Downloadable Checklists
These worksheets can be copied, printed, or adapted into PDF downloads.
Appointment Prep Sheet
- Main concern
- Date symptoms started
- What makes it better or worse
- Top three questions
- Current medications
- Allergies and reactions
- Recommended next step
- Follow-up plan
Before a Procedure Checklist
- What problem is this procedure meant to address?
- What benefit should I realistically expect?
- What are the common and serious risks?
- Are there alternatives?
- What happens if I wait?
- Who will perform it?
- What will recovery be like?
- Is the provider and facility in-network?
- Do I need prior authorization?
- Is a second opinion reasonable?
Personal Medical Information Sheet
- Full name and emergency contact
- Primary doctor and pharmacy
- Medical conditions
- Current medications
- Allergies and reactions
- Surgeries and hospitalizations
- Devices or special needs
- Medical documents and where they are stored