
Care Companion Advocates
Chronic Illness Appointment Checklist
Chronic illnesses are an extra layer of stress — use this to help smooth out your appointments.
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