Make your annual checkup count. We help you surface concerns, request appropriate screenings, and set health goals.

Annual physicals get rushed and nothing important gets discussed. We help you make yours count. Includes: assessment of which screenings and preventive care you’re due for, strategic prep for discussing concerns you’ve been putting off, guidance on setting realistic health goals with your provider, and questions to ensure you’re getting comprehensive care, not just the basics.

Deliverables:

• Preventive screening checklist matched to age and risk factors
• Concern-surfacing questionnaire with summary
• Personalized health-goal worksheet
• Question list to ensure comprehensive care
• One-page visit-plan document

Includes: Visit Prep Package, Immediate Post-Appointment Debrief, Portal Message Draft.

Complete support before, during, and after a high-stakes appointment:

• Full appointment prep so you walk in ready
• Post-appointment debrief to process what happened
• Portal message draft for necessary follow-up

You’re covered from preparation through follow-through.

We chart your entire care ecosystem: providers, pending tasks, communication gaps, medication lists.

When you’re seeing multiple specialists and no one is coordinating, things fall through the cracks. We create a comprehensive map of your entire care situation: which providers you’re seeing, what each one is responsible for, what’s pending, where communication is breaking down, current medication list with prescribers, and what needs coordination. This document becomes your command center for managing complex care.

Deliverables:

• Visual map of providers and responsibilities
• Pending task tracker with status column
• Communication-gap analysis
• Consolidated medication list with prescribers
• Action recommendations to streamline coordination

Deep dive into your medical history, current care, and goals with strategic recommendations. Includes 60-min video review session and 90-day follow-up. Price starts at $595 and varies by complexity.

For complex cases that need serious strategic attention. We conduct a thorough analysis of your medical history, current care situation, communication patterns with providers, gaps in care, and your goals, then provide strategic recommendations for moving forward. Includes: comprehensive written analysis, 60-minute video review session to discuss findings, strategic recommendations document, and a 90-day follow-up check-in to assess progress. This is the most comprehensive service we offer.

Deliverables:

• Record review of up to 500 pages
• Ten-to-fifteen-page strategic analysis report with findings and recommendations
• Sixty-minute video review session
• Ninety-day advocacy roadmap
• Thirty-minute follow-up call at day 90 plus email check-ins at days 30 and 60

Live video or phone consultation for strategy, advice, or planning. Real-time guidance and problem-solving. Session notes provided after call. $150/hour, 30-minute minimum.

When you need to talk through your situation in real-time. Video or phone consultation for strategic guidance, problem-solving, planning your next steps, or working through a complex situation together. You’ll get expert support tailored to exactly what you need in the moment. Includes written session notes summarizing key points and recommendations.

Video session to practice handling difficult conversations, redirecting dismissive comments, and staying centered under pressure.

Certain providers trigger you. Certain conversation patterns throw you off. We help you develop specific strategies for staying grounded and effective when things get difficult. In this video session, we identify your specific triggers, practice redirecting common dismissive patterns, and develop phrases that feel authentic to you. You’ll learn how to stay centered even when providers push back.

Deliverables:

• Forty-five-minute live video role-play session
• Trigger-identification worksheet with coping tactics
• Custom phrase bank (10-15 statements) for redirecting dismissive comments
• Stress-management micro-routine tailored to client
• Session recording or detailed notes plus one phrase-bank revision

Add-on: Combine multiple PDFs/documents into one organized file with table of contents.

Have multiple documents we’ve created that you want combined into one master file? We’ll consolidate them into a single organized PDF with a table of contents, making it easy to share with providers or keep everything together.

Add-on: Need more than the included revisions? Add another round.

All our services include one round of revisions. If you need additional revisions beyond what’s included, add another round. Perfect when your situation changes or you want to refine the deliverable further.

When you’ve been dismissed, invalidated, or spoken to disrespectfully, we help you process it and respond professionally.

Being gaslit by a healthcare provider is traumatic and confusing. This comprehensive package helps you: 1) identify what actually happened (was it dismissal? invalidation? bias?), 2) process your emotional response, 3) decide whether to address it directly, and 4) draft a professional response if you choose to. Includes a video debrief session and written communication tailored to your situation. We help you protect yourself without burning bridges.

