Policies

Clear Policies for a Better Care Experience

We believe great care starts with clear communication. Our office policies are designed to make every visit smooth, respectful, and worry-free so you can focus on your health, not the paperwork.

White old grandfather with white beard and a gardening hat holding his grand daughter while watering a plant

Practice Policies at Montgomery Medical Associates

At Montgomery Medical Associates, we believe that clear communication helps ensure the best possible experience for our patients. The following policies are designed to make your visit efficient, respectful, and transparent. Please review them carefully before your appointment.

Registration Policy

To help us serve you efficiently, please arrive 15 minutes before your scheduled appointment to complete registration and any necessary forms.

When checking in, please bring:

  • Your insurance card and a valid photo ID
  • An updated list of medications (including over-the-counter and supplements)
  • Any previous medical records that may be relevant to your care


Providing this information in advance allows our team to coordinate your care more effectively.

Infectious Disease New Patient Policy

If you are being seen for infectious disease care, please ensure all recent laboratory or imaging results are available at the time of your appointment. This helps our specialists provide the most accurate diagnosis and treatment plan.

Cancellation and No-Show Policy

We understand that life happens and schedules can change. However, to respect the time of our patients and providers, we require at least 24 hours’ notice for cancellations or appointment rescheduling.
  • Cancellations or reschedules made less than 24 hours in advance will result in a $50 fee.
  • No-shows (missed appointments without notice) will automatically incur a $50 charge.
  • After three no-shows, the practice reserves the right to discontinue care and remove you from the patient roster.

If you need to cancel or change your appointment, please call our office as soon as possible.

Annual Wellness Visits policy

Your Annual Wellness Visit (AWV) is designed to focus exclusively on preventive care and long-term health planning. During this visit, we address:

  • Preventive screenings (e.g., colonoscopy, mammogram, Pap smear)
  • Vaccinations and routine checkups
  • Lifestyle and risk assessments


Please note: medical concerns such as hypertension, cholesterol, diabetes, or test result discussions fall outside the scope of a wellness visit and will incur separate billing, copays, or deductibles per your insurance plan.

For convenience, you may combine your Annual Wellness Visit with a regular office visit on the same day to save time.

Controlled Substances Policy

For the safety and well-being of our patients, Montgomery Medical Associates strictly follows all federal and state regulations concerning controlled medications, including narcotics, anxiolytics, and sleep aids.
  • Refills will not be issued over the phone; an in-office visit is required.
  • Our providers regularly review your prescription history through CRISP (the state’s Prescription Drug Monitoring Program).
  • Periodic urine or blood toxicology screenings may be required before or during treatment.

These measures help ensure the safe and responsible use of controlled substances.

Weight Loss Medication Policy

Weight management medications require monthly in-office visits to ensure safety, monitor progress, and adjust treatment as needed. Compliance with these visits is mandatory to continue prescriptions.

Medical Records Request Policy

To protect your privacy and comply with HIPAA regulations:
  • Please allow up to 7 business days for your records to be processed.
  • Submit a signed “Disclosure of Medical Records” form to the facility or individual receiving the records.
  • A preparation fee of $22.88 plus $0.78 per page applies.
  • Payment must be received in full before records are released.

If you need records urgently, please notify our front desk when submitting your request.

Collections & Accounts Receivable Policy

To simplify billing and minimize outstanding balances, we now require a credit card on file for all patients. This card may be used for:
  1. Copays, deductibles, and co-insurance
  2. No-show fees

You will receive a billing statement via mail or email every 28 days. If you need assistance with payment or would like to set up a payment plan, please contact us directly. For all billing questions, please reach out to Greenway Billing at 844-241-6703.

Thank You!

We appreciate your cooperation and understanding. These policies help us maintain a high level of care, respect everyone’s time, and ensure smooth communication between our staff and patients.