HRT — Discovery Call Form

Hormone Therapy

Physician-Led Hormone Therapy with Dr. Cruz
A Service of My Wellness Physicians

Discovery Call Form

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Call Details

1

Greeting & Confirm Time

You: Good afternoon, this is [Keith] with My Wellness Physicians. May I speak with [name]? … I'm calling you back about the hormone therapy inquiry you sent us. Is this still a good time to talk for a few minutes?
2

How They Found Us & What's Going On

You: First, how did you hear about us? And tell me — what's been going on that made you reach out about hormone therapy?
3

Quick Screening

You: If you don't mind a few quick questions — these help Dr. Cruz prepare so you get the most out of your visit. Where are you in the menopause transition, and are you on any hormones now?
Personal hx breast / uterine cancer?
Hx blood clot / DVT / PE / stroke?
4

Explain the Program

You: Let me walk you through what working with Dr. Cruz on hormones actually looks like — because it's very different from a telehealth hormone mill.
Before the visit
  • We send an intake packet to complete ahead of time so Dr. Cruz can review your history before you arrive.
  • Bring any recent bloodwork or hormone panels from a past provider — even a summary helps.
The consultation with Dr. Cruz
  • A full hour — detailed history, symptom review, and a real conversation about your goals and risk factors.
  • Double board-certified in Family Medicine and Obesity Medicine, 20+ years of experience.
  • We're at the Village at Leesburg, near Wegmans and right next to AT&T — My Wellness Physicians.
The whole-person approach
  • Baseline labs — estrogen, progesterone, testosterone, thyroid, and metabolic markers as indicated.
  • We connect symptoms to the full hormonal picture — not just estrogen in isolation.
  • Hormone therapy dosed and delivered the way that fits you — patch, cream, oral, or pellet — when clinically appropriate.
  • Referrals when they help — DEXA bone density scans, pelvic health, or other specialists as needed.
Care between visits
  • Follow-up labs and dose adjustments on a schedule, plus support if a side effect or question comes up mid-cycle.
  • Telemedicine follow-ups available for Virginia residents when clinically appropriate.
5

Explain the Model & Fee

You: The first step is a My Wellness Consultation with Dr. Cruz — a full evaluation plus comprehensive labs. From there, she'll build a plan and walk you through ongoing treatment options.
Just want to meet Dr. Cruz first?
My Wellness Consultation + comprehensive labs (1.5 hr, full panel) — $800 one-time.
HRT membership package — pricing in development. Dr. Cruz is finalizing the ongoing membership structure (medication + monitoring). For now, quote the $800 consultation as the entry point and let the patient know ongoing package pricing will be confirmed at the visit.
How payment works
  • We're a concierge, out-of-network practice and don't bill insurance directly.
  • We provide a Superbill you can submit for possible out-of-network reimbursement — varies by plan.
  • We accept HSA, FSA, and CareCredit financing.
What to bring
  • Any bloodwork or hormone panels from within the past year.
  • A list of current medications and supplements.
  • Notes on what you've tried before and how it went.
Objection responses (tap to expand)
"Does my insurance cover this?"
We're concierge and out-of-network — that's what lets Dr. Cruz order the right labs and spend a full hour with you. After your visit we give you a detailed superbill to submit for possible out-of-network reimbursement (varies by plan), and we accept HSA, FSA, and CareCredit.
"It sounds expensive."
I'll be transparent — the first step is a My Wellness Consultation with a full lab panel, which is $800. That covers Dr. Cruz's full evaluation and your baseline labs. Our ongoing HRT membership package is being finalized right now, so I can't quote it yet — Dr. Cruz will walk you through those options once she has your labs in hand. CareCredit is available if you'd like to spread out payment.
"I'm already on hormones — why see Dr. Cruz?"
That's exactly who benefits most. Doses that were never adjusted, labs that were never drawn, symptoms that never fully resolved — that's common with telehealth-only hormone care. Dr. Cruz looks at the whole picture and makes sure your regimen is actually right for your labs and your risk factors, not just a standard starting dose.
"Is this just compounded hormones like everyone else?"
The medication is part of it — but the difference is who's behind it. You work directly with Dr. Cruz, double board-certified, 20+ years' experience. Real labs, a real physician monitoring you over time, a plan built around your body — not a one-size-fits-all script.
6

Outcome & Next Steps

You: Whenever you're ready, I can get you on Dr. Cruz's calendar, or you can book on our website. Kenneth, our patient care coordinator, will text you the intake packet and be your direct line.

📋 CRM Note (auto-generated)

Paste into the HRT pipeline in SymplastCRM. · Pricing is placeholder — confirm with Dr. Cruz before quoting.
Call reminders
  • Let the patient talk; listen before scripting.
  • Hormone symptoms are medical, not just "part of aging" — validate, don't minimize.
  • Be transparent about pricing, without apology. Pricing is placeholder — confirm with Dr. Cruz before quoting.
  • Don't diagnose, dose, or promise results — that's Dr. Cruz's role.
  • Flag safety items (cancer hx, clotting hx, unexplained bleeding, migraine w/ aura, liver disease, pregnancy) but don't counsel on them.
  • Don't promise specific reimbursement amounts.
Hormone Therapy — Physician-Led Care · A Service of My Wellness Physicians · mywellnessphysicians.com · 703-777-9355