New Patient Intake Directions

ALL intake (see below) is due in entirety 1 week prior to your scheduled appointment so that your provider has the required information to prepare for your new patient appointment allowing you to get the most out of your new patient experience.

2. Complete your questionnaire (Due 1 week prior to your appointment)

From the home screen of the portal, click on Questionnaire on the top, left side of the screen. Fully complete all sections of the questionnaire*. Unfortunately, if your questionnaire is not complete 1 week prior to your appointment, we will need to reschedule.

Important: As you fill out the questionnaire and your answers are saved, your PIM provider is able to view the answers. It appears on the patient’s end as though we do not receive the questionnaire until you click the “Submit” button. That is not the case. Our Executive Patient Coordinator will check your questionnaire for completion 1 week before your appointment and contact you if it is incomplete.

If you complete your questionnaire early and would like to be notified if an earlier appointment becomes available, contact Michelle Kosvitch on the portal and ask to be added to the waiting list. 

*If you have scheduled a Free 20 Minute Consultation, do not fill out the P2P questionnaire until after your Free Consultation or the questionnaire will reset and will need to completed again.

3. Sign consent forms

Click on the "Forms to Sign" tab and sign:

• New Patient Consent Form

• If your appointment is by phone or video: Telemedicine Session Patient Authorization and Consent Form

• For patients with Medicare or Medicaid: Medicare/Medicaid ABN Form

• Due one week before your appointment.

4. Send medical records (optional) 

Not sure what records to send? We recommend sending any records that you feel are related to the reasons you are coming in. When in doubt, send records from the past 2 years. Not all patient feel the need to send records which is why this is an optional step.

Records are due one week prior to your New Patient Appointment so we have adequate time to review them. We do our best to review records that are received late, but it is not guaranteed that we will have time to review them. If we are unable to review your records prior to your New Patient Appointment, they will be reviewed for your Follow Up appointment.

If you already have a copy of your records that you would like to send us:

Records can be sent via portal message or fax.

1. Message them to Michelle Kosvitch in the P2P Portal

   • Click Messages on left side of screen

   • Click Attach PDF *Can attach up to 5 documents at a time.

   • Send to Michelle Kosvitch

     *For the portal to function correctly, you must be on a computer and using Chrome as your browser. Documents must be in PDF format. Click here for directions on saving a Document in PDF format.

2. Fax records to our office at 610-982-8927.

   We cannot login to patient portals from other practices on your behalf to download records. Records must be sent using one of the above options.

   Once your records are received, they will be available to view in the Documents section of your P2P portal. We will notify your provider. If you do not see records in the Documents section of your portal, it means we did not receive them.

   Do not email messages/details for your provider. Please add any details you need to communicate to your P2P questionnaire in the portal. There is a section for “Other Concerns”.

If you need to request records from another provider, there are 2 options.

You can contact your provider’s office directly and request that they fax the records to us at 610-982-8927.

OR

Message Michelle Kosvitch in the P2P portal and request an Authorization for Release Form. The form will then be available in the “Forms to Sign” section of the portal. You can fill it out, print it, and send it to your provider. If you have more than one provider that you would like to send a release to, be sure to let Michelle know the number of releases you need.

***Please note that we do not send the authorization for release for you. Patients are responsible for sending this document to their providers. If you would like us to fax the request for you, please ask Michelle after you have completed the release form. Your records will post to the Documents tab of the portal as soon as they are received.***

It takes an average of 30 days for other providers to send us your records.

Thank you for completing the intake process. We look forward to your appointment!

Want to see us sooner?

Message Michelle Kosvitch in the P2P portal and ask to be added to the wait list after your intake directions have been completed.

Visit notes that include supplement instructions and lab orders will be available in the Documents section of your portal within 1 business day after each appointment. Invoice fulfillments (AKA superbills for insurance reimbursement) will be posted to your Documents section within 1 week of your appointment.

Our preferred method of communication is portal messaging. Now that you have registered for the portal, please message us on the portal instead of emailing to optimize confidentiality.