Your first patients: launch worksheet
Moxcares | New Practice Series | September 2026
Complete this before promotion, then review it weekly. Use public business contact details and aggregate activity only. Keep patient information in your practice system.
1. Define the invitation
Practice / location: __________________________________
Patients and services we are ready to support: __________________________________
Confirmed availability and payer participation: __________________________________
Why this service is useful locally: __________________________________
Patient’s next step and enquiry owner: __________________________________
2. Make referral introductions useful
List relevant professional contacts. Copy this block for each office.
Organisation / public business contact: __________________________________
Why its patients may need our service: __________________________________
Service sheet shared / date: __________________________________
Agreed secure referral route and update contact: __________________________________
Owner / next action / review date: __________________________________
3. Check public information
Website and business profile show accurate address, phone, opening status and hours: __________________________________
First-visit questions answered: services, clinician, parking, preparation and contact route: __________________________________
Opening-date / availability check owner: __________________________________
4. Test the booking journey
Test date / device / channel: __________________________________
Was a request clearly distinguished from a confirmed appointment? __________________________________
Who received the request? Was the next step clear? __________________________________
After-hours and accessibility or language-support route: __________________________________
Problem found / action / owner / re-test date: __________________________________
5. Review one week at a time
Week ending: __________  Reviewer: ____________________
New enquiries received: __________  Completed first visits: __________
Enquiries still waiting for a next step at the cutoff: __________
Most useful referral or discovery route and evidence: __________________________________
One change / owner / review date: __________________________________
The visits completed this week may come from earlier enquiries. Follow the same enquiry group to measure conversion; do not divide unrelated weekly counts.
Read the article
https://moxcares.com/blog/first-patients-new-medical-practice