This article covers what to have ready before your first video appointment.
Before your appointment
Have these ready on your account. Check-in asks for anything still missing. See How to check in and join your appointment.
Government ID
Payment method
Insurance card, if you are using insurance
Phone number and home address
Emergency contact
Preferred pharmacy
Some appointment types also include short questionnaires during check-in.
Where you will be
You need to be in the United States, in a state where your provider is licensed. If you will be somewhere else, cancel or reschedule. See Your location for video appointments.
What to have nearby
Your provider may ask for these during the visit:
Previous medical records
Medications, with the dose and instructions
Allergies, including medication or ingredient allergies
Names and contact details for previous doctors, offices, or clinics
If you already have records, upload them from the Health tab on the mobile app or web portal. See How to share medical records with your Circle Medical provider.
Need to cancel or reschedule?
If you need to change the time, see How to cancel or reschedule your appointment.