top of page

Healthcare Priorities Checklist

Prepare for your medical consultation by gathering all vital information and records. This structured healthcare checklist helps you maintain organization and focus on your wellness goals.

My Healthcare Priorities
Dragonfly's Nook Healthcare Navigation Library
Empowerment through information.

------------------------------------------------------------
Recent Concerns & Current Needs


My Top Healthcare Goals


☐ Maintain independence at home
☐ Enhance quality of life
☐ Manage and reduce pain
☐ Regulate chronic conditions
☐ Prevent future health issues
☐ Clarify insurance coverage
☐ Locate primary provider
☐ Find specialist care
☐ Support mental wellbeing
☐ Weight management
☐ Quit nicotine use
☐ Increase physical activity
☐ Other


Medical Care I Need
☐ Primary care visit
☐ Specialist visit
☐ Dental services
☐ Vision services
☐ Hearing services
☐ Physical therapy
☐ Occupational therapy
☐ Speech therapy
☐ Mental health counseling
☐ Skilled home health
☐ Medical equipment
☐ Pharmacy assistance
☐ Routine vaccinations
☐ Screenings
☐ Other


Insurance & Benefit Support
☐ Medical transportation
☐ Dental plan
☐ Vision plan
☐ Hearing plan
☐ OTC benefits
☐ Grocery assistance
☐ Home health coverage
☐ Durable equipment
☐ Fitness programs
☐ Caregiver resources
☐ Case management
☐ Other


Key Concerns
☐ Bill payment
☐ Nutrition access
☐ Housing stability
☐ Transport needs
☐ Medication costs
☐ Caregiving stress
☐ Social isolation
☐ Cognition changes
☐ Fall prevention
☐ Emotional health
☐ Policy understanding
☐ Other


Existing Support System
☐ Family units
☐ Social circle
☐ Neighbors
☐ Faith community
☐ Private caregiver
☐ Home health agency
☐ Benefit manager
☐ Social worker
☐ Community groups
☐ Other


Additional Support Required


Provider Questions


Action Items


Take this healthcare checklist to your appointments for regular review. Your objectives may evolve as your journey progresses.

​

MOBILE ACCESS

Get the Digital Health Priority Checklist

Download a high-quality PDF to your smartphone or tablet for quick reference during doctor visits.

Tablet Digital Writing
bottom of page