New Patient Onboarding — Cognitive Works PLLC

1 Review
2 Info & Card
3 Agreement

In order to finalize your appointment, all of the steps below must be completed.

A valid credit or debit card is required to complete onboarding. A temporary $100 hold (not a charge) will verify your card and is released immediately.

Have your insurance card images ready (front & back) — you will upload them as part of the patient agreement. If you are paying out of pocket, insurance cards are not required.

After card verification, you will complete a patient agreement through BoldSign, a secure electronic signature platform, to finalize your onboarding.

I have read and understand the above requirements

Patient Information & Card Verification

Complete each section below to proceed.

Patient Information
Enter the patient's details
Confirmed A
Required
Required
Required
Valid email required
Edit
Credit Card Verification
Cardholder may differ from patient
VISA MC AMEX DISC
B

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