Specialist visits often move fast and assume you already have background information. This helps you show up ready and get the most value.
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 appointment: gather the right context
- Bring referral letters and any specific questions your primary clinician wants addressed
- Bring prior test names/dates (no need to interpret)
- Write a short “why I’m here” summary
How to structure your top concerns
- State the main goal of the specialist visit
- List 2–4 supporting details (timeline, impact on daily life)
- List what you’re hoping to decide by the end
Questions to ask (high value)
- What are the main possibilities you’re considering?
- What information would help narrow this down?
- What is the follow-up plan and timeline?
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.