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Everything you need to arrive prepared, confident, and ready to make the most of your time with your endocrinologist.
Select the checklist that applies to your visit. Print or save it to your phone before your appointment.
8 items to review before your first visit
Complete before your first visit
Complete your intake forms
You will receive a link after booking. Fill these out thoroughly — the more detail you provide, the more productive your visit will be.
Gather recent lab results (if any)
Any bloodwork from the past 6–12 months is helpful. Upload directly through the intake portal or bring a printed copy.
Write down all current medications
Include prescription medications, over-the-counter drugs, supplements, vitamins, and herbal products — with dosages if possible.
Note your symptom timeline
When did symptoms start? Have they changed over time? What makes them better or worse? Writing this down helps you communicate clearly.
Prepare your questions
Write down everything you want to ask. There are no silly questions. We encourage you to bring a list so nothing gets forgotten.
Confirm your tech setup
Test your camera and microphone before the visit. You will need a stable internet connection and a quiet, private space.
Have your pharmacy information ready
Name, address, and phone number of your preferred pharmacy — local or mail-order — in case prescriptions are needed.
Upload any prior specialist notes
If you have seen other specialists for related concerns, those records can be very helpful context for your endocrinologist.
Tip: Use your browser's print function (Ctrl+P / Cmd+P) to save this checklist as a PDF or print it out. Bring it to your visit or keep it on your phone for easy reference.
Answers to the most common questions patients have before their first visit.
No, you do not need a referral. We welcome self-referred patients. If you suspect a hormonal or metabolic issue is affecting your health, that is a valid reason to schedule a consultation.
Absolutely not. Many of our patients come to us precisely because they have unexplained symptoms and no clear diagnosis. A thorough endocrine evaluation is designed to uncover conditions that may have been missed elsewhere.
Complete your intake forms before the visit. If you have recent lab results (within the past 6–12 months), upload them through the portal or have them ready to share. Bring a list of all current medications, supplements, and vitamins with dosages. Write down your symptom timeline and any questions you want to ask.
Initial consultations are 60 minutes. We structure our schedule to give you the time you need without feeling rushed. Follow-up visits are 30 minutes.
That is completely fine. During your first visit, your endocrinologist will take a detailed history and determine which labs are appropriate based on your symptoms and concerns. Lab orders will be sent electronically to a convenient location near you after the visit.
You will receive a secure visit link via email. Click the link at your appointment time from a computer, tablet, or smartphone. You will need a stable internet connection, a working camera and microphone, and a quiet, private space. We recommend testing your setup a few minutes early.
Vague symptoms are common with hormonal and metabolic conditions — fatigue, brain fog, mood changes, and weight changes can all be difficult to pin down. That is exactly what we are trained to evaluate. Write down what you are experiencing as best you can, and we will work through it together during the visit.
Bring a complete list of everything you are currently taking, including prescription medications, over-the-counter drugs, supplements, vitamins, and herbal products. Include dosages if possible. This information is essential for understanding your current health picture and planning any changes.
Yes, you are welcome to have a family member or partner join you during your telehealth visit. Some patients find it helpful to have someone else listen and take notes, especially during the first visit when a lot of information is covered.
You will receive a written visit summary with recommendations sent securely to you. If labs are needed, orders will be sent electronically to a lab location near you. Prescriptions, if appropriate, will be sent to your preferred pharmacy. A follow-up appointment will be scheduled as needed to review results and finalize your care plan.
Still have questions? Visit our full FAQ page or contact us directly. We're here to help you feel prepared and confident before your visit.
From booking to your care plan — here is exactly what the process looks like at every stage.
From your first appointment to a complete care plan — most patients move through this process within two weeks.
Schedule online and fill out your intake forms. Upload any prior records.
Your telehealth visit with your endocrinologist. Labs ordered if needed.
Visit a convenient lab location near you. No appointment needed at most sites.
Your endocrinologist reviews results in context of your full clinical picture.
Results discussed in detail. Care plan developed collaboratively with you.
Before you arrive, we want you to feel completely at ease.
Every visit — initial or follow-up — is with a fellowship-trained endocrinologist. No mid-level providers, no exceptions.
If you suspect something hormonal or metabolic is affecting your health, that is a valid reason to schedule. You do not need a prior diagnosis.
Initial consultations are 60 minutes. We structure our schedule to give each patient the time they deserve.
All visits and records are fully HIPAA-compliant. Your information is encrypted and never shared without your consent.
You can book directly without a referral from your primary care physician. We welcome self-referred patients.
There is no such thing as a question that is too basic or too detailed. We encourage you to bring a list.
We occasionally send helpful resources for patients — including preparation guides, what to know about common endocrine conditions, and updates about the practice. Enter your email to receive these.