Preparing For Your Visit

Check your insurance

We recommend you confirm that your insurance covers services provided by Heart & Health Medical before your appointment. If you need assistance authorizing your benefits, please call us at 631-482-1355. Our insurance authorization staff will gladly assist you in confirming your benefits.

If you do not have insurance, or the plan you have does not provide full coverage, fees will need to be paid at the time services are rendered. For more information, please visit our billing section.

What to bring

In order to streamline your visit, please bring the following:

  • A valid form of identification like your driver’s license, passport or official picture ID card.
  • Your insurance card(s)
  • A list of all your current medications including over-the-counter and supplements Bring original container or write down the prescription name, dosage and how often you take it. It is extremely important that your doctor receives accurate medication information.
  • Transfer of records form if you need records transferred from your current physician to us, be sure to complete our Inbound Records Transfer Request Form.
  • Completed registration forms in order to save you time, we provide the option of filling out your forms ahead of time. Download our New Patient Registration Packet, and be sure to bring with you.
  • Past cardiovascular reports or studies like EKGs, Holter Monitor and Event Recorders, Stress Echocardiograms, Transesophageal Echocardiogram, Angioplasty, Catheterization, etc.
  • Payment for your co-payments, services not covered by your insurance or if you are a self-paying patient.
  • Referral: Please be aware that many insurance companies require pre-visit referral forms. We cannot see you without the completed forms.
  • List of medical questions: Preparing a list of questions ahead of time can help you make the most of your time with the doctor.

How to prepare

Be sure not to drink any coffee, tea or alcohol or eat anything for two hours prior to your appointment. Please arrive 15-20 minutes prior to your scheduled time to complete the registration process.

What to expect

Plan to be in our office for one to two hours. During your first visit, your doctor will thoroughly review and discuss your medical history. Your doctor will likely perform a physical examination and depending on the findings, your symptoms or your medical history, your doctor may want to discuss options for various tests and treatment plans.

Don't ever hesitate to ask the doctor or physician extender any question you should have. We want to help you understand your health status so that we can work together to maximize your quality of life.


Please notify us at least 24 hours in advance of any cancellation as this will allow us to give your appointment to another patient needing to be seen expeditiously.

If you are scheduled for a Thallium Stress Test and unable to make your appointment, it is imperative you give us 24-hour notice. Very costly medication must be ordered specifically for your test and you may receive a bill for those medications.