Preparing for a Surgical Consultation

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

A surgical consult is often about understanding options, risks, and timelines. Preparation helps you ask the right questions and leave with clarity.

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A surgical consult is often about understanding options, risks, and timelines. Preparation helps you ask the right questions and leave with clarity.

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 prepare

  • Your main symptoms/limitations (brief)
  • What you’ve tried so far (if provided)
  • Your goals and constraints (work, caregiving, travel)

Questions to ask (non-medical advice)

  • What are the options to consider?
  • What are the expected timelines?
  • What follow-up is required and when?

Bring documents

  • Referral letters and prior imaging notes (names/dates only)
  • Any written instructions you’ve received

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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