Preparing for an Appointment: A Simple Checklist

Whether you are meeting a health professional, a support worker or a service provider, a little preparation can help you feel more confident and make sure the time is used well.

Preparing does not mean having all the answers. It means knowing what you want to ask, what you want to explain and how you want to follow up.

Before the Appointment

A few days before, consider:

• Writing down your questions in the order that matters most to you
• Noting any symptoms, changes or concerns you want to mention
• Listing any medications, supports or services you currently use
• Thinking about what you would like to get out of the appointment
• Deciding whether you would like someone to attend with you

Keeping your notes in one place, such as a notebook or a notes app, can make them easier to find on the day.

During the Appointment

During the appointment, you can:

• Refer to your written questions so you do not forget anything
• Take notes or ask the person to write down key points for you
• Ask the person to slow down, repeat or explain something in simpler terms
• Explain how you prefer to communicate or receive information
• Ask for written summaries, handouts or next steps

If you do not understand something, it is okay to ask again. Clear communication is part of good care.

Explaining What You Need

People cannot always guess what support you need. Explaining your preferences early can help the appointment run more smoothly.

You might mention:

• Whether you prefer spoken, written or visual information
• Whether you need extra time to process information
• Any environmental needs, such as a quieter space
• Whether you would like someone you trust to stay with you

Sharing what works for you helps the person supporting you to respond in a way that respects your choices.

After the Appointment

Afterwards, you may like to:

• Review your notes while the conversation is fresh
• Write down any follow-up actions, dates or contact details
• Follow up if something is unclear or has not been actioned
• Make a note of what worked well for next time

A few minutes of follow-up can make the next appointment easier and help you keep track of your own information.