Consents & Intake
Completing the consents and new Patient intake is required to be seen by the besa Health team.
We know this process can be long and may be something you have completed many times. The reason for this is because this information is either required by law, or is necessary to provide proper healthcare. Please look below for some of the key aspects to our Patient onboarding. And remember, most Patients complete the new Patient onboarding within 6 minutes.
Main Action Items
Below is a list of all onboarding tasks you will do via the besa Health app:
- Sign consents to treatments and privacy policy
- Add insurance or self pay
- Complete medical history form
- Add payment method
Please note, you will not be able to book virtual appointments unless these are completed.
Steps
- Immediately after creating an account you will see the be directed to the Home screen. On the home screen you will see the task Patients consents and forms.

- Click on the task to see the action items. If you leave the Home screen and go back, the Consents screen will automatically pop-up.

- Click on the title to complete the step. When you click on Sign Consents, all agreements will show. To change agreement, click on the agreement title on the top of your screen.

- When you have carefully read all agreements click on the Sign Form button. When you do this, the signature field will show. Sign and press Save.

- You will automatically appear in the consents area. Please now click on the next action item to complete. Click on Update Insurance.

- From this screen, you can add your health insurance information, or select Self Pay if you will be paying out of pocket for all healthcare services.

- After adding your insurance information, we will need to collect your medical history to ensure we are providing exceptional care. To do this click on Medical History. There are 25+ questions we will be asking you for. Most people complete this within a couple of minutes.

- The last step to onboarding is to click and add your Payment Method. Please note, this does not mean we will charge you. It just adds a card on file so we can streamline your visits and allow you to pay copays or any other insurance required fees with one click.

- Done!
You are now ready to be seeing by a besa Health provider. 🎊
Need Help or Looking for a Feature?
Please don’t hesitate to contact us by chatting with the Patient Support chat that sent you the welcome message.