Tips for Smoothly Getting Forms Completed

We are approaching the time of year in which many of our patients are needing forms completed for school registrations and sports. We want this process to go as smoothly as possible for you and your family this year. Below are a few tips to help you get your child’s visits and necessary forms completed timely this year.

Before we jump into our tips, we want to encourage you to sign up for our Patient Portal. It is a great way to communicate, send and receive your forms, access vaccine records anytime, update demographic information, and self-schedule appointments.


We encourage you to be proactive and schedule your child’s annual checkup before the start of school and sports. Our schedules get filled very quickly in the summer for these appointments, so scheduling early helps to ensure you have an appointment when you need it.

One consideration to keep in mind is that insurance companies have policies regarding how often children can complete their annual check-ups. Most require the check-ups to be one year apart from one another. We encourage you to check with your insurance company on this guidance to ensure no surprise bills occur.

Did you know that your child’s checkup is good for 1 year? If you have forms that can be filled out prior to their next regularly scheduled check-up date, the information can be completed based upon their last visit with no additional trips to our offices.

Ways to Prepare for your Visit or Forms:

We encourage you to confirm with your child’s school or child care provider what required vaccines, health records, or forms are needed in advance of your child’s check-up. This will allow us to complete all information your child needs to have completed in one visit.

We ask that the parent or patient portions of the forms be fully completed prior to you submitting a form to us. This includes information such as the patient’s name, date of birth, and any other parent or student information. Also, please be sure to sign all applicable fields for parents and students. We will not complete forms for patients that have not had a check-up within the past 12 months.


Please allow 3-4 business days for our team to complete your forms. This will allow the physicians to have enough time to review, fill out, and complete the forms. If there is a need for a form to be completed sooner, the office policy is to charge a $5.00 expediting fee to have the form completed in 1-2 business days. The fee is due at the time the form arrives in the office. (Multiple forms can be filled out for the $5.00 fee as long as it is the same patient and the forms are dropped off and picked up at the same time.)

We look forward to helping you and your children get prepped and ready for their next daycare, school, or sports events!

Thank you for trusting us with your care!