What is this?
A picture of how the business helps people from their first question through appointments and ongoing care.
START HERE
Understand the care journey, one easy step at a time.
See what happens when someone contacts King Health for Women, chooses a program, and continues care. You do not need medical or computer knowledge to read this guide.
How do I use it?
Click a topic on the left. Read the short explanation first. Open the original wording only if you want more detail.
Does this change patient care?
No. This is an explanation of the supplied business flow, not an instruction to change treatment, booking, or billing.
Need help with a word?
Move your mouse over an underlined word, tap it, or open the last tab called Simple Word Guide.
Good place to begin: Choose Follow a Patient to see the full story in order.
THE BIG PICTURE
Follow a patient from first contact to ongoing care
This is the normal story described in the source. Some people take different paths depending on eligibility, readiness, and program recommendation.
Someone contacts the business
When: A new prospect calls or messages.
What happens: Vivian or Eva helps with qualification.
Remember: Eligibility checks include insurance, travel or location, and explaining cash payment.
A Discovery Session is reserved
When: A person meets the requirements and selects an available time.
What happens: A $100 reservation fee confirms the appointment and counts toward the service total.
The patient completes information before the visit
When: The Discovery visit is coming up.
What happens: The patient completes the Master Intake Assessment and the team reviews it.
Remember: AI Consent wording is pending approval from Richard.
The team discusses the next step
When: The Discovery visit has taken place.
What happens: The person may be Not Ready or Not Fit, or a care program may be recommended.
Remember: Not Ready or Not Fit can lead to nurture, manual follow-up, or closing out.
A program or service begins
When: A suitable care path is recommended.
What happens: The guide lists Vitality, Optimize, Bone Strong, Prime, and Body Scan.
Ongoing care continues
When: The patient is following their selected path.
What happens: They have program follow-ups, virtual or in-person provider visits, and ongoing support.
Remember: Program Day is used to plan the next required visit.
Three important checks before Discovery
Insurance check
Medicare, Medicare Advantage, supplements, and PA Medical Assistance are listed as types that prevent proceeding as a normal new patient.
Location check
The person is a Pennsylvania resident or is willing to travel to the Central Pennsylvania office.
Payment explanation
The cash-pay model is explained before booking a Discovery Session.
Where can someone go after Discovery?
Not Ready or Not Fit
The documented choices are nurture, manual follow-up, or close out.
Program recommended
The patient enters the appropriate care path, based on the recommendation.
Read the exact original wording (all original details)
1 · New Prospect
New Lead
→
Vivian / Eva
→
Qualification
Insurance GateMedicare / Medicare Advantage / supplements / PA Medical Assistance → cannot proceed as a normal new patient.
Location GatePA resident or willing to travel to the Central PA office.
Cash-Pay DisclosureCash-pay model is explained before Discovery booking.
↓
2 · Discovery Session
Qualified
→
Choose Available Time
→
$100 Reservation Fee
→
Discovery Confirmed
The $100 Reservation Fee confirms the appointment and is applied toward the patient's service total.
↓
3 · Pre-Visit Requirements
Master Intake Assessment
→
Team Review
→
Discovery Visit
AI Consent will also be included once Richard provides the approved consent content.
↓
4 · Discovery Outcome
Not Ready / Not FitNurture, manual follow-up, or close out.
Recommended ProgramPatient enters the appropriate care path.
↓
5 · Program Path
Vitality12-month program
Optimize12-month advanced Vitality path
Bone Strong12-month bone-health program
Prime90-day program
Body ScanOne-time DEXA scan
↓
6 · Ongoing Patient Care
Program Follow-Up
→
Virtual Provider Visit
→
In-Person Provider Visit
→
Retention / Existing Patient Support
Program Day tracks where the patient is in the care plan and determines the next required visit.
TWELVE-MONTH CARE PATHS
Vitality and Optimize
Both are described as 12-month programs. Optimize is the more advanced path, but it follows the same core appointment schedule.
Vitality
A year-long program with visits that alternate between in-person and virtual care at the listed times.
