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Care Management

Appointment Preparation Kit

Prepare for specialist visits with organized questions and records checklists. Make every appointment count by arriving with the right information ready.

Why appointment preparation matters

Specialist appointments for genetic diseases are often limited to 15-30 minutes. Arriving prepared ensures you cover the most important topics and leave with actionable next steps.

This kit provides structured checklists and question templates designed specifically for genetic disease appointments, whether you are seeing a geneticist, specialist, or primary care provider.

What is included

A pre-appointment checklist to organize your medical records, current medications, and symptom history before your visit.

Condition-specific question templates to help you ask the right questions about treatment options, clinical trials, and disease progression.

A post-appointment summary template to capture what was discussed, next steps, and follow-up actions.

How to use this resource

Download the kit at least one week before your appointment. Work through the pre-appointment checklist to gather records and notes.

Review the question templates and customize them for your specific situation. Bring a printed copy to your appointment or have it accessible on your phone.

Download this resource.

Get a printable version of this guide to use during appointments or share with your care team.

Download PDF