Onboarding checklist

Care Plans

Complete / Premium Care

  1. Review our helpful Welcome Packet
    1. This Welcome Packet is your go-to-guide for all things Parsley Health, including membership details, what to expect from health coaching, redeeming your member perks, and much more
  2. Schedule your initial doctor's visit
    1. Your initial doctor's visit must be in personYou can schedule your visit in the patient portal
  3. Complete your intake and consent forms
    1. These forms will help us prepare for your initial visit so you have the best visit possible
    2. You can find your intake forms in the "questionnaires" section of the patient portal
  4. Come in and see us!
    1. In this visit we'll take a detailed look at your health history, complete a physical exam and create a plan for lab testing.
  5. Complete your lab tests
    1. Your lab manager will notify you via email when your lab order is ready and give you instructions on how to schedule your mobile blood-draw
    2. Please see our guide to lab testing
  6. Schedule your first follow up doctor's visit
    1. Your first follow up doctor's visit may be in person or done virtually online via secure video conference
    2. You can schedule your visit via the patient portal
  7. Come in and see us, again!
    1. In your follow up visit, your doctor will review your lab results and design with you your 7-part health plan
  8. Follow Up visits
    1. You can schedule follow up visits as your plan and care needs require
    2. You can schedule your visits via the patient portal

Complete / Premium Care Renewals

  1. Complete the Parsley Symptom Index (PSI) questionnaire
    1. This short symptom questionnaire enables us to order your performance lab test
    2. The PSI is found in the "questionnaires" section of the patient portal
  2. Schedule your follow up doctor's visit
    1. Your initial doctor's visit may be done in person or
    2. You can schedule your visit in the patient portal
  3. Complete your lab tests
    1. Your lab manager will notify you via email when your lab order is ready and give you instructions on how to schedule your mobile blood-draw
    2. Please see our guide to lab testing
  4. Come in and see us!
    1. In this visit you'll get an in depth history and physical and plan for lab testing
  5. Follow up visits
    1. You can schedule follow up visits as your plan and care needs require
    2. You can schedule your visits via the patient portal

Single Visit Plans

The Parsley Assessment

  1. Complete the Parsley Symptom Index (PSI) questionnaire
    1. This short symptom questionnaire enables us to order your performance lab test
    2. The PSI is found in the "questionnaires" section of the patient portal
  2. Review our helpful Welcome Packet
    1. This Welcome Packet is your go-to-guide for all things Parsley Health, including membership details, what to expect from health coaching, redeeming your member perks, and much more.
  3. Complete your performance lab test
    1. Your lab manager will notify you via email when your lab order is ready and give you instructions on how to schedule your mobile blood-draw
    2. Please see our guide to lab testing
  4. Schedule your doctor's visit
    1. Once you complete your labs, you can schedule your doctor's visit.
    2. Please allow for at least one week (minimum 7 business days) between your blood draw and your doctor's visit, so your doctor has your results on hand
    3. You can schedule your visit via the patient portal
  5. Complete your intake and consent forms
    1. These forms will help us prepare for your initial visit so you have the best visit possible
    2. You can find your intake forms in the patient portal
  6. Come in and see us!
    1. Your initial doctor's visit is 75 minutes and must be in person. In this visit you'll get an in depth history and physical and leave with a 7-part health plan

Follow Up Assessments

  1. Complete the Parsley Symptom Index (PSI) questionnaire
    1. This short symptom questionnaire enables us to order your performance lab test
    2. The PSI is found in the "questionnaires" section of the patient portal
  2. Complete your lab tests
    1. Your lab manager will notify you via email when your lab order is ready and give you instructions on how to schedule your mobile blood-draw
    2. Please see our guide to lab testing
  3. Schedule your doctor's visit
    1. Once you complete your labs, you can schedule your doctor's visit.
    2. Please allow for at least one week (minimum 7 business days) between your blood draw and your doctor's visit, so your doctor has your results on hand
    3. You can schedule your visit via the patient portal
  4. Come in and see us!
    1. Your initial doctor's visit is 75 minutes and must be in person. In this visit you'll get an in depth history and physical and leave with a 7-part health plan

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