Optimize
The advanced Vitality path. The original guide gives the same core visit days, not a different appointment schedule.
Vitality appointment schedule
Discovery
In person, about 2 hours, Jennifer or Sonya
Day 30
In person, about 1 hour, provider review and plan decision
Day 60
Virtual, about 45 minutes
Day 90
In person, about 1 hour
Day 120
Virtual, about 45 minutes
Day 180
In person, about 1 hour
Day 210
Virtual, about 45 minutes
Day 270
In person, about 1 hour
Day 300
Virtual, about 45 minutes
Day 360
In person, annual review, about 1 hour
Optimize follows these same visit days: Discovery, 30, 60, 90, 120, 180, 210, 270, 300, and 360.
Read the exact original wording (all original details)
Vitality Program · 12 Months
DiscoveryIn person · about 2 hours · Jennifer or Sonya
Day 30In-person follow-up · about 1 hour · provider review / plan decision
Day 60Virtual · about 45 min
Day 90In person · about 1 hour
Day 120Virtual · about 45 min
Day 180In person · about 1 hour
Day 210Virtual · about 45 min
Day 270In person · about 1 hour
Day 300Virtual · about 45 min
Day 360In-person annual review · about 1 hour
Optimize Program · 12 Months
Optimize follows the same core visit cadence as Vitality, but is the more advanced program path.
Discovery
→
30
→
60
→
90
→
120
→
180
→
210
→
270
→
300
→
360
BONE HEALTH PATH
Bone Strong
A 12-month bone health program. It has a separate intake survey in addition to the general intake requirements.
How it begins
The original guide starts with a scheduled DEXA scan and a 90-minute physical assessment.
What happens later
Follow-up visits and virtual coaching continue. Another DEXA is listed on Day 300, followed by an annual in-person review on Day 360.
Appointment and care schedule
Start
DEXA scheduled and 90-minute physical assessment
Day 30
In-person follow-up, about 1 hour
Day 90
Virtual coaching
Day 180
Virtual coaching
Day 270
Virtual coaching
Day 300
Repeat DEXA
Day 360
Annual in-person review
What order does the business follow?
Program selected → Bone Strong intake → DEXA and assessment → Program Day follow-ups → Annual review
Read the exact original wording (all original details)
Bone Strong · 12-Month Journey
Bone Strong has its own separate intake survey in addition to the general intake requirements.
StartDEXA scheduled + 90-minute physical assessment
Day 30In-person follow-up · about 1 hour
Day 90Virtual coaching
Day 180Virtual coaching
Day 270Virtual coaching
Day 300Repeat DEXA
Day 360Annual in-person review
Bone Strong Business Logic
Program Selected
→
Bone Strong Intake
→
DEXA + Assessment
→
Program-Day Follow-Ups
→
Annual Review
SHORTER CARE AND ONE-TIME SERVICE
Prime and Body Scan
These are different paths. Prime is a 90-day program. Body Scan is a one-time service rather than a long-term program.
Prime: the steps documented so far
Step 1
Discovery Session
Step 2
90-minute provider consult
Step 3
90-minute Prime specialist visit
Step 4
DEXA scan
Step 5
Provider follow-up
Important: The source does not provide a full day-by-day Prime schedule. These steps show only the order Richard described.
Body Scan: one appointment
Step 1
Patient requests a scan
Step 2
Patient makes a prepaid booking
Step 3
30-minute DEXA scan
Step 4
Service complete
Read the exact original wording (all original details)
Prime Program · 90 Days
Discovery Session
→
90-min Provider Consult
→
90-min Prime Specialist Visit
→
DEXA
→
Provider Follow-Up
The material provided so far does not give a complete day-by-day Prime schedule, so this map keeps only the sequence Richard described.
Body Scan
Patient Requests Scan
→
Prepaid Booking
→
30-Minute DEXA Scan
→
Complete
Body Scan is a one-time service rather than a long-term program.
PEOPLE ALREADY RECEIVING CARE
Existing Patients and Older Billing Arrangements
Existing patients can continue provider care and support. Some have older billing arrangements that are separate from the new patient Discovery journey.
