---
title: "Onboarding with MindWeal: A Step-by-Step Guide"
description: NewPatient onboarding, registering, completing profile, completing medical and family history, completing MCAT, completing wellness questionnaire
---
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1. [MindWeal](https://kb.mindweal.com/en/publickb?hsLang=en)
2. [MindWeal How-To: Onboarding, Features & Use](https://kb.mindweal.com/en/publickb/mindweal-how-to-onboarding-features-use?hsLang=en)
3. [Onboarding](https://kb.mindweal.com/en/publickb/mindweal-how-to-onboarding-features-use?hsLang=en#onboarding)
# Onboarding with MindWeal: A Step-by-Step Guide
**[Step 1: Register your account on MindWeal Platform](https://kb.mindweal.com/en/publickb/newpatient-onboarding#register)**
**[Step 2: Set-up your profile](https://kb.mindweal.com/en/publickb/newpatient-onboarding#profile-setup)**
**[Step 3: Sign Treatment Consent Forms](https://kb.mindweal.com/en/publickb/newpatient-onboarding#treatment-consents)**
**[Step 4: Complete Medical and Family History](https://kb.mindweal.com/en/publickb/newpatient-onboarding#MFSHx)**
**[Step 5: Complete M-Wise](https://kb.mindweal.com/en/publickb/newpatient-onboarding#M-Wise)**
**Step 6: Complete Wellness Questionnaire (Optional)**
---
### Step 1: Register your account on MindWeal Platform
- Visit **MindWeal.com** and click **Sign Up**.
- If you're a new patient (you have never had a clinical visit with MindWeal or BanCAPs), select **No**
- Enter your child's **Date of Birth**
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- Enter your **ZIP code**.
- Choose your **relationship to the child**.
- Select your **insurance provider**.
- Fill out the Guardian and other required information on the screen. Please specify your preferences to receive notifications and SMS messages from MindWeal. Also review our Terms of Use (link to the terms [HERE](https://www.mindweal.com/terms-and-conditions-application/)) & Privacy Policy (link to the policy [HERE).](https://www.mindweal.com/privacy-policy-2/)
To ensure reliable communication from MindWeal, we suggest using a Gmail address. Specifically, Yahoo.com's email filtering policies sometimes interfere with our message delivery.
- Click **Submit**. Once submitted, you will see this screen:
- A verification email from **MindWeal** will be sent to your inbox. The subject will be **"Please verify your email."** If you don’t see the email in your inbox, check your **spam folder**.
- Click **Verify Email**. After your email is successfully verified, following screen will appear, confirming the verification process.
- **Sign in to check your dashboard:** After creating your profile and logging into the MindWeal platform, you'll be directed to your personalized dashboard. Here, you'll see rest of the onboarding steps presented as tiles. The current step you need to complete will be clearly highlighted for your convenience.
### Step 2: Profile Set-up
#### **Fill Out Patient Information**:
- Fill out all required details.
- Select your preferred office location from the dropdown menu to receive directions.
- Don’t forget to click **Save** once you’re done!
#### **Fill out Primary Guardian Details**
- The Primary Guardian will be our main contact.
- Phone number and email are pre-filled from your registration. These fields cannot be edited directly. If updates are required, please contact our front desk.
- Indicate if there is a parenting or custody agreement. If applicable, email the agreement to us at **contact@mindweal.com**. New patient appointments cannot proceed without this document.
- Choose whether the Primary Guardian will also serve as the Emergency Contact. If not, provide separate Emergency Contact details in the subsequent steps.
#### **Fill out Secondary Guardian Details**
If there is a Secondary Guardian, this information is mandatory. They will be contacted if the Primary Guardian and Emergency Contact are unavailable. Don’t forget to click **Save** to ensure the information is stored.
#### **Fill Out Emergency Contact Details**
Provide information for someone to contact in case of emergencies when both guardians are unreachable.
#### **Fill out Primary Care Provider Information**
Enter your Primary Care Provider’s details for better care coordination.
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#### **Enter Pharmacy Information**
Enter your preferred pharmacy’s details for streamlined medication refills
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#### **Provide Insurance Details**
If we accept your insurance, provide your insurance information, upload front and back side of insurance card, Click Save
#### 
#### **Credit Card Details**
If we do not accept your insurance, select the **Pay Out of Pocket** option. Credit card details are not required immediately, but you will have the option to add them later through your dashboard. However, please ensure that credit card details are provided at least 4 days before your scheduled appointment.
