​​

💡 Why This Kit Exists

Each October, DPC clinics get caught in the crossfire of insurance renewal season — while trying to stay focused on care. Formularies shuffle, networks tighten, and by January 1, patients just want to know one thing: “Am I still covered?”

DPC physicians are not insurance brokers. But our patients still turn to us for clarity — and trust us to keep them calm in the chaos.

So instead of reinventing the wheel every year, my team and I finally built a plug-and-play Open Enrollment & Medicare Resource Kit for DPC clinics. It’s been a long time in the making, tested in real patient workflows, and shaped by lessons learned in our own Big Trees MD practice.

This kit is about one thing: helping you and your staff breathe easier through Open Enrollment while strengthening your relationships and your reputation for clarity.

​

🔍 What’s Inside the Kit

Everything you need to run a calm, professional, patient-centered Open Enrollment season — without losing your sanity.

• Medicare & Medicare Advantage (2027 Edition) — A clinic-ready roadmap for when, how, and what to say during the Oct 15 – Dec 7 window (and the Jan 1–Mar 31 “do-over” for MA).

• Email & SMS Template Pack — Four patient-ready messages (ANOC alert, launch day, last call, and January pharmacy check) with long, short, and ultra-short versions.

• Open Enrollment Tracker (Google Sheet) — Plug-and-play spreadsheet to tag, triage, and follow up with Medicare patients — no more sticky-note chaos.

• Patient One-Pager: “How DPC Works with Medicare” — A plain-English explainer you can print or upload to your portal.

• Social Media Template Kit (Canva) — Five caption/graphic pairs that build awareness and prompt patients to upload their plan letter + med list.

• Open Enrollment Talk Track & Fast Scripts — Ready-to-say language for your team so everyone sounds calm, consistent, and confident.

Each piece is customizable — drop in your logo, tweak your colors, and go.

No need to start from scratch (again).

​

🩺 What This Means for You and Your Patients

When the BBB passed and DPC finally became HSA-eligible, we entered a new era — one where clarity about what DPC does (and doesn’t) cover matters more than ever.
This kit helps you do just that.

You’ll be able to:

• Protect your Medicare patients from costly mistakes (COBRA, HSA, or Part D penalties)

• Strengthen trust by offering proactive, plain-English guidance

• Reduce January chaos with organized documentation and team training

• Keep your practice focused on care, not confusion

And most importantly — show your patients that DPC is about steady, human connection even when the system around them changes.

​

🧭 Built by DPC, for DPC

We’ve tested these scripts, checklists, and tools in our own practice — Big Trees MD — and refined them with real feedback.
The results? Fewer panicked messages, smoother January pharmacy transitions, and more gratitude from patients who say, “No one’s ever explained this to me like that.”

This is exactly why DPC exists.

​

🚀 Ready to Use It?

If you’ve ever wished you had one place with everything — emails, scripts, patient handouts, and social posts — here it is.

👉 [Download the DPC Open Enrollment Kit] HERE

We’ve seen what a difference it makes — and we want you to have that same calm, confident January.

Here’s to fewer headaches, more clarity, and a stronger DPC movement heading into 2027.

 

With care and collaboration,
Dr. Maryal Concepcion
Family Physician, Founder of Big Trees MD & Host of My DPC Story

​

#DirectPrimaryCare #Medicare #OpenEnrollment #DPCMovement #DPCDoctors #PrimaryCareReform #HSA #MyDPCStory