Your First Step
Your Initial Consultation
Your Appointment Starts Before You Walk Through the Door
Before your first functional medicine visit, our office will email you your health intake forms, privacy policies, and consent forms. You will also receive access to our secure patient portal, where you can communicate with our medical team and your provider, upload medical records, and share important health information.
Book Your Initial Visit
Before Your Visit
Please upload your previous medical records, primary care notes, laboratory results, diagnostic testing, imaging reports, and other relevant health records from your current and previous providers. You will also need to provide a complete list of your current medications, injections, and supplements.
Important
Your Information Must Be Completed 2 Days Before Your Visit
All required forms and medical records must be completed and uploaded at least 2 days before your functional medicine appointment. See what we cannot accept.
Dr. Green carefully reviews your health history, symptoms, medications, laboratory results, and other information before your appointment. This preparation allows her to come to your visit already familiar with your health history and begin thinking about potential causes and treatment options before you meet.
Because our appointment availability is limited and many patients are waiting to be seen, incomplete intake forms or missing required medical information may result in your appointment being rescheduled. Your initial deposit will be forfeited if you are not prepared for your scheduled appointment.
This policy helps us protect appointment time for patients who are ready to begin their care and ensures Dr. Green has the information she needs to provide you with the most thorough and personalized visit possible.
Specialized Visits
Peptide Visits
If you are scheduling a peptide consultation, you may not need to provide extensive medical records. However, your health intake forms, current medications, supplements, and known health conditions are still required before your appointment.
Our Philosophy
Your Health Is a Partnership
Functional and wellness medicine works best when we work together.
Dr. Green and our medical team bring the medical expertise, experience, and time needed to evaluate your health — but we need you to provide a complete and accurate picture of your health.
Please take the time to gather your records and be open and honest about your symptoms, medications, supplements, previous diagnoses, health concerns, and goals.
The more complete the picture, the better we can connect the dots.
In many cases, Dr. Green has already begun developing a clinical approach before you arrive, based on your intake information, medical history, symptoms, and previous testing. Your visit is an opportunity to review those findings together, answer your questions, discuss options, and develop your personalized plan.
You know your body. We bring the medical expertise. Together, we create a plan designed for you.
How Your Visit Works
Complete Your Health History
Before your visit, you'll complete a detailed health history form covering symptoms, lifestyle, medications, and goals.
Meet with Dr. Green
A 30-60 minute consultation — in-person or via telehealth — where Dr. Green reviews your history and listens to your concerns.
Advanced Lab Testing
Depending upon your visit, we will order comprehensive lab panels. Advanced labs, genetic panels, and other labs will be discussed. If you have recent labs from your PCP (within 90 days), we will accept them. Although, most PCP labs are not a complete picture — we usually need to order additional labs.
Follow-up Consult - Personalized Treatment Plan
Dr. Green builds a customized protocol — including Rx therapies, supplements, and lifestyle guidance — tailored to your results.
What's Included
Patient Responsibility
Medical Records: What We Cannot Accept
Complete Information Matters — Especially for Your Safety
To provide safe, personalized medical care, Dr. Green needs a complete and accurate picture of your health. Please make sure all records and medication information you provide are clear, complete, and current.
We Cannot Accept:
- Screen captures that are cut off or do not show the complete laboratory result, units, and reference ranges
- Incomplete medication lists
- Missing prescription medications
- Medications or injections that you are currently taking but did not include on your intake forms
- Supplements that you regularly use but did not disclose
- Unregulated or non-prescribed products, including steroids, peptides, or other medications purchased from non-medical or overseas websites
- Altered, incomplete, or unreadable medical records
Telehealth Available
Telehealth & In-Persom
Viata Medical offers telehealth consultations for patients across 15 states. Your initial visit can be completed entirely online — no travel required.
Telehealth available in:
AZ, CO, CT, DE, FL, HI, IL, IN, ND, NJ, NY, SD, TX, UT, VA, WA
Book Your Initial Visit