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Establish Care

Steps for New Patients

Step One
Step 1: Contact Us Via Email

To begin the process of establishing care with our office, please email: [email protected]

Please include the following information:

Email Subject: New Patient

Email Body:

  • 1. Full Name
  • 2. Date of Birth
  • 3. Copy of Current Photo ID - front and back
  • 4. Copy of Current Insurance Card(s) - front and back
  • 5. Reason for Appointment
    • ○ Establishing Care
    • ○ Re-Establishing Care
    • ○ Urgent Medical Concern - please provide a brief description
  • 6. Preferred Physician
  • 7. Preferred Contact Phone Number
  • 8. Current Home Address
  • 9. Previous Home Address, if applicable

Step Two
STEP 2: Insurance Verification

Our office will verify your insurance coverage within 3–7 business days. Once verification is complete, our office will contact you at the phone number provided to confirm whether your specific plan is accepted and to schedule your initial appointment.

Accepted Health Plans

Insurance coverage and benefits may vary depending on your specific plan. We encourage you to contact your health insurance company to verify your benefits and confirm that our office is in-network with your plan. You may also email our office to confirm acceptance of your specific insurance plan.

No Insurance?

If you do not currently have health insurance, please contact our office to learn more about our available cash-pay options.

Step Three
Step 3: Your First Appointment

Requirements for Your First Visit
Before your appointment, you will receive an email containing a PDF of our New Patient Packet

Please complete the following:

  • ☐ Email your completed New Patient Packet to our front office email before your appointment.
  • ☐ If you are unable to complete the packet beforehand, please arrive 15 minutes early to complete it in the office.
  • ☐ Bring a physical copy of your current Photo ID.
  • ☐ Bring physical copies of all current Insurance Cards.
  • ☐ Bring all current medication bottles, or a complete medication list/photo that includes:
    • ● Medication name
    • ● Dosage
    • ● Frequency
What to Expect at Each Visit
  • 1 Check In: Check in at the front desk and present your current insurance card.
  • 2 Vitals & Rooming: A Medical Assistant will bring you back and obtain your vital signs.
  • 3 Review Your Health Information

    Please inform our staff of any:

    • ● New health concerns or changes
    • ● Medication changes
    • ● Recent hospitalizations or emergency room visits
    • ● Family history updates
    • ● Pharmacy changes
  • 4 Meet With Your Care Team: Your provider and medical scribe will review your concerns, discuss your care plan, and place any necessary orders
  • 5 Check Out

    Before leaving, please stop at the front desk to

    • ● Receive your After Visit Summary (AVS)
    • ● Schedule any recommended follow-up appointments
    • ● Confirm any additional instructions or orders