Small Biz Prompts

Create a new patient welcome packet

Put together a clear new-patient welcome packet for a dental or medical office: what to expect, what to bring, office policies and a first-visit checklist.

medical officedental officeonboardingpatients

The prompt

Act as a patient experience coordinator. Create a new patient welcome packet for my practice.

Practice type, providers and services: [DETAILS]
Location, parking and accessibility notes: [DETAILS]
Hours, after-hours contact and emergency instructions: [DETAILS]
Insurance and payment policies: [DETAILS]
Forms they must complete and how (portal link, paper): [DETAILS]

Give me: 1) a one-page welcome letter in plain language, 2) a "what to bring" and "what to expect at your first visit" checklist, 3) a short FAQ (billing, cancellations, records requests, portal), and 4) a welcome email that links to forms. Use a reading level suitable for all patients and mark anything regulated as [CHECK WITH COMPLIANCE].

Replace every [BRACKETED] part with your own details before sending.

How to use it

Test the packet on a friend outside healthcare; if they have questions, rewrite those parts. Keep it in sync with your website and portal.

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