Prepare for your visit

A few minutes of preparation makes your visit smoother — your care team spends less time on paperwork and more time on you.

Before you start

In the portal, open Pre-visit Check-in under My Care.
Answer each question one at a time — the progress bar shows how far along you are. Click Continue after each answer.
On the last step, click Review, check your answers, and then submit. Your responses go to your care team before the visit.
While you're at it, make sure your record is up to date:
- Medications — add any medicines, vitamins, or supplements you've started.
- Allergies — check that your allergy list is current.
- Documents — upload any outside lab reports or prescriptions your doctor should see.
Jot down your questions. During a video visit, the waiting room even has a private space to prepare questions while you wait.

Test your camera and microphone ahead of time — the waiting-room checklist walks you through it.
Join from a quiet, well-lit, private spot, and keep your phone nearby in case your care team needs to reach you.

Bring (or upload) a photo ID and your insurance details if this is your first visit with a provider.
Running late or need to cancel? Contact the clinic as early as you can — your appointment's status is always visible on the Appointments page.