Deliverables:

• Reflective worksheet to process the encounter
• Custom professional response script
• Portal or email message draft documenting concern
• Boundaries and escalation-options guide
• Fifteen-minute follow-up call to rehearse script

Comprehensive prep for critical appointments (diagnosis, treatment decisions, second opinions).

When the appointment really matters– getting a diagnosis, making treatment decisions, seeking a second opinion — you need more than basic prep. This package includes everything in Visit Prep Package plus: research into your specific medical situation, guidance on what questions truly matter for your decision-making, strategies for handling emotional reactions in the room, and a framework for evaluating what you hear. We help you walk in prepared for the appointment that changes everything.

Deliverables:

• All Visit Prep Package materials
• Condition-specific background brief summarizing key evidence and guidelines
• Customized question set focused on diagnosis or treatment decisions
• Quick-reference emotional-regulation guide for use in the room
• Decision-framework worksheet for post-visit evaluation
• Same-day 15-minute text check-in

Call us right after your appointment while everything is fresh. We help you process, document, and plan next steps.

You just left your appointment and your head is spinning. What did they actually say? What matters? What should you do next? Call us immediately (or schedule for same day) and we’ll help you process what happened, document the important parts while details are fresh, identify any concerning gaps or dismissals, and clarify your action items. Includes brief written summary of next steps.

Deliverables:

• Thirty-minute phone or video debrief (same day)
• Guided-reflection worksheet completed together
• Written summary of key takeaways and action items (PDF)
• Identification of follow-up tasks with responsible parties
• Two check-in emails over the next week

Comprehensive appeal for denied claims with evidence, policy citations, and medical necessity arguments. Price starts at $295, varies by complexity.

Your insurance denied coverage for necessary care. We draft a comprehensive appeal letter that includes: clear explanation of what was denied and why it’s medically necessary, citations of relevant policy language that supports your claim, clinical evidence and provider support, and professional but firm language that shows you know your rights. We write appeals that get overturned.

Deliverables:

• Comprehensive appeal letter tailored to denial reason
• Supporting-evidence packet with policy citations
• Medical-necessity argument referencing guidelines
• Submission checklist and mailing instructions
• One revision within fourteen days

Everything you need to make an informed healthcare decision. Includes: Treatment Decision Support session, Second Opinion Package, Post-decision follow-up call.

When you’re facing a major healthcare decision and need comprehensive support:

• Treatment Decision Support session (evaluate options and organize thinking)
• Second Opinion Package (get everything ready if you want another perspective)
• Post-decision follow-up call (process your decision and plan next steps)

For surgery decisions, major medication changes, or complex treatment choices.

Comprehensive timeline of your health history: diagnoses, treatments, providers, medications.

When your medical history is complex and spans years, providers need a clear timeline, not a confusing verbal story. We create a comprehensive visual timeline showing: when each diagnosis was made, what treatments you tried and when, which providers you saw, medications started and stopped, and significant events (hospitalizations, procedures, etc.). This document becomes the foundation of every new provider relationship and specialist referral.

Deliverables:

• Chronological table of diagnoses, treatments, events
• Provider and facility attribution for each entry
• Medication timeline overlay
• Color-coded PDF and editable spreadsheet
• Update instructions for future changes

Confused by something in your records? Send us the confusing section. We translate it.

You’re reading your medical records and encounter terms, abbreviations, or phrases you don’t understand. Send us the confusing section (up to 1 page) and we’ll translate it into plain English, explain what it means for your care, and flag anything concerning. Quick turnaround so you’re not left wondering.

Deliverables:

• Plain-language translation of up to one page of medical text
• Explanation of clinical context and implications
• Question prompts for provider follow-up
• Highlight of urgent or concerning elements

Draft a professional correction request for errors or biased language in your chart.

There’s an error or problematic language in your medical records and you need it corrected. We draft a formal amendment request that: identifies the specific error or language, provides accurate information or explains why the language is problematic, cites relevant regulations (providers are legally required to respond to amendment requests), and maintains a professional tone. We make it easy for them to correct it, and difficult to ignore.

Deliverables:

• Formal amendment request letter citing specific errors
• Evidence table or annotated excerpts supporting correction
• Regulatory citations supporting right to amend
• Step-by-step submission instructions
• Follow-up email template if no response

For ongoing complex situations. Includes priority access, unlimited portal message drafts, two 30-min video sessions per month, and quarterly progress review.

