Before your first visit checklist

Your intake forms

Your intake has three parts:

1. Your health history. Your health conditions, medicines (with doses), allergies, surgeries, hospital stays, vaccines, screenings, and family history.
2. Your previous providers and records release. List every provider who has cared for you in the past 3 years (primary care, specialists, mental health, hospitals) and your pharmacy, and sign the release so we can request your records. We need these records before your first visit to care for you safely.
3. Who we may share with. Tell us if a family member or caregiver can talk with us about your care.

Questionnaires for every new patient

• Health and life needs. Everyday things that affect your health, like housing, food, transportation, money, and safety. If you'd like help with any of these, we can connect you with resources.
• Health habits. Tobacco, alcohol, drug use, and exercise.
• Mood. The PHQ-9 (mood, sleep, and energy), the GAD-7 (worry and tension), and the C-SSRS, which asks directly about any thoughts of suicide or self-harm.
• If you're 65 or older. Three questions about balance and falls.
• If you're pregnant or had a baby in the past year. The Edinburgh Postnatal Depression Scale, a short mood check.

These are standard check-ins, not a diagnosis. Questions about your life and habits are optional, and you can choose "Prefer not to answer." Your answers go only to your care team, and your provider will go over them with you.

Getting ready and what to bring

Take about 10 minutes the night before. It helps you get the most out of your time with your provider.

• Pick your top 3 concerns and rank them. Start your visit with the one that matters most, even if it feels hard to bring up.
• Write your main concern in one line. What it is, when it started, what makes it better or worse, and how it affects your day.
• Write down your questions. They're easy to forget once you're in the room.
• Bring all your medicine bottles, or a list. Include the name, dose, and how often you take each one. Include over-the-counter medicines, vitamins, supplements, and herbal products.
• List your allergies. Note what happened with each one, such as a rash, trouble breathing, or an upset stomach.
• Bring home readings you keep. Blood pressure, blood sugar, or weight, plus the names and phone numbers of your other providers and your pharmacy.
• You're welcome to bring a family member or caregiver, in person or on video.
• Keep taking your medicines as prescribed. We can't refill prescriptions before your first visit, so if you're running low, ask your current prescriber for enough to get you there.
• Recent records. If you have recent test results, imaging reports, or hospital discharge papers at home, upload them in the portal or bring them.

Your visit

Costs and cancellations

• If you have insurance. We check your coverage before your visit and tell you if anything looks off.
• If you're paying yourself. You can ask for a Good Faith Estimate of your costs before your visit.
• Need to cancel or reschedule? Please tell us at least 24 hours ahead. A $100 fee applies to no-shows and late cancellations.

Questions and hours

• Scheduling or account questions. Reply to your welcome email or call us at (425) 699-6873.
• Questions about your health. Send a message in your patient portal, which is secure. A real person reads every message, and we reply within three business days.
• Email and the portal aren't watched around the clock. For an emergency, call 911. For a mental health crisis, call or text 988.