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Getting Started: Your Onboarding Roadmap
Fishtown Medicine•7 min read

Getting Started: Your Onboarding Roadmap

The same task list you and Dr. Ash work through together, from your first day to day 90.

On This Page
  • Table of Contents
  • What are the steps to get started?
  • What happens in your first week?
  • How do your records and labs come together?
  • What is the deep dive visit?
  • What happens in the first 90 days?
  • How Fishtown Medicine approaches onboarding
  • Your onboarding checklist
  • ✦Key Takeaways
  • Common Questions
  • What are the steps to get started at Fishtown Medicine?
  • Why are there two consent forms?
  • What if I have a medical question before my deep dive?
  • Do I need to be a Philadelphia resident to join?
  • How long does the record transfer take?
  • Can I add my spouse or a loved one?
  • Deep Questions
  • How is the deep dive different from a typical physical?
  • Why are labs ordered after the deep dive instead of before?
  • What happens if my old provider is slow to release records?
  • Will my insurance be involved during onboarding?
  • What does the practice expect from me during onboarding?
  • What if I miss a window in the first 90 days?
  • Scientific References

Get a preventive doctor that knows you.

Consult Dr. Ash
TL;DR30-second take

Onboarding at Fishtown Medicine follows one shared task list, visible to you and Dr. Ash in your portal: set up Ultralight and sign two consents, select your plan, get your records in, draw your labs, then meet for the deep dive where your story and numbers are read together. After that comes your written plan and the 30, 60, and 90-day check-ins. You always see exactly where you are and what is next.

TL;DR: Onboarding is simple and predictable. You set up the Ultralight app and sign two consents, choose your plan, get your records in and your labs drawn, then meet Dr. Ash for the deep dive where your full story and numbers are read together with no timer. From there you get a written plan and a steady rhythm of check-ins through your first 90 days. At every step you know what is happening and what comes next.

Table of Contents

  • What are the steps to get started?
  • What happens in your first week?
  • How do your records and labs come together?
  • What is the deep dive visit?
  • What happens in the first 90 days?
  • How Fishtown Medicine approaches onboarding
  • Key Takeaways
  • Common Questions
  • Deep Questions

What are the steps to get started?

Getting started follows a clear roadmap. Each step has its place, and once you join you can track your progress in the Ultralight app, so onboarding never feels like a black box. Here is the full arc, in order:

Get connected

  1. Intake completed. A short background so Dr. Ash knows your story before you ever talk.
  2. Consent signed. Two forms inside Ultralight: a consent to treat (so Dr. Ash can care for you) and a consent to coordinate care (so we can gather records and work with your other doctors, labs, and specialists on your behalf).
  3. Membership or package selected. The plan you are starting with, so your scheduling and messaging match what you signed up for.

Get your picture together 4. Previous records uploaded or requested. You share what you have, or you ask us to pull them for you once the coordinate-care consent is signed. 5. Labs drawn. Ordered after we talk, not before, so every marker is chosen for your specific picture.

The deep work 6. Deep dive visit. Your records and your story, read together, with no timer. This step opens up once your consent and plan are set and your labs and records are in. 7. Plan in hand, treatments set up. A written plan you can hold, with the first treatments and referrals put in motion.

The follow-through 8. 30-day check-in. What is working, what is not, what to tune. 9. 60-day check-in. Steady adjustment as the plan takes hold. 10. 90-day check-in. Results read together, the plan recalibrated for the year.

Each step has its own small status where it matters. Records can be shared, marked as none to share, requested from your old providers, or received. Labs move from ordered, to a scheduled draw, to drawn. You never have to guess what state something is in.

What happens in your first week?

Your first week is about getting connected, and it maps to the first three steps on the list. The moment you join, your direct line to the practice gets set up.

  1. Ultralight invite. An email with your unique link to download the Ultralight app. Ultralight is your hub for secure messaging, file sharing, scheduling, and video visits. The invite comes from your welcome email; if you do not see it, check spam.
  2. Two consents. Inside Ultralight you sign your consent to treat and your consent to coordinate care. The coordinate-care form is the one that lets us request your records on your behalf, so signing it early saves you the most time later.
  3. Your plan. Your membership or package is set, so visits and messaging line up with what you chose. You can change plans later in one click, with no fee either way.

A quick "Hello" message in Ultralight confirms your secure channel is live and tells Dr. Ash you are in.

