Fay automatically prompts new patients to complete a Health Profile before their initial consultation. The Health Profile gives you helpful context about your patient before your session, including their goals, health history, lifestyle, medications and care, and other relevant information. There is no setup required on your end.

The Health Profile is available for new patients who book an initial consultation on or after August 26, 2026.

Once a patient has completed their Health Profile, you can review their responses from their appointment details in your Fay Calendar and under Patient details. Select the patient's appointment and click Review health profile to view their responses before your session.

If your patient has not completed their Health Profile, or has started it but hasn't finished, you'll see a prompt in their appointment details that allows you to remind them to complete it before your session. Patients can also access and complete their Health Profile at any time through Settings in the Fay app. If your patient is unable to complete their Health Profile before the appointment, you can review the relevant information together during the initial consultation.

The Health Profile cannot currently be edited by providers. If you would like to collect additional information from your patient, you can send additional questions or forms directly through Fay Chat.

The Health Profile collects information across several areas to give you a more complete picture of your patient before your first session together, including:

The Medications and care section also allows patients to provide Release of Information (ROI) details and information about members of their care team.

For new patients who book an initial consultation on or after August 26, 2026, Release of Information is included within the Medications and care section of their Health Profile.Patients can access or update their Health Profile at any time through Settings in the Fay app.

Patients who booked their initial consultation before August 26, 2026 may not have access to the Health Profile. If your patient needs to complete or update a Release of Information form and does not have access to the Health Profile, you can send them the previous intake/ROI form directly using this link.

You can review the care team and ROI information your patient provided as part of their Health Profile. Select Patients from your sidebar menu, select the patient you're looking for, and under Patient Details, select Download release form.

Patients with access to the Health Profile can update this information through the Medications and care section of their Health Profile, which they can access through Settings in the Fay app. For patients who completed the previous intake experience, they can also update their Release of Information form using this link

Patients can add, change, or remove members of their care team through the Fay app by navigating to Profile and selecting Care team.