A simple list of what to bring
Bring the older adult’s photo ID, a list of current medicines, and the names of any doctors or clinics they already see.
It also helps to bring insurance information if the clinic asks for it, along with a phone number where you can be reached.
If the visit is being done for a parent who uses hearing aids, glasses, a walker, or other support tools, bring those too.
If you want a free way to find a clinic near you, we can help you find geriatric care for your family member at no cost.
Bring notes from home
Many families find it helpful to write down a few simple notes before the appointment. You can bring a list of questions, a list of recent changes you have noticed, and any concerns about daily life, memory, mood, movement, or falls.
You do not need to prepare a full medical history. A short written summary is enough to start a good conversation.
If English is not your first language, you can also bring a trusted family member or ask the clinic ahead of time about language support. Programs and clinic practices vary by state and community.
Helpful documents, if you have them
Some families bring past test results, discharge papers from a hospital stay, or a copy of an advance directive or health care proxy if one exists.
These papers are not always required, but they can help the clinician get a clearer picture of the older adult’s care needs.
If you are not sure what is needed, you can check the clinic’s instructions before the visit. For more general planning tips, you can also browse our guides and answers.
What to ask the clinic before you go
If anything is unclear, ask what items the clinic wants families to bring and whether the visit will include any forms to complete ahead of time.
You can also ask about language assistance, parking, visitor rules, and payment questions. Ask the clinic about costs and coverage directly, since we are not a medical provider or insurance agency.
If you need help starting the search, our care page explains how we connect families with geriatric care clinics.
General information, written and reviewed for plain-language clarity — not medical advice.