This toolkit is designed to help health centers promote regular check-ups for adults. It includes a variety of resources such as customizable social media graphics and videos, eye-catching posters, informative staff handouts, sample text messages, and patient letter templates. This toolkit makes it easy for your team to engage adults, raise awareness, and encourage patients to schedule well-visits—ensuring they stay healthy through all stages of life.
SOCIAL MEDIA
Facebook / LinkedIn Copy:
Your health is an investment, not an expense! A well-visit helps you stay in top shape, because prevention is the best medicine. Don’t wait until there’s a problem—call xxx-xxx-xxxx to schedule your well-visit today. #ValueCHCs #WellnessVisit #PreventiveCare
X Copy:
Your health is an investment, not an expense! Stay ahead with a well-visit—prevention is the best medicine. Don’t wait for a problem—schedule yours today! Call xxx-xxx-xxxx. #ValueCHCs #WellnessVisit
Facebook / LinkedIn Copy:
Small steps today = a healthier tomorrow! Taking care of your health doesn’t have to be complicated. A simple well-visit is quick, easy, and gives you the peace of mind you deserve. No waiting for symptoms, no second-guessing—just proactive care that keeps you feeling your best!
Think of it as an investment in your future self. Don’t wait—schedule your well-visit now and stay ahead of your health. [link]
#ValueCHCs #WellnessVisit #PreventiveCare
X Copy:
Small steps today = a healthier tomorrow! A well-visit is quick, easy, & gives you peace of mind. No waiting for symptoms—just proactive care to keep you feeling your best!
Invest in your future self. Schedule your well-visit today! [link] #ValueCHCs
Facebook / LinkedIn Copy:
You never skip your morning coffee—don’t skip your well-visit! Invest in your health with a simple checkup. It’s the best pick-me-up for peace of mind. Schedule an appointment today: [link] #ValueCHCs #WellnessVisit #PreventiveCare
X Copy:
You never skip your morning coffee—so don’t skip your well-visit! Prioritize your health with a quick checkup—it’s the best pick-me-up for peace of mind. Schedule today: [link] #ValueCHCs #WellnessVisit
Facebook / LinkedIn Copy:
A little self-care goes a long way—especially when it comes to your health! Take a moment for YOU and schedule a well-visit today. Our high-quality care team makes every well-visit worth it. Schedule an appointment today: [link] #ValueCHCs #WellnessVisit #PreventiveCare
X Copy:
Self-care starts with your health! Take a moment for YOU and schedule a well-visit today. Our top-notch care team is here for you. Schedule now: [link] #ValueCHCs #WellnessVisit
Facebook / LinkedIn Copy:
You made time for that coffee stop… ☕ But what about your health? Just like your morning brew gives you a boost, a well-visit gives you the ultimate pick-me-up—peace of mind!
It’s quick, easy, and keeps you feeling your best for the long run. Your future self will thank you for taking this simple step today! Don’t wait—schedule your well-visit now and stay ahead of your health. [link]
#ValueCHCs #WellnessVisits #PreventativeCare
X Copy:
You made time for that coffee stop… ☕ But what about your health? A well-visit is the perfect pick-me-up—quick, easy & gives you peace of mind! Schedule yours today: [link] #ValueCHCs #WellnessVisits #PreventativeCare
PRINTABLE & SHAREABLE HANDOUTS
SAMPLE TEXT MESSAGING FOR WOMEN
- Your future self will thank you! Prioritize your health today by scheduling your well-visit. Routine screenings like Pap smears & breast exams help keep you ahead of potential health issues. Call us at xxx-xxx-xxxx to schedule an appointment!
- You made time for that coffee stop—do you have time for your health? A well-visit can give you peace of mind with important screenings like mammograms and blood pressure checks. Let’s make it happen! Call xxx-xxx-xxxx to schedule!
- Self-care is scheduling that well-visit. From preventative screenings to personalized health advice, our expert team is here to support you. Schedule your appointment now at xxx-xxx-xxxx or [link]!
SAMPLE TEXT MESSAGING FOR MEN
- Stay ahead of your health with a simple and affordable well-visit. Routine check-ups help catch concerns like high blood pressure, diabetes, and prostate health early. Call us today at xxx-xxx-xxxx to schedule yours!
- Well-visits are the perfect pick-me-up! A well-visit can help keep your energy, heart health, and overall wellness in check. Don’t wait—schedule an appointment today! Call xxx-xxx-xxxx.
- Our high-quality team will make your well-visit worth your time. Get personalized care, essential screenings, and expert advice—all in one easy appointment. Call xxx-xxx-xxxx or visit [link] to schedule an appointment!
