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Preparing for Doctor Visits - A Checklist

  

Support > Preparing for Doctor Visits - A Checklist

Last update: 09/02/2005

Brochures and Forms | Care Managers | The Role of Care Managers |
  
Other Services to Ask About
Doctor Visits - A Checklist to Help You Prepare

Checklist for Doctor Visits

It takes time to adjust to the diagnosis of cancer.  It's common to feel confused, and overwhelmed. These feeling and your health condition can make it especially difficult to keep track of and prepare for appointments, medications, and tests. The purpose of this page is to help you to overcome these challenges.

General Guidance: 

When you go to your doctor you want to accomplish two main goals: 

( 1 )  Assist your doctor in determining your medical needs and most appropriate treatment plan; 

( 2 )  Ensure that your receive timely access to medical care and the related services you need.


To accomplish this need to communicate and prepare materials and questions:

bulletCommunicate:  Ask for help. There's no need to go it alone.
 
bulletDuring visits, ask questions of the secretary, nurse, or doctor about referring you to a
care manager and other services.  
 
bulletPrepared materials for your visits in advance. 
 
bulletPrepare your questions in advance. 
 

Brochures and forms you can print:
bullet
Preparing for Doctor Visits - What to bring,  - PDF 
bullet
Checklist of Questions for your Doctor  - Web  | PDF brochure 
bullet
Is a clinical trial  appropriate for me? - PDF
bullet
Treatment History Diary - PDF
bullet
Spreadsheet: Treatment History Calculator - Excel version 2000 | Excel version 5.0
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Care Managers

You *may* be able to get the help of a care manager or care "navigator" from the place you get treatment.

What you might ask:  I'm feeling a bit overwhelmed right now. Can you provide me with the names of care managers who can help me to organize what I need to know and do?

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Nurse specializing in cancer or other areas ("nurse navigators"); 

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Social worker; 

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Health care advocate;

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Family member or friend that you trust;

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Large facilities usually have a full-time care manager.
 
OR

Contact your local or virtual (online) non-profit organization - ACC PAL, LLS, LRF 

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The Role of Care Managers

What you might ask:  I'm feeling overwhelmed right now. Can you provide me with contact information for care managers who can help me to organize what I need to know and do?

Care managers help you make sense of what the doctor tells you. It's especially important to obtain help from a care manager if you have special needs.  

Care Managers can help you to:

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Organize your information and point you to resources;

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Find out what types of treatments and tests your insurance company pays for;

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Make sure your doctors have everything they need before they meet with you, including your medical files, test results, treatment history files;

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Understand what your doctor has explained to you about your diagnosis and treatment plan; 

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Answer any questions you might have after you leave the doctor's office. 

(Adapted from guidance published by the Oncology Nursing Society) 
 

Usually, one visit with the doctor is not enough, especially if you're upset. You need to fully understand and remember all the important and complicated information you'll hear about your illness and treatment. 
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Other Services

What you might ask:  I'm in need of special assistance because of one or more of the following: anxiety, depression, confusion, fatigue, finances, pain ...  Can you please provide me with contact information for special services to help me adjust to or overcome this this problem?

bulletMental health professionals (psychologists, or psychiatrists) - can help you adjust to the stress of living with cancer. Also see Support for Anxiety and Depression page.
 
bulletSocial workers - can help you find the resources you need, and provide direct support.
 
bulletSupport groups - can help by providing encouragement, and helping you to find resources.
Also see Support Groups for how to join online groups.
 
bulletPain specialists - can help you to improve your quality of life, and address problems related to your illness and treatment.  Also see Talking About Pain and Pain Support.
 
bulletPhysical therapists -  can help you to address problems with mobility.
 
bulletNutrition experts - can help you to improve your quality of life, optimize your health, and reduce some risks related to diet and treatment.
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Doctor Visits - A Checklist to Help You Prepare

What you might ask:  Is this a good time to ask questions, doctor?

Important: Treatment and initial consults should not be rushed. Ask your doctor to schedule a time that allows for a thorough discussion of all appropriate options.  

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Ask a trusted friend or family member to come with you.
Select someone who has good listening skills and some medical or support 
background if possible to each visit.

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A referral from your primary care doctor when seeing a specialist

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Authorization from your insurance company when special services or tests, or treatments will be administered.

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Insurance cards - bring all to first consult;

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Emergency contacts - bring a list of names, addresses, and telephone numbers to first consult;

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Family doctor and local pharmacy - bring a list of names and contact information to first consult;

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Pathology report and slides - bring with you to first consult;
Bringing the slides is especially important when consulting an outside expert for the first time

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Medical and treatment history - bring a summary to all consults. 

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A complete list of medications you are taking, including the dose and schedule;

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Bring a list of the dietary supplements and herbs you may be taking. 

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Bring a list of  dates, locations, and results of all doctor visits, tests, or x-rays

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Bring a copy of your recent radiology reports, and the film from the last image test if available. 

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A list of all your questions.  See Questions for Your Doctor 

NOTE: A new federal law, the Health Insurance Portability and Accountability Act (HIPAA), 
could make it more difficult for doctors to get these records from other doctors' offices. 

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Disclaimer:  The information presented on Lymphomation.org is not intended to be a substitute for 
professional medical advice or to replace your relationship with a physician.
For all medical concerns,  you should always consult your doctor. 
Patients Against Lymphoma, Copyright © 2004,  All Rights Reserved.