How do your records and labs come together?

Your records and labs are steps four and five, and they are what make the deep dive worth having. We get your history under one roof so your first real conversation is about you, not about chasing paperwork.

Records can come in whichever way is easiest, and our records guide walks through each:

  • Let us pull them. Once your coordinate-care consent is signed, message us where your records live (the practice, hospital, or system) and our team requests them for you.
  • Portal export. Penn, Jefferson, Temple, Mainline, and Cooper all run on Epic MyChart. Open the menu, go to Sharing Hub, choose "Share with my healthcare provider," download the bundle, and attach it in Ultralight.
  • Paper records. Scan a stack into one combined PDF with your phone and upload it in Ultralight.

Wearable data, if you use an Apple Watch, Oura, Whoop, or Garmin, gives Dr. Ash your baseline sleep, recovery, and heart rate trends. The more he can see, the deeper the first conversation goes.

Labs are ordered after we talk, not before. If you have insurance, you tell us whether to run labs through your deductible or pay cash, since cash is usually cheaper unless you are close to meeting your deductible. Imaging and referrals always route through your insurance. Most LabCorp and Quest sites around Philadelphia open by 7 a.m.

What is the deep dive visit?

The deep dive is step six, and it is the visit that is not like a normal doctor's visit. It opens up on your checklist once your consent and plan are set and your labs and records are in, so the conversation can go through real information.

  • 60 to 120 minutes, no timer. We finish when you and I are 100% on the same page about what has been done, what was found, and what we are actually looking at.
  • Records read together. Prior labs, imaging, specialist notes, and your own story, in one sitting. Most patients tell us this is the first time a physician has read their whole picture at once.
  • Goals named. What you want different in 6 months and in a year, on the table, not vague reassurance.

You leave the deep dive with a working list and, soon after, a written plan. That is step seven on the list: plan in hand, treatments and referrals set up.

What happens in the first 90 days?

The first 90 days are where the picture becomes care, and they are the last four steps on your list. The early steps build the picture; the next stretch turns it into action and keeps tuning it.

  • Plan in hand. A written plan you can hold, with lifestyle priorities, medication changes coordinated with whoever prescribes them, and any specialist referrals sent with a clinical briefing so the first visit is not wasted on history.
  • 30-day check-in. We look at what is working, what is not, and what to adjust.
  • 60-day check-in. Steady follow-through as the plan settles in.
  • 90-day check-in. Re-tests on the markers that matter, read together, and the plan recalibrated for the year ahead.

By day 90, most patients describe three things: clarity about their risk picture and the plan, access that feels real because they have used the direct messaging at least once and it worked, and a relationship with a physician who knows their story across more than one visit.

Life happens, and the dates can slide. The roadmap is the target, not a deadline. If a window slips, we keep nudging gently until the plan is loaded. The follow-through is what matters.

How Fishtown Medicine approaches onboarding

Dr. Ash
"Relationship-based medicine works when the logistics fade into the background. My goal is for your first deep dive to be about you and your numbers, not about chasing down paperwork. By the time we sit down, your picture is already in front of us, and you always know what the next step is."

In my practice, onboarding is built so nothing gets lost between "you joined" and "we have a plan." You can follow your progress in the app, and we order labs after the deep dive, not before, so every marker is chosen for your specific picture rather than a default panel. If you are in the Philadelphia area and want a physician who reads your whole story before the first visit, book an intro call with Fishtown Medicine.

Your onboarding checklist

The first steps, in plain order.

  1. Set up Ultralight. Download the app from your invite email and send a "Hello" to confirm your channel is live.
  2. Sign both consents. Consent to treat and consent to coordinate care, so we can care for you and gather your history.
  3. Get records moving. Share what you have, or ask us to pull them. Add wearable access if you use a device.
  4. Draw your labs. Once Dr. Ash orders them, schedule your draw and tell us your deductible-or-cash preference.
  5. Book your deep dive. It unlocks once your labs and records are in. Then the plan and the 30, 60, and 90-day check-ins follow.
✦

Key Takeaways

  1. Onboarding runs on one shared task list that you and Dr. Ash both see in your portal, so you always know the next step.
  2. The first week is set up Ultralight, sign two consents, and confirm your plan; the coordinate-care consent is what lets us pull your records for you.
  3. Labs are ordered after the deep dive conversation, not before, so every test fits your specific picture, and you choose deductible or cash-pay for them.
  4. The deep dive is 60 to 120 minutes with no timer, and it unlocks once your consent, plan, labs, and records are in.
  5. The first 90 days end with a written plan and check-ins at 30, 60, and 90 days; slipped windows are fine, the follow-through is what matters.

