New-Patient Intake Form
Complete before your first visit to save time at check-in.
- Health history & current symptoms
- Medication & allergy list
- Pharmacy & emergency contact
Patient Resources
Everything you need before your visit
Forms, what to bring, insurance details, and the patient portal — all in one place, so your appointment is the easy part.
Getting ready
Before your first visit
A little preparation goes a long way. Take care of these four things ahead of time and the day of your appointment will feel effortless.
- 1
Complete your forms
Fill out your new-patient intake paperwork ahead of time so check-in takes minutes, not the start of your appointment.
- 2
Gather records & meds
Collect recent labs, imaging, and notes from prior doctors, plus a current list of your medications and supplements.
- 3
Check your insurance
Confirm your plan is in-network and ask whether a referral is required. Our team can help if you are not sure.
- 4
Arrive 15 minutes early
Give yourself a little buffer to park, sign in, and settle in so your visit starts relaxed and on time.
Your first visit
What to bring
- A photo ID and your insurance card
- A list of your current medications (or the bottles)
- Recent lab results and imaging, if you have them
- Records from previous doctors related to your condition
- Your completed new-patient intake form
New-patient visits run a full hour
We schedule extra time for new patients so Dr. Taneja can do a thorough evaluation and answer your questions without rushing.
Forms & access
Resources & downloads
Grab what you need ahead of time, then bring it with you or upload it through the portal.
Insurance & Billing
We work with most major insurance plans. Call to verify your specific coverage before your visit.
- Verify in-network status
- Check referral requirements
- Understand copays & deductibles
Patient Portal
View results, request refills, and message the office securely, anytime.
- See lab & imaging results
- Request prescription refills
- Message your care team
Coverage made clear
Insurance & billing
Endocrinology care is most affordable when it’s in-network, so it’s worth a quick check before you come in. Our front-desk team can walk you through what your plan covers and what to expect at the visit.
Accepted insurance plans
We participate with most major insurers. Coverage and referral rules vary by plan, so we always recommend verifying your benefits ahead of time.
- Most major commercial plans accepted
- Medicare & many Medicare Advantage plans
- Ask us to verify your specific plan before your visit
Billing & payment questions
Have a question about a bill, a copay, or your coverage? Reach our billing team directly and we’ll sort it out.
- Estimate your out-of-pocket cost in advance
- Set up a payment plan if you need one
- Questions about a statement? Our billing team can help
Good to know
Appointment policies
A few simple guidelines that keep your care running smoothly. Specifics may vary — when in doubt, just call us.
Scheduling & cancellations
Need to change an appointment? Let us know as early as you can so we can offer the slot to another patient.
- Schedule by phone or through the portal
- Give us advance notice if you need to reschedule
- Late arrivals may need to be rebooked
Prescription refills
The fastest way to request a refill is through the portal. We’ll review it and send it to your pharmacy.
- Request refills through the patient portal
- Allow a few business days to process
- Some medications require a follow-up visit
Telehealth visits
Some follow-up visits can be handled by video, so you can stay on track without the trip. Ask our team if telehealth is right for your visit.
- Available for select follow-ups & check-ins
- Join securely from your phone or computer
- New patients are typically seen in person first
Always within reach
Your patient portal, anytime
Stay connected to your care between visits. The secure portal puts your results, prescriptions, and your care team a tap away — no phone tag required.
- View your lab and imaging results as soon as they’re ready
- Request prescription refills in a few taps
- Message the office securely with questions
Before you come in
Patient resource questions
Quick answers to the things new patients ask most. Don’t see yours? Give us a call — we’re glad to help.
Questions before you come in?
Our team is happy to help with forms, insurance, or scheduling. Call us or request an appointment.