How to Prepare for a Doctor Appointment

In-Person or Virtual—how to get the most out of every minute!


Your doctor needs all of your medical information to provide you the best care. 

A little prep before office or telehealth meetings with your doctors can help you get the most out of every minute. Regardless of the type of appointment, take a little time to gather the following items ahead of time.

Illustration of a clipboard holding a meeting agenda form.

1.   A written agenda

    • Your goals for meeting (in priority order)

    • Your questions and concerns (in priority)

    • Notes on how you feel physically and emotionally

You can email this agenda to your doctor in advance or upload to their portal, if you wish. Call the office to let them know your agenda is there.

Care Partner Project Medications Record form that helps you organize your medications information before a doctor visit or hospital stay.

2.  A list of all your medications

    • Current and recent prescriptions

    • Current and recent non-prescription medicines

    • Current and recent vitamins and supplements

    • Herbal remedies

    • Vaccination history

    • Details of tobacco, alcohol, or recreational drug use

Download our Medications Record form to make keeping track of your medications a cinch.

Folders holding medical papers relating to your medical history.

3.  Your medical history 

    • Chronic/ongoing medical conditions or symptoms

    • Hospitalizations (why/date/outcome)
    • Surgeries (type/date/outcome)

    • Allergies

This information may be on your electronic portal. However, it is always a good idea to have it at your fingertips. Your doctor may not have had time to review it before meeting with you – and portals can have errors! (Check your portal regularly and make sure errors are corrected.)

Care Partner Project Pain Map form that helps you diagram and explain pain areas to your doctor.

4.  Your Pain Map 

Download our Pain Map form to help you “plot” your pain symptoms. Using this tool will help give your doctor(s) a clearer understanding of your pain, including:

  • Severity and frequency
  • Triggers
  • What it feels like
  • When it started
  • What provides relief
Illustration of prescription medication bottles.

4.  Name and phone for your pharmacy


Daily Planner for keeping track of medical appointments.

5.  A calendar to record appointment(s)



6.  Pen and paper to take notes


7.  Invite someone to go with you

Studies show that patients forget a lot of what their doctors say (completely normal!) These conversations are packed with lots of good info. Someone at your side, or by FaceTime, can take notes or help you remember your agenda. Nothing missed!

Don’t be afraid to speak up for ‘plain speak’!

If your doctor uses medical terms you don’t understand, simply say so. Don’t stop asking questions until you feel confident that you understand what they are telling you. You don’t want to leave any meeting with your doctor feeling confused or bewildered about your health!

What about Telehealth meetings with your doctors?

The telehealth trend is here to stay! In our post-pandemic society, it offers a safe and convenient option that works for many people. But is telehealth right for you?

Illustration of smart phone with a doctor on the screen during a telehealth meeting.

When telehealth might be your best option:

  • Will it takes weeks or months to see your doctor?
  • Worried about spreading your germs – or picking up others – in a doctor’s waiting room? 
  • Short on time or patience with traffic? 

You may get an appointment sooner, and at your convenience. It’s your doctor’s call, of course, but it may be an option for you.  

When telehealth is NOT the best option:

  • Your doctor needs to perform a physical exam
  • You’re most comfortable with in-person meetings 
  • You are uncomfortable with the technology involved 
  • Your home doesn’t have a strong or reliable wifi signal
  • You’re concerned about internet security or other privacy issues 

How to prepare for your telehealth visit:

Prepare for a virtual meeting with your doctor  just like you would for an in-person office appointment, however, there are a few more preparations to make.

an illustration of medications and home medical devices gathered for a telehealth appointment

1.  Gather your medications and devices

  • All medications, vitamins, supplements, and non-prescription medicines (Use our handy Medications Record form to organize all of these.)
  • Thermometer and any other home medical devices you use 
Illustration of a desk lamp and a do-not-disturb sign, because lighting and quiet are important for telehealth meetings.

2.  Find a quiet place

  • Let others know not to disturb you. (Don’t plan to take the dog out!) 

  • Adjust the lighting so the doctor can see your skin tone—a gauge of your health.  

Illustration of computer, smart phone, and an internet WiFi router which need to be tested prior to a telehealth meeting.

3.  Test your technology!

  • Internet, computer, sound ­– leave no room for Murphy’s Law!

  • Test the login your doctor’s office provides right away.

Illustration showing two people linked with doctor for a telehealth meeting via computer.

4.  Invite someone to join you!

  • The beauty of telehealth virtual visits is that someone can join you in person or join your meeting via FaceTime.
  • Give them a copy of your agenda so they can help take notes and make sure all questions are covered.

More Tips?

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No fluff.  Just quick, simple tips for getting good health care.