How to Prepare for a Specialist Appointment

Specialist visits are often short, and you may be seeing a clinician for the first time. A little preparation can help you use the time well.

Before the visit

Know why you're going. Write one or two sentences about what you hope to understand or decide. If a referral was made, ask the referring office what they hope the specialist will address.

List your top three questions. It's tempting to bring a long list, but time is limited. Put the most important questions first.

Gather basic information. Many people find it helpful to bring a current list of their providers, a list of the medications they take (including over-the-counter products and supplements), and any records the specialist's office has asked for. Confirm what the office needs ahead of time.

Note what you've noticed. When did things start? What makes them better or worse? Brief, specific notes are easier to share than memories in the moment.

Consider bringing someone. A trusted person can help you listen and take notes. If they can't attend, ask whether they can join by phone.

During the visit

• Say your top concern early.
• Ask the clinician to explain terms you don't know.
• Ask what the next steps are, and who is responsible for each.
• Before you leave, repeat back what you understood.

After the visit

Write down what you remember while it's fresh, and share it with family if appropriate. If something is unclear, call the office and ask.

This article is general education and is not medical advice.