This comprehensive consult form helps your front desk and clinical team efficiently onboard new patients for services like weight loss, BHRT, IV therapy, general health, or cancer care. It captures essential information including contact details, pharmacy preferences, and consent to contact a PCP. The checklist ensures all pre-consultation tasks are completed—bloodwork scheduling, POS charges, EMR setup, diagnosis coding, welcome emails, and lab requests—supporting a seamless intake experience.

Download now to implement a structured, professional consultation intake process that enhances your patient onboarding workflow.