Psychiatric Appointment Preparation Checklist

How to use this checklist

Read, tick and print the items that are useful. These controls do not submit answers to BipolarHelp and are not a secure record; selections may be lost or restored by your browser. Keep completed notes privately. You do not need to finish the list before seeking professional help.

Your priorities

I have written the main reason for the appointment.I have chosen two or three questions I most want answered.I have noted the effects on everyday life, not only the symptoms.

A useful history

I have a brief timeline of unusual mood, sleep, energy or activity changes.I have included previous elevated periods as well as low periods.I have noted previous treatment, admissions and relevant changes afterwards.I have marked uncertain dates rather than guessing.

Medicines and records

I have a current list of prescribed medicines, supplements and relevant substance use.I have recorded benefits, side effects or practical difficulties to discuss.I have gathered available reports and checked how to share them securely.

I have decided whether I would like someone to attend and what their role should be.I have confirmed the appointment format, location, fee and any referral requirements.I have asked about language or accessibility needs.

Questions before leaving

I understand the working explanation and what remains uncertain.I know who prescribes, monitors and provides follow-up.I know the next step, review date and route for concerns between appointments.I have asked for a written summary when needed.

This is not a diagnostic test

The number of boxes ticked has no clinical meaning. Do not change medicines or postpone urgent support based on the checklist. For a current crisis, use urgent local help. For context, read what an assessment involves and appointment preparation.