RN preventative / orientation / education visits

[Ryleigh]

Hi everyone —
I'm working in an ambulatory pediatric specialty clinic and we're exploring an RN-led initial visit focused on program orientation, education, goal setting, and care coordination (no medical decision-making or diagnosis).

I'm curious if anyone works in a setting where RNs:

Conduct the first visit before a provider

Focus on education/orientation rather than E/M care

Use a distinct visit type or template

If so, I'd love to hear:

How the visit is structured

How documentation is handled

Any lessons learned or pitfalls

Thanks in advance — really appreciate frontline perspectives.