Existing patient care
Existing Patient → Ongoing Provider Care → Virtual or In-Person Visits → Continued Support
Legacy billing paths in the original guide
Maintenance Visit
Annual, semiannual, or quarterly visits.
Medicine Maintenance
Monthly maintenance billing.
Vitality and Vitality HRT
Legacy installment structures.
Optimize
Legacy installment structure.
Prime
Legacy installment structure.
Bone Strong
Legacy installment structure.
Remember: These are older patient billing paths, not the new prospect Discovery process.
Read the exact original wording (all original details)
Existing / Legacy Patient Business Flow
Existing Patient
→
Ongoing Provider Care
→
Virtual / In-Person Visits
→
Retention / Support
Legacy Billing Paths Shared by Client
Maintenance VisitAnnual / semiannual / quarterly visit
Medicine MaintenanceMonthly maintenance billing
Vitality / Vitality HRTLegacy installment structures
OptimizeLegacy installment structure
PrimeLegacy installment structure
Bone StrongLegacy installment structure
These are legacy patient billing arrangements, separate from the new-prospect Discovery journey.
EASY REVIEW
Check that you understand the guide
Use these checkboxes as a reading checklist, not as proof that a live healthcare system was tested. Your ticks are saved in this browser.
WORDS MADE EASY
Simple Word Guide
Do not know a word? Type it below. Every definition is written in everyday language. Underlined terms in the other tabs also show these explanations when hovered, focused, or tapped.
AI
Computer software that can help answer questions or carry out tasks.
Example: An AI assistant responds to a message.
AI Assistant
A computer helper that talks with people using approved instructions.
Example: Vivian helps someone get started.
AI Consent
Permission related to AI use. This guide says the approved text is still pending.
Example: The consent wording will be included once Richard provides it.
Annual Review
A review around the end of a year of care.
Example: Vitality lists a Day 360 annual review.
Automation
A computer doing a repeated task after it has been set up.
Example: Automatic reminders are an example, but this guide does not verify any.
Body Scan
A one-time appointment for a DEXA scan.
Example: A patient prepays and has a 30-minute scan.
Bone Strong
The 12-month bone health program with its own intake and scan visits.
Example: It includes a DEXA at the start and a repeat scan at Day 300.
Branch
One of several possible paths depending on what happens.
Example: Someone may join a program or be marked Not Ready.
Business Flow
The steps a person moves through while receiving a service.
Example: First contact, Discovery, then a recommended program.
Cadence
How often appointments happen and in what pattern.
Example: Optimize uses the same visit pattern as Vitality.
Cash-Pay
The patient pays directly rather than using insurance for the service.
Example: The cost arrangement is explained before booking.
Confirmed
Booked and accepted as an appointment in the documented process.
Example: The Discovery appointment is confirmed after the required steps.
DEXA
A type of scan used to measure bone density and, depending on the scan, body composition.
Example: Bone Strong includes DEXA scans.
Disclosure
Information the business explains clearly before someone decides.
Example: The team explains cash payment.
Discovery Session
The first appointment in which the patient and care team discuss needs and next steps.
Example: A qualified person books a Discovery Session.
Enrollment
The step where someone joins a program.
Example: A patient joins the recommended care path.
Eva
The assistant named Eva in this documented journey.
Example: Eva is listed alongside Vivian at the beginning of the journey.
Existing Patient
A person who is already receiving or has received care.
Example: They may book ongoing provider visits.
Follow-Up
A later check or appointment after an earlier step.
Example: A patient returns for a Day 30 visit.
HRT
Hormone replacement therapy. In this guide, Vitality HRT is the name of a legacy billing path.
Example: The guide lists Vitality HRT under older installments.
In-Person Visit
An appointment where the patient and provider meet at a location.
Example: Vitality Day 30 is in person.
Installment
One of several payments that make up a larger amount.
Example: A legacy program can use installments.
Insurance Gate
An insurance rule checked before booking a new patient.
Example: The team checks whether a person has the insurance types listed in this guide.
Intake
Collecting the information needed before care begins.
