Medication Review Checklist for Doctor Visits

“The Medication Review Checklist for Doctor Visits helps patients prepare for every medical appointment with clarity and confidence. This easy-to-use template lets you organize prescriptions, supplements, and over-the-counter medications so you don’t miss anything important, saving time, reducing medication errors, and improving communication with your healthcare provider.

What’s Inside the Checklist

Each section is written in plain language and arranged in a clean checkbox format, making it easy to use for every visit.

  • Medication List Review
    Record prescription medications, over-the-counter medicines, and supplements, along with doses and schedules.
  • Symptoms and Side Effects
    Note anything new, unusual, or concerning since your last visit.
  • Medication Effectiveness
    Track whether your medications are helping as expected or if problems remain.
  • Doctor Discussion Points
    Simple prompts to remind you what to ask, including medication changes and interactions.
  • Lifestyle and Monitoring Notes
    Space to log readings, habits, or daily changes that may affect your treatment.
  • Follow-Up Plan
    Clear notes for next steps, refills, tests, or future appointments.

Who This Checklist Is For

This checklist is helpful for:

  • Patients managing multiple medications
  • People with chronic or long-term conditions
  • Caregivers attending appointments for loved ones
  • Anyone who wants clearer, more productive doctor visits

You don’t need medical knowledge to use it — it’s designed for everyday people.

Why This Checklist Helps

Many people leave appointments wishing they had asked more questions or shared important details. This checklist gives you a calm, clear way to prepare ahead of time so nothing gets missed.

It helps you:

  • Keep all your medications in one easy-to-review place
  • Track side effects or changes you’ve noticed
  • Understand what’s working and what isn’t
  • Ask better questions during your visit
  • Leave with clear next steps
Medication review checklist for doctor visits cover page
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