First Appointment Checklist
Please bring the following items to your first appointment:
YOUR MEDICARE CARD
* THIS IS ONLY IF YOU HAVE ALREADY ENROLLED INTO MEDICARE & HAVE RECEIVED YOUR CARD
DRIVERS LICENSE OR STATE IDENTIFICATION
A LIST OF MEDICATIONS YOU ARE CURRENTLY TAKING
* PLEASE INCLUDE THE PRESCRIBED DOSAGE & FREQUENCY
A LIST OF DOCTORS YOU ARE CURRENTLY USING
* PLEASE INCLUDE SPECIALISTS, DENTISTS, & CHIROPRACTORS
CURRENT HEALTH INSURANCE CARD & POLICY INFORMATION
* PLEASE INCLUDE YOUR OUT OF POCKET COST FOR HEALTH INSURANCE PREMIUMS AND (IF APPLICABLE) WHAT YOUR EMPLOYER PAYS EACH MONTH
BANKING INFORMATION
* PLEASE HAVE THE NAME OF YOUR BANKING INSTITUTION ALONG WITH THE ACCOUNT AND ROUTING NUMBERS
DECLARATION PAGES FROM YOUR HOME & AUTO INSURANCE POLICIES
* THIS IS NOT MANDATORY, BUT MOST CLIENTS WANT TO HAVE THEIR OTHER POLICIES REVIEWED TO ENSURE THEY ARE NOT OVERPAYING AND HAVE THE PROPER COVERAGE IN PLACE