Example: A patient completes the Master Intake Assessment.
Lead
A person who has contacted the business and may want its services.
Example: Someone sends a message asking about care.
Legacy Billing
An older payment arrangement that still applies to some existing patients.
Example: The document lists older installment structures.
Legacy Patient
A patient using an older care or payment arrangement.
Example: Their billing may differ from the new patient journey.
Location Gate
A check to see whether someone lives nearby or can travel to the office.
Example: A person lives in Pennsylvania or can travel to Central PA.
Maintenance Visit
A continuing-care appointment held at intervals.
Example: The guide mentions annual, twice-yearly, and quarterly visits.
Manual Follow-Up
A staff member personally contacts someone later.
Example: A team member calls to check whether the person is ready.
Master Intake Assessment
The main form or assessment collecting important details before a visit.
Example: A patient completes it before the Discovery visit.
Medicine Maintenance
The legacy monthly billing arrangement named in this guide.
Example: This is listed separately from maintenance visits.
Mind Map
A picture or guide that shows how different steps connect.
Example: This guide explains each care path separately.
Not Fit
A person for whom the documented path is not suitable.
Example: They may be closed out instead of enrolling.
Not Ready
A person who is not prepared to take the next step yet.
Example: They may receive follow-up later.
Nurture
Keeping in touch with someone who may want help later.
Example: The team checks back when the person is ready.
Optimize
An advanced 12-month Vitality path with the same core visit schedule.
Example: Its visits follow the Vitality cadence.
Patient Journey
The experience from first contact to ongoing care.
Example: A person becomes a patient and follows a program.
Physical Assessment
An in-person check of physical health and needs.
Example: Bone Strong starts with a 90-minute assessment.
Prepaid Booking
Paying for a service before the appointment.
Example: The one-time Body Scan uses prepaid booking.
Prime
The 90-day care program described in this guide.
Example: It includes specialist and provider appointments.
Program
A planned set of care services and visits.
Example: Vitality is described as a 12-month program.
Program Day
A numbered point in a care program used to plan the next visit.
Example: Day 90 means the visit scheduled for that program point.
Prospect
A person thinking about becoming a patient.
Example: Someone asks about the Discovery Session.
Provider
The healthcare professional who meets with the patient.
Example: A provider reviews the care plan.
Provider Consult
A meeting with a healthcare provider to discuss care.
Example: Prime includes a 90-minute provider consult.
QA
A check to see whether information or a process works as expected.
Example: A reviewer checks that the right appointment details are shown.
Qualification
Checking whether a service may be suitable before arranging the next step.
Example: The team checks location and explains how payment works.
Reservation Fee
Money paid to hold an appointment.
Example: The $100 fee confirms the Discovery appointment and goes toward the service total.
Retention
Continuing to support and care for current patients.
Example: The team maintains contact after earlier visits.
Round Robin
A booking method that shares appointments among available staff.
Example: This term is not a booking setting confirmed in this file.
Specialist
A professional with a particular area of expertise.
Example: Prime includes a specialist visit.
Status
A label showing where something stands.
Example: A Discovery Session can be confirmed.
Team Review
When staff examine the information submitted.
Example: The team looks at the intake before the visit.
Test Checklist
A list of items to check and tick after reviewing them.
Example: Confirm the Day 30 and Day 60 visits match the source.
Timeline
A list of events in the order they happen.
Example: Vitality shows visits from Discovery to Day 360.
Trigger
The event that causes an automatic step to begin.
Example: A confirmed booking could start appointment messages; this file does not specify the automation.
Virtual Coaching
Guidance given remotely.
Example: Bone Strong has virtual coaching on Day 90.
Virtual Visit
An appointment held remotely instead of in the same room.
Example: Vitality Day 60 is virtual.
Vitality
The 12-month care program described in this guide.
Example: It includes appointments through Day 360.
Vivian
The assistant named Vivian in this documented journey.
Example: Vivian participates in the new lead qualification step.
Workflow
A set of steps arranged to happen in order, often automatically.
Example: A booking workflow might send confirmations; not documented here.