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.