Preparing for a geriatric consultation: a guide to the first appointment

What to bring, which questions to prioritise and how a family member can help: a practical checklist for your first geriatric consultation.

Published: Sep 30, 2026By Dr. Maher HijaziReviewed by Dr. Maher Hijazi2 min read

Documents, a notebook and glasses prepared for a medical appointment — illustration

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The short answer

Choose your main questions, bring existing medical information and a list of medicines and supplements, and ask whether the person would like someone to attend. You do not need a diagnosis in advance: describe what changed and what you want to understand.

The appointment is booked, but several envelopes and a growing list of questions are waiting. You do not need a perfect folder. The aim is a clear picture of what changed and what matters to the person attending.

Start with what matters most

Choose two or three topics to raise early. Ask your parent: what would you like to find easier? What concerns you now? An everyday goal, such as getting ready to leave home, can help focus the conversation.

Write questions in your own words: “Getting ready in the morning has become harder this month — what should we check?” There is no need to propose a medical explanation or find the correct terminology beforehand.

Gather information you already have

Bring an available medical summary, relevant discharge letters and previous test results. Arrange them so the latest document is easy to find. Ask the clinic which documents are useful for your particular consultation.

Prepare a current list of prescription and non-prescription medicines, vitamins and supplements. Mention recent changes. If you are unsure what is actually taken, say so rather than guessing. Do not alter treatment to prepare for the appointment.

Describe change through examples

Instead of writing only “There is a decline”, note what happened, when it was noticed and who noticed it. Explain if an activity that used to be independent now requires help. A short, clear note can be more useful than a long account that is hard to remember.

Make it easier to take part

Bring glasses or hearing aids that are in use. If the person wishes, a companion familiar with their routine can help remember questions and write down answers. Agree on their role beforehand and leave room for the patient to describe their own needs and preferences.

Before you leave

Pause and ask: what have we understood? What is the next step? Who can we contact with questions? Write down recommendations and outstanding tasks, and ask for clarification when needed. A useful consultation includes time to ask questions.

This information is for preparing for a planned appointment. It does not replace medical assessment or individual instructions from the treating team.

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General information only; it does not replace individual medical assessment or advice. Do not change medicines based on an article. In an emergency, seek urgent medical help.