Our Patient Onboarding HandOut
DPC colleagues — sharing something from our own clinic that I hope saves you some time. 🌲 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 — 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 who’s handed a clipboard and left to guess. So I built a complete New Patient Onboarding Packet, and I’m attaching it here as an example you’re welcome to use as a template for your own practice. Here’s what we put in ours and why: • How to reach us + portal setup — sets expectations early and cuts down on “how do I…” calls • Membership, billing, auto-renewal & cancellation — spelled out plainly, so there are no surprises and no awkward conversations later • An honest FAQ — refills, telehealth, seeing another provider, insurance/superbills, what happens if they cancel • Real patient education — nutrition basics, a meal tracker, a 1,200-cal high-protein sample day, hormone symptom charts, and cycle/lifetime hormone graphs • A medication dosing schematic — the mg vs. units conversion that prevents compounded-med and peptide dosing errors • 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: 🔹 Make it provider-neutral if you’re a team — ours references “your provider/care team,” not one clinician, so any of us can hand it out. 🔹 Localize the clinical pieces — 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. 🔹 Mind your disclaimers — we label all education as educational, not individual medical advice. 🔹 We built it as a 20-page saddle-stitch booklet (multiple of 4 pages) for print — easy to run through VistaPrint.