Our Patient Onboarding HandOut
DPC colleagues β sharing something from our own clinic that I hope saves you some time. π² When I launched VitaLife, one of the things I underestimated was how much a good onboarding packet would matter. In direct primary care, the patient experience IS the product β and the very first impression sets the tone for everything that follows. A patient who feels informed, oriented, and genuinely welcomed behaves completely differently than one whoβs handed a clipboard and left to guess. So I built a complete New Patient Onboarding Packet, and Iβm attaching it here as an example youβre welcome to use as a template for your own practice. Hereβs what we put in ours and why: β’ How to reach us + portal setup β sets expectations early and cuts down on βhow do Iβ¦β calls β’ Membership, billing, auto-renewal & cancellation β spelled out plainly, so there are no surprises and no awkward conversations later β’ An honest FAQ β refills, telehealth, seeing another provider, insurance/superbills, what happens if they cancel β’ Real patient education β nutrition basics, a meal tracker, a 1,200-cal high-protein sample day, hormone symptom charts, and cycle/lifetime hormone graphs β’ A medication dosing schematic β the mg vs. units conversion that prevents compounded-med and peptide dosing errors β’ Our community + coming-soon services The whole thing is built to do one job: make the patient feel that this experience is going to be different. Informed, unhurried, and on their side. A few notes if you adapt it: πΉ Make it provider-neutral if youβre a team β ours references βyour provider/care team,β not one clinician, so any of us can hand it out. πΉ Localize the clinical pieces β our dosing example uses tirzepatide 17 mg/mL; swap in whatever matches your formulary, and have your own compliance eyes review anything clinical before it goes to patients. πΉ Mind your disclaimers β we label all education as educational, not individual medical advice. πΉ We built it as a 20-page saddle-stitch booklet (multiple of 4 pages) for print β easy to run through VistaPrint.