If you’re attending a visit for a loved one, a simple structure helps you speak up respectfully and keep the appointment on track.
Quick checklist (2 minutes)
- Write your top 1–3 priorities in order
- Summarize symptoms and timeline (only what you know)
- Bring a medication/supplement list and allergies
- Bring relevant documents (referrals, summaries, test names/dates)
Before the visit
- Clarify the loved one’s top concerns
- Write a short symptom/history summary
- List practical constraints (transportation, caregiving schedule)
During the visit
- Ask permission to share observations
- Use a prepared agenda
- Confirm next steps and follow-up
After the visit
- Write down instructions
- Confirm appointments and how results will be communicated
- Create a simple plan for the next few days
Printable notes section
Use these prompts to take quick notes during the appointment:
- Main takeaways: ________________________________
- Next steps: ________________________________________
- Follow-up timing: ___________________________________
- Questions I still have: _____________________________
Want this customized to you?
MyDoctorVisit.com can turn your answers (and optional documents) into a clean visit agenda, smart questions, and a printable packet. Create your packet here.
If you want a plain-English explanation of what a medical document says (informational only), visit ExplainMyDoctor.com.