Switching checklist
Exit cleanly before starting over.
Switching can be messy when cancellation, records, support ownership, and payment timing are unclear. These are administrative questions to ask a clinic or licensed provider; they are not clinical guidance.
Current cancellation
Ask how to stop future charges and whether notice or minimum terms apply.
Records transfer
Ask what records can be transferred and how long the administrative process takes.
Overlap risk
Ask how billing and memberships are handled when leaving one program and evaluating another.
Support ownership
Ask who answers administrative questions while you are between providers.
Written summary
Ask for the exit instructions and any fees in writing.
Boundary
Use this as a buyer checklist, not medical advice.
Bring medical questions, prescription questions, dosage questions, side-effect concerns, lab questions, insurance determinations, and care decisions to a licensed clinician or the clinic itself.
Next best step
Turn these into a personalized checklist.
The scorecard prioritizes the questions around your clinic-shopping stage and biggest concern.
No medical questions. No eligibility decisions. Optional clinic intro only after consent.