#### **Return to Dashboard**
- Once you’ve filled out all the required fields, click **Go to Dashboard** to complete next step of the onboarding process
#### 
**Self-Schedule Appointment**
- The dashboard features a new tile with a link to self-schedule your appointment. You can use this to conveniently book your new patient appointment.
**Important:** Please complete the new patient onboarding process at least 4 days before your appointment. If onboarding is not completed in time, our system will automatically cancel your appointment.
### Step 3: Sign Treatment Consent Forms
- Once your profile is complete, you will receive an email from **MindWeal via DocuSign** with a request to review and sign the treatment consent forms.
Check your email inbox to complete this step. If you don’t see the email, please check your spam or junk folder.
**Important Note:** Consent forms must be signed on a **laptop or desktop computer**. They cannot currently be signed on a mobile device.
- Open the email and click **Review Documents** to begin.
- Click if you agree to use electronic records and signature and click continue
- Click **Start** to initiate the signing process.
- You will need to sign, date, and print your name in each document provided. Click **Next** to move through the sections.
- When entering your printed name, click **Fill In** to proceed to the next field. If your name is auto-filled, you must still click **Fill In** to move forward.
- Once all fields are completed, click **Finish** to submit your signed documents.
- After completing the process, you will receive a copy of your signed consent forms via email for your records.
- Return to your dashboard on MindWeal app to complete rest of the onboarding process.
### **Step 4: Complete Medical and Family History**
- On your MindWeal dashboard, locate the tile titled **Medical & Family History** and click **Let’s Start**.
- You’ll see an introduction explaining the purpose of this document. Click **Let’s Go** to begin.
Please take your time to provide detailed and accurate medical and family history. Avoid rushing or leaving this task until the last minute, as this information is crucial for understanding your child's medical background. It helps us recommend the most effective and personalized treatment plan. HERE is a sample of a completed **Medical & Family History** form for reference.
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- To submit the document, ensure all fields are filled out, then click **Submit** to complete the process.
- Return to dashboard to complete rest of the steps of Onboarding process
### Complete M-Wise
Created by Dr. Rahul Bansal, a renowned expert in child and adolescent mental health, the **M-Wise** is an innovative online tool designed to simplify the diagnostic process in Pediatric Psychiatry. This user-friendly platform identifies patterns in mental health symptoms, uncovering their root causes while taking your child's developmental stage into account.
Start your journey with the **M-Wise** to provide your doctor with valuable insights into your child's mental health, ensuring their care is personalized and effective right from the very first appointment.
To begin, click **Start Test** on the **M-Wise** tile in your dashboard.
- [FAQs](https://kb.mindweal.com/en/publickb/faqs?hsLang=en)
- [MindWeal How-To: Onboarding, Features & Use](https://kb.mindweal.com/en/publickb/mindweal-how-to-onboarding-features-use?hsLang=en#main-content)
- [Onboarding](https://kb.mindweal.com/en/publickb/mindweal-how-to-onboarding-features-use?hsLang=en#onboarding)
- [Billing & Insurance](https://kb.mindweal.com/en/publickb/mindweal-how-to-onboarding-features-use?hsLang=en#billing-insurance)
- [Navigating Features](https://kb.mindweal.com/en/publickb/mindweal-how-to-onboarding-features-use?hsLang=en#navigating-features)
- [Account Management](https://kb.mindweal.com/en/publickb/mindweal-how-to-onboarding-features-use?hsLang=en#account-management)
- [Troubleshooting & Support](https://kb.mindweal.com/en/publickb/mindweal-how-to-onboarding-features-use?hsLang=en#troubleshooting-support)
- [Patient Education](https://kb.mindweal.com/en/publickb/patient-education?hsLang=en#main-content)
