Doctor Visit Checklist for Seniors

On average, older adults in the United States spend 17 days a year in a healthcare setting. Adequately preparing for these visits can make appointments go smoother and improve health outcomes. To ensure you are prepared, consider using this easy to follow doctor visit checklist:

1. Do you have transportation to and from the appointment?

2. Is a companion necessary for the visit?

3. Is it necessary to contact the insurance company ahead of time for pre-certification or other purposes?

4. Is everything you need packed?

• Insurance cards

• Photo ID

• Payment for co-pays or other charges

• Contact information for other doctors

• List of current medications

• List of allergies/medical conditions

• Medical records, if needed

• A list of questions for the doctor

• A notepad or device for note-taking

5. Questions to ask after the appointment:

• Is further testing (or labs) required?

• When should new prescriptions be picked up?

• Are there any instructions or treatment notes seniors can take home with them?

• When should follow-up appointments be scheduled, if necessary?

• Is any payment due?