Review your current health plan’s rules for changing primary care doctors
Check whether your new doctor is in-network
Confirm the new doctor is accepting new patients
Choose the new primary care doctor you want
Contact the new doctor’s office to request an appointment
Ask the new office if they handle transferring medical records
Request your medical records from your current doctor
Update your insurance information if needed
Notify your current doctor’s office that you are switching
Cancel any upcoming appointments with your current doctor
Schedule your first visit with the new doctor
Bring your insurance card, ID, and medication list to the first appointment
Follow up to make sure your records were received
Update your pharmacy and any specialists if necessary