When you need consistent strategic support for ongoing complex care, this monthly retainer provides: priority response time, unlimited portal message drafts, two 30-minute video strategy sessions per month, quarterly comprehensive progress reviews, and email/text support for quick questions. Perfect for managing chronic conditions, complex diagnoses, or situations where you’re frequently advocating and need ongoing strategic backup.

Deliverables:

• Priority email and text access (24-hour response)
• Unlimited portal-message drafts (fair-use: up to eight per week)
• Two thirty-minute video sessions per month
• Quarterly comprehensive progress report and strategy update
• Secure shared document repository

Starting with a new PCP or specialist? We help you introduce yourself strategically and set expectations.

First impressions with a new provider shape everything that follows. We help you introduce yourself and your medical history in a way that positions you as an informed, engaged patient worth taking seriously. Includes: a strategic medical history summary, talking points for setting boundaries and expectations, questions to assess provider fit, and guidance on what to share (and what to hold back) in that first visit.

Deliverables:

• Strategic medical-history summary (1-2 pages)
• Boundary and expectation talking points
• Fit-assessment question list
• Guidance on information sharing hierarchy
• Post-visit reflection worksheet

Add a 30-minute live discussion to any written service.

Sometimes you need to talk through what we wrote together or ask follow-up questions. Add a 30-minute phone or video consultation to any written service to discuss the deliverable, ask questions, practice using it, or adjust the approach together.

We write your follow-up message (test request, referral, question, clarification).

You need to message your provider but don’t know how to word it. We draft a clear, professional portal message that gets noticed, whether you’re requesting test results, following up on a referral that hasn’t happened, asking for clarification, or requesting something specific. We know what language works and what gets ignored.

Deliverables:

• Custom portal message addressing specific request or issue
• Professional language and concise structure
• Suggested follow-up triggers and timeline
• One revision within 48 hours

Leaving the hospital or ER? We help you or your caregiver interpret discharge instructions, clarify provider expectations, and organize next steps for a safe, confident transition home.

Hospital discharge is chaotic and instructions are often unclear. We help you make sense of what you’re being sent home with: translate discharge instructions into plain language, organize medications and timing, identify red flags to watch for, clarify follow-up appointments and timing, and create a care plan that actually makes sense. Includes support for caregivers who are overwhelmed and unsure what to do next.

Deliverables:

• Plain-language discharge-instruction summary
• Medication schedule chart with dosing and timing
• Red-flag symptom checklist and response plan
• Follow-up appointment tracker with calendar invites
• Thirty-minute caregiver orientation call within 48 hours of discharge

Live video session to clarify priorities, practice phrasing, and build confidence before high-stakes appointments.

Sometimes you need to talk it through out loud. In this 30-minute live video session, we help you get clear on what you’re asking for, practice phrasing that feels authentic to you, anticipate provider pushback, and build your confidence before walking into the room. Perfect when you’re nervous, when stakes are high, or when you need to practice saying something difficult. Includes brief session notes sent after our call.

Deliverables:

• Thirty-minute live video or phone session
• Real-time coaching on phrasing and confidence-building
• Session notes capturing priorities, language, anticipated provider reactions
• Two follow-up email questions answered within 72 hours
• Optional session recording if permitted

Formal letters for second opinion requests, care coordination, or record requests.

Some situations require formal written communication: requesting a second opinion, asking providers to coordinate care, requesting your complete medical records, or establishing care with documentation from previous providers. We draft professional letters that communicate clearly, maintain professional relationships, and get results. You’ll sound like someone who understands healthcare and means business.

Deliverables:

• Formal letter drafted for selected scenario
• Professional formatting and correct salutations
• Inclusion of relevant clinical and policy references
• Editable document and finalized PDF
• One revision within seven days

Considering a new doctor? We research their background, reviews, and approach so you can decide if they’re right for you.

Not all doctors are created equal, and finding the right fit matters. We research your potential new provider’s credentials, specialties, patient reviews, approach to care, and any red flags. You’ll get a comprehensive brief that helps you decide if this provider is worth your time before you invest in that first appointment and share your medical history.

