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What Should a "Your First Visit" Page Include?

What belongs on a pediatric therapy website's first-visit page? Cover paperwork, arrival, caregiver involvement, and questions families ask before a visit.

DRIFTLSS / JOURNAL / WEB DESIGNEST. 2024
Illustration of a family arriving at a therapy practice with a map, paperwork, and appointment details

An appointment confirmation can tell a family when to arrive and still leave them wondering what to bring or whether they'll stay with their child. A good first-visit page fills in those practical details and gives parents somewhere to check them again. It should be useful to someone opening it at home with a stack of forms, or outside your building looking for the entrance.

On a pediatric therapy website, this page can bring the general preparation and arrival instructions together. The appointment confirmation or patient portal should carry anything specific to that child's visit, with a clear explanation of which instructions apply.

Start by talking with the people who book appointments and the clinicians who see new families. Ask what parents regularly call to clarify after booking, then work those answers into the page.

Name the appointment you are describing

"Your first visit" can mean an evaluation, a consultation, or the first appointment in a course of therapy. If the confirmation says "speech evaluation," use that wording on the page and briefly explain what it means. A parent should be able to tell that they're reading the right instructions for the appointment they've booked.

If preparation differs by service, make those differences easy to find. A multidisciplinary practice might have shared arrival instructions followed by separate sections for speech, occupational therapy, and physical therapy evaluations. Use a separate page when a service needs enough explanation to make the shared page difficult to follow.

Put any service-specific instructions under a clearly named heading. If a family isn't sure which section applies, give them a number to call before they start preparing. They shouldn't have to choose between conflicting instructions on the website and in their confirmation email.

Tell parents what their part in the visit will be

A description of an assessment can explain the clinician's work while leaving the parent unsure what they'll be doing. Ask the clinician to describe the appointment from the family's point of view, including who they will meet and when they can discuss concerns. Then write that explanation in everyday language.

Be clear about whether a parent or caregiver stays with the child throughout the appointment, joins particular portions, or needs to remain available nearby. If arrangements depend on the visit, explain how staff will confirm them. Include your current guidance about siblings or other people attending when that affects a family's plans.

The occupational therapy visit guide from Seattle Children's addresses caregiver participation separately from what happens during the appointment. It also explains that the scheduler provides any preparation specific to the visit type. Your practice can answer those same questions using its own procedures.

Give the expected appointment length if your team can provide it, and say separately if families should arrive early. Have the clinician review the description of the visit, including anything that may vary from child to child.

Separate advance paperwork from what to bring

A long list headed "Before your visit" can leave families unsure which tasks they should finish now and which items they should take with them. Divide the instructions into things to complete beforehand and things to bring on the day.

Complete beforehand: Link to your patient intake forms or the portal where families complete them. Say which forms are required and when they're due. Include a way to get help with a failed login so a parent who gets stuck knows how to reach the office.

Bring to the appointment: List the documents and items your team needs for that particular visit. Mark optional items clearly. If staff request an earlier evaluation report, explain whether it should be submitted ahead of time or brought along, and identify the approved way to provide it.

Direct families to the process your practice has approved for submitting health histories and records. A general contact form shouldn't become the default destination for those documents simply because it's easy to find.

Any instructions about food, medication, clothing, or equipment should come from the clinical team responsible for the appointment. Another clinic's preparation list may describe a different service or process. Check each item before adding it to your own page.

Help families find the office and ask for support

Think through the trip from the parking area to reception. If your clinic shares a building, identify the entrance and check-in desk a family should use. Link to the relevant location page for detailed directions, while keeping the arrival instructions beside the appointment information.

Give families a way to contact the team before the visit about communication needs, language assistance, mobility access, or waiting arrangements. Describe the support you can confirm and explain how to ask about a particular need. A phrase such as "contact our office to discuss arrangements" needs a working contact link beside it.

A short description of the waiting area can also help a family picture the visit. Describe the actual space at that office, and invite parents to speak with staff if they have a question about waiting or checking in.

Make changes and follow-up easy to handle

A parent running late needs to reach someone who can help with that appointment. Put the office's phone number near the instructions, along with the hours it's answered. If you offer another way to get in touch, make sure staff monitor it when families are arriving.

Link to current cancellation, illness, and rescheduling guidance. If families can change appointments through a portal, explain when that option is available and when they need to call. Keep deadlines and any fee information consistent with the policies your office shares during scheduling.

Tell families what happens after the appointment, too. If they should expect a report or a call about scheduling, explain how they'll receive it and whom to contact with questions. Include a timeframe your team can meet, and make clear whether ongoing appointments require a separate scheduling step.

Make the instructions easy to find and read

Use headings that match the questions a family is trying to answer, such as "What to bring" and "When you arrive." W3C's guidance on writing for web accessibility recommends descriptive headings, meaningful link text, and clear instructions. Apply that to the words on the page as well as the links out of it.

A link labelled "Complete your intake forms" explains the next action. If the destination is a download, identify it as a file and say what to do with it. Keep essential arrival and contact details in the page itself so someone can read them without opening a separate document.

Give the page a place in your patient resources or relevant service navigation, and include the correct link in appointment confirmations. Check that it works on a phone and can be read without signing in. Individual appointment details can stay in the messages or portal your practice uses for that purpose.

For the wider structure of your site, our pediatric website design guide covers what families need while they are deciding whether to contact a practice. A first-visit page gives your team somewhere to direct them once an appointment is arranged.

Check the page against a real appointment

Before publishing, ask a scheduler and a clinician to read the draft with a specific appointment in mind. Could a family work out what to finish at home and what to do when they reach the clinic? Walk through the instructions together and fill in anything your team has taken for granted.

Then compare the page with the appointment email and any handout you send. If one asks families to arrive early and another gives a different instruction, resolve the discrepancy before sharing the link. Name the person who will update the page when forms, office arrangements, or scheduling policies change.

After the page is in use, ask staff which preparation questions still come up. A recurring question may point to a missing answer, an unclear heading, or a link families never received. Revise the instructions as you learn where families need more help.

If your website has nowhere useful to send families after booking, include a first-visit page in your next website update. Through Driftlss's website design service, we can help organize your team's appointment instructions and make the page easy to find.

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