How to Prepare for a Medical Appointment

Practical steps to help seniors and their families organize information and goals to make the most of limited time with healthcare providers.

Organize Your Health History. Before the appointment, compile a current list of all medications, including dosages and frequencies, as well as any over-the-counter supplements or vitamins. Many people find it helpful to keep this in a digital document or a dedicated folder that can be updated before every visit. Additionally, create a concise summary of any symptoms you have experienced since your last visit. Note when they started, how often they occur, and what activities, if any, seem to make them better or worse. Providing this clear timeline allows the physician to identify patterns more effectively.
Prioritize Your Questions. Time with a provider is often limited, so it is helpful to rank your concerns by priority. Write down your top three questions or goals for the visit to ensure they are addressed first. If you have a longer list, focus on the most pressing issues and ask if a follow-up appointment or a secure message through a patient portal would be appropriate for the remaining items. Some families find it useful to bring a notebook or a pre-printed list of questions. Having a written record also allows you to jot down the provider's responses, instructions, or next steps so you do not have to rely on memory after leaving the office.
Consider Bringing a Support Person. Having a second set of ears in the room can be beneficial for capturing information and asking clarifying questions. This person can act as a scribe, taking notes on the conversation so the patient can focus entirely on the discussion with the physician. If you choose to have a family member or friend join you, discuss your goals for the appointment with them beforehand. Clarify whether you would like them to participate actively in the conversation or simply observe and take notes, ensuring that your preferences for communication are respected.