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.

Take what’s useful, leave the rest, and make it yours. If onboarding is the part of your launch you’ve been putting off — steal this and get it off your plate. 🙌

Happy to answer questions in the comments. What does YOUR clinic hand new patients? Always looking to improve ours.

— Courtney, VitaLife Longevity Medicine

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