Preparing for a Second Opinion Appointment

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

Second opinions are most helpful when you bring a focused summary and a clear set of questions—without turning it into a long story.

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Second opinions are most helpful when you bring a focused summary and a clear set of questions—without turning it into a long story.

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)

Prepare a concise summary

  • Why you want a second opinion
  • What you want confirmed or clarified
  • Key timeline points (only what you know)

What to bring

  • Prior visit summaries
  • Test names and dates
  • Any written instructions

Questions to ask

  • What are the main options to consider?
  • What information is missing?
  • What would you recommend as next steps to discuss with my primary clinician?

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.