New Patient Process for Medical Services


New Patient Process for Medical Services

Thank you for your interest in becoming a new patient at Optimal Health Spectrums!

We strive to provide comprehensive, personalized, cutting-edge integrative treatment, so that you or your child will get the greatest benefit from our care. Prioritizing your health and well-being is a valuable investment for the future.

To help you understand what we do, how we can help you, and how our clinic works, we highly encourage you to follow these steps prior to requesting a new patient appointment.


Please follow these new patient steps for our practice:

  1. Review the sections of our website that pertain to your health issues.
  2. Read "What is Integrative/Functional Medicine?" which explains how our practice has a different approach to treating medical problems, which is important for new patients to understand.
  3. Please read our Practice Information document which answers a lot of the most common new patient questions.
  4. If scheduling for someone under 18 years of age, or a legally conserved disabled adult, please read our Important Information and Legal Custody Document.
  5. After you have reviewed the information above, click on the “Become a New Patient” button below and fill out our form. After we receive your appointment request, we will contact you to set up your new patient appointment, answer any additional questions and collect a 50% refundable deposit to hold the appointment. We always do our best to accommodate our patient's needs, and we will get you in as soon as possible.
  6. Once your appointment is scheduled with our staff, an email with a Welcome Invitation will be sent to you through our easy-to-use electronic medical records (EMR) system, ChARM. You will need to set-up a Personal Health Record (PHR) Portal in ChARM in order to receive and fill out our New Patient Health History questionnaires online.

All information is completely confidential and HIPAA compliant. We look forward to seeing you and helping you feel your best as soon as possible!


Cancellation Policy

New patients make a 50% deposit upon scheduling to hold their initial appointment. Patients are responsible for remembering and coming to their scheduled appointments on time, although we will give you a courtesy reminder.

If you no show, cancel, or reschedule less than 2-days (48 business hours) prior to your new patient appointment, you will forfeit your deposit as a cancellation fee.

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Optimal Health Spectrums
4463 Stoneridge Drive
Pleasanton, CA 94588
Phone: 925-846-8000
Fax: 925-846-6323
Office Hours

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