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What Happens at Your First Visit with a New Primary Care Physician at Sage Health

July 28, 2025

Visiting a new primary care physician (PCP) for the first time can be both exciting and nerve-wracking. Whether you’re new to the area, transitioning from another doctor, or simply seeking to establish a long-term healthcare relationship, your first visit with a new PCP is an important step toward taking control of your health.

At Sage Health, we prioritize creating a comfortable, welcoming environment for every patient. Our care model ensures that your health is understood holistically from day one, and that your experience is both personal and proactive.

How Sage Health Prepares You for Your First Visit

We follow a structured, thoughtful process for every new patient, so you know exactly what to expect:

Step 1: Schedule Your First Visit

  • A 90-minute New Patient Appointment (NPA) is scheduled within 22 business days of your eligibility start date.

Step 2: Pre-Visit Preparation

  • Starting 10 business days before your appointment, a medical assistant (MA) begins preparing your file using our Pre-NPA Checklist.

Step 3: Your NPA Visit – 90 Minutes
During this comprehensive visit, we:

  • Review social and family history,  and associated health assessments.
  • There may be a blood draw and/or urine sample taken as well as other screeners such as an EGK and spirometry
  • Spend 45 minutes with the doctor to get to know you, perform a comprehensive physical exam, and address all your health concerns

Step 4: Schedule Follow-Up Visits Before You Leave

  • Your next two appointments will be scheduled before you leave the clinic.
  • A 60-minute second visit with your provider will be set within 10 business days to review lab work and screeners.
  • An additional MA visit may be scheduled if lab tests weren’t completed during the NPA.
  • Schedule an echocardiogram if one hasn’t been performed recently

What to Expect During Your First Visit with a New Primary Care Physician

When you schedule your first visit at Sage Health, you may wonder what happens during this initial appointment. A lot of people ask: What happens at your first primary care visit? Let’s break it down, so you know exactly what to expect.

1. Checking In: Paperwork and Initial Information

Your first step upon arrival is checking in with our friendly staff. You’ll be asked to provide a few key pieces of information, such as:

  • A valid photo ID.
  • Your insurance card (if applicable).
  • Any medical records you may have, including test results, vaccination history, or information about past surgeries.
  • A list of current medications, including any over-the-counter drugs and supplements.

At Sage Health, we understand that paperwork can feel overwhelming, especially for a first-time visit. Our team will guide you through the necessary steps, making sure we gather the information we need to provide the best care possible.

2. Meeting Your PCP: Understanding Your Health History

Once the administrative portion is complete, you will meet with your primary care physician. At this stage, your doctor will begin by discussing your health history. They will ask questions about:

  • Your past medical conditions and surgeries.
  • Any ongoing health concerns or current symptoms.
  • Your family history, which helps identify potential genetic risks for certain conditions.
  • Your lifestyle choices, including diet, exercise, sleep patterns, and mental health.

This conversation helps your doctor get to know you as a person, not just as a patient. The more they understand about your history, the better they can tailor your healthcare plan to meet your unique needs.

3. A Physical Exam: A Holistic Health Check

At most first visits, your PCP will conduct a physical exam. This may include checking your:

  • Vital signs: Your doctor will measure your blood pressure, heart rate, height, and weight.
  • Heart and lungs: They may listen to your heart and lungs using a stethoscope to check for any abnormal sounds.
  • Head, neck, and throat: Your doctor will examine these areas for signs of illness, such as inflammation or infection.
  • Skin and abdomen: A basic check for any skin conditions or signs of problems in the internal organs.

While some patients prefer not to have a physical exam on their first visit, we always encourage you to communicate your preferences with your doctor. At Sage Health, we believe in respecting your comfort while ensuring you receive the best care.

4. Setting Health Goals: A Personalized Plan for Wellness

During your first visit, your PCP at Sage Health will take the time to discuss your health goals with you. Are you hoping to improve your fitness? Manage a chronic condition? Prevent future illnesses?

Your doctor will work with you to establish a personalized plan for maintaining or improving your health. This may include:

  • Creating a preventive care schedule, such as routine screenings for blood pressure, cholesterol, and cancer.
  • Setting achievable goals for weight loss, exercise, and other lifestyle changes.
  • Discussing any necessary vaccinations or preventive treatments.
  • Reviewing any prescribed medications and adjusting as needed.

At Sage Health, we understand that health is not a one-size-fits-all journey. We aim to partner with you, ensuring that your treatment plan reflects your individual needs and aspirations.

5. Education and Preventive Care: Staying Healthy Long-Term

An essential part of the first visit with your new primary care physician at Sage Health is education. We believe in empowering our patients to take control of their health by providing them with the information and tools they need. This includes discussing:

  • Preventive care strategies: Vaccinations, routine screenings, and lifestyle changes that can help prevent the onset of diseases.
  • Chronic disease management: If you have existing conditions like diabetes, hypertension, or asthma, your doctor will discuss ways to manage these and prevent complications.
  • Mental health and wellness: Your PCP will discuss your mental health, provide support for managing stress or anxiety, and may refer you to a counselor or therapist if necessary.

By addressing these key areas early on, we ensure that you’re set up for success in maintaining your health over time.

What Happens After Your First Visit with a New Primary Care Physician at Sage Health?

Once your first visit with your new PCP is complete, there are a few key things that will happen next:

1. Follow-Up Appointments and Testing

Your PCP may schedule follow-up appointments for further testing or to review any test results from that visit. For example, if you need lab work or imaging, your doctor will help you understand the next steps and schedule necessary tests.

2. Health Monitoring

At Sage Health, your doctor will monitor your health over time. We’ll track changes in your vital signs, symptoms, and overall wellness. This ongoing relationship allows us to adjust your treatment plan and ensure that you’re always on track with your health goals.

3. Prescription Refills and Recommendations

If your PCP prescribes any medications during your visit, they will discuss how and when to take them. You’ll also be informed about follow-up care, such as routine check-ups or additional specialist referrals, if necessary.

Conclusion: Making the Most of Your First Primary Care Visit

Your first visit with a new primary care physician at Sage Health is an important step in managing your overall health. By taking the time to understand your medical history, perform a thorough physical exam, and develop a personalized care plan, we ensure that you’re well on your way to achieving your health goals.

If you’re ready to schedule your first visit with a new primary care physician or if you have any questions about what happens during your first primary care visit, don’t hesitate to reach out to Sage Health  866-315-2626. We’re here to help you take the first step toward a healthier future!

Sources:

https://techehealth.org/what-to-expect-during-your-first-visit-with-a-primary-care-provider

https://www.beaumont.org/health-wellness/blogs/tips-for-a-productive-first-appointment-with-a-new-physician

https://caromonthealth.org/news/tips-for-establishing-care-what-to-expect-when-seeing-a-new-medical-provider

https://www.tuftsmedicine.org/about-us/news/tips-first-time-meeting-doctor

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