Support

Here's a step-by-step guide on how to book your follow-up appointment using the IntakeQ Portal: 

Step 1: Log In 

Visit the client portal 

Enter your credentials to access your IntakeQ Portal account 

Step 2: Book Appointment 

Once logged in, you'll find the "Book" tab at the top right of your screen. Click on it to get started. 

Step 3: Select Your Location 

Choose the state in which you currently reside. This helps us ensure you are directed to the correct provider. 

Step 4: Choose Your Provider 

Select your established healthcare provider from the list provided. This ensures you schedule your appointment with your current specialist. 

**Please do not schedule an appointment with another provider. Only select your current provider. If you wish to be scheduled with another practitioner, please email patientsupport@helloklarity.com to initiate this process**

Step 5: Follow-Up Service 

Choose the "Follow-Up Service" option. This will guide you to the specific follow-up appointment options available. 

Step 6: Pick a Date and Time 

Based on the designated time frame your provider recommended for your follow-up, select a date and time that best fits your schedule. The available slots will be displayed for you to choose from. 

Step 7: Confirm Your Appointment 

Review the details of your appointment, including the date and time. Confirm your booking. 

That's it! Now you can successfully schedule your follow-up visit with your established provider. You'll receive a confirmation email with all the necessary information. Please make sure to complete your intake form before the scheduled appointment to avoid cancelation or additional fees. 

If you encounter any difficulties, have questions during the booking process, or are requesting a provider transfer, our friendly support team is here to assist you. Please don't hesitate to contact us at patientsupport@helloklarity.com.