# The Quiet Protocol
## Medical Specialist Patient-Prep Checklist

Use this checklist to reduce avoidable referral friction and improve visit readiness before the patient reaches the clinic.

### Before the appointment is confirmed

- confirm referral requirement
- confirm records required
- confirm imaging or labs needed
- confirm insurance and authorization expectations
- confirm visit type and estimated duration

### Before the visit

- send forms and instructions
- explain what to bring
- explain medication list expectations
- explain whether a support person should attend
- explain arrival timing and parking or building access

### Day-of readiness

- remind patient of check-in window
- confirm outstanding documents
- confirm specialist-specific prep instructions
- confirm payment or insurance questions

### Public-facing content that should exist

- referral FAQ
- patient-prep page
- specialist bio with fit language
- scheduling expectations
- records and imaging checklist

### Review monthly

- top missing documents
- top repeated prep questions
- top referral-office confusion points
- top causes of reschedules

### Provided by

The Quiet Protocol  
thequietprotocol.com