A yearly PCP visit is a great way to keep your health in check, just like taking your car to get an oil change or heading to the dentist to have your teeth cleaned. It helps you reflect on your health in the past year, and it keeps your PCP updated on how your are doing. That way if you do get sick or have an accident in the next year, all your information is up to date and in the system when its needed.
Up until very recently, I would walk into my yearly PCP appointment blind and would get home and realize all the different things that I forgot to ask the provider. Having a checklist ensures that you have all your questions answered as well as updating your PCP with all the most recent information about your health.
As always, reach out with questions, I'm here for you.
Click Here for a printable version of this checklist.
⚓ Gather Key Information
☐ Current medications, vitamins, supplements, and doses
☐ Any recent changes in health, symptoms, or concerns
☐ Allergies (medications, foods, environmental)
☐ Past medical history updates
☐ Family history changes that might matter
⚓ Review Preventive Care
☐ Vaccines received in the past year
☐ Any screenings you’re due for
☐ Dental visit status
☐ For kids: growth, sleep, school performance, behavior, nutrition
⚓ Bring Important Documents
☐ Insurance card
☐ Any updated ACP docs (healthcare proxy, living will, etc)
☐ Any forms that need to be signed (school, camp, sports, work)
☐ A list of specialists and their contact information
⚓ Your Health & Daily Life
☐ How you’ve been feeling physically and emotionally
☐ Any changes in sleep, appetite, energy, or stress
☐ Any pain, discomfort, or symptoms you’ve been ignoring
⚓ Lifestyle & Habits
☐ Movement and exercise
☐ Nutrition
☐ Substance use
☐ Screen time
☐ Social support and relationships
⚓ Goals for the Year Ahead
☐ What you want to improve or understand better
☐ Habits you want to build or break
☐ Any upcoming life changes that might affect your health
⚓ Medications
☐ Any side effects
☐ Any medications you stopped taking
☐ Any refills you need
⚓ Symptoms or Concerns
☐ Anything new, persistent, or worrying
☐ Even small things you’ve been meaning to ask about
⚓ Preventive Care
☐ Screenings or vaccines you’re due for
☐ Follow‑up timelines
⚓ Care Coordination
☐ Updates from specialists
☐ Any referrals you might need
☐ How to reach your provider between visits
⚓ Review Your Plan
☐ Next steps
☐ Any new medications
☐ Lifestyle recommendations
☐ Follow‑up appointments or labs
⚓ Update Your Records
☐ Add new medications to your list
☐ Save paperwork or instructions
☐ Note when your next visit should be scheduled
⚓ Beacon members can have a post appointment debrief with me after their appointment
