Follow the steps to successfully complete the patient packet online.

1. Click the 'Get Form' button to access the New Patient Packet and open it for editing.
2. Begin by entering your personal information in the 'Patient Information' section. This includes your name, date of birth, gender, and contact information. Make sure to provide accurate details.
3. In the 'Primary Insurance Plan' section, fill in your insurance details, including the payer name, plan number, and policy holder information. If you have a secondary insurance plan, fill in that section as well.
4. If your visit is related to a Workers Compensation claim, complete the relevant section with your employer's information, date of initial injury, and claim details.
5. Complete the 'Referral' section, indicating your referring physician and how you heard about the clinic.
6. Fill out the 'Medical History and Consent for Treatment' section accurately. This ensures that the healthcare providers are aware of your medical background.
7. After completing all sections of the packet, review your entries for accuracy. Make any necessary corrections or additions.
8. Once you have verified that all information is correct, you can save your changes. The form will often provide options to download, print, or share the completed document.

Complete your new patient packet online today to prepare for your upcoming appointment.