Printable Specialist Appointment Prep Sheet — Referral Notes & Questions Planner

Specialist appointments are harder. You're explaining your whole history to someone new — make sure they get the full picture.

This printable specialist visit prep sheet helps you walk in with your referral reason documented, your relevant history summarized, and your questions ready — so the specialist actually understands why you're there and what you need from this visit.

Designed for patients being seen by neurologists, rheumatologists, cardiologists, oncologists, and any specialist where the stakes are high and the appointment window is short.

What it helps you organize:

• Referring provider and reason for referral
• Relevant medical history and current symptoms
• Tests or imaging already completed
• Current medications and any concerns
• Questions to ask before you leave
• What you need this specialist to decide or order
• Follow-up plan back to your primary care team

What you get:

• Printable PDF — instant digital download
• US Letter size (8.5 × 11 in)
• Black and white — prints on any home printer
• Print as many copies as you need

Organizational and tracking tool only. Not medical advice. Always share information with your licensed provider. DopaSheets — Simple systems for complicated days.