Medical Appointment Checklist

Preparing for a medical appointment

Use this guide to prepare what to bring and what you want to discuss.

Date:
Time:
Clinician or clinic:
Reason for visit:

Check first

Follow clinic instructions. Ask before stopping or changing a medicine.

Before the appointment

• I wrote down the concern or change I most want to discuss.
• I prepared a current list of medicines, vitamins and supplements, including how I take them.
• I gathered any records, readings or instructions the clinic asked me to bring.
• I arranged any support I want, such as a care partner, interpreter or accessibility help.

A care partner can help with notes or questions while supporting the older adult’s choices.

What I want to share

My main concern or goal

Changes since my last appointment

Symptoms, medicines, allergies, mood, memory or function.

Questions and next steps

Use this page during the appointment and check the plan before you leave.

Questions I may want to ask

• What do you think is causing my concern?
• What choices do I have? What are the likely benefits and downsides?
• Do I need a test or a medicine change? What should I expect?
• What should I do next? Can I have the plan in writing?
• How and when will I receive results? Who should I contact with questions?
• What changes mean I should contact the clinic or get help sooner?

Before I leave

• I understand the plan and can explain it in my own words.
• I know what to do with each medicine, including any changes.
• I know how and when I will receive results or follow-up.
• I know who to contact and what changes mean I should get help sooner.

My next step

What I will do next

By when:
Who to contact:

Question I still have