Wellness Consultation — Discovery Call Form

Wellness Consultation

Concierge Primary Care 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 wellness consultation 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?
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.
4

Explain the Program

You: Let me walk you through what working with Dr. Cruz actually looks like — because it's very different from a typical rushed primary care visit.
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 labs, imaging, or records from a past provider — even a summary helps.
The consultation with Dr. Cruz
  • Real time — a full, unhurried visit, not a 10-minute check-in.
  • 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
  • One physician who can address weight, hormones, and general primary care together — instead of being bounced between specialists.
  • Specialty pathways under one roof when relevant: medical weight loss, hormone therapy (HRT/TRT), LiLy Collaborative for lipedema and lymphedema, IV therapy and peptides.
  • In-house physical therapy (Dr. Grace Villaver, DPT, CLT) and nutrition support (Allison Tepper, RD) coordinated directly with your plan.
  • Referrals when they help — vein care, sleep studies, or other specialists as needed.
Care between visits
  • A direct line to the practice — not a call center.
  • Telemedicine follow-ups available for Virginia residents when clinically appropriate.
5

Explain the Model & Fee

You: The first step is My Wellness Consultation — a 1.5-hour visit with Dr. Cruz that includes a full lab panel. From there, she'll recommend whether ongoing Primary Care Membership or one of our specialty pathways is the right fit.
My Wellness Consultation + Comprehensive Labs — 1.5-hour physician consultation · full lab panel included — $800 one-time
Primary Care Membership — billed quarterly · one-time $150 admin/enrollment fee at sign-up — $1,050 / quarter
Prices are cash-pay and subject to change — confirm with Dr. Cruz before quoting. Superbill provided upon request for out-of-network reimbursement. Medication costs separate unless otherwise noted.
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 labs, imaging, or records from within the past year.
  • A list of current medications and supplements.
  • Notes on what's missing from current care and what they're hoping to address.
Objection responses (tap to expand)
"Does my insurance cover this?"
We're concierge and out-of-network — that's what lets Dr. Cruz spend real time with you and coordinate across specialties instead of rushing you through. 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 — My Wellness Consultation is $800, and that's a 1.5-hour visit with Dr. Cruz plus a full lab panel, not just an office visit. If ongoing primary care makes sense, membership is billed quarterly at $1,050, with a one-time $150 enrollment fee. CareCredit is available if you'd like to spread out payment.
"I don't know which service is right for me."
That's exactly what the Wellness Consultation is for. Dr. Cruz will look at your full picture — weight, hormones, general health — and recommend the right starting point, whether that's primary care membership or one of our specialty pathways.
"I already have a PCP."
Totally understandable — a lot of our patients come to us because their current visits feel rushed or don't go deep enough on weight, hormones, or preventive care. You're welcome to keep your PCP and use Dr. Cruz for the areas where you want more time and a more proactive approach.
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 Wellness Consultation pipeline in SymplastCRM. · Pricing subject to change — confirm with Dr. Cruz before quoting.
Call reminders
  • Let the patient talk; listen before scripting.
  • This call is often a triage point — the goal is to identify the right pathway (general primary care, weight loss, HRT/TRT, LiLy, IV/peptides), not to lock them into one.
  • Be transparent about pricing, without apology. Pricing is subject to change — confirm with Dr. Cruz before quoting.
  • Don't diagnose, dose, or promise results — that's Dr. Cruz's role.
  • Note any relevant medical history flags, but don't counsel on them.
  • Don't promise specific reimbursement amounts.
Wellness Consultation — Concierge Primary Care · A Service of My Wellness Physicians · mywellnessphysicians.com · 703-777-9355