
Discovery Phone Call
Ready to get started? Here are the steps for having a great discovery call.
- Step 1: Plan Your Discovery Call
- Step 2: Qualify
- Step 3: Unearth Pain
- Step 4: Intensify Pain
- Step 5: Build A Vision
- Step 6: Schedule Your Next Step

Initial Appointment
Seeing a wellness advisor for the first time can be stressful, but going in prepared can help.
- Come prepared with your medical history
- Be prepared for the counselor to ask you questions
- It’s OK to experience different emotions
- You’ll work towards creating a plan for the future

Treatment Plan
A treatment plan does many things, the most important of which include:
- Defining the problem or ailment
- Describing the treatment prescribed by the health/mental health professional
- Setting a timeline for treatment progress (whether it’s a vague timeline or includes specific milestones)
- Identifying the major treatment goals
- Noting important milestones and objectives

Guided Care
Our Guided Care helps primary care practices meet the complex needs of patients with multiple chronic conditions. In this proven care model, I am a trained Guided Care Coach works closely with patients, physicians and others to provide coordinated, patient-centered care.
Provides the resources, tools, and assistance you need to integrate Guided Care into your practice and improve care for your patients who need it most.