New Patients – What to expect at your first appointment?

• Pre-visit preparation: Patients may be encouraged to bring a list of current medications, medical history, family history, and any specific concerns or goals for the visit. The American Academy of Family Physicians, as referenced in the National Institute for Health and Care Excellence shared decision-making guideline, recommends that patients consider their goals and questions in advance and may bring a support person if desired.
• Check-in process: Information about registration, insurance verification, and completion of any required forms.
• Initial assessment: The visit typically begins with gathering information about the patient’s medical, surgical, family, and social history, as well as current symptoms or concerns. Collaborative agenda setting is emphasized, where the physician asks open-ended questions to understand the patient’s priorities and sets a shared agenda for the visit.
• Physical examination: A focused or comprehensive physical exam may be performed, depending on the patient’s needs and the reason for the visit.
• Discussion and shared decision-making: The physician and patient review findings, discuss diagnoses, and develop a care plan together, incorporating patient preferences and values. The American Academy of Family Physicians highlights the importance of shared decision-making and patient involvement in care planning.
• Wrap-up and next steps: The visit concludes with a summary, addressing any remaining questions, providing instructions, and arranging follow-up as needed.
• Patient resources: Information about how to contact the office, access test results, and use patient portals.
• Including these elements aligns with patient-centered care principles and supports effective, collaborative visits.
• Insurance & Billing – Accepted plans, payment options, billing contact.
• Patient Forms – Downloadable PDFs for intake, consent, release forms.