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Introductory Meeting · Preparation

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Patient orientation  ·  Spring 2026  ·  Barrie, ON
OptimalOptimal · Barrie
Introductory meeting

Introductory meeting
& possible intake.

A members-only primary care clinic built for personalized, preventative health — with an added focus on longevity.

Led by
Admin team & Nurse Practitioner
Today's meeting
Up to ~60 minutes
Outcome
Membership & intake decision
Our mission

Our mission is to help patients live better, longer lives.

This is Optimal
We're not just here to heal — we're here to hear.
How we practice

We spend more time with fewer patients to provide thorough, quality care.

Today, step by step

Agenda for the introductory meeting.

~60 minutes · 4 parts
01
Overview of Optimal Membership
Admin team
02
Discuss goals of care with your Nurse Practitioner (NP)
Nurse Practitioner
03
NP confirms goal alignment
Branch point
04
Full medical intake — now or later
Branch point

If you decide to join — payment is handled at the front desk.

After the meeting

What happens next?

We onboard members after determining we're the right fit for your care needs.

Path 01
Join today
Time
~60 minutes today
Payment
Membership starts today

Your membership and portal access is activated today.

Path 02
Join & book intake later
Time
Intake booked this / next week
Payment
Membership starts today

Your membership and portal access is activated today.

Path 03
Think it over
Time
None today
Payment
No fee or commitment

We'll send a summary, FAQ, pricing, and next steps.

Path 04
Not a fit? We'll refer you
Time
None today
Payment
No fee or commitment

We'll share 2–3 recommended clinics or resources that may be a better fit.

Optimal Clinic, Barrie
01

Overview of Optimal Membership.

Part 1 of 4
Membership highlights

Your Optimal Membership Benefits.

5 highlights
Primary care (family medicine clinic care)
Diagnosis, investigations, prescriptions, treatments, referrals, screening, and more.
Same-day or next-day appointments
Get seen in-person or virtually by our care team.
Dedicated NP & a full clinical team
You'll be assigned to a primary NP but can see other NPs as well.
Thorough, comprehensive, quality care
Our clinicians spend more time with fewer patients so you can feel heard.
You can keep your family doctor
No financial penalty for your family doctor if you receive care here.
Your care team

Meet the team.

4 NURSE PRACTITIONERS (AND GROWING)
Np Oostwoud
Barrie
NP Oostwoud, MN, PHC-NP
PHC-Nurse Practitioner

Brings years of clinical experience in ER and outpatient settings, including remote and Indigenous care.

NP Deol
Barrie
NP Deol, PHC-NP
PHC-Nurse Practitioner

NP Deol is the Clinical Director at Optimal Clinic, a professor at Seneca and adjunct lecturer at the University of Toronto, and a provider in our Longevity Membership Core program.

Np Santos
Barrie
NP Santos, MN, PHC-NP
PHC-Nurse Practitioner

Brings decades of healthcare experience across outpatient and inpatient settings. Her practice is in Barrie.

Np Xu
Virtual
NP Xu, MN, PHC-NP
PHC-Nurse Practitioner

Brings a wide range of clinical experience in geriatrics and primary care. She provides virtual care to members.

Included with membership

It starts with the Annual Longevity Exam.

Being a member starts with our comprehensive Annual Longevity Exam. This gives you a complete picture of your health and identifies potential risks so that we can proactively manage your health together.

01
Health and lifestyle assessment
02
Physical examination
03
Diagnostic testing and screening labs
$300 value · included
Access, in plain numbers

Our wait-time promise.

Clear timeframes for common needs. Urgent concerns are prioritized. Most requests are handled sooner.

Same or next-day
Urgent appointment

We hold same and next-day slots for urgent issues.

Within 3 business days
Rx renewal — no appt

We can remotely renew many prescriptions.

Up to 1 week
Rx renewal — appt required

Some Rx renewals require an appointment first.

Within 7 days
TIME-SENSITIVE APPOINTMENT

Book online or call/text us to see your provider.

Ready in 1–2 weeks
Simple medical forms

Your membership includes 1 free form a year.

Up to 3 weeks
Complex medical forms

Complex forms may require a visit; fees apply.

Have a family doctor?
We can supplement care.

Keep your family doctor — use Optimal for faster access and deeper, unhurried visits.

No family doctor?
We can substitute care.

Your NP becomes your long-term primary care provider.

Patient stories

Supplementing an existing family doctor.

All patients receive these benefits
01
Rapid appointment access

Get seen the same-day or next-day, in-person or virtually. Coverage 5 days a week.

02
Address specific health issues

Many of our patients want a clinician to address specific health issues in a thorough, detail-oriented manner.

03
No penalty to your family doctor

Important! Because this clinic is not OHIP-covered, your family doctor won't be financially penalized by you getting care here.

Patient stories

No existing family doctor.

All patients receive these benefits
01
Annual check-ups

Our annual check-ups are up to 2× longer than standard. We care about your health.

02
Preventative health

Need age-appropriate cancer screening? We can set that up for you.

03
Chronic condition management

Many health conditions require long-term care instead of fragmented walk-in visits.

Modern tools

The patient portal.

The Optimal patient portal, showing the appointment booking screen
Pricing

Membership plans.

Annual billing
$1495/year

Renews once a year.

Membership payment auto-renews
Family plan
−10%/person

For families of 2 or more adults, fees are discounted 10% on the annual plan.

HST not included  ·  HSA-eligible
The fine print, plainly

Cancellation & refund policy.

Cancelling annual
$0 to 2 months' fee

Please give us a minimum 60 days' notice prior to your annual renewal date. 0–60 days' notice: $145 per month of late notice.

Refund policy
No refunds

The clinic does not provide refunds for membership fees.

During the notice period, clinicians are not obligated to manage new, non-urgent medical problems. The primary focus is maintaining continuity for existing health concerns during this transition.

The fine print, plainly

Missed payment & termination.

01
Missed payment
We notify you

We'll tell you if you missed a payment.

02
30-day grace period
30 days to pay

We will give you 30 days to resolve your account.

03
Breach of contract
Termination of care

Breach of contract means your care will end.

A two-way relationship

Your rights and responsibilities.

Your rights
What you can expect of us.
—To receive professional, compassionate care.
—You will be notified of test results that require further clinical management within an appropriate time-frame. We will ask you to book a follow-up appointment if a result requires further discussion.
Your responsibilities
What we expect of you.
—Respectful and courteous behaviour.
—If you are instructed to book a follow-up appointment by your NP, please do so.
—Normal or benign results do not typically result in an immediate appointment or notification. To discuss a specific result, book a follow-up appointment or send us a secure message.

*Please note: except in rare circumstances, the clinic does not typically facilitate switching NPs.

Optimal Clinic, Barrie
02

Meet with your nurse practitioner.

Part 2 of 4
A conversation, not a form

You and your nurse practitioner will now discuss your goals of care.

Optimal Clinic, Barrie
03

NP confirms goals of care.

Part 3 of 4
Branch point
Optimal Clinic, Barrie
04

Confirmed? Book your intake now or later.

Part 4 of 4
Branch point
Patient onboarding

Next steps — let's get you started.

01
Schedule intake
For now or later
02
Clinic forms
Read and review
03
Questions?
Discuss at intake
04
Complete intake
In-person
05
Pay
Annual plan
Questions?

We're happy to talk anything through — today or after you've thought it over.

Call or text(437) 370-0291
Emailcare@beoptimal.ca
Webbeoptimal.ca