Define the relationship with the patient's existing practice
The Memorial local-care page describes a practice serving new and existing patients with physical examinations and chronic care. Treat that as evidence of an established local option, not a source of patients automatically available to a new company.
Ask prospective patients what care they already receive and what they want from the private service. Have the doctor decide which records and clinical information are needed. The initial offer should state whether the private practice is taking on ongoing management or answering a specific question.
With the patient's appropriate involvement, arrange the information exchange needed for safe care. Do not assume the other practice can see a new prescription or test result. The patient should know which doctor is responsible for the current plan and how differences in instructions will be addressed. Avoid leaving that coordination entirely to the patient.
One useful intake question is whether the patient wants another opinion or wants to transfer continuing care. Those choices create different work. For an opinion, identify the question being reconsidered and the information the first doctor used. For a transfer, establish when the new practice accepts responsibility and what happens to appointments already booked elsewhere. Neither choice should be inferred from a checkbox accepting a subscription. Memorial's existing virtual option makes this distinction especially relevant: switching the screen used for a visit does not necessarily change the medical service the patient receives.
Consider a fictional adult who brings an old laboratory report and asks for a medication change. The report may answer one question while leaving its timing or subsequent treatment unclear. The reviewing doctor decides whether it is adequate, whether further records are needed and whether another test would add useful information. Staff should gather the requested material without ordering a duplicate panel simply to make the new account look complete. Explain any delay in the opinion before charging for an additional consultation.