If this is your first visit with a clinic or new provider, preparation helps you build trust, save time, and avoid repeating yourself.
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)
What to bring for a first visit
- A short health timeline (major events only)
- Current medications/supplements list
- Allergies list
- Past diagnoses/surgeries (if any)
What to say first (simple template)
- Why you booked the visit
- Your top concern
- What outcome you’re hoping for (clarity, plan, next steps)
Don’t-forget questions
- How should I contact the office for questions?
- How do you handle test results?
- What should I do if symptoms change before follow-up?
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.