Patient resources
Everything you need before your first visit.
Clear answers, secure tools, and practical guides — written so you (or the person you're caring for) feel prepared, respected, and in control.
Secure patient tools
HIPAA-compliant portal
Scheduling, intake, referrals, uploads, and patient communication are handled through external systems.
Start Intake Form
Complete new-patient paperwork securely before your first visit.
Patient Portal
Message your therapist, view your plan, and access visit summaries.
Upload Documents
Send referrals, imaging, and physician orders through encrypted upload.
Pay Bill
Review and pay invoices in our secure payment portal.
Practical guides
New Patient Forms
What to fill out and when — short, plain-language guidance.
Preparing for an In-Home Visit
What to wear, what to set out, who should be there, and how long to plan.
Preparing for a Clinic Visit
Parking, paperwork, what to bring, and what the first session feels like.
Caregiver Guide
How to support a parent, partner, or loved one through OT — without burning out.
Insurance & Private-Pay
How we verify benefits, what's typically covered, and what to expect financially.
Physician Referrals
What we need from referring providers and how secure referrals work.
Free download
Home Safety & Independence Checklist
A practical, room-by-room checklist for adults, caregivers, and aging parents — written by occupational therapists.
We'll only email you this checklist and occasional educational resources. No protected health information is collected here.
Frequently asked questions
Accessibility statement
We strive to meet WCAG 2.1 AA guidelines. Use the accessibility widget on every page to adjust text size, enable high contrast, switch to a dyslexia-friendly font, or reduce motion. If you encounter any barrier on this site, please call us at (919) 555-0100 — we'll help personally.
Privacy policy
We collect only the information needed to respond to inquiries and coordinate care. The marketing website does not collect protected health information. Clinical data is stored exclusively in our HIPAA-compliant patient portal and EMR. We do not sell or share your information with third parties for marketing.
HIPAA Notice of Privacy Practices
This notice describes how medical information about you may be used and disclosed and how you can get access to this information. A full copy is provided at intake and is available on request.
Terms of use
Content on this website is for educational and informational purposes only and does not constitute medical advice. Therapy requires an individualized evaluation. Outcomes vary and depend on many factors. If you are experiencing a medical emergency, call 911.