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The “411” on Scheduling and Attending a Health Care Visit

If you’ve never scheduled an appointment with a health care provider, you may not know where to start. But whether you’re scheduling an annual wellness exam, a sick visit, or a follow up visit, making an appointment at a health care provider’s office is straightforward. Let’s break it down!

Whether you’re scheduling an appointment by telephone or online, or going to a walk-in clinic, you’ll need to let the health care team know:

  • Reason for your visit
  • If you have a preferred health care provider
  • If you’re an established or new patient
  • Your form of payment
  • Preferred date and time.

Some of the most common types of visits are:

  • Annual wellness exam (aka annual check-ups, well visit or annual physical): scheduled with your primary care physician, focuses on wellness and a healthy lifestyle while catching any potential health issues before they become more serious. Typically includes screening tests, vaccinations and other necessary testing.
  • Sick visit: focus is on the specific issue bothering you and symptoms you are having.
  • Follow up visit: to check on your progress following a health care concern or treatment; treatment of a chronic condition such as diabetes, asthma or high blood pressure.
  • Camp, school and sports physicals: an exam by a primary care provider that is required by a school, camp or sports teams in order for you to attend and participate in activities.

No matter what type of visit, it can be very helpful to make a list of questions you have for your health care provider including any concerns that you have. You’ll also want to take notes at the visit so you can remember details of the visit. Your health care provider should also provide you with a summary of the visit and any follow up that needs to be done.

During your visit, your health care provider may order lab tests and prescribe medication. Many clinics have a lab and pharmacy in the same building. Otherwise, you can select a lab or pharmacy which take your insurance and are located somewhere convenient for you. You can also ask your doctor’s office for recommendations. You will need your name, a form of payment and sometimes your ID if you are prescribed any controlled substance.