Deliverables:

• Verification of licensure, board certifications, disciplinary history
• Analysis of clinical focus and published work
• Aggregated patient-review summary with red-flag indicators
• Communication-style and accessibility notes
• Two-page written brief with recommendation

Switching PCPs or specialists? We organize everything your new provider needs to know.

Starting over with a new provider means retelling your entire medical story, and risking things getting lost in translation. We organize everything your new provider needs: comprehensive medical history summary, current medications and why you’re taking them, previous diagnoses and treatments tried, what worked and what didn’t, current symptoms and concerns, and your goals for care. You’ll introduce yourself strategically instead of overwhelming or confusing your new provider.

Deliverables:

• Comprehensive medical-history summary (3-5 pages)
• Current medication list with indications
• Synopsis of past treatments and outcomes
• Structured symptom and goal overview for new provider
• Cover letter introducing patient and expectations

45-minute quarterly check-in to review progress, update documents, and plan next quarter’s advocacy focus.

Perfect for chronic conditions or ongoing complex care. Every quarter, we meet for a 45-minute video session to: review what’s working and what isn’t, update your medical timeline and care documents, identify advocacy priorities for the coming quarter, and adjust strategies based on what you’re learning. Includes updated documentation package after each session. Helps you stay proactive instead of reactive.

Deliverables:

• Forty-five-minute quarterly video review session
• Updated medical timeline and documents
• Priority list of next-quarter advocacy tasks with deadlines
• Resource recommendations aligned to priorities
• Summary report within 48 hours

Draft a ‘just to confirm we agreed on X’ message so you’re both aligned.

Your provider said something important but didn’t document it. Send a quick confirmation message to create a paper trail and ensure you’re both on the same page. We draft a brief, professional message confirming what was discussed or agreed upon, tactfully worded to avoid sounding accusatory while protecting you with documentation.

Deliverables:

• 150-to-250-word confirmation message draft
• Suggested subject line or portal topic
• Mini-guide on timing and follow-up
• One revision within 48 hours

Text us from the waiting room or parking lot. Get immediate guidance for unexpected situations.

Your appointment just went sideways. Your provider said something unexpected. You’re in the waiting room and need to know how to handle what’s coming. Text us and get immediate strategic guidance within minutes. We help you think on your feet when you don’t have time to prepare. (Available during business hours: Mon-Fri 9am-5pm EST. Response within 15-30 minutes.)

Deliverables:

• Dedicated text line (Mon–Fri, 9 AM-5 PM ET)
• Response within 15-30 minutes to three texts per appointment
• On-the-spot micro-scripts for unexpected scenarios
• Immediate action checklist tailored to the situation
• Secure transcript of text exchange sent within 24 hours

Includes: Visit Note Accuracy Review, Medical Record Amendment Request, Medical History Timeline.

Protect the accuracy of your medical records:

• Full accuracy review of recent visit notes
• Professional amendment request for any errors found
• Updated medical history timeline incorporating corrections

Your records will accurately reflect your truth.

Ready-to-use phrases for common challenging scenarios (being interrupted, dismissed, redirected).

What do you actually say when your doctor interrupts you? Dismisses your concern? Tries to rush you out? We provide ready-to-use phrases for common scenarios: being interrupted, having symptoms minimized, provider trying to change the subject, being pressured into decisions, and more. Each phrase is tested, professional, and feels natural to say out loud. Keep them in your phone or print them to bring to appointments.

Deliverable:

• Mobile-friendly PDF of fifty self-advocacy phrases

Add-on: Guaranteed 24-hour turnaround instead of 48-72 hours

Need it faster? Add rush delivery to any written service for guaranteed 24-hour turnaround instead of our standard 48-72 hours. (Subject to availability.)

We get everything organized for seeking another opinion: records summary, key questions, decision framework, and more.

Seeking a second opinion means presenting your case clearly to someone who doesn’t know you. We help you organize: concise medical history, current diagnosis and treatment plan, specific questions for the second opinion, what you’re uncertain about, records you need to bring, and how to frame your request without alienating your current provider. You’ll get a professional second opinion, not a confused conversation.

