Transcript
Page 1: next evolution WORKFLOW · Health Coach next evolution WORKFLOW The next evolution workflow of effectively integrating a health coach in clinical practice. ENTRANCE TO CLINIC 15-minute

Health Coachnext evolution

WORKFLOWThe next evolution workflow of effectively integrating

a health coach in clinical practice.

ENTRANCE TO CLINIC15-minute compassionate Welcome/

Inquiry call to prospective patients

FOLLOW UPEmail follow-up and call in 2 days to answer additional questions

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PATIENT ONBOARDING Deploying

Welcome Email and helping patients with technology

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FRONT LINE OF CAREA one-hour coaching session tolisten/retell the patient’s story,

intrinsic motivators. Elicit change talk for lifestyle factors. Prepare the patient to be an equal partner

CHECK-INCheck-in just before the provider’s

new patient appointment

COACHING SESSION 30-minute coaching follow-up to answer questions aboutsupplements, labs, exploreobstacles, fine-tune plan, confirmthe provider's follow-up appointmentscheduled

COACHING SESSIONSCoaching sessions available to

support patient’s activation in the process + partnership

3/6/9 MONTHDoctor prescribed coaching sessions

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NEW PATIENT APPOINTMENT WITH PROVIDER

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The provider reads Health Coach’s chart notes prior to patient appointment.The patient communicates lifestyle modification readiness.

The Provider provides additional lifestyle recommendations and guidance.Provider and Patient partner to establish a reasonable personalized

lifestyle + medical plan.

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