APPOINTMENT BRIEF CHECKLIST
What to bring into the next appointment
A useful brief is selective. Set a cutoff, choose the updates that fit this visit, and keep the page easy to scan.
- 1
Appointment purpose, date, provider, and the main reason for the visit
- 2
The date range covered—often since the last related appointment
- 3
Three to five changes, concerns, improvements, or patterns that matter for this visit
- 4
Current medications, doses, timing, prescriber instructions, and recent changes
- 5
Relevant documents, tests, school or work information, or prior recommendations
- 6
The questions you most want answered
- 7
Follow-up items from the previous visit