Deliverables:

• Concise medical history and treatment summary
• Curated record set to share (up to 300 pages)
• Tailored question list for second-opinion provider
• Frame-setting cover letter to preserve current relationships
• Decision worksheet for comparing recommendations

Send us one letter, form, or report. We explain what it means and what to do next.

You received a letter from your insurance, a form from your doctor, or a report you don’t understand. Send it to us and we’ll explain what it says, what it means for you, whether action is needed, and what your options are. Straightforward guidance when you just need someone to tell you what you’re looking at.

Deliverables:

• Detailed explanation of document content and purpose
• Action-required summary with deadlines
• Options and next-step recommendations
• Two clarifying questions answered via email

Before major healthcare decisions, such as surgery, medication changes, or new treatment plans, we help you evaluate your options and organize your thoughts. We don’t replace your clinician’s advice; we strengthen your ability to make the decision that’s right for you.

Facing surgery? Starting a new medication protocol? Choosing between treatment options? Major healthcare decisions are overwhelming and you need to think clearly. We help you: organize what you know, identify what you’re still unclear about, evaluate risks and benefits from your perspective (not just clinical outcomes), prepare questions for your providers, and create a decision framework that feels right to you. This is not medical advice, it’s strategic support for your decision-making process.

Deliverables:

• Decision-clarity worksheet covering values, goals, concerns
• Evidence summary of each option in plain language
• Personalized question list for providers and insurance
• Comparative decision matrix (PDF)
• Follow-up email review within 14 days

Full review of your after-visit summary for errors, omissions, or biased language.

Your after-visit summary becomes part of your permanent record and follows you everywhere. We review it thoroughly for: factual errors (wrong symptoms, incorrect history, inaccurate timeline), concerning omissions (things discussed but not documented), and biased or dismissive language that could affect future care. You’ll get a detailed report of what we found and recommendations for what to address.

Deliverables:

• Line-by-line review of after-visit summary
• Detailed report of errors, omissions, biased language
• Priority correction list with suggested amendments
• Recommendations for follow-up with provider
• Optional fifteen-minute call to discuss findings

Symptom prioritization + strategic questions in one prep sheet. Perfect starter pack.

New to appointment prep or working with a limited budget? Start here. We help you prioritize your symptoms (the 3 that matter most), draft 5-7 strategic questions tailored to your goals, and organize everything into a clean one-page prep sheet you can bring to your appointment. No conversation flow or advanced strategy, just the essentials to help you stay focused and get what you need.

Deliverables:

• Completed symptom-prioritization worksheet (top three issues)
• One-page prep sheet with strategic questions and objectives
• Quick-reference cheat sheet for appointment flow
• One revision round within three days

Complete prep for any appointment: priority setting, key talking points, suggested questions, and conversation flow.

Walk into any appointment with a clear roadmap. We help you identify what matters most, organize your concerns by priority, develop strategic questions that get real answers, and create a conversation flow that keeps you on track. You’ll know exactly what to say, when to push back, and how to redirect if your provider tries to rush or dismiss you. Includes a written prep document you can reference during your appointment and share with your provider if helpful.

Deliverables:

• Symptom-prioritization worksheet (completed)
• One-page appointment roadmap with priorities, talking points, strategic questions, conversation flow
• Provider-pushback cheat sheet (three tailored redirect phrases)
• Prep document delivered in PDF and editable format
• One revision round within seven days

Record your appointment (if allowed). Send us the audio. We transcribe, highlight key points, and flag anything concerning.

No one can remember everything said in an appointment, and we shouldn’t have to. If your state allows appointment recording and/or your provider gives permission, send us the audio and we’ll transcribe it, highlight the key medical information, flag any dismissive or concerning language, and identify gaps or promises that weren’t kept. You’ll have a permanent, searchable record of exactly what was said.

Deliverables:

• Verbatim transcription of up to sixty-minute audio
• Highlighted key medical points and recommendations
• Flags for dismissive language and gaps
• Summary of action items
• Secure annotated PDF and editable document

Custom document drafting, editing, or research that doesn’t fit our standard offerings. Written deliverables provided. 1 hour ($125) minimum.

Need something that doesn’t fit our standard menu? We provide custom writing support: formal complaints, narratives for legal or insurance purposes, research into specific medical topics, custom tracking templates, or anything else you need in writing. You’ll get professional written deliverables tailored to your specific situation.