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7 Tips on How to Be Your Best Advocate at Any Medical Appointment

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The average doctor’s appointment lasts about 15 minutes, with only about 5 minutes spent on the main topic that brought the patient in. That’s a very short window of time to cover a complicated health history, ask all your questions, and walk away with a clear picture of what comes next. However, with preparation and practice, you can learn how to be your own best advocate for any medical appointment.

What Does Self-Advocacy in Healthcare Look Like?

Historically, healthcare systems have positioned providers as the sole authority and primary decision-makers. However, when patients take an active role in shared decision-making with their provider, they rebalance the patient-provider dynamic into a team effort with shared goals and experience far greater success in their health journey. 

At its core, self-advocacy in healthcare begins with effectively communicating your values, goals, and daily realities in order to get your needs met. Based on these discussions with your provider, you can make decisions together that closely align with your personal priorities and unique health circumstances. 

To build that kind of trusting partnership with your provider, you have to change how you approach each appointment.

Without further ado, here are 7 tips on making the most of every precious minute you have with your doctor:

1. Come prepared

It's easy to get overwhelmed, feel rushed, or even have your mind “go blank” when you’re sitting in the room with your provider. When time is your scarcest resource, how you prepare beforehand will be your single greatest asset in communicating your needs. 

A simple way to start preparing for your medical appointment is to keep a running note on your phone or in a notepad and add to it whenever something new pops into your head. This could include a new symptom, a new question, something you found online, or something a friend mentioned, etc. When you write them down as they come up, there’s not so much pressure to remember everything off the top of your head. Also, once you have them written down, you can organize your notes by order of importance to keep your appointment on track.

Along those lines, you may need to gather additional information before your upcoming medical appointment. Include:

  • Medical records, especially if the appointment is outside your current healthcare system
  • A complete, up-to-date list of every prescription, over-the-counter medication, vitamin, and supplement you take
  • Results from any pre-ordered labs, imaging, or tests your provider requested

2. Decide on your goals

Before your appointment, figure out exactly what you want out of it. Your goals will help your provider understand what you want and work with you to make decisions.

Think about these questions when deciding what your goals are:

  • Are you trying to get a diagnosis for specific symptoms you’ve been having?
  • Are you confused about a treatment plan, or just want more information about it?
  • Do you want a referral to a specialist?
  • Are you following up on something that wasn’t fully resolved from the last appointment?

3. Keep a log of your symptoms

When symptoms arise, start documenting them as they happen. Be as specific as you can when communicating your symptoms because vague descriptions of your symptoms make it much harder to diagnose. 

Keep a running list on your phone or a notepad. Track things about your symptoms like:

  • Where it is
  • When and how it started
  • How severe it is on a scale of 1-10
  • What makes it better or worse
  • Whether it comes and goes or stays constant

4. Prioritize your main concern

It might feel natural—or even polite—to start with small talk or bring up minor issues first, saving the big, scary symptoms or questions for the end. Patients also often downplay what they are experiencing because they don’t want to seem difficult, demanding, or like they’re overreacting.

However, if you hold back out of politeness or self-doubt, you only compromise your own care and leave your provider without all the information they need to make an appropriate decision. 

Try these steps to make it clear what you want to accomplish during your appointment:

  • State your main concern upfront
  • Share your goal for the visit

5. Ask questions

Providers can move quickly and use dense medical terminology that’s completely unfamiliar to you. A big part of advocating for yourself requires you to speak up when something doesn’t make sense. There is no benefit for you if you simply nod along when you’re lost. You have the right to stop your provider and ask for clarification when you don’t understand something.

Likewise, just like how you logged your symptoms as they arise, whenever a question comes to you, pull out your phone or notepad and jot it down. If you have your questions documented, you can easily stay on track and advocate for yourself during your medical appointment.

Some questions to ask during your appointment:

  • Can you explain that in plain language?
  • What medications are being prescribed or changed?
  • What follow-up is needed, and who initiates it?
  • What types of diagnostic tests will be ordered?
  • What are the risks and alternatives to this treatment?

6. Find support when you need it

If you’re dealing with a stressful or complex health issue, bring a trusted partner, friend, or family member with you to your medical appointment. They can help soothe your nerves, take notes, or even ask questions you might not have thought of in the moment. 

With larger organizations, you may have access to patient care advocates who can attend your medical appointments with you. These patient care advocates help people navigate complex healthcare systems, communicate their needs, and understand their diagnoses and treatment options.

If advocating for yourself feels overwhelming right now, and you’d like to see how working with a patient care advocate could benefit you, contact us here for a free consultation about our concierge nursing services.

7. Confirm the plan

Before anyone leaves the room, close the loop and make sure you know what happens next. It also might be helpful to take notes or even use an app like MeetKin to keep track of all the important details of your appointment.

At the end, summarize everything back to your provider to ensure you understand the plan: “So, my understanding is that we are doing [X] and my next step is [Y]. Is that right?”

You may want to:

  • Write down key takeaways before you leave the building when all the information is freshest in your mind
  • Confirm labs, referrals, or prescriptions have been sent within a day or two
  • If you had any diagnostic tests done while at your appointment, ask when you can expect results to be back 
  • Update your personal health summary with any new diagnoses, medications, or care instructions
  • Use an app like MeetKin to keep track of everything for you

Asking for Help

When people manage complex health situations, keeping track of everything—appointments, providers, medications, care instructions, follow-ups—can genuinely feel like a full-time job on top of being sick. It is completely natural to feel overwhelmed, but feeling disenfranchised by a fast-paced healthcare system can leave you more vulnerable to slipping through the cracks. 

Bringing in the support you need may be your greatest act of self-advocacy yet. That’s where Navi Nurses and our concierge nursing services can benefit you. We will help you navigate the system, manage the logistics, and advocate for everything you need to feel truly cared for. 

Contact us here for a free consultation.

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ABOUT THE AUTHOR

About Jasmine Bhatti

Jasmine Bhatti is the CEO and co-founder of Navi Nurses, a private duty nursing company based in Phoenix. With 14 years of nursing experience—including eight years at Mayo Clinic—Jasmine launched Navi in 2021 to address gaps in conventional care models and provide patient-centered, hospital-level care in the comfort of home. She is currently completing her PhD at Arizona State University and has been honored with the 2024 Healthcare Hero and Female Founder of the Year awards from Phoenix Business Journal, as well as a research grant and scholarship from the American Nurses Foundation.

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