I switched pdocs when I was at a relatively stable period in my illness. I wasn't depressed and my ptsd wasn't acting up. But it was in the same hospital as my old doc so he had access to all my old files and records including my IP notes. When I first met him, I told him I was doing ok now and that unless something changed I really needed him for meds management, as I already had a therapist who I saw for therapy. So we agreed to meet every 6 weeks just to keep on top of things.

Then when I went into a depressive episode, he was really on top of things, seeing me weekly while we talked about meds management.

I didn't have to fill out any intake forms when I first saw him, because he had all my records electronically. But if it were me, I'd just put down my Dx, and list what meds I'm on. When they see Bi Polar, they'll take you seriously, and when you see them you can say your condition is currently under control with whataver but that you need to see them for X,y,z.

Good luck, I know changing providers is always a little scary.