Recruitment and Enrollment
Phone Scripts
When calling to recruit patients for group visits, it is helpful to have a script so the patients receive all the relevant information and the recruiter can track responses. The recruitment phone script linked below shows potential responses based on different patient answers.
Spanish version English version
Invitation Letters
Below are example recruitment letters for inviting patients to participate in group visits.
Spanish version English version
Confidentiality Agreement & HIPAA Notice
An example of a confidentiality agreement and HIPAA notice is linked below. Given the nature of group visits, private medical and social information may be disclosed by patients. By signing a confidentiality agreement, all participants assume the responsibility of maintaining all information confidential. Upon signing a HIPAA notice, participants confirm they were informed and they understand the possibility of personal health information being shared or disclosed.
Spanish version English version
Tips for Virtual Group Visit Onboarding
Linked below is a document with tips for onboarding patients for virtual group visits.
Virtual Group Visit Guidelines
For the group visit sessions to flow as smoothly as possible, it is important to set guidelines and expectations beforehand. The sample guidelines linked below show general reminders that should be discussed before and during the session.