Patient Pre-Intake
Initial data collection, demographics, and insurance verification.
Release of Information (ROI)
HIPAA compliant release and request of health/confidential records form.
Medication Refill
Dedicated request form for active patients needing prescription renewals.
FAST Screening
Functional Assessment Screening Tool questionnaire for clinical evaluation.
General Contact
Standard non-urgent communication form for general inquiries and referrals.
Rapid Mood Screener (RMS)
Clinical questionnaire used to assess depressive symptoms and bipolar disorder.
Tris Savings Card
ExternalManufacturer copay assistance link for Dyanavel XR, Onyda XR, QuilliChew ER.
Tebra Clinical Forms Checklist
Single Source of Truth (SSOT) for New Patient Intake Dispatch
1. Profile & Payment
- Basic Information
- Demographics
- Emergency Contact
- Financial Information (DO NOT CHECK)
- Additional Information
- Credit Card Authorization Form Required
2. Medical Intake & Screeners
- Medications & Allergies
- Past Medical History
- Family History
- Social History
- Surgical History
- Hospitalizations/Procedures
- Implantable Devices
- OB/GYN History
- PHQ-9 (Screener)
- GAD-7 (Screener)
3. Custom Forms & Consents
- [1-INTAKE 1] ALL - Disclosure & Consents
- [1-INTAKE 2] ALL - Comm & Care Team
Do Not Send: Stimulant or Benzodiazepine agreements to New Patients. Dispatched post-evaluation only.