ADULT WELL-VISIT PATIENT LETTER
[Clinic Name]
[Clinic Address]
[City, State, ZIP Code]
[Phone Number]
[Email Address]
[Date]
[Patient Name]
[Patient Address]
[City, State, ZIP Code]
Subject: Time for Your Annual Physical – Stay on Top of Your Health!
Dear [Patient’s Name],
We hope this letter finds you in good health and high spirits. At [Clinic Name], your well-being is our top priority, and we want to remind you that it’s time to schedule your annual physical exam.
Regular check-ups are essential for maintaining good health, detecting potential concerns early, and keeping you up to date with necessary screenings and vaccinations. Your annual visit allows us to assess key health indicators, discuss any changes or concerns, and provide personalized recommendations for your wellness.
You are due for the following:
| Labs | Cancer Screenings | ||
| Hypertension Screening | Mammogram | ||
| HIV Screening | Colonoscopy or Stool Based Test | ||
| Blood pressure check | Prostate or PSA | ||
| Vaccinations | Lung cancer low dose CT scan | ||
| Diabetes Screening | Pap | ||
| Osteoporosis Screening | HPV test |
Scheduling your appointment is easy! Simply call us at [Phone Number] or visit our website at [Website URL] to book a convenient time.
We look forward to seeing you soon and helping you stay on track with your health goals. Please don’t hesitate to reach out if you have any questions.
Stay well, and see you soon!
Sincerely,
[Your Name] Nurse or PCP
[Your Title]
[Clinic Name]
ADULT WELL-VISIT PHONE SCRIPT FOR CARE TEAM
Outbound Call – Scheduling the Preventive Exam
Scheduler:
“Hello, Mr./Mrs./Ms. [Patient’s Last Name], this is [Your Name] from Dr. [Provider’s Last Name]’s office. We are reaching out to schedule your Annual Preventive Exam, an important visit that helps us focus on your long-term health and wellness.”
Explaining the Difference Between a Preventive Exam and a Sick Visit:
“I want to take a moment to explain the difference between this visit and a regular appointment. A chronic or acute visit is scheduled when you are feeling sick or need to manage an ongoing health issue, like high blood pressure or diabetes. Those visits focus on treating a specific problem.”
“An Annual Preventive Exam, on the other hand, is a comprehensive check-up that looks at your overall health. It allows us to catch potential health issues early, update important screenings, review your medications, and discuss lifestyle habits to help you stay healthy. This visit is focused on prevention rather than treatment.”
Benefits of the Annual Preventive Exam:
- Early detection of health risks before they become serious problems
- Updating important screenings like cholesterol, diabetes, and cancer screenings
- Reviewing your medications, supplements, and overall health plan
- Discussing lifestyle factors like diet, exercise, sleep, and stress
- Ensuring you stay up to date on vaccinations and other preventive care
Cost Information:
“Most insurance plans, including Medicare and private insurers, fully cover this visit at no cost to you. If additional medical concerns are addressed during the appointment, there may be a copay or deductible, but the preventive exam itself is covered.”
Scheduling the Appointment:
“Let’s find a time that works for you. We have openings on [provide two options]. Which works best for you?”
Inbound Call – Patient Requests a Physical
Caller: “I’d like to schedule a physical with my doctor.”
Scheduler:
“Of course! Are you looking to schedule an Annual Preventive Exam, which is focused on maintaining your health and preventing future issues, or do you need to be seen for a specific medical concern?”
(If the patient is unsure, explain the difference between a chronic/acute visit and a preventive exam as outlined above.)
“If you’re feeling well and want a comprehensive check-up, I can schedule your Annual Preventive Exam. This visit ensures you’re up to date on screenings and helps you stay on top of your health. Does [date/time] work for you?”
Missed Appointment Follow-Up
Scheduler:
“Hello, Mr./Mrs./Ms. [Patient’s Last Name], this is [Your Name] from Dr. [Provider’s Last Name]’s office. I see you missed your Annual Preventive Exam appointment, and I wanted to help you reschedule. Dr. [Provider’s Last Name] believes this visit is essential for monitoring your overall health and preventing future issues.”
“Would you like to reschedule for a time that works better for you?”
(If the patient hesitates, remind them of the benefits of preventive care.)
“This exam helps detect health risks early, ensures you’re up to date on screenings, and gives you the opportunity to discuss your health goals with your provider. It’s a great way to take charge of your health before any issues arise.”
Reschedule the appointment and provide preparation instructions:
“Please bring a list of your medications, supplements, and any recent health updates. We may also ask you to complete a short health questionnaire when you arrive to personalize your care plan.”
