Follow-up Appointment Checklist

Estimated read time: Less than 5 minutes

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.