Preparing for your first visit

• Questionnaires. Once your first visit is confirmed, you will receive an email invitation to activate your Charm Patient Portal along with several questionnaires. They are detailed, so allow about 90 minutes.
• Your most recent Pap smear, mammogram, and DEXA scan, if applicable.
• Labs from the last 12 months (the list we look for is below).
• Pathology reports if you have had cancer or precancer.
• If you have seen another functional medicine provider, we do not need test results older than a year.
• If you have genetic testing, please send only a one-page summary. We are not able to review hundreds of pages of data.

Labs we look for

• C-Reactive Protein, Cardiac
• CBC With Differential/Platelet
• Comp. Metabolic Panel (14)
• Ferritin, Serum
• GGT
• Hgb A1c with eAG Estimation
• Insulin
• Iodine, Serum or Plasma
• Iron and TIBC
• Lipid Panel With LDL/HDL Ratio
• Magnesium, RBC
• Reverse T3, Serum
• Thyroid Antibodies
• TSH+T4F+T3Free
• Vitamin B12 and Folate
• Vitamin D, 25-Hydroxy
• Zinc, RBC

Help us make the most of your appointment by taking a few moments to prepare:

• Complete your pre-visit questionnaire. This helps your provider understand your current concerns and priorities so your appointment time can be spent on what matters most to you.
• Update us on any changes. Let us know about any new medications or supplements prescribed or recommended by other providers, as well as any changes in your health, symptoms, or wellness goals since your last visit.
• Review your recent testing. We can access records from Labcorp, Quest, Raleigh Radiology, Wake Radiology, and Cardinal Points Imaging before your appointment, so there is no need to send us those reports. If you have completed testing elsewhere, please upload those results to your Charm Patient Portal using the instructions below at least 48 business hours ahead of your appointment.

• Email PDFs to support@hormonewellnessmd.com, which is HIPAA compliant. Put the date of your appointment and your provider’s name in the subject line, for example “Medical records for [date/time] with [provider name]”.
• If you need us to request them: complete a Release of Information form and send it to us through Charm or by email.

Bring any supplements you are taking in their original containers. If we can use something you already have, we will.

If it helps to have a partner or friend along as another set of ears, they are welcome to be present for your visit. If you would like privacy during part of your consultation or during your exam, let us know and we will show them to the waiting area.

You will get more out of your appointment if we have reviewed your intake forms in advance.

• If you are scheduled with Kate Willis, FNP, IFMCP, MSCP, all questionnaires must be complete at least 48 business hours before your appointment, or we will ask you to reschedule.
• If you are scheduled with Dr. Watson, we will use some of your appointment time to gather this information, and you may need additional follow-up appointments.