The First Visit - Overlake Reproductive Health

This page is a walkthrough of what to expect for your first meeting with one of our practitioners. We have compiled a list of we expect from you and detailed what you can expect from us. If you have already scheduled your appointment or are learning more about the process please don’t hesitate to reach out with your questions about anything on this page, or anything in general.

First Visit Checklist

We have compiled this list to help prepare our patients for their first appointment. Completing all these steps ensures that your first visit will go smoothly and helps avoid possible delays in the treatment process. All of these forms can be found on our website and we have provided links. If you do not have access to a computer please contact the front desk to obtain all the necessary forms.

What Needs to be Completed beforehand

Please complete the appropriate new patient paperwork 7 days before your appointment. You will need to complete two sets of paperwork. First, one of the (Gynecology/Fertility) “new patient paperwork” health history forms, depending on why you are coming to see us, and also the “Front Office Paperwork”. This allows enough time for our clinical staff to go over your records properly before your appointment and our front desk staff to review your insurance coverage.

If we don’t receive your paperwork 3 days (Mon – Fri) before your scheduled appointment, we reserve the right to reschedule you.
If you do not have internet access or cannot get the forms online please let us know so we can help.

We require new patients to confirm their initial appointment at least 3 days prior. If we cannot confirm your appointment, we reserve the right to reschedule it.
(If required) Let us know if a translator will be required. It generally takes at least 1 business day to set up a translator.
Medical record requests should be filled out and returned to us, or to the clinic you are requesting records from, at least 7 days (14 days is preferred, as it can take up to two weeks for medical records requests to be processed) before the first visit. Incomplete records may delay treatment.

Determine Your Insurance Benefits

Infertility related medical care is often considered elective by insurance companies. This means that coverage can vary widely depending on your individual policy. Further convuluting things, is that there are now third-party fertility benefit providers, such as Progyny, that are contracted by some employers to manage the fertility benefits of their employees.

Contact your insurance company about your benefits.

We strongly encourage all of our fertility patients to complete the insurance benefits self-verification form (PDF/Word) before their first visit. This helps prevent any possible miscommunication from your insurance company and helps you better understand your benefits.

If you want us to check your insurance coverage before your first visit we require your complete insurance information at least 7 days before.
Our new patient coordinator will contact you with your insurance coverage information we have obtained (only if insurance information is communicated to us at least 7 days before your first visit. If we do not receive your insurance info in time we will be unable to communicate your benefits to you prior to your first appointment.