Forms: Complete new‑patient forms online (or arrive 15 minutes early to complete in clinic).

Records: If possible, send prior GI records, imaging, labs, and procedure reports in advance or bring copies.

Medications: Bring a current list (name, dose, frequency) including over‑the‑counter meds and supplements.

Referrals/authorizations: If your plan requires one, please confirm it’s active before your visit.

Fasting: Only fast if we asked you to for specific labs or tests; otherwise eat/drink normally.

Transportation: Only needed if we scheduled a sedated procedure the same day (rare for first visits).

❑ Government ID & insurance card

❑ Medication & allergy list (or pill bottles)

❑ Prior GI records (colonoscopy/EGD reports, pathology, imaging)

❑ Payment method for copay/deductible

❑ Questions you want answered

Check‑in: Front desk verifies ID, insurance, and forms; collects copay and any required consents.

Vitals: Nursing team records blood pressure, pulse, temperature, height/weight.

Review of your symptoms, history, medications, allergies, and risk factors.

Confirmation of outside records received; we’ll request any missing items with your permission.

Focused history & physical exam by a GI provider.

Discussion: We explain likely causes, next steps, and answer your questions in plain language.

Plan: May include labs, stool tests, imaging, medications, nutrition guidance, and/or procedures (e.g., colonoscopy, EGD). We tailor the plan to you.

Same‑day testing: Some labs or stool kits may be ordered at your first visit. Imaging and procedures are usually scheduled for a future date.

Sedated procedures: We’ll review fasting instructions, driver requirements, prep, and medication adjustments. You’ll receive written prep instructions and a point of contact for questions.

We review current treatments and discuss risks/benefits.

If new prescriptions are needed, we send them electronically to your preferred pharmacy.

For chronic therapies (e.g., biologics), we coordinate prior authorization and teach injection/infusion logistics as needed.

Copays/deductibles/co‑insurance are collected per your plan.

We verify coverage and seek prior authorization when required. Some authorizations take 5–10 business daysdepending on the plan.

You’ll receive a detailed estimate for procedures upon scheduling; final charges depend on the services performed and your benefits.

Use our secure patient portal to view results, message the care team, request refills, and see after‑visit summaries.

We typically release most lab/imaging results as soon as we receive them, followed by a clinician explanation.

You’re entitled to a medical chaperone for any sensitive exam—just ask.

We follow HIPAA privacy standards; tell us who may receive information about your care.

Blood thinners: Do not stop without guidance; we’ll coordinate with your prescriber before any procedures.

Diabetes/GLP‑1 medications: We’ll give clear fasting and day‑of instructions if a procedure is planned.

Pregnancy: Please tell us—some tests are deferred or modified.

Minors: A parent/guardian must attend and consent.

You’ll leave with an after‑visit summary outlining your diagnosis (or working diagnosis), ordered tests, medications, and next steps.

Our team will schedule follow‑ups/procedures and contact you with any authorizations or prep details.

Call us right away if you experience worsening pain, bleeding, persistent vomiting, fever >101°F, chest pain, or shortness of breath.