01 · Request an initial consultation
A few basics are all it takes — your name, contact, state, and what you're looking for. Clinical detail waits for the secure portal.
02 · The practice reviews fit
Scope, safety, location, and insurance or self-pay — then you hear back with the next step, typically within 1-2 business days.
03 · Portal invite, if a fit
Full intake, clinical questionnaires, and ongoing communication happen securely in the patient portal.
04 · Prepare materials
Helpful to gather: your primary-care clinician's contact info, current medications and pharmacy, supplements and doses, relevant records, and notes on insurance or self-pay.
05 · First visit
A psychiatric evaluation considers symptoms, history, medications, safety, medical context, functioning, goals, and treatment options.