9 Tips for Your First Time Meeting a New Doctor

Here are tips for when you’re seeing a new doctor for the first time.
Mark Lachs, MD, MPH
May 6, 2024
min read
Share this GUIDE
Key Points
Table of Contents

Meeting a doctor for the first time can be nerve-wracking, but it doesn't have to be. Whether you're seeking medical advice for a specific concern or simply there for a routine check-up, being well-prepared and informed can make all the difference.

In this article, we’ll provide you with essential tips to ensure you make the most of your first-time meeting with a new doctor. By following these guidelines, you'll be better equipped to navigate your appointment, receive the care you need, and leave with peace of mind.

1. Prepare for Your Appointment

Preparing for your appointment is the first step in ensuring a successful appointment with your doctor. If there’s a specific reason you’re seeking medical attention on this particular visit, prepare to communicate that to your doctor.

It’s also important to have all relevant medical information with you. “Even with all of the of electronic health records available, it’s likely that a new doctor or nurse may not have a full picture of why you’re coming to see them once you’re in their office,” says Sei Lee, M.D.

2. Gather Your Medical Records

Make sure to bring along any relevant medical records, including test results, imaging reports, past surgeries, and treatment histories.

We recommend bringing your Medical 101 Sheet with you, which covers all of this and provides a good primer on one’s medical history, including current medications.

3. List Your Current Medications

Compile a list of all of the medications you are taking, including the brand name or generic name, the dosage, and the frequency. This will help the doctor identify any potential interactions or side effects. You can use the following format:

Medication: [Medication name]

Generic name: [Generic name]

Dosage: [Dosage]

Frequency: [Frequency]

This will help to identify any potential interactions or side effects.

Here is an example of a completed medication list:

Medication: Lipitor

Generic name: Atorvastatin

Dosage: 20 mg

Frequency: Once daily

If you prefer, you can bring all of your medications in a bag.

4. Create a Symptom Diary

If you’re seeing a new doctor for a specific condition that’s been troubling you, keeping a diary of your symptoms can help give your doctor as clear a picture as possible of what’s going on.

Describe your symptoms in as much detail as possible, including:

  • Onset: When did the symptoms start?
  • Frequency: How often do you experience the symptoms?
  • Severity: How severe are the symptoms?
  • Triggers: Are there any specific factors that seem to trigger the symptoms?
  • Alleviation: Are there any specific factors that seem to alleviate the symptoms?

For example, if you have pain, you might say:

I started having pain in my chest yesterday afternoon. It's a sharp, stabbing pain that gets worse when I breathe in deeply. It doesn't seem to be triggered by anything specific, but it does get better when I lie down.

Here are some additional tips for describing your symptoms to your doctor:

  • Be specific. Don't just say "I feel bad." Instead, describe your symptoms in detail, using descriptive words like "sharp," "dull," "throbbing," "aching," "burning," "itchy," "numb," or "weak."
  • Be objective. Avoid using emotional language to describe your symptoms. Instead, focus on describing the physical sensations you are experiencing.
  • Be complete. Don't forget to mention any other symptoms you are experiencing, even if you don't think they are related.
  • Be truthful. Don't try to minimize or exaggerate your symptoms.

Providing as much accurate detail as possible about your symptoms will help your doctor to diagnose the problem and recommend the best course of treatment.

5. Prepare Questions

Jot down any questions or concerns you have in advance of the appointment. Having a list of questions prepared can help ensure that you address all your concerns during your appointment.

6. Know What to Expect

Understanding what to expect during your first appointment with a new doctor can help ease your nerves. While it will differ depending on if you’re seeing a primary care physician or a specialist, here are some typical elements of a doctor's visit:

  • Medical history and lifestyle questions: Your doctor will likely ask about your medical history, family history, and lifestyle factors such as diet, exercise, and stress. Be honest and provide as much detail as possible to help them assess your health accurately.
  • Physical examination: Depending on what you’re seeing the doctor for, they may perform a physical examination, which could involve checking your blood pressure, heart rate, temperature, and listening to your heart and lungs. This examination helps your doctor assess your overall health and identify any physical signs of illness.
  • Diagnostic tests: Depending on your symptoms and medical history, your doctor may order additional tests, such as blood tests, urine tests, or imaging studies. These tests can help confirm a diagnosis and guide treatment decisions.

7. Take Notes on Your Phone or a Notepad

Taking notes during your appointment can help you remember important information and instructions provided by your doctor.

8. Bring a Family Member or Friend

If you're feeling particularly anxious or if you think you might have trouble retaining all the information provided during your appointment, consider bringing a trusted friend or family member with you. They can offer support and help you remember details.

And if you're  accompanying a loved one to a doctor's appointment and are concerned that they may forget essential details, you can help them by:

  • Interviewing them beforehand to learn about their symptoms, medical history, and any questions or concerns they have.
  • Role-playing the appointment with them, so that they can practice answering questions and asking their own.

9. Ask for Clarification

Don't hesitate to ask your doctor questions about your condition, treatment options, potential side effects, and any concerns you may have. Clear communication is essential for your understanding and peace of mind.

If your doctor uses medical jargon or terms that you don't understand, don't be afraid to ask them to explain them in simpler terms. Don't wait until after the appointment to look them up yourself. It's important to understand what your doctor is telling you so that you can make informed decisions about your care.

Here are some specific ways to ask your doctor to explain further:

  • "Can you please explain what that means in simpler terms?"
  • "I'm not sure I understand what you mean by [medical term]. Can you please explain it to me?"
  • "Could you please give me an example of what you mean by [medical term]?"

If you're still not sure you understand after your doctor's explanation, don't be afraid to ask them to repeat it or to use different words. It's important that you understand everything your doctor is telling you so that you can make the best decisions about your care.

And if you're anxious about something specific, let your doctor know. They may be able to provide further clarification or reassurance. The goal of any doctor's appointment should be to leave feeling heard and confident in the next steps.

Conclusion

Meeting a doctor for the first time can be a scary experience, but with the right preparation and mindset, it will feel much more manageable.

Remember to gather your medical records, list your medications, maintain a symptom diary, and prepare your questions in advance. During the appointment, be open and honest with your doctor, and take advantage of the opportunity to ask questions and seek clarification.

By following these tips, you'll not only make the most of your time with the doctor but also take a proactive role in your healthcare journey. So, don't hesitate — schedule that appointment, prepare your questions, and take charge of your health today.

What To Do Next
The Bottom Line
About The Author
Mark S. Lachs, MD, MPH is the Co-Chief of the Division of Geriatrics and Gerontology at Weill Medical College. He is also the Irene and Roy Psaty Distinguished Professor of Medicine, Director of Cornell's Center for Aging Research and Clinical Care, and Director of Geriatrics for the New York-Presbyterian Health System.