About this tool

Without structure, important medical concerns get lost in the shuffle of routine appointment tasks, leaving patients frustrated when time runs out before addressing their priorities. The Agenda Designer helps you take control of the appointment flow by creating a clear meeting structure with ranked priorities and specific talking points. By organizing your concerns, questions, and goals into a logical sequence with time estimates, you transform from passive participant to active meeting leader. You get a professional agenda document that signals to providers that you’re prepared and ensures your most critical needs are addressed first.

BriefMe™ Agenda Designer

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Appointment Details

Basic information about your visit

My Main Objective for This Visit

Choose one or two primary goals for this appointment

Top Issues I Want to Address

List your most important concerns in order of priority

Key Points I Need to Say or Ask

Prewrite important questions and points so you don’t forget during the visit

Opening Line to Start the Visit

Optional: Set the tone as patient-led from the start

Examples:
“I prepared a few notes because I want to make the most of our time today.”
“Here are the main things I need help with today…”

Notes from the Appointment

Use this space during your visit to jot down answers, impressions, or action steps

End-of-Visit Wrap-Up Checklist

Check these items before leaving your appointment to ensure nothing was missed

Our tools are provided for self-advocacy purposes only. Results do not constitute medical advice, diagnosis, or treatment, and are not a substitute for professional medical judgment. Use of this tool does not create a client relationship with PatientLead Health LLC. PatientLead Health LLC is not responsible for any outcomes, decisions, or actions taken based on the use of this tool.

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