New Patient Intake Forms
What You'll Complete
DPC Membership Agreement
3-5 minCovers your monthly fee, what services are included and excluded, cancellation terms, and a clear statement that DPC membership is not insurance.
Patient Registration
2-3 minBasic demographics: name, date of birth, contact info, emergency contact, preferred pharmacy, and communication preferences. No insurance fields.
Health History
5-10 minThe most detailed form. Covers medical conditions, past surgeries, current medications, allergies, family history, social history, review of systems, and immunization records.
HIPAA Privacy Notice
1-2 minFederally required acknowledgment that you have received and reviewed our privacy practices. Standard for every medical practice.
Consent to Treat
1-2 minAuthorization for your provider to perform examinations, procedures, and telehealth consultations as part of your care.
Medical Records Release
1-2 minAuthorization for VitaLife to request your medical records from previous providers. Helps Courtney see the full picture before your first visit.
Health Goals Questionnaire
2-3 minOptional but recommended. Covers your wellness goals, stress levels, sleep quality, nutrition habits, exercise routine, supplement use, and which VitaLife services interest you most.
DPC Eliminates Insurance Paperwork
What You Won't Need
Traditional practices require 3-5 additional forms just for insurance processing. At VitaLife, none of these exist.
- Insurance card copy
- Insurance verification form
- Assignment of benefits
- Prior authorization requests
- Referral forms
How to Complete Patient Intake Forms
Three Steps, Done From Home
Step 1
Get Your Portal Link
After scheduling your first appointment, you will receive an email or text with a link to create your Optimantra patient portal account.
Step 2
Complete at Home
Log in from any device and work through the forms at your own pace. Most patients finish everything in 10-15 minutes. Save and come back if you need to.
Step 3
Show Up Ready
Your provider reviews your completed forms before your visit. That means your appointment starts with a conversation, not a clipboard.
Ready to Complete Your Forms?
Log in to the Optimantra patient portal to create your account and complete your intake paperwork. If you haven't received your portal invitation yet, call or text us and we will send one over.
Patient Forms FAQ
Common Questions About Paperwork
Most patients complete all forms in 10-15 minutes. The health history form takes the longest at 5-10 minutes. Everything else is quick.
Yes. The Optimantra patient portal is mobile-friendly. You can complete everything from your phone, tablet, or computer.
Fill in what you can. You can note your previous providers and we will request records on your behalf using the medical records release form. Don't let missing info delay your appointment.
No. VitaLife is a Direct Primary Care practice. We don't bill insurance, so there are no insurance forms to fill out. This is one of the reasons the paperwork is so much simpler.
