Mental health appointments go better when you bring clear goals, examples of what you’re experiencing, and questions about next steps.
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 write down
- Main reasons for the visit
- How symptoms affect daily life
- Recent changes or stressors (if you want to share)
During the visit
- Ask about the plan and what progress looks like
- Confirm follow-up timing
- Ask how to contact the office if you have questions
After the visit
- Write down instructions
- Track what helps/doesn’t help (organizational)
- Prepare notes for 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.