How to Prepare for a Doctor's Appointment

For anyone who wants to make the most of short medical appointments.

Format
Live online or in person
Length
30 minutes to full day
Topic
Wellbeing & Health

About this session

How to Prepare for a Doctor's Appointment is a 60-minute to half-day health literacy session for anyone who wants to make the most of short medical appointments. It runs live online or in person.

Participants learn how to organize symptoms, timelines and medicines beforehand, prioritize questions when time is limited, and record decisions and follow-up afterward.

Participants leave with a simple preparation template they can use for themselves or someone they care for.

What your people take away

  • Organize symptoms, timelines and medicines beforehand
  • Prioritize your questions when time is limited
  • Explain your concerns clearly and briefly
  • Record decisions and follow-up afterward

Shared with you

See the full session

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  • What each length covers, 30 minutes to full day
  • Everything that’s covered, part by part
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What each length covers

30 minutes

30 Minutes — Key Points: Organize symptoms, timelines and medicines

A focused 30-minute session on the essentials of Organize symptoms, timelines and medicines: write a symptom timeline, list your medicines and gather past results and records.

  • Write a symptom timeline
  • List your medicines
  • Gather past results and records

Covers Organize symptoms, timelines and medicines, in brief.

60 minutes

Prepare before you go

Participants learn how to organize symptoms, timelines and medicines and choose their top questions before an appointment. They leave with a preparation template.

  • Organize symptoms, timelines and medicines
  • Prioritize your questions
  • Live Q&A

Covers 1 of 4 parts: Organize symptoms, timelines and medicines.

90 minutes

Make the most of the time

Adds checking understanding and asking for written information during the appointment. Participants practice short appointment conversations.

  • Organize symptoms, timelines and medicines
  • Prioritize your questions
  • Make the conversation work
  • Live Q&A

Covers 2 of 4 parts: Organize symptoms, timelines and medicines and Prioritize your questions.

3 hours

Covers 3 of 4 parts: Organize symptoms, timelines and medicines, Prioritize your questions and Make the conversation work.

Full day

Follow up with confidence

Adds recording decisions, tracking follow-up and what to do if things change. Participants leave with a complete before, during and after toolkit.

  • Organize symptoms, timelines and medicines
  • Prioritize your questions
  • Make the conversation work
  • Record decisions and follow up
  • Live Q&A

Covers all 4 parts.

What’s covered

Organize symptoms, timelines and medicines

Every length
  • Write a symptom timelineParticipants note when symptoms started, how they've changed and what makes them better or worse.
  • List your medicinesParticipants list prescribed and over-the-counter medicines and supplements, with doses.
  • Gather past results and recordsParticipants collect relevant letters, results and notes to bring.

Prioritize your questions

90 minutes and longer
  • Choose your top concernsParticipants pick the two or three things that matter most for this appointment.
  • Open clearlyParticipants practice a short opening that explains why they've come.

Make the conversation work

3 hours and longer
  • Check you understandParticipants practice repeating back the plan in their own words.
  • Ask for written informationParticipants learn to ask for written instructions or details of follow-up.

Record decisions and follow up

Full day only
  • Note what was agreedParticipants record decisions, tests and next steps straight after the appointment.
  • Track follow-upParticipants plan how to chase results, referrals and repeat prescriptions.
Live Q&ATime for your people’s questions, answered by the expert.
60 minutes and longer

Tools and materials

  • Appointment preparation template
  • Symptom timeline sheet
  • Medicines list
  • Question priority card
  • Follow-up tracker

Who it’s for

  • Anyone with upcoming medical appointments
  • People managing a long-term condition
  • Employees who support family members with care
  • People navigating a new healthcare system

How booking works

  1. Book online. Create a free Workbliss profile, then pay with session credits, by card or by invoice.
  2. Pick a date. Choose a date at least 14 days ahead, or book now and set the date later.
  3. Choose your expert. Within 3 working days, we send you profiles of the experts available for your date.
  4. We deliver it. Your expert is briefed on your people and goals, then runs the session live online or at your site.

Questions about How to Prepare for a Doctor's Appointment

How long is How to Prepare for a Doctor's Appointment?

How to Prepare for a Doctor's Appointment runs as 30 minutes, 60 minutes, 90 minutes, 3 hours or full day. You choose the length when you book. A 30-minute session covers the essentials of Organize symptoms, timelines and medicines: write a symptom timeline, list your medicines and gather past results and records. A 60-minute session covers Organize symptoms, timelines and medicines in full, with a live Q&A. A 90-minute session adds Prioritize your questions. A 3-hour session adds Make the conversation work. A full-day session adds Record decisions and follow up.

Can How to Prepare for a Doctor's Appointment be delivered online or in person?

Yes, both. It runs live online, so every office can join at the same time, or in person at your site, in any country.

How do we book How to Prepare for a Doctor's Appointment?

Create a free Workbliss profile with your work email, then open How to Prepare for a Doctor's Appointment to see the price for each length and book it. You can pay with session credits, by card or by invoice, and choose a date at least 14 days ahead, or set it later.

Who leads the session?

A vetted Workbliss expert, briefed on your people, culture and goals before the session. After you book, we send you profiles of the experts available for your date within 3 working days, so you can choose who leads it.

Can it be tailored to our company?

Yes. Every session is shaped around your goals, your people and the benefits you already offer, and delivered by experts in your people’s languages.