YOUR FIRST APPOINTMENT
Prepare for Your First Visit
What to bring
- Photo identification and your current insurance card
- A current medication list or clear label photos, if not already sent
- Relevant prior results or records that you have not already shared
- Your intake packet, if you have not already submitted it securely
- Questions or concerns you would like to discuss
Please arrive 15 minutes early to allow time for check-in.
What to expect during your visit
Your concerns, previous care, and goals guide the visit.
- Share your main concern. Describe what has changed, when it happens, and any test result or treatment recommendation you want to understand.
- Review your history and results. Dr. Patel considers your symptoms, medical history, medications, and prior records. Let the office know about recent tests.
- Agree on next steps. Discuss the findings, whether testing would help, and how the plan fits your priorities. Clarify how you will receive results, whom to contact, and when to follow up.
If a test is recommended, confirm its location, preparation instructions, and appointment arrangements with the office.
Optional printable worksheets
- Preparing for Your Visit (PDF) — organize your concerns and next steps.
- My Medication Plan (PDF) — list your medicines and questions.
Still choosing a cardiologist? Read our patient guide.
LESS PAPERWORK BEFORE YOUR VISIT
Forms and Secure Upload
Send what you already have; fill in only the gaps. Share forms, relevant records, or your medication list without rewriting the same information.
Opens in Hushmail. No Healow account is needed. Up to 20 files and 75 MB total per submission.
- New-patient visit: Complete the intake packet’s registration, reason-for-visit, and consent/signature sections. Save the filled PDF, or print and complete it by hand.
- Share relevant information: Upload recent heart or vascular test reports, relevant blood work, and your medication list or clear label photos. Skip history and medication sections already covered in your records. Add your main concern, any medication or allergy changes, and your primary care doctor if known.
- Need us to request records? Choose “Please request records for me” in the secure form and use the facility checkboxes to point us to relevant testing. Add the location and approximate dates if known, then follow the records-authorization link. Include older tests only when they relate to your current concern or our team requests them.
Already a patient?
Use the same upload link for updated records, labs, or medication information. Complete another intake packet only if the office asks.
Cards and paper copies
You may upload both sides of your insurance card and, optionally, the front of your photo ID. You can bring them and your paperwork instead. If you arrive without completed forms, paper forms are available at the office. Call 480-571-1863 for help or mailing instructions; keep your originals.
For medical information, use the secure upload. Do not send it through ordinary email or the appointment-request form. Please omit Social Security numbers and payment-card details. Uploading documents does not schedule an appointment.
COVERAGE GUIDANCE
Insurance and Billing
Participation depends on your exact plan, product, medical group, network, referral requirements, and authorization rules. A plan listed by the practice does not guarantee that a particular visit, test, or procedure is covered.
Review the current insurance guidance, then confirm participation, benefits, and expected out-of-pocket costs with both the office and your insurer before your visit.
BEFORE A SCHEDULED STUDY
Getting Your Test Instructions
Preparation varies by test. Follow the specific instructions provided by the office rather than relying on general online advice.
If you have not received instructions, are unsure which test is scheduled, or have a question about the directions you received, call the office before the appointment.
Use Questions Before a Planned Test or Procedure (printable PDF) to organize your discussion. This worksheet does not replace your test preparation instructions.
Learn about your test
YOUR ONLINE ACCOUNT
Patient Portal (Healow)
Use the portal to review test results, communicate with the office, and manage appointments.
Patient Portal (Healow)The portal opens on the practice’s Healow/eClinicalWorks site.
Prefer to speak with someone? Call the office for help with results, appointments, or using Healow. You do not have to use the portal to get help.
QUESTIONS, REFILLS, AND RECORDS
Message Our Office Securely
Current patients and their authorized representatives can send a non-urgent question, request a medication refill, or ask us to send records somewhere.
Opens in Hushmail. No Healow account is needed. Email is optional; you can request a phone response.
- Refills: Include the medication and dose. Leave the pharmacy field blank to use your preferred pharmacy on file, or specify a different pharmacy. Requests require clinical review.
- Sending your records: Tell us which records you need and where they should go. We will confirm the destination and any authorization needed.
- Questions: Our team may reply by phone or secure message. This form is not monitored continuously.
For an urgent concern or a refill needed today, call 480-571-1863. Call 911 for a medical emergency.
Need to send records to Flow? Use Forms and Secure Upload. To have us obtain prior records, use the secure records authorization or paper release.
NEED HELP?
Contact the Office
Call with a question about forms, records, insurance, test instructions, or your portal account.
