1
Health Coach next evolution WORKFLOW The next evolution workflow of effectively integrating a health coach in clinical practice. ENTRANCE TO CLINIC 15-minute compassionate Welcome/ Inquiry call to prospective patients FOLLOW UP Email follow-up and call in 2 days to answer additional questions 1 2 PATIENT ONBOARDING Deploying Welcome Email and helping patients with technology 3 4 5 7 8 FRONT LINE OF CARE A one-hour coaching session to listen/retell the patient’s story, intrinsic motivators. Elicit change talk for lifestyle factors. Prepare the patient to be an equal partner CHECK-IN Check-in just before the provider’s new patient appointment COACHING SESSION 30-minute coaching follow- up to answer questions about supplements, labs, explore obstacles, fine-tune plan, confirm the provider's follow-up appointment scheduled COACHING SESSIONS Coaching sessions available to support patient’s activation in the process + partnership 3/6/9 MONTH Doctor prescribed coaching sessions s s e r g o r p t n e i t a p k c a r t y l e v i t c e f f e o t NEW PATIENT APPOINTMENT WITH PROVIDER 9 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. 6
