Senior annual physical appointment checklist

Who this list is for

This checklist is designed for caregivers bringing an older adult to their annual physical appointment. It’s focused on ensuring you have all the current care information, practical supplies, and notes that make communication and follow-up easier for both you and the clinic staff.

How to use this list

Begin by gathering the older adult’s photo ID and health insurance card, as well as your own photo ID if you’re the caregiver. Confirm the appointment details and fill out any paperwork in advance. Prepare a current medication list, including doses and timing, and a list of allergies, vitamins, and supplements. If the clinic asked, pack medication bottles. Bring a contact list for any specialists, and recent hospital or urgent care discharge paperwork if applicable. If the older adult tracks blood pressure at home, include the log. Don’t forget mobility aids, hearing aids, and eyeglasses with their cases. Add a copy of the advance directive if available, and bring notes on falls, balance, memory, or daily-living changes. Include preferred pharmacy info, payment card or copay, and your own caregiver notes or questions.

What to skip

Avoid bringing outdated medication lists or old specialist contact sheets—stick to what’s current. Don’t pack every piece of past paperwork; focus on recent hospital or urgent care discharges. If medication bottles weren’t requested, leave them at home. Skip bringing large medical devices unless specifically needed for the visit. Only bring the advance directive if you have a copy on hand.

What is on this list

Items include both the older adult’s and caregiver’s photo IDs, health insurance card, appointment confirmation, and medication list with doses and timing. The list covers medication allergy details, vitamins, and supplements, as well as medication bottles if requested. You’ll see spots for specialist contacts, recent discharge paperwork, and a home blood pressure log. It reminds you to pack mobility aids, hearing aids, eyeglasses, and an advance directive copy. There’s space for notes on falls, memory changes, pharmacy info, payment card, and caregiver questions. Cross off what you already have ready.

Day-of

Before leaving, check that you have all IDs, the medication list, and any mobility or hearing aids packed. Review your caregiver notes and questions. Make sure the older adult is comfortable and has their glasses or hearing aids on if needed. Arrive early to allow time for check-in and paperwork. After the visit, update your notes with any new instructions or follow-up tasks.