Client Care Outline
(Basic)

  1. Client requests tour or consultation 
  2. Send client the custom tour/consult link: http://www.midwivesrising.com/love
    Password is: love
  3. We receive filled out form in email. Stats are also sent to Google SHEET which is hosted by phxbirthcenter@gmail. 
  4. Contact to Schedule for the next possible time- no longer than 3 days out of OUR schedule. 
  5. Print Tour/Consultation Form and place in "upcoming" tours folder
  6. Follow guidelines for doing a tour
  7. Tour 
  8. A link to the INFO page with a link to the VOB form is included in the TOUR CARD. It can also be found here: http://www.midwivesrising.com/vob                
    Password: love
  9. Receive VOB results
  10. Call, text and email to schedule finances/registration apt. inform to be prepared for the $375 Registration fee, should they want to proceed.
  11. Registration $375
    • Finances and forms
    • Ask if they would like to participate in the wellness program
    • Confirmation of pregnancy (fetal heart tones if gestational age allows)
    • Consent forms
    • Disclosures 
    • Demographic Sheet
    • Records Request
    • Lab order  (if labs are done in-office, make sure to add to lab log) 
    • Assign Prenatal Guide
    • Send home history forms
    • Send home wellness intake forms if they are participating in the wellness program
    • Schedule Initial AND wellness review with Shell if applicable
    • Add client contact info to all the places
    • Add client to the Facebook group
    • Send client a "Thank You" card.

Records Review- bill for day received(sign and date each paper)

Lab/Records Review- bill for day received (sign and date each paper)

12.  Initial appointment- Bill as Wellness, Pap, review of history and wellness forms, counseling and nutrition. (run this billing plan pass K) 

  •  Initial appointment:
    • Physical exam
    • Prenatal exam
    • Pelvic Exam
    • PAP
    • Breast Exam
    • Records and Labs counseling
    • Plan of care based on exam & review of history
    • Assign any needed special appointments and classes
      • Required class
      • Maternity photo shoot
      • Appointment with nutritionist 
    • Confirm wellness review w/Shell 
    • Update client contact with blood type and pertinent info

13. Regular prenatals 

 IF THE CLIENT HAS ANY CONCERNS, DISCOMFORTS OR COMPLAINTS, FILL OUT A TREATMENT PLAN FORM AND BILL AS A SPECIAL APPOINTMENT.