Treating clinicians
Diagnose, prescribe, perform procedures, and direct active treatment within the services they provide.
Private physician advisory
Know what I am agreeing to hold with you.
Private physician advisory adds continuity and independent physician judgment around a medical situation that has become difficult to follow or decide.
Decisions
Uncertainty
Timing
Priorities
Primary care
Specialists
Hospital or facility
Testing and imaging
Medications
Family context
You / your family
The medical story
Physician advisor
Holding the decision context
You / your family
Primary care
Specialists
Hospital or facility
Testing and imaging
Medications
Family context
Physician advisor
Holding the decision context
Decisions · uncertainty · timing · priorities
Private physician access for the part no single appointment is holding.
I follow the questions we have agreed matter and remember where the last decision left off. When a question belongs back with the treating physician, I say so.
Physician advisory
Follows agreed medical questions, clarifies uncertainty and tradeoffs, and preserves the thread across decisions.
Level of continuity
Two ways for me to follow a complicated medical story.
The difference is how much of the medical story I am agreeing to follow over time.
Focused Advisory
For one defined problem or connected set of decisions that needs continuity.
Monthly Advisory Brief
A written physician synthesis of what changed, what I am following, and what may matter next.
Personal Research Watch
I follow new evidence when it is relevant to the questions within our work.
Monthly physician review
One scheduled 45-minute video or telephone review.
Private inbox and dedicated advisory line
Defined channels for records, questions, and important updates.
Longitudinal Advisory
For a medical story changing across clinicians or over time.
Everything in Focused Advisory
The written brief, Research Watch, private channels, and monthly physician review remain included.
Monthly in-person strategy review
Up to 90 minutes for a deeper review of the active medical picture and the decisions ahead.
Additional monthly remote review
Up to 60 minutes by video or telephone in addition to the in-person review.
Broader longitudinal record synthesis
Relevant diagnoses, medications, specialists, testing, and prior decisions are held in a wider view.
Important medical conversations
Preparation, follow-up, and selected lawfully obtained recordings may be reviewed when materially relevant to our work.
The value is having a physician remember where the last decision left off.
What I do each month
I follow closely enough to know when the medical story has changed.
And, sometimes just as important, when it has not.
What changed?
Does new evidence matter?
What deserves attention?
What is the next checkpoint?
Monthly Advisory Brief
Physician synthesis of the questions being followed
What changed
What I am following
Open decisions or questions
Research that may matter
What deserves attention before our next review
What remains unchanged
The written synthesis
A monthly physician synthesis of what I am actually following.
Each month, I write down the questions within our advisory work, what changed, and what may matter next. The brief is deliberately selective.
Personal Research Watch
When materially relevant new evidence changes the picture, raises a useful question, or deserves discussion with the treating team, I explain why.
Sometimes the useful conclusion is that nothing new changes the current strategy.
Private physician access
Private physician access works best when the question determines the channel.
A brief update, a detailed written question, and a substantive medical discussion should not be treated as the same kind of communication.
Brief or time-sensitive
For a brief question or important update that is difficult to hold until the next review. It is not continuously monitored or emergency coverage.
Records and written context
For records, written context, and questions I should understand before responding. Detailed medical material belongs here rather than in a string of texts.
When the chart should be open
For competing options or substantive questions that deserve the chart open and protected physician time.
Some questions take two minutes. Others deserve the chart open and enough time to think. I do not pretend those are the same kind of communication.
Continuity
I keep the thread.
A specialist may know one part of the picture exceptionally well. A hospital team may know this admission. Primary care may hold years of history but have limited time to reconstruct every active question.
My advisory role is to remember the decisions, uncertainties, and priorities I have agreed to follow so that each new conversation does not begin from zero.
Advisory fees
Two levels of physician continuity.
You do not need to decide which level fits before reaching out.
Defined medical scope
Focused Advisory
$2,500
per month · three-month initial relationship
For one defined problem or related set of medical decisions that needs continued physician perspective.
Monthly Advisory Brief and Research Watch
Monthly 45-minute physician review
Private inbox and dedicated advisory line
Broader continuity
Longitudinal Advisory
$6,000
per month · three-month initial relationship
For a changing medical story involving multiple clinicians or repeated decisions over time.
Everything in Focused Advisory
In-person and additional remote physician reviews
Broader record and medical-conversation synthesis
Advisory fees are private-pay. Outside medical services and other third-party costs are separate.
Want the practical details?
Read how access, records, treating-team roles, and relationship boundaries work in practice.
Frequently asked questions
Five practical questions before you reach out.
Does Dr. Caplan become my primary physician?
No. Primary care, refills, preventive care, and direct treatment remain with your treating clinicians.
What happens when something changes between scheduled reviews?
Use the dedicated channels for brief updates, records, or written questions. More complicated questions may need a scheduled review.
What should I do if a medical issue is urgent?
Urgent medical needs belong with the treating team or emergency services. Advisory is not emergency coverage.
Can Dr. Caplan speak with my treating physicians?
Yes, when it would meaningfully help and appropriate permissions are in place. We can discuss that as part of the advisory plan.
What happens after the initial three months?
We review whether ongoing support is still useful and whether the current level still fits.
Request a consultation
Tell me what has become hard to follow or decide.
You do not need a polished medical summary, perfectly organized records, or certainty about which advisory level fits. Tell me what is happening, who is involved, and what has become difficult to follow or decide.