First visit

Becoming a new patient: Making your first appointment

Our approach to treatment is designed completely for you. You may choose a primary practitioner, although if you are not sure who to start with, we can make a suggestion. Complete the steps below, to be on your way to getting better, faster.

How to proceed

To arrange your initial appointment, please just call us:


But before doing so, please read through the steps below so you know how the process works and how to prepare for your first appointment.

A guide to your first appointment

1. Fill out the intake form

Complete all parts of the new-patient intake packet and submit it to us at least 48 hours before your first appointment. It gives us essential information about your health history and current condition while allowing your provider enough time to fully evaluate your medical history.

New patient intake form

It is thorough, so please allow at least 15 to 20 minutes to complete it. (If you prefer, you may download the intake packet and fill out the electronic PDF form on your computer and then email it back to us at ).

2. Complete insurance form (optional)

If you would like us to us to bill your insurance for treatment, please complete the online insurance benefit form.

Insurance form

If this is related to an motor vehicle accident (MVA), please complete the online MVA insurance benefit form.

3. Scheduling

Once you submit your online forms, within 24 hours, our patient coordinator will call your insurance to verify your benefits. When we have that information, we will call you to schedule your initial consultation with your prefered provider.

4. Initial consultation

At your initial consultation with your chosen provider you will discuss your symptoms, concerns, and potential treatment options. This initial visit is designed for your provider to learn more about you, your symptoms, and your expectations in order to determine how acupuncture, chiropractic, massage or physical therapy can be incorporated to meet your goals.

5. First treatment

At the conclusion of this initial consultation, you can choose to experience your first treatment with your chosen provider. In your first treatment, your practitioner is getting to know your body and how it reacts to treatment, so it will most likely be minimal, but will include your practitioners specialized modality of practice.


Acupuncture treatment, in addition to needle insertion, may also include, soft tissue muscle release, cupping, electrical muscle release, infrared heat, physical exercises, stretches, kinesiotaping, cold laser, herbs or nutritional supplements and a self-care program.


Your Chiropractic treatment may also include, soft tissue muscle release, electrical muscle release, moist heat, physical exercises, stretches, kinesiotaping, cold laser or nutritional supplements and a self-care program


Your Massage treatment may also include, trigger point release, infrared heat, physical exercises, and stretches and a self-care program

Physical Therapy

Your Physical Therapy treatment may include soft tissue release, physical exercises, and self-care program.

5. Development of your treatment plan

Prior to leaving on the day of your initial visit, a treatment plan will be designed for your specific needs over the next 5- 8 treatment dates. This may include heat application instructions, certain activities or positions to avoid, at home exercises and/or stretches, and supplements or herbs.

In addition to your home work, your primary practitioner may include referrals to other Well Balanced practitioners as needed.

If you desire, we will also work with you to create healthy habits and routines for your lifestyle.

Every person is unique, therefore everyone requires a customized wellness plan. The purpose of your treatment plan is for you to achieve overall balance, have a healthy diet, exercise, and maintain a positive mental state needed to overcome your symptoms and return you to your normal, active life.

6. You are always in charge

The first treatment, and each treatment thereafter, is interactive. You can express concerns about the treatment at any time. Our practitioners, and our entire clinic’s goal, is to get you better, faster, forever.