A family kit for planned health appointments.
Read Doctor Visit Prep Kit: text-only version
A family kit for planned health appointments
For the person going to the appointment and anyone they invite to help.
The appointment
Date and time Place or video link Clinician and clinic
Office phone Reason for the visit, in your own words
Who is involved
People I want with me or on the phone What they may hear and share afterward
Let the office know who is coming, and ask whether they need you to sign a form to share information.
Before you go
Bring your current list of prescriptions, over-the-counter medicines, vitamins and supplements, with
doses. The bottles work too.
Bring your insurance card and photo ID.
Bring recent results or letters from other clinicians, or ask the office how to send them securely.
Ask the office about access needs: an interpreter, hearing or vision support, mobility help or extra time.
Before anyone records the visit, ask everyone first, including the clinician, and follow office rules.
Choose your top three questions (page 3) and fill in what’s changed (page 2).
Allergies or past reactions to medicines Access or interpreter needs
For planned visits, not emergencies. If you think it may be a medical emergency, get emergency
help now (in the U.S., call 911). Don’t wait for a scheduled visit.
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Doctor Visit Prep Kit
DOCTOR VISIT PREP KIT
What’s changed
Note what you or others have noticed since the last visit: what happened, when, and how it
affected daily life. Leave the explaining to the visit.
Since the last visit, has anything changed with:
Sleep Appetite or weight Mood or energy Balance or falls Pain
Memory or thinking Medicines started or stopped Hospital or urgent care visits
Change log
Date
What happened (as seen or
heard)
Where, and what
was going on Effect on daily lifeNoticed by
Write what happened, not what you think it means. Notes from family are helpful context, not a diagnosis,
and are shared with the person’s permission.
The change I most want to raise
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DOCTOR VISIT PREP KIT
Questions to bring
Tick the questions that fit, write your top three below, and ask them early in the visit.
Checkup or new concern
What might be causing this?
Which tests do you suggest,
and why?
How and when will I get the
results?
What can I do at home for
now?
Follow-up or medicines
Is the current plan working?
Could any of my medicines or
supplements be contributing?
What is a new medicine for,
and what side effects matter?
Is there a lower-cost option?
Memory or thinking
What could be contributing to
these changes?
What will the tests tell us?
What are the options, with
their benefits and risks?
When should we follow up?
My top three questions
1. Question
Answer and notes
2. Question
Answer and notes
3. Question
Answer and notes
Before you leave, ask
Could you write down the
plan, or give me an after-visit
summary?
Who do I contact with
questions, and how?
What should make me call
sooner, or seek urgent help?
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DOCTOR VISIT PREP KIT
After the visit
Write down what you heard while it’s fresh, agree who does what, and share only what the
person is happy to share.
Visit notes
Main points from the clinician Tests, referrals or results to expect
Medicine changes, as the clinic wrote them
Next steps
Next step Who By when Follow-up or done
Family summary
Only with the person’s permission, and only what they agree to share.
OK to share with Results or questions contact
What we want to share
When the clinic said to call, or to seek urgent help
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DOCTOR VISIT PREP KIT
Memory and thinking visit
An optional page for visits about memory, thinking or behavior. It helps you describe what
is happening; only a clinician can assess it.
Timeline of changes
Helpful details include repeating a question in the same conversation, getting lost on a familiar route,
missed bills or medicines, trouble finding words, or changes in mood, sleep or interest in usual activities.
About when What changed A specific example Effect on daily life
In my own words
What matters most to me day to day What I would like from this visit
Questions for the clinician
What could explain these changes, including causes that can be treated?
Which tests do you recommend, and what will they tell us?
How will you share the results, and with whom, if I agree?
What could help with daily life now?
When should we follow up, and what should prompt an earlier call?
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