Instructions | SocratesMD

Step-by-step instructions for Portal Usage

Step 1

SocratesMD home page. Click on “Get Started”

Step 2

Select what plan you like - either the one time use or family plan. You will not get charged at this time. This step only directs you to your chosen set of instructions

Step 3

Create a Username and Password

Step 4

Choose your preferred mode of communication - SMS or email

Step 5

Create Account

Step 6

Check your phone (or email) and confirm your information

Step 7.1

You will then receive a notice of account verification

Step 7.2

Text message confirming your account

Step 8

You will now be prompted to login to your account

Step 9

Patient information (demographics). Note: Fields with red asterisk** are mandatory

Step 10

Once more please confirm what plan you want to sign up for

Step 11

Enter payment information and book an appointment

Step 12

This is where you will add the beneficiaries of your family account

Step 13

Symptom check tool: If the listed options do not apply, you can enter information freestyle at the bottom right corner of the page. Please note the red asterisk** for mandatory information.

Step 14

Enter medical history, allergies, medication list etc. Red asterisk** for mandatory information.

Step 15

Use the drop down menu to schedule appointments at your convenience.

Step 16

This is where it asks for payment information based on your initial choice.

Step 17

Successful payment is confirmed.

Step 18

Confirmation text message (make sure you check your junk mail folder if you don’t receive it after a few minutes).

Step 20

Confirmation email (make sure you check your junk mail folder if you don’t receive it after a few minutes).

Step 22

Just click on the zoom link on the appointment date and your doctor will join you on the call.