About this tool

Medical appointments often feel rushed and overwhelming, leaving patients struggling to remember everything they wanted to discuss while trying to process new information in real-time. The Appointment Planner helps you prepare comprehensively before your visit, organizing your symptoms, questions, and goals into a clear structure. By working through guided prompts about your health history, current concerns, and specific questions, you create a roadmap that keeps you focused and ensures nothing important gets forgotten. You’ll leave with a printable one-page summary that serves as both your personal script and a reference document you can share with your provider.

BriefMe™ Appointment Planner

Appointment Details

My Main Goals for This Visit

Choose up to two goals that are most important for this appointment

Top Issues I Want to Discuss

List your top three concerns in order of priority

Questions I Want to Ask

Write down specific questions you don’t want to forget

What I Need My Doctor to Know

Reminder to Myself

E.g., “Stay calm,” “Bring up mobility,” “Ask for summary at end”

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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