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Patient Handouts

Patient Handout: Preparing for Your Visit

A visit-prep checklist on the front and a fill-in medicine list on the back, so patients and caregivers come in organized.

Why I made thisA patient who walks in with their medicine list makes the whole visit go better. This makes that more likely.

$5

Instant download · card or PayPal via Payhip · Download policy

Length
2 pages (front and back)
Format
US Letter. Color PDF, grayscale PDF for the office copier, and an editable Word .docx. One .zip download.
License
One clinic (all of its locations) can print unlimited copies for its own patients and edit the Word file for that use. Please don't resell, share or post the files.
This is also included in the Patient Handout Bundle, with the other 4 guides in the set.

What's inside

  • "Before your visit", "Bring with you" and "During your visit" checklists
  • Lines for the patient's top 3 questions
  • An 8-row medicine list: name, how much, how often, why I take it
  • Fields for allergies, pharmacy and emergency contact
  • Large 14 pt+ text, high contrast, about a 6th-grade reading level
  • Sources cited on the page (Medicare.gov, CMS; checked October 2026)

Who it's for

  • Primary care and geriatric clinics with Medicare patients
  • Front desks and care coordinators who hand out or mail patient education
  • Clinics that want plain language: large 14 pt+ text, about a 6th-grade reading level

Files you'll download

  • preparing-for-your-visit-color.pdf (2 pages)
  • preparing-for-your-visit-print-grayscale.pdf
  • preparing-for-your-visit.docx
  • README-Start-Here.txt

Pairs well with

Instant downloadA .zip of PDFs and editable files, right after checkout.
Secure checkoutCard or PayPal through Payhip. I never see your card number.
Help by emailQuestions about a file? Email me.
No patient dataNothing here asks for PHI. Every example is made up.

Educational use only. Not legal, billing, coding or medical advice. Rules change and vary by MAC, state and payer, so confirm with the official sources (listed in the staff guides and Medicare kit). All examples are fictional. Not affiliated with or endorsed by CMS, HHS or any payer. Questions? Read the FAQ or email [email protected].