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Pre-visit check-in

Six short sections — save you fifteen minutes at the front desk.

Do any or all of these now, in any order. Each section saves on its own, so you can stop and come back. If you'd rather, we'll handle everything at the front desk when you arrive.

Your visit is booked Tue, May 19 · 9:40 AM · Dr. Hamilton · Navarre clinic Annual wellness · 30 minutes · plan to arrive at 9:25 AM
Skip — I'll do this at the front desk →
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Front
Front of card
Tap to take a photo or upload
Add photo →
Back
Back of card
Tap to take a photo or upload
Add photo →

Privacy note: images are stored on your medical record only. They're not used for marketing.

athena API mapping
Upload → POST /v1/{practiceid}/patients/{patientid}/documents with documentsubclass=INSURANCECARD, documentsource=PATIENT.
Eligibility verification runs separately — billing staff initiate POST /insurances/{insuranceid}/check after reviewing the uploaded card. Not automatic on upload (matches standard Athena workflow).
Photo ID
Tap to take a photo or upload
Add photo →
athena API mapping
POST /v1/{practiceid}/patients/{patientid}/documents with documentsubclass=ID, documentsource=PATIENT.

Address

About you

Demographic questions are collected per CMS reporting requirements. Answering "prefer not to say" is fine for most fields.

Emergency contact

athena API mapping
Demographics + address → PUT /v1/{practiceid}/patients/{patientid}.
Emergency contact → POST /v1/{practiceid}/patients/{patientid}/contactpreferences.

Current medications

Metformin 500 mgTwice daily · for type 2 diabetes
Lisinopril 10 mgOnce daily · for blood pressure

Include OTC medications, vitamins, and supplements if you take them regularly.

Allergies

PenicillinSevere rash · since childhood

Conditions and surgeries

Type 2 diabetesDiagnosed 2019
AppendectomySurgery · 1998

Family history

A short note about close-relative health history. Helpful for screening and prevention.

athena API mapping
POST /v1/{practiceid}/patients/{patientid}/medications, /allergies, /problems, /socialhistory.
Pre-populates the encounter for the provider · all sections independently saveable.

We use Surescripts to send e-prescriptions. Most pharmacies in our area are on the network.

athena API mapping
POST /v1/{practiceid}/patients/{patientid}/defaultpharmacy with NPI matched via Surescripts directory. Used by ePrescribe routing.
Notice of Privacy Practices (HIPAA)
How we collect, use, and share your protected health information. Read full notice →
Conditions of Treatment
Consent for the medical evaluation and treatment performed during your visit. Read full form →
Financial Responsibility
Your responsibility for any balance not covered by insurance. Read full form →
Communications consent
Permission to send appointment reminders and care messages by text + email. Read full form →
athena API mapping
Each consent → POST /v1/{practiceid}/patients/{patientid}/documents with documentsubclass=CONSENT-{PRIVACY|TREATMENT|FINANCIAL|COMMS}, documentsource=PATIENT, timestamped, with a captured e-signature attachment.

All set, Margaret.

Pre-visit check-in complete. Your provider will have everything ready when you walk in Tuesday morning. A summary has been sent to your email and saved to your portal.

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