- [Patient Education: Psychiatry Medications](https://kb.mindweal.com/en/publickb/patient-education?hsLang=en#patient-education-psychiatry-medications)
- [Patient Education: Psychiatry Diagnoses](https://kb.mindweal.com/en/publickb/patient-education?hsLang=en#patient-education-psychiatry-diagnoses)
- [ADHD Testing](https://kb.mindweal.com/en/publickb/patient-education?hsLang=en#adhd-testing)
- [Patient Education: Other Topics](https://kb.mindweal.com/en/publickb/patient-education?hsLang=en#patient-education-other-topics)
- [MindWeal Therapy Network](https://kb.mindweal.com/en/publickb/mindweal-therapy-network?hsLang=en#main-content)
- [Start Here: Find the Right Counselor](https://kb.mindweal.com/en/publickb/mindweal-therapy-network?hsLang=en#start-here-find-the-right-counselor)
- [MindWeal Therapy Network in Chicagoland](https://kb.mindweal.com/en/publickb/mindweal-therapy-network?hsLang=en#mindweal-therapy-network-in-chicagoland)
- [MindWeal Therapy Network in St. Louis Metro](https://kb.mindweal.com/en/publickb/mindweal-therapy-network?hsLang=en#mindweal-therapy-network-in-st-louis-metro)
- [Other Counseling Referrals](https://kb.mindweal.com/en/publickb/mindweal-therapy-network?hsLang=en#other-counseling-referrals)
- [Referrals](https://kb.mindweal.com/en/publickb/referrals?hsLang=en#main-content)
- [Neuropsych Testing Referrals](https://kb.mindweal.com/en/publickb/referrals?hsLang=en#neuropsych-testing-referrals)
- [Comprehensive Autism Testing Referrals](https://kb.mindweal.com/en/publickb/referrals?hsLang=en#comprehensive-autism-testing-referrals)
- [Autism Services (including ABA therapy) Referrals](https://kb.mindweal.com/en/publickb/referrals?hsLang=en#autism-services-including-aba-therapy-referrals)
- [Occupational Therapy (OT) Referrals](https://kb.mindweal.com/en/publickb/referrals?hsLang=en#occupational-therapy-ot-referrals)
- [Speech Therapy Referrals](https://kb.mindweal.com/en/publickb/referrals?hsLang=en#speech-therapy-referrals)
- [Higher Level of Care Referrals (IOP, PHP, Residential)](https://kb.mindweal.com/en/publickb/referrals?hsLang=en#higher-level-of-care-referrals-iop-php-residential)
- [Eating Disorder Treatment Referrals](https://kb.mindweal.com/en/publickb/referrals?hsLang=en#eating-disorder-treatment-referrals)
- [Substance Use Treatment Referrals](https://kb.mindweal.com/en/publickb/referrals?hsLang=en#substance-use-treatment-referrals)
- [Additional Clinical & Support Services Referrals](https://kb.mindweal.com/en/publickb/referrals?hsLang=en#additional-clinical-support-services-referrals)
- [Resources](https://kb.mindweal.com/en/publickb/resources?hsLang=en#main-content)
- [Self-Guided Therapy](https://kb.mindweal.com/en/publickb/resources?hsLang=en#self-guided-therapy)
- [Medication Coupons](https://kb.mindweal.com/en/publickb/resources?hsLang=en#medication-coupons)
- [Scales & Questionairres](https://kb.mindweal.com/en/publickb/resources?hsLang=en#scales-questionairres)
- [Community Resources](https://kb.mindweal.com/en/publickb/resources?hsLang=en#community-resources)
- [Latest Updates](https://kb.mindweal.com/en/publickb/resources?hsLang=en#latest-updates)
- [Policies and Guidelines](https://kb.mindweal.com/en/publickb/policies-and-guidelines?hsLang=en#main-content)
- [Fee Schedules](https://kb.mindweal.com/en/publickb/policies-and-guidelines?hsLang=en#fee-schedules)
- [Policies](https://kb.mindweal.com/en/publickb/policies-and-guidelines?hsLang=en#policies)
- [Guidelines](https://kb.mindweal.com/en/publickb/policies-and-guidelines?hsLang=en#guidelines)
- [Referral Pages By Location](https://kb.mindweal.com/en/publickb/referral-pages-by-location?hsLang=en#main-content)
- [Autism Services Referrals (by location)](https://kb.mindweal.com/en/publickb/referral-pages-by-location?hsLang=en#autism-services-referrals-by-location)
- [OT Referrals (By location)](https://kb.mindweal.com/en/publickb/referral-pages-by-location?hsLang=en#ot-referrals-by-location)
- [Speech Therapy Referrals (by location)](https://kb.mindweal.com/en/publickb/referral-pages-by-location?hsLang=en#speech-therapy-referrals-by-location)
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