Telehealth can work well when you prepare your environment and your notes so the conversation stays efficient and clear.
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)
Technical prep
- Test your camera/mic
- Have a quiet space
- Keep documents accessible (screenshots or PDFs)
Communication prep
- Write a short opening summary
- Have your top questions ready
- Take notes during the call
After the visit
- Confirm how instructions will be sent
- Ask about follow-up
- Write down next steps immediately
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.