Episode 30: What Your New Patient Packet Must Have

The Private Medical Practice Academy

Episode 30: What Your New Patient Packet Must Have

April 14, 2021

Episode 30: What Your New Patient Packet Must Have

You’ve scheduled your first patient.  But that's only the first step in getting them  to that first visit. You need a new patient packet. 

The new patient packet has two purposes:

  • To collect information from the patient
  • To provide information to the patient

There are several ways in which your patient can access the new patient packet:

  • Through your EMR's patient portal
  • On your website
  • On your Facebook business page
  • A physical, printed folder

What goes in the new patient packet?

  • Information you get from the patient
    •  Registration form
    • Insurance information
    • Patient questionnaire and history intake form
    •  Medical records release form on file
    • Release of information form
  • Information you give to the patient
    • A comprehensive financial policy statement
    • Credit card on file policy  
    • HIPAA policy statement
    • Controlled substance agreement 
    • Patient responsibilities form
    • Brochure with a practice overview and provider bio(s)
    • Educational materials
    • Directions to your office

The two key takeaways from this episode are that a professional, comprehensive new patient packet will help

  1. You and your practice make a great first impression
  2. Improve your practice’s workflow

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