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Appointment prep checklist

A good appointment prep sheet should make the visit easier without trying to interpret medical advice.

Checklist

Appointment date, time, location, and transportation plan
What changed since the last visit
Top three questions to ask
Documents or notes to bring
Who is attending and who needs the handoff
Follow-up tasks after the visit

How to use

A good appointment prep sheet should make the visit easier without trying to interpret medical advice.

Copy this into a note, shared document, or family message. Keep sensitive details private and only share what each person needs to complete their task.

Private alpha

Help shape a calmer way to coordinate aging-at-home support.

We are inviting early families, seniors, and referrers to help test the private alpha. The first wedge is appointment prep and handoff.

Please do not include diagnoses, medication details, insurance numbers, portal credentials, or private documents.