Taking a few moments to get ready ahead of time helps ensure the visit is efficient, comfortable, and informative. Proper preparation allows the clinician to focus on understanding overall health and addressing any questions or concerns.
Before the appointment, it’s helpful to have insurance information, recent medical details, and any available test results nearby. All medications currently being taken should be collected in one place, including prescriptions, supplements, and non‑prescription items. Making note of questions or health concerns in advance can also help guide the conversation and ensure nothing important is overlooked.
In‑home visits may include preventive evaluations and health screenings completed in a familiar setting. Selecting a calm, quiet area of the home allows the visit to proceed smoothly. For everyone’s safety, pets should be secured and the space prepared before the clinician arrives.
During the visit, medications and any home health tools may be reviewed together. Vision may be assessed using specialized equipment without the need for eye dilation. In some cases, simple testing such as urine collection or a small blood sample may be requested, and drinking water beforehand can make this easier. Medications should continue to be taken as prescribed unless guidance is given otherwise. A trusted family member or caregiver is welcome to participate and provide support if needed.
Video visits provide a convenient option to connect with a licensed clinician without leaving home. Prior to the appointment, it’s important to confirm that the chosen device is capable of video calls and has sufficient power. Selecting a quiet location with a stable internet connection helps ensure clear communication.
All relevant documents and medications should be easily accessible during the visit. If technical assistance or additional support may be helpful, having a family member, friend, or caregiver present can make the experience smoother. Simple instructions will be shared ahead of time to guide clients through joining the video visit.
Once the visit is complete, a personalized summary or care plan may be provided when appropriate. Visit information can also be shared with a primary care provider, if applicable, to support continuity of care. Continuing routine appointments with primary care providers remains an important part of ongoing health management.