---
tags: [atlas, personal-context, health, fmla, playbook]
type: playbook
created: 2026-05-15
sensitive: true
status: active
---

# FMLA Monday Appointment Playbook

Purpose: make it easy to take action Monday without having to think from scratch.

Current blocker: Will needs a doctor appointment for medical leave/FMLA support. PCP is booked until late this month.

## Goal for Monday

Get one of these outcomes:

1. A sooner appointment with PCP, any care-team provider, telehealth, or same-clinic clinician.
2. Clear instructions from the clinic on how to get FMLA/medical-leave documentation started before the PCP appointment.
3. A backup appointment/path through behavioral health, urgent/same-day care, or another clinician who can document current functional impairment.

## Minimum viable win

If energy is low, do only this:

- Send the portal message below.
- Set one follow-up reminder for the next business day.

That counts as progress.

## Before calling or messaging

Gather these if easy. Do not let this block sending the message.

- [ ] Clinic/PCP name
- [ ] Patient portal login
- [ ] Employer/benefits/FMLA form, if already available
- [ ] Any HR deadline or requested date range
- [ ] Current requested leave duration: 3 months
- [ ] Short description: depression/anxiety/sleep difficulty currently preventing work

## Portal message / email draft

Subject: FMLA paperwork / appointment request

Hi Dr. [Name] / Care Team,

I need help with FMLA paperwork related to ongoing mental health symptoms, including depression/anxiety and sleep difficulty. My employer is CoreWeave, and I need medical certification from my PCP.

Could we schedule the soonest available appointment to review this and complete the forms? If possible, please let me know the best way to send the FMLA paperwork ahead of time.

I’m looking for support with protected leave/intermittent leave as appropriate while I’m addressing these health issues.

Thank you,
William Valentin

### Shorter portal version

Hi Dr. [Name] / Care Team — I need help with FMLA paperwork for ongoing depression/anxiety and sleep difficulty. Could we schedule the soonest available visit to review and complete the medical certification? Please let me know how to upload/send the forms ahead of time. Thank you.

### Attach/upload if available

- FMLA form from employer/leave administrator
- Any deadline/date requested
- Employer/job context: CoreWeave, Cloud Support Engineer
- Whether requesting continuous leave, intermittent leave, or both

## Phone script

Hi, my name is Will. I’m a patient of Dr. [PCP name]. I’m calling because I need the soonest possible appointment for medical leave/FMLA paperwork. My current medical/mental health condition is preventing me from working, and the next PCP appointment I saw is late this month.

Could you check if there is anything sooner with:

- my PCP,
- another provider on the same care team,
- telehealth,
- a cancellation slot,
- or an urgent/same-day appointment?

The purpose is documentation for a 3-month medical leave request.

If there is nothing available, could you please route a message to my PCP/care team asking what I should do next to get documentation started?

## If they say no appointments are available

Ask:

- Can I be added to the cancellation list?
- Can another provider in the practice complete or start FMLA paperwork?
- Can a nurse or medical assistant send my PCP a message?
- Is telehealth available?
- Is same-day/urgent care appropriate for this kind of documentation?
- Do you have behavioral health or psychiatry appointments available sooner?
- What should I do if my employer needs documentation before the PCP appointment?

## If they ask what symptoms / why leave

Keep it simple and functional:

I’m dealing with depression, anxiety, and significant sleep difficulty. It is currently preventing me from being able to perform my Cloud Support Engineer job safely/effectively. I’m requesting medical leave so I can stabilize and get treatment.

## If they ask what documentation is needed

Say:

I’m trying to get medical documentation supporting a 3-month leave/FMLA request. I can provide any forms from my employer/benefits provider once I have them, but I need guidance on what appointment or clinician can start the process.

## Backup paths

If PCP path is blocked:

- [ ] Same-clinic alternate provider
- [ ] Telehealth visit
- [ ] Behavioral health / psychiatry appointment
- [ ] Therapist/mental-health clinician documentation, if applicable
- [ ] Urgent care / same-day clinic if symptoms are worsening or the timeline is urgent
- [ ] HR/benefits request for provisional deadline extension while waiting for PCP appointment

## Follow-up tracker

| Date | Action | Result | Next step |
| --- | --- | --- | --- |
| Monday | Send portal message / call clinic |  |  |
| Tuesday | Follow up if no response |  |  |

## Reminder to self

The goal is not to explain everything perfectly. The goal is to get into the medical system’s queue and ask for the correct path.

One message or one call is enough to move this forward.

## Related notes

- [[Health and Medical Leave]]
- [[Will]]