Scientific References

  1. Bodenheimer T, Pham HH. Primary Care: Current Problems and Proposed Solutions. Health Aff (Millwood). 2010;29(5):799-805.
  2. Sinsky CA, et al. Allocation of Physician Time in Ambulatory Practice. Ann Intern Med. 2016;165(11):753-760.
  3. Ostbye T, et al. Is There Time for Management of Patients With Chronic Diseases in Primary Care? Ann Fam Med. 2005;3(3):209-214.
Medical Disclaimer: This resource provides clinical context for educational purposes. In the world of Precision Medicine, there is no "one size fits all", the right onboarding plan must be matched to your unique history, physiology, and goals. Consult Dr. Ash to determine if this approach is right for you, particularly if you have chronic health conditions or are taking prescription medications.

Dr. Ash is a board-certified internal medicine physician specializing in preventive medicine and healthspan optimization at Fishtown Medicine in Philadelphia.

Ashvin Vijayakumar MD (Dr. Ash)

Fishtown Medicine | About

2418 E York St, Philadelphia, PA 19125·(267) 360-7927·hello@fishtownmedicine.com·HSA/FSA Eligible

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Frequently Asked Questions

Common Questions

Getting started follows one shared task list: complete a short intake, sign your two consents in Ultralight, select your plan, get your records in and your labs drawn, then meet for the deep dive. After that you get a written plan and check-ins at 30, 60, and 90 days. You see every step move from open to done in your portal.
There are two consents because they do two different things. The consent to treat lets Dr. Ash care for you and start your plan. The consent to coordinate care lets the practice request your records and work with your other doctors, labs, and specialists on your behalf. Signing both early, particularly coordinate-care, saves you the most time during onboarding.
Yes, you can message us right away. Once your Ultralight app is linked and your consent to treat is signed, you can send questions immediately. If you have an urgent need, we can often triage it before your formal deep-dive session.
No, you do not need to live in Philadelphia. Most care happens through video and secure messaging, and Dr. Ash is licensed in several states. We confirm coverage on your intro call.
Record transfers usually take 5 to 14 days, depending on the prior health system. Penn and Jefferson are typically faster; older paper records can take longer. We start the request as soon as your coordinate-care consent is signed so it runs in the background while the rest of onboarding moves.
Yes, you can add family members to your plan at any time. Many members do it during the first week to lock in the partner and family rate from the start.

Deep-Dive Questions

A standard physical lasts about 15 minutes and centers on basic vitals and a checklist. The deep dive at Fishtown Medicine has no timer, typically runs 60 to 120 minutes, and covers your full history, your records, your wearable trends, your family story, and your goals until you and Dr. Ash are completely on the same page. The labs that follow are chosen from that conversation, and you review the results together at the next long session.
Labs are ordered after the deep dive because the right panel depends on your story. Ordering first means a default template; ordering after means markers chosen for you, such as ApoB, Lp(a), fasting insulin, hs-CRP, and a full thyroid set when the history calls for it. That sequence is what keeps every test purposeful and your spending intentional.
If a previous practice delays release, we have options. We submit a follow-up request, escalate through the medical records office, or reconstruct key history from your memory and any documents you have. We do not let slow paperwork hold up your plan, and the deep dive can still proceed with what we have.
Your insurance is not required for membership, since Fishtown Medicine is a direct primary care practice billed straight to you. Your insurance still matters for labs, imaging, and specialist referrals, which run through it when that saves you money. For labs specifically, you tell us whether to use your deductible or pay cash, and imaging and referrals always route through insurance.
We ask for three things: set up Ultralight and confirm the channel works, sign the two consents so we can treat you and gather your history, and show up to your deep dive as you are, no prep notes needed. Everything else, we handle, and the shared checklist keeps both sides honest about what is left.
Missing a window is fine. The roadmap dates are targets, not deadlines. Labs slide, travel happens, work flares. The practice is built around follow-through, not punishment, so we keep nudging gently until the plan is loaded. The relationship is the point, and it does not reset because a date moved.

Ready when you are

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Dr. Ash reads every intake himself, and answers questions personally - usually within a few hours.

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