Your DATE Steps
(Print this page or keep it on your phone for your next visit.)
D – Document
List your main concerns or symptoms before the visit.
Write down when symptoms started, how often they occur, and what makes them better/worse.
Bring an updated list of medications, vitamins, and supplements (with doses).
A – Ask
Prepare 2–3 key questions you want answered today.
Ask for clarification if you don’t understand a term, test, or treatment.
Request written instructions or resources to review later.
T – Take Notes
Jot down the provider’s main points, diagnosis, and treatment plan.
Record next steps — follow-up appointments, lab tests, medication changes.
Note any side effects or symptoms to watch for.
E – Engage
Schedule follow-up appointments before leaving the office.
Follow treatment instructions as directed.
Reach out if you have new symptoms or questions.