If this is your first visit to a new provider or you are using new health coverage, you will need to bring a few things with you.

This will help your provider understand your health and lifestyle, and help you work together to improve your health and well-being during your visit and after you leave.

It is important to show up early for your appointment!

When you get to your provider’s office, check in with the front office staff.

You may be asked to provide the following:

  • Insurance card or other documentation.
  • Photo identification (e.g., driver’s license, government or school ID, passport, etc.).
  • Completed forms.
  • Your copay, if you have one. Ask for a receipt for your records.

The staff may ask you to fill out additional forms and to read over their privacy policy, which tells you how they will keep your information private. It is required by law.

Cost tip

If you need to change your appointment, contact your provider’s office as soon as possible. Many providers charge a fee if you’re late, don’t show up for your appointment, or cancel less than 24 hours in advance. Most health plans will not pay these fees.

When you see your provider, it is helpful to share:

  • Your family health history and medical records, if you have them.
  • Medications you are taking (and the bottles so your provider knows what dose you take). If you need a refill, ask for one.
  • Questions or concerns you have about your health—write them down so you don’t forget to ask.

You may want to bring someone with you, like a friend or family member, to help you talk to the provider.

Know your rights

You should be treated with respect and your information kept private. If you’re not happy with how you were treated, ask to speak with an office manager or the provider and tell them your concerns. If things aren’t resolved, then this office may not be the right place for you.