Appointment Preparation Guide
Helping you get the most from each medical visit.
Disclaimer: The definitions listed below are for educational purposes only and are not intended to substitute for professional medical advice, diagnosis, or treatment. Always seek the advice of your medical provider with any questions you may have regarding a medical condition.
❏ Confirm time, location, and provider
❏ Bring insurance card and ID
❏ Have medical records and medication list handy (via portal on phone)
❏ Write down top 3 questions:
❏ If possible, bring someone with you to help with practical tasks and notetaking
❏ Take notes or record (ask permission)
❏ Ask for plain language (non-medical) explanations
❏ Take notes
❏ Schedule next steps
❏ Share updates with your support team
❏ Write down questions for your care coordinator/navigator: