Month 1: Listen + Organize

We meet for a deep-dive conversation about your health story—past, present, and future concerns. We gather medical records, medication lists, and provider information. We map out your current care team and identify gaps or red flags.

Month 2: Clarify + Summarize

You receive your Storyline Health Portfolio—a clear, organized summary of your diagnoses, medications, and top concerns. We create a “quick view” version that you can bring to any appointment. We prepare talking points and questions tailored to your upcoming visits.

Month 3: Strategize + Support

We walk through your recent results, hospitalizations, or referrals and help you prepare for what’s next. You learn insider tools for navigating rushed appointments (what to say, what to ask, and how to follow up). Together, we set a personalized plan for the months ahead.

After the first three months your story doesn’t stop and neither does our role. As a member you’ll have a Health Advisor who stays with you for the long haul, checking in regularly to update your portfolio, preparing you for important appointments, and making sure your specialists and primary care are actually speaking the same language.

It means you are never walking into a visit alone, never left to piece together results or referrals by yourself. Instead you have a trusted resource who knows your health story inside and out, someone to translate the medical language, track the changes, and help you see the bigger picture.

Healthcare should not be a guessing game. With a Health Advisor, confusion gives way to clarity and you move from being a patient in the system to being a partner in your own care.