Welcome to My Health and Wellness Series for Seniors:

Calm Through the Chaos: Aging & Healthcare Made Simple

Series 1: Making an Appointment

Scheduling a medical appointment—especially for the first time—can be more complicated than people expect. Whether it’s for a primary care provider (PCP) or a specialist, being prepared can ease stress and help things go more smoothly.

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What You Need Before Making the Call

When calling to make an appointment, have the following information ready:

• Insurance card(s)
• Demographics: Full name, date of birth, address, phone number
• Emergency contacts
• Support person(s): Names of people helping you with your medical care
• Primary Care Provider (PCP) information
• Notebook, calendar, and a pen

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If You Don’t Have a PCP Yet

• You will need to establish care with a PCP first. This person becomes your main medical contact.
• Check your insurance provider list to find in-network options.
• Choose a location that’s easy to access from your home.
• Be aware of wait times: Many PCPs have a 1–2 month wait.
  • Ask if you can see a mid-level provider (like a nurse practitioner or physician assistant) sooner.

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Prepare for Your Appointment

• Bring a list of your medical concerns and diagnoses
• Prepare a full list of medications, including:
  • Medication name
  • Dosage
  • How often you take it

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Referrals to a Specialist

• Most specialists require a referral from your PCP. This should include:
  • Diagnosis
  • Demographics
  • Insurance info
  • Case notes
• Ask that your PCP’s office fax the referral directly to the specialist clinic.
  • It’s helpful if the referral is directed to a specific provider.
  • If not, you’ll likely be assigned based on diagnosis, availability, or the clinic’s indirect scheduling system.

Tip: Ask for a copy of your referral for your records.

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Calling the Specialty Clinic

Be prepared to wait on hold. When you reach someone:

• Have your referral and Section A info (above) ready.
• Write down:
  • Doctor’s name
  • Appointment date & time
  • Address of the clinic
  • Best phone number for follow-up

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Before the Appointment

Ask:

• Do I need labs, imaging, or tests done before the visit?
• Will I be seeing the provider or a mid-level?
• What time should I arrive? Most places want you there 15–30 minutes early.
• Where do I go if I need labs or imaging beforehand?

Side Note:
If you’re seeing a specialist, they may be called away unexpectedly for a procedure. It’s rare, but it’s good to know it can happen.

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Final Words

Taking time to prepare makes the process less overwhelming and helps ensure you get the care you need. Stay organized, ask questions, and remember—it’s okay to advocate for yourself. You’ve got this!

Download “Calm Through the Chaos: Series 1 – Making an Appointment”

LadyFlava of LadyFlavaNews

Health and Wellness Series