Prepare for a visit

Gather meds, questions, records, and Copilot checklists before appointments.

Last updated 2026-08-08

Overview

Visit prep brings together the materials clinicians often ask for: medication list, recent vitals, Care Wallet cards, and questions you do not want to forget.

Use Appointments detail, Visits, Records, and Copilot together.

Why use it

Showing up prepared makes limited appointment minutes count.

Where to find it

How to

1
Open the upcoming visit
Select the appointment or open Visits.
2
Refresh your med list
Confirm Medications is current.
3
Pull cards and reports
Open Care Wallet and any Reports you want to discuss.
4
Ask Copilot for questions
Generate a short question list, then edit it in your own words.

Buttons & controls

Control	What it does
Visits	Opens visit prep tools.
Copilot	Helps draft questions.
Care Wallet	Shows insurance/ID cards.

Tips

Notes

Troubleshooting

I forgot what changed since last visit

Check Timeline and metric detail for the last few weeks, then jot notes in the appointment.

See related articles linked from this topic for the next steps.

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