Secure, simple, online
Patient Forms & Patient Portal
Your forms, records, results and private messages all live in one secure place. Here is how to log in, what to fill in, and what to use it for.
- Intake in 10 to 15 minutes
- Private messages and photos
- Help by call or text
In short
What is the WheelHouse Health patient portal?
It is a secure website, run on OptiMantra, where you complete your intake forms, message your clinician privately, see lab results and visit notes, and request refills. You can open it on a phone, tablet or computer.
Before your first visit
Your intake forms, one by one
After you book, we send a link to complete these securely in the patient portal. Most people finish in 10 to 15 minutes.
Contact and personal details
So we can reach you, send prescriptions and keep your record accurate.
Health history and current concerns
Your conditions, past surgeries, family history and what brings you in.
Medicines, doses and allergies
Include supplements and over-the-counter medicines, and any reaction you had.
Consent to treatment
Your agreement to care by video, in clinic or at home.
Privacy acknowledgement
Confirms you have seen our notice of privacy practices.
Records release, if you want it
Lets us request records from your previous practice.
Logging in
How to get into the patient portal
Find our link
After you book, look for the portal link we send. Check your spam folder if you cannot see it.
Set up your login
Follow the link and create your secure login. Keep your password somewhere safe.
Complete your forms
Work through each form. Have your medicine list and pharmacy details handy.
Save the login page
Bookmark the portal so it is easy to find for messages and results.
If your first visit is in person, see our Woodbridge clinic page for the address and directions.
In the portal
What you can do in the patient portal
Message your clinician
Ask private questions about your health and care.
Send photos securely
Share pictures of a rash or wound when we ask for them.
See results
View lab results and visit notes in one place.
Request refills
Ask for prescription refills without calling.
Update your details
Keep your address, pharmacy and contacts current.
Complete forms
Finish intake and any new forms we send you.
Which channel?
Portal, text, WhatsApp or a call
Private health details belong in the portal. Everything else can go wherever is easiest for you.
| What you need | Best way |
|---|---|
| A private question about symptoms, results or medicines | Patient portal |
| Photos of a skin or wound concern | Patient portal |
| A refill request | Patient portal |
| Booking, moving or cancelling a visit | Book online, or call or text (571) 402-2102 |
| A quick general question | Text or WhatsApp |
| Something serious right now | Call 911 |
Trouble logging in?
Quick fixes for common portal problems
Cannot find the link? Search your email and spam folder for the portal invitation, and check the email address you gave us when you booked.
Password not working? Use the password reset option on the login page, then try again in a fresh browser window.
Page not loading? Update your browser, or try another device. The portal works on phones, tablets and computers.
Still stuck? Call or text us during opening hours and we will walk you through it.
Keep reading
More about messages, records and privacy
Further reading
- Patient portals: an online tool for your health MedlinePlus
Common questions
Forms and portal questions
Still wondering about something? Call or text us Monday to Saturday, 9 AM to 5 PM.
It is the safest way to share your health history and send private messages, so we ask every patient to complete their intake there. If you get stuck, call or text us and we will help.
Yes. The portal opens in a web browser, so you can use a phone, tablet or computer.
Yes, someone you trust can help you fill in the forms. Let us know if a caregiver should be involved in your care, so we can do this properly and privately.
No. You book visits on our online booking page, run by Square Appointments. The patient portal, run by OptiMantra, is where your forms, messages, results and records live.
Many records and results are available in the portal. For anything else, send a request through the portal or call us.
Use WhatsApp or text for scheduling and general questions only. Anything about your health belongs in the patient portal.
Ready when you are