. Visits might be called appointments or encounters.

Depending on your organization and account settings, you might receive an email or text message notification to remind you when it is time to get ready for a visit.

Note:

This process is available only during the time period set by your organization, such as 3 days before the scheduled visit until 30 minutes before the visit starts, at which time the arrival (check-in) period starts. For example, if the visit is scheduled for 12:30 p.m., you can get ready until 12:00 p.m. After 12:00 p.m., you will need to complete the arrival (check-in) process to complete any missing details.

To get ready for your visit:

1. Access the patient portal. If you already have an account, sign in (log in) to the patient portal.

   Note:

   • If you do not yet have an account but you were given an invitation or a unique link, follow the instructions provided to start the get ready process. You might need to enter your legal first name, legal last name, and date of birth to verify your identity.
   • Invitations and links expire after a set number of days. If your invitation or link has expired, contact your provider's office or care team to request a new one
2. If you manage multiple connected health profiles, optionally switch to a different health profile.
3. On the navigation menu or visit details, and select Register or similarly named buttons.
   Alternatively, select the appropriate button when viewing the visit details.

   Note:

   The button displayed is determined by how soon the visit occurs and whether you have already completed the necessary pre-visit registration tasks. The Register button is available only during the time period set by your organization. After this time period you will need to select Confirm Arrival to complete any missing details.
   The Pre-Visit Registration page is displayed. This page allows you to scroll down to review and verify your personal details and complete any questionnaires or forms needed at this time. Depending on your organization and visit type, the following sections may be included:

   • Identification
   • Personal information
   • Gender
   • Race and Ethnicity
   • Insurance
   • Guarantor
   • Emergency Contact
   • Questionnaires
   • Consent Forms
4. Review and update your pre-visit registration details as needed. For some types of information, you may need to discuss these updates with the provider's office when you arrive to the visit.
5. When you are ready, select Confirm Registration (or similarly named button).

See the following topics for more information:

• Review and Verify ID Before Your Visit
  Review and verify your personal identification (ID) during the pre-visit registration process.
• Review and Verify Personal Details Before Your Visit
  Review and verify your identification (ID), personal information such as name and phone number, gender, and race and ethnicity during the pre-visit registration process. For any details you cannot edit, discuss these updates with the provider's office when you arrive to the visit.
• Review and Verify the Insurance and Guarantor Before Your Visit
  Review and verify the insurance and guarantor during the pre-visit registration process. A guarantor is the person financially responsible for any costs not covered by insurance.
• Review and Verify the Emergency Contact Before Your Visit
  Review and verify your emergency contact during the pre-visit registration process.
• Complete Questionnaires in Patient Portal
  Questionnaires (also called clipboards, e-clipboards, registration forms, or surveys) may be assigned to you by your healthcare organization. Complete these forms before your scheduled visit.
• Review and Sign Consent Forms Before Your Visit
  Review and sign any required consent forms during the pre-visit registration process.