arrow_back All insights

Preparing for a medical appointment: a simple checklist

A little preparation helps you get more from a short appointment. Use this checklist before, during and after your visit.

Appointments are often short, and it’s easy to forget what you meant to say. A few minutes of preparation can help you and your care provider make the most of your time together.

Before your appointment

  • Write down your top three concerns. Put the most important one first.
  • List your medications and supplements, with names and doses, or bring the containers.
  • Note your symptoms: when they started, how often they happen, and what makes them better or worse.
  • Bring your health card and any records, such as test results or letters from other providers.
  • Consider bringing someone. A second person can listen and take notes.
  • Plan the practical bits: travel, parking, and any questions about costs or paperwork.

During your appointment

  • Start with your most important concern.
  • Ask your provider to explain things in plain words, and to slow down if you need.
  • Repeat back what you understood to check you have it right.
  • Ask what to expect next, and what should prompt you to call.

After your appointment

  • Write a short summary while it’s fresh.
  • Book any follow-up visits or tests.
  • Share the plan with family or caregivers who help you.
Three questions that help: What do you think is going on? What are my options? What should I watch for, and when should I call?

This article is general information, not medical advice. For questions about your own health, talk to your care provider. In an emergency, call 911.

Need something that isn’t here?

Tell us what would help you and your family. We read every message.