Care Companion Advocates

Chronic Illness Appointment Checklist

Chronic illnesses are an extra layer of stress — use this to help smooth out your appointments.

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1.

Before the appointment

Confirm the date, time, location, and specialist name
Bring your insurance card and photo ID
Check whether you need a referral, prior authorization, or updated records sent over
Write down your top concerns for this visit so the most important issues get covered first
Track your symptoms before the appointment, including what is happening, how often, how severe it is, and any patterns you notice
Note what makes symptoms worse, what helps, and how symptoms affect daily life, work, sleep, mobility, or mood
Bring a full list of medications, vitamins, supplements, and any treatments you have tried, including what helped and what did not
Bring recent test results, imaging, lab work, visit notes, and hospital paperwork if relevant
Write down your medical history, diagnoses, surgeries, and major past treatments
List allergies, medication side effects, and treatments you could not tolerate
Keep a short timeline of your illness, including when symptoms started, major flare-ups, new diagnoses, and important changes
Prepare questions about symptom management, treatment options, quality of life, and long-term care
Bring a notebook or use your phone to take notes
Bring a support person if you may need help remembering details or speaking up

Care Companion Advocates

Chronic Illness Appointment Checklist

Continued — during the appointment

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2.

During the appointment

Start with your main concern and what you most need help with today
Clearly explain your current symptoms and how they have changed over time
Share how the illness affects your daily functioning, energy, sleep, pain, work, school, or home responsibilities
Mention flare patterns, triggers, warning signs, and how long flares usually last
Tell the doctor what treatments, medications, or lifestyle changes you have already tried and how they worked
Be specific about side effects, barriers, or reasons you stopped any treatment
Tell the doctor about all medications and supplements you take, including any prescribed by other providers
Ask whether your current treatment plan is still the best fit for your stage of illness
Ask what new options, trials, or therapies may be worth considering
Ask how the treatment will be monitored and adjusted if it stops helping
Ask about quality-of-life supports — pain, sleep, mental health, physical therapy, nutrition
Ask what to watch for that would mean calling sooner or going to urgent care

Care Companion Advocates

Chronic Illness Appointment Checklist

Continued — after the appointment

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3.

After the appointment

Write down the updated plan: medications, tests, referrals, lifestyle changes
Confirm what symptoms or warning signs should prompt a call or ER visit
Ask for written instructions or printed materials if anything is unclear
Confirm who is responsible for what — tests, messages, refills, referrals
Schedule your next follow-up and any labs or imaging before you leave
Ask for the visit note to be shared with your primary care provider or other specialists
4.

Between appointments

Keep a simple symptom log — good days, bad days, flare triggers
Track medication changes and side effects
Keep a single folder or app for records, EOBs, and bills
Know how to reach your care team between visits, and how after-hours help works
5.

Your notes

You deserve to feel heard. Living with a chronic illness is hard work — a good visit respects that.