First mental health appointment planner

• Write down your main reason for seeking careDescribe what changed, when it began, and what you hope will improve.
• List your most important symptomsInclude frequency, severity, triggers, and effects on sleep, work, school, or relationships.
• Prepare a current medication and supplement listInclude names, doses, frequency, benefits, side effects, and allergies.
• Summarize prior mental health careNote previous diagnoses, therapy, hospitalizations, medications, and what helped or did not help.
• Gather relevant medical and family historyInclude major conditions, recent labs, substance use, and family mental health history when known.
• Bring your insurance card and photo IDConfirm copay, deductible, and whether referrals or prior authorization may apply.
• Choose your preferred pharmacyHave the pharmacy name, address, and telephone number available.
• Write down three questions for the clinicianExamples: What might explain these symptoms? What options should we consider? How will we measure progress?
• Plan for privacy and technology if the visit is virtualUse a private space, stable internet, charged device, headphones, and your appointment link.
• Leave space to record the planNote recommendations, medication instructions, warning signs, follow-up timing, and how to contact the office.

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