Prepare for the First Appointment

You can bring short notes rather than finding the perfect way to explain everything. Keep sensitive information on your own device or paper, and share it with the people you choose.

No email or account is required. Use the PDF or printed spaces for private notes. This guide does not collect worksheet answers. Save and reopen a completed PDF to check your notes.

What has been happening

The concern that brought you here and examples you want to discuss.

What you want to change or understand

Your priorities, questions and hopes for the conversation.

Health information to discuss

Medicines, symptoms, changes in substance use or stopping, and other care you receive. Ask the clinician what details they need.

What could make care easier or harder

Work, caregiving, travel, communication, costs or accessibility needs.

Before you leave

What is the plan? Who do you contact with questions? When is the next appointment?