Follow-Up Appointment Checklist

❏ Introduction – Welcome the patient back with excitement

❏ Ensure the patient’s insurance has not changed

If it has, make sure they’re covered by one of the carriers that we accept, and change the patient’s insurance info on their profile.

❏ Review the patient’s progress since their last appointment

❏ Conduct additional health assessments as you see fit

❏ Give the patient 1 or 2 additional things to work on

This gives them a reason to schedule another follow-up appointment, so you as the dietitian can check in on their progress
Too many things to work on at once isn’t good because:
- It’s overwhelming – it's more effective to change peoples’ health/diet behaviors one step at a time
- It “gives away the farm” – patients may feel like they got all the information they can from you, and won’t feel the need to schedule follow-up appointments

❏ Check how many free appointments the patient has left & inform them

❏ Schedule a follow-up appointment

Make the patient excited about how much better they’ll feel the next time you meet with them
Give them something to look forward to – tell them you’ll give them more ways to improve at their next appointment – set the expectation that it’s on ongoing process

❏ Remind the patient of their Healthie login email and password, and remind them that:

They'll need it to reschedule or to schedule a follow-up appointment if they didn’t do it on the call
That's where they’ll be able to see their treatment plan info

❏ Enter the appointment status (Occurred, Cancelled, Late Cancellation, No-Show, Re-Scheduled)