How to Fill Out Our Preapproval Form

Great move on booking an appointment with us! But, before you pay a visit to your provider, there’s one more important step you shouldn’t miss: filling out the preapproval form.

Not to worry, we’re here to explain what a preapproval form is, its importance, and how you can easily do it with Elevate Holistics. So, keep reading ahead to know more!

What is a Preapproval Form?

A preapproval form basically is a document that has all of your basic details, medical history, and your proof of identity before your appointment. It can be described as your personal health profile, and it gives the providers more information they need to know about you so that they can understand your health background before the consultation. 

At Elevate Holistics, we strictly follow this protocol to ensure both parties are safe and informed. We want to make sure your first step is accomplished so that you’re getting the right diagnosis and medical cannabis recommendations (or any other service you’re here for).

Why is it Important to Fill Out the Preapproval Form?

The preapproval form is an important document, not just for the providers, but also for you. When you fill out this form before the appointment, you:

• Save time during your visit.
• Are being reviewed in advance by the doctor.
• No longer have to spend time contacting your previous providers.
• Are receiving accurate recommendations for your treatment plan.

Skipping or delaying the form could slow down your appointment and limit the help we can offer. The more we know upfront, the better your experience is going to be.

Step-by-Step Guide to Filling Out Your Preapproval Form

Log Into the Patient Portal

Once you have your appointment booked, you can log into the patient portal, where you’ll find the preapproval form and everything else related to your care. 

Input Your Basic Information

This step is pretty straightforward. Just fill out the following details:

• Complete name
• Home address
• Phone number
• Email address

Proceed to the Intake Form

After completing your information, you should see a button that says “Go to intake form.” 

Here, you’ll upload your proof identity (either a valid driver’s license or a state ID). Make sure you upload a clear shot where all the details are visible and easily read.

Sign the Consent Form

Next, you’ll digitally sign the consent form. This gives us permission to provide care and protects your personal health information under HIPAA guidelines.

Fill Out Your Medical History

After signing the consent form, you’ll need to fill out your medical history. This part might seem detailed, but it saves you a ton of time later. Rather than tracking down your old providers, you’ll simply provide your medical history directly to us. You’ll be asked to fill out:

• Your height and weight
• Any previous surgeries
• Medications you’re currently taking or have taken in the past

What’s Next?

Once you’ve done all the steps listed above, then you’re officially done! Your doctor will then review your information before your scheduled appointment. By the time your appointment rolls in, you no longer have to think about whether or not it’ll go smoothly and just focus on your health.

Choose Elevate Holistics as Your Trusted Medical Cannabis Partner

Haven’t booked an appointment yet or need help? We got you! At Elevate Holistics, we connect you with real, licensed doctors (no sketchy stuff) and handle the process online, on your time. No waiting rooms and no awkward small talk! Just legit care from the comfort of your couch.

If this sounds good to you, then let’s make it happen. Book an appointment today and be one step closer to receiving the care that works best for you.