Create a summary statement for your provider
This section outlines practical steps for having a successful medical appointment.
After preparing your summary statement, start the visit by sharing it right away—ask the provider to read it so the conversation can focus efficiently on your needs.
Use the appointment to clarify questions and agree on next steps or a plan of action.
After the visit, take time to jot down notes about what was discussed and what’s supposed to happen next.
Review the official appointment summary in your online chart to ensure it matches your understanding—confirming that tests, referrals, or prescriptions are recorded accurately. If something is missing or incorrect, follow up by email or phone to request corrections or additions. You can also submit your own written summary to be added to your chart so the record accurately reflects your experience and agreements.