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Office Policies and Procedures

Office Essentials

What is it?
A document outlining the policies and procedures of the office surrounding an initial consultation, including:

  • Initial Consult Time limitations
  • Appointment Cancellation Policy
  • Refund Policy
  • Offer to Join Practice as Patient
  • Patient responsibility to maintain separate primary care provider
  • Non-participation in insurance
  • Non-participation in Medicare (if applicable)
  • Post-consult communication policy
  • General Communication Policy

Why do I need it?
Many practices conduct initial consultations before allowing a patient to join the practice in a membership or wellness program practice. This allows both the patient and provider to learn about the other and determine if they are a fit for each other. This Policies and Procedures document sets the ground rules for this initial appointment.

When do I use it?
Before the initial appointment with each patient, when offering a one-off appointment before granting the patient the opportunity to continue with your practice.

Who is it for?
All providers that offer initial consultations.