LiLy Collaborative — Discovery Call Form

LiLy Collaborative

My Lipedema and Lymphedema Team
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]? … Is this still a good time to talk for a few minutes?
2

How They Found Us

You: First of all, how did you hear about us? Did you take our lipedema quiz? What brought you to look into this?
3

Quick Screening

You: If you don't mind a few quick questions — your height and weight? Any medications? When did you first suspect this?
4

Explain the Consultation

You: Let me walk you through what a consultation looks like. It's a comprehensive, two-part visit.
Before the visit
  • We send a medical history packet to complete ahead of time, or you can bring it with you.
  • Completing it early lets the doctor review your history before you arrive.
  • Plan to arrive about 15 to 20 minutes early.
Part one — with Dr. Cruz-Tolentino
  • A full evaluation: detailed history and physical examination.
  • We're located at the Village at Leesburg, near Wegmans, next to AT&T — My Wellness Physicians.
Part two — with Dr. Grace Villaver, DPT, CLT
  • A certified lymphatic therapist who does her own assessment.
  • Includes a manual lymphatic drainage (MLD) treatment.
  • Runs about 60 to 75 minutes.
  • May happen the same day if both schedules allow, or be scheduled separately.
After both visits
  • The two doctors collaborate on your staging and typing of lipedema.
  • You receive recommendations based on your history and findings.
  • A large part of the visit is education — understanding lipedema and how to manage it.
You: All throughout your visit, please bring your questions — write them down. The doctors want you to leave understanding what's going on and what comes next.
5

Explain the Model & Fee

You: The consultation is $750 for the full two-and-a-half-hour visit with both doctors. It's due at the time of your first appointment, even if part two is scheduled for a later date.
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 — how much they cover depends on your plan.
  • We accept FSA, HSA, and CareCredit.
What to bring
  • Any blood work from within the past year.
  • Photos showing progression over time, if you have them.
  • Photos of family members — lipedema has a genetic component.
  • Information on current compression garments or pumps.
6

Outcome & Next Steps

You: Whenever you're ready, message me to schedule, or book on our website. If your insurance is new, confirm your out-of-network benefits first.

📋 CRM Note (auto-generated)

Paste directly into the patient record in your CRM.
Call reminders
  • Let the patient talk; listen before scripting.
  • Validate — many have felt dismissed for years.
  • Be transparent about the $750 fee, without apology.
  • Don't diagnose or stage — that's the doctors' role.
  • Don't promise specific reimbursement amounts.
LiLy Collaborative — My Lipedema and Lymphedema Team · A Service of My Wellness Physicians · mywellnessphysicians.com · 703-777-9355