Preparing for a Primary Care Visit

A practical guide to help you feel prepared, organized, and confident.

A step-by-step guide to walk into your primary care appointment organized and confident—without forgetting what matters.

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A step-by-step guide to walk into your primary care appointment organized and confident—without forgetting what matters.

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 a primary care visit is best for

  • A first stop for new or ongoing concerns
  • Preventive care and general health planning
  • Coordinating referrals and follow-ups

What to write down before you go

  • Your top 1–3 concerns (in priority order)
  • When symptoms started and how they changed
  • What makes it better/worse (if applicable)
  • Any recent care, urgent care visits, or new diagnoses (if provided)

Questions that help you leave with clarity

  • What are the next steps after today?
  • What should I do if things worsen or change?
  • When should I follow up and how will I get results?

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.

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Answer a few questions and get a printable prep packet with an agenda, smart questions, and a notes section.