What does the Patient Portal do?

  • Allows you to complete intake paperwork from the convenience of your own home

  • Displays any upcoming scheduled appointments for you

  • Allows you to request appointments

  • Allows you to enter, view, and change demographic information

  • Allows you to enter, view, and change insurance information

What you need to do in your Portal before your first appointment:

Once you've set up your patient portal account, we will need you to complete 4 forms: Demographic information, the Adult (or Child) Symptom Screener, Trauma Questionnaire, and Clinical History Questionnaire. When reviewing your Demographic Information please fill in EACH BLANK section.

  • Demographic and Insurance information can be accessed under "Quick Links" on the right side of the Home tab

  • The "Adult Symptom Screener", "Clinical History Questionnaire", and "Trauma Questionnaire" are in the "New Messages From Oakwood Clinical Associates" section located on the right side of the page. If the patient is a child, then a "Child Symptom Screener" will be assigned instead of the Adult Symptom Screener.

  • Please be sure to complete each page and click "Submit" once completed.

How do I get started with the Portal?

The following items are required by the Portal when setting up an account:

  • Your last name

  • The Validation Code that was provided by our front office staff while you were getting your first appointment scheduled (Note: The validation code expires after 24 hours.)

If you forget your validation code or it expires, please call (262) 652-9830 to be issued a new code.