PROVIDER REFERRAL PORTAL
A trusted next step for the patients
you keep thinking about after they leave.
When lifestyle, chronic conditions, burnout, stress or major life transitions need more than a 15-30 minute appointment can hold, refer them to a Board Certified Holistic Health & Wellness Nurse Coach who will meet them where they are.
EVIDENCE-BASED MODEL · COMPLIMENTARY CONSULTATION · NO COST TO PATIENT · HIPAA COMPLIANT
YOU'VE SEEN THIS PATIENT
They need more support than you can offer.
01
They're struggling with behavior change around a diagnosis and need support between appointments.
02
They know what they need to do — they just can't seem to do it alone. They need accountability and real-life support to follow through.
03
Not sure coaching is the right fit? You don't have to decide on your own — just reach out and we'll talk it through before you refer.
THE EVIDENCE
Coaching alongside medical care
moves the numbers you track.
TEN YEARS INSIDE THE MODEL — AND WHAT I LEARNED ABOUT COMPLEX PATIENTS
A model I know firsthand
For eight years I ran clinics for Iora Health, a primary care practice built around a collaborative team — physician, nurse, behavioral health and health coach. I saw coaching work for patients with straightforward needs and our non-clinical coaches did remarkable work.
But, I also saw the limitations for complex patients with multiple chronic conditions, shifting medications, real clinical nuance and there was a knowledge gap. A coach without clinical training can't always catch what matters or ask the right next question.
That gap is exactly what I fill: the coaching model that works, plus 30 years of nursing. Send me the patients you can't keep carrying alone.
When a Nurse leads the Coaching
Practices built on this model report real clinical movement: blood pressure control climbing from 64% to 86% of patients, with 35% fewer hospitalizations and 23% fewer ER visits. Modern Healthcare
The peer-reviewed research backs it, across coached patients in one trial, systolic blood pressure dropped nearly 22 points in six months without adding physician time.¹ And a 2023 randomized trial of nurse-led coaching, delivered one-on-one by video, produced lasting improvements in health habits for older adults with chronic conditions — gains that held even after coaching ended.² PubMed CentralSpringer
For you, that means a referral here isn't a vague wellness add-on. It's a practical extension of your care.
References
- Margolius D, Bodenheimer T, Bennett H, et al. Health coaching to improve hypertension treatment in a low-income, minority population. Ann Fam Med. 2012;10(3):199–205. https://pmc.ncbi.nlm.nih.gov/articles/PMC3354968/
- Potempa K, Calarco M, Flaherty-Robb M, et al. A randomized trial of a theory-driven model of health coaching for older adults: short-term and sustained outcomes. BMC Prim Care. 2023;24:205. https://link.springer.com/article/10.1186/s12875-023-02162-x
HOW THE REFERRAL WORKS
A complimentary consultation.
No cost. No pressure.
Every patient you refer receives a free 60-minute call to explore whether coaching is the right fit. They leave with clarity and next steps whether or not they choose to continue.
Step 1
You submit the referral form below with patient name, contact info, and a brief note on what they're navigating.
Step 2
Kathleen personally reaches out to the patient within 1-2 business days to schedule the complimentary 60-minute call.
Step 3
With patient permission, a brief closed-loop note is sent back to you so you know they were received and supported.
WHY REFER TO KATHLEEN
A nurse first. A coach by calling. A trusted bridge for your patients.
30 Years of Nursing Experience
Board Certified Holistic Health & Wellness Nurse Coach with deep clinical fluency in population health, chronic conditions, lifestyle medicine, and the realities of healthcare.
Specializing in Women in Transitions
Specialized in guiding women through perimenopause, autoimmune diagnosis, caregiver fatigue, career pivots, and identity shifts, while also coaching individuals of all backgrounds navigating chronic conditions, new diagnoses, and major health-related life changes.
The Compass Method to Transformation™
A structured 3 to 6-month framework: Find Your Compass · Rewrite the Rules · Rebuild on Your Terms. Sustainable behavior change, not quick fixes.
SUBMIT A REFERRAL
Send a referral. I'll take it from here.
Please share the patient's name, contact information, what they're navigating, and your name as the referring provider. The complimentary 60-minute consultation is offered at no cost.
Questions? Email kathleen@itiswellnursecoach.com
FROM A CLIENT
“
With having an autoimmune disease I have struggled with creating healthy daily habits. She helped me work towards building daily habits that support my physical health, mental health, rest, and energy. I highly recommend working with her!
— VC, CLIENT
PROVIDER FAQ
Quick answers for referring providers
Does the patient pay anything for the initial call?
No. The introductory 30-minute consultation is complimentary. There is no cost and no obligation to continue. The patient will leave with a plan for next steps.
What is your method for coaching?
The Compass Method to Transformation™ draws on the stages-of-change model, deep listening, and motivational interviewing to help clients move through change with clarity, compassion, and sustainable support not quick fixes.
What kinds of patients are the best fit?
Patients navigating chronic conditions, weight gain, burnout, caregiving load, or major life transitions who need habit-level, nervous system, and boundary support outside of clinical care.
Is this a replacement for medical or mental health care?
No. Coaching complements and it does not replace medical, psychiatric, or therapeutic care. Kathleen refers back out when clinical care is the right next step.
Will I hear back about my referral?
Yes, with the patient's written consent, you'll receive a brief closed-loop note confirming the referral was received and the consultation completed.
How is patient information protected?
Referral information is handled with HIPAA-compliant. Please only share the minimum necessary information and confirm patient consent before submitting.
Does it matter what state the patient lives in or the provider is sending the referral from?
No. If I have a nursing license in that state, I will act as a nurse. If I do not, I will act as a health coach. Currently licensed in Massachusetts, New Hampshire, Alabama and Texas.
Copyright It Is Well Coaching & Consulting 2026
