List of forms to use: initial phone call and upon Intake completion

Use the following forms for new patients

1. New Message (email, phone, chat): Form to submit to record interaction with third parties (patintes, ins. companies,…) 
2. Intake Form: Form to submit after an initial phone call (to provide patients with the link to the Intake form and the website address)
3. Insurance Verification: Form to submit after insurance has been verified
4. No coverage: Form to send to patient if insurance is invalid, expired, inactive, or not accepted by our office
5. New match: Form to submit after a patient has been matched with a therapist
6. Use this form to upload Tricare/Triwest fax & pre-authorization [NEW]