How to Prepare for Your Nutrition Visit

We want your visit to feel focused, supportive, and productive. A little preparation ahead of time helps us make the most of your session and ensures a smooth experience from start to finish.

Below is everything you need to know before your appointment.

Before Your Appointment

Complete Your Intake Forms

All required intake forms must be completed prior to your visit. These forms allow us to review your health history, goals, and concerns so we can use our time together effectively.

If intake forms are not completed in advance, your appointment may need to be rescheduled.

Verify Your Insurance Coverage

If you plan to use insurance, it is your responsibility to verify your nutrition benefits before your appointment. Coverage varies by plan, diagnosis, and policy.

We recommend confirming:

  • Coverage for nutrition counseling

  • Covered diagnoses

  • Referral requirements (if applicable)

  • Visit limits per year

  • Any deductible, copay, or coinsurance

Insurance verification performed by the practice is a courtesy only and does not guarantee coverage or payment.

Ensure Payment Information Is On File

A valid credit card is required to be kept on file for all clients. Any balance identified as patient responsibility by your insurance company will be charged after the claim is processed.

What To Prepare For Your Visit

You do not need to track food or prepare anything complicated unless specifically requested. However, having the following ready can be helpful:

  • A list of current medications and supplements

  • Recent lab work (within the last 6–12 months, if available)

  • Your top 2–3 health goals or concerns

  • Notes on symptoms, patterns, or challenges you’d like to discuss

Telehealth Appointment Setup

All sessions are conducted via secure, HIPAA-compliant telehealth unless otherwise noted.

To ensure a smooth visit:

  • Join from a quiet, private space

  • Use a reliable internet connection

  • Have your camera enabled

  • Log in a few minutes early using the appointment link

You must be physically located in a state where the provider is licensed at the time of your appointment.

Insurance & Billing Expectations

  • Insurance coverage is not guaranteed and varies by plan

  • When permitted, services may be billed under preventive nutrition counseling benefits

  • Preventive coverage is not guaranteed and depends on your specific policy

  • After your visit, your insurance will process the claim and issue an Explanation of Benefits (EOB)

  • Any balance listed as patient responsibility on the EOB (deductible, copay, or coinsurance) will be charged to the card on file

An EOB is not a bill, but it determines your financial responsibility.

After Your Visit

Following your appointment, you can expect:

  • A session summary or follow-up plan

  • Any recommended resources or next steps

  • Insurance claims to be submitted (if applicable)

Insurance claims may take several weeks to process. Charges related to patient responsibility will occur only after the claim is finalized.

Questions Before Your Visit?

If you have questions before your appointment, please reach out and we’ll be happy to help.

📧 Email: support@newlifenutritionwellness.com

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