For Patients Whose Providers Are Using the Klarity EHR


If your healthcare provider utilizes Klarity EHR, please refer to the following instructions:

The direct link to the Klarity client portal is here: Visit Client Portal


Step 1: Access Your Forms

A. Log in to Your Klarity Account:

  • Go to the Klarity website on your computer.
  • Log in with your username and password.

B. Navigate to Forms:

  • On the dashboard, look for the "Forms" section.
  • You might find a notification or a link prompting you to complete the necessary forms.




Step 2: Complete the Forms

A. Open the Form:

  • Click on the form you need to complete. This will open the form in a new window.

B. Fill in the Information:

  • Carefully read each question and fill in the required information. Make sure to provide accurate and complete details.
  • Use the text boxes, checkboxes, and dropdown menus as needed.

C. Save Your Progress:

  • If you need to take a break, you can save your progress and return to the form later. Look for a "Save" button at the bottom of the form.


Step 3: Sign the Forms

A. Add Your Signature:

  • Once you have completed all the sections of the form, you will need to sign it.
  • Look for a signature box or a "Sign Here" prompt at the end of the form.

B. Sign Electronically:

  • Use your mouse or touchscreen to draw your signature in the provided box.
  • Make sure your signature is clear and legible.

C. Submit the Form:

  • After signing, review the entire form to ensure all information is correct.
  • Click the "Submit" button to send the completed and signed form to your healthcare provider.



Step 4: Confirmation

A. Check for Confirmation:

  • After submitting, you should receive a confirmation message indicating that your form has been successfully submitted.
  • You may also receive a confirmation email.

B. Follow-Up:

  • If you do not receive a confirmation, check your email spam folder or contact your healthcare provider or support to ensure the form was received.


Please Note: If you have not completed your intake flow, you will be prompted to do so as soon as you log into the Klarity portal. You must complete intake forms before you can access your appointment schedule.


However, there are two scenarios where you can still join your appointment without completing the intake flow:


  • Joining via Email Link (Zoom Calls)

If the you click on the appointment link from the email confirmation, you will be taken directly to the Zoom meeting without needing to complete the intake flow first.


  • Joining via Klarity Portal (Internal Video Calls)

When logging into the Klarity portal, you will still be prompted to complete the intake flow.


However, you can still bypass this by selecting ‘Join Appointment’ at the top of the screen, which will allow you to enter the appointment without completing the intake flow first.


In both cases, the system continues to prompt you to complete your intake flow, but it does not block you from joining your upcoming appointment.


For Patients Whose Providers Are Using IntakeQ EHR


If your healthcare provider utilizes IntakeQ EHR, please refer to the following instructions:

The direct link to the intakeQ client portal is here: Visit Client Portal


Related Article: How to login to your client portal. 


To Complete your intake forms: Login to your client portal and look for the "forms" button on the left hand navigation menu.  


Select from your available intake forms one that you would like to complete.  Choose Complete Form to open this form in a new window. 


Your intake form will be shown on a new tab. You may complete this questionnaire at your convenience. Please be sure to submit it 24 hours prior to your online telehealth appointment. You do not need to complete it in one sitting. Answers are saved as you go.