Create a summary statement for your provider
The handout begins with a brief overview of why this process matters—highlighting the importance of knowing who you’ll be meeting with, how much time you’ll have, and preparing accordingly.
It includes space for essential details like name, date of birth, and a clear statement of what you need from the appointment. Being specific about requests (e.g., tests, assessments, or questions) helps focus the visit and improve communication. If relevant, include a current list of medications and supplements, note any reactions, and track all prescribers, since records are often incomplete or overlooked.
Download the template and follow along: