What Information Should You Bring to a First Appointment With a New Doctor?


Quick Answer

Patients should bring their medical history, a list of specialists seen and questions to the first appointment with a new physician, says Blue Cross Blue Shield of Michigan. For the first and all subsequent visits, they also should bring a valid photo ID, medical insurance card and a list of medications.

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Full Answer

Prior to visiting a physician for the first time, patients should research the medical plan provider handbook for coverage and contact the physician’s office, making sure the physician accepts the medical coverage, says Center for Advancing Health. Patients should check the insurance handbook for determining if the care provided by the office is either in-network or out-of-network, according to plan provider specifications.

When scheduling the appointment, the patient should outline issues of concern that may require a longer visit and again verify that the office accepts the medical insurance, advises Center for Advancing Health. The patient should bring the required co-pay for service to the appointment. The new patient fills in the medical and family history on the intake forms, and she should include current medications, such as prescriptions, herbs, supplements, vitamins and over-the-counter medicines. Current and past medical complications, immunization records and test results, as well as any other medical records, should be discussed with the physician. In older patients, it is helpful to bring a friend to help write information down, discuss items with the health care team and share medical information.

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