Follow-Up Appointment Checklist
Edited
Please review the attached document for a detailed guide to delivering a high-impact follow-up session with an existing patient. This checklist outlines recommended focus areas across each 5 sections of each appointment: First 15 minutes, 15-30 minutes, 30-45 minutes, 45-53 minutes, and Immediately Post-Session.
It includes best practices for:
Reconnecting and reflecting on progress
Delivering targeted education and building habits
Reviewing clinical data and realigning goals
Updating care plans and reinforcing next steps
Completing documentation and sending follow-up support
This tool is designed to help you personalize care, track progress over time, and build momentum toward the patient’s long-term goals.
Follow-up Appointment
follow up
follow up apt
checklist