Provider Initial Visit Overview
About This Video
Preparing for a patient’s first appointment? This walkthrough explains how the Provider Initial Visit process works in ReveliaDx.
You’ll learn how to assign required forms, including legal documents, and set submission deadlines and visit dates.
The video shows how to view all assigned initial forms in one panel and track their completion status before the appointment.
You’ll also see how to send reminders to patients if a form is still in progress, helping ensure everything is completed on time.
Best for practitioners and clinic staff who need a structured, reliable process for onboarding patients before their initial visit.
Frequently Asked Questions
Practitioners can assign initial forms from the patient record or intake management area. The provider selects the required forms and sends them to the patient through the platform so they can be completed before the visit.
Yes. Practices can typically set expectations for when forms should be completed, such as before an upcoming appointment. This helps ensure practitioners receive important patient information in time for the initial visit.
The dashboard or patient record shows the status of assigned forms. Practitioners can see whether a form has been sent, completed, or is still pending, making it easier to track patient intake progress.
Yes. If a patient has not completed an assigned form, reminders can be sent to prompt completion. This helps practices gather the required information before the appointment.
Initial visit forms are typically visible within the patient’s record or intake section of the provider dashboard. Practitioners can review submitted forms there before or during the patient’s first visit.