Functional Medicine Appointment Prep Checklist
Preparing for a functional medicine appointment can help you make better use of your time and give your practitioner a clearer picture of your health history, symptoms, medications, lifestyle, and goals. This checklist is designed to help you organize the most important information before your visit.
What to Bring to Your Appointment
☐ Recent bloodwork or lab results
☐ Imaging or test results
☐ Current medication list
☐ Current supplement list
☐ Previous diagnoses
☐ Recent specialist notes
☐ List of major symptoms
☐ Timeline of when symptoms began
☐ Family health history
☐ Any previous functional or specialty testing
Symptoms and Health Concerns to Organize
☐ Digestive symptoms
☐ Fatigue or low energy
☐ Brain fog or difficulty concentrating
☐ Sleep concerns
☐ Hormone-related symptoms
☐ Thyroid concerns
☐ Blood sugar or energy crashes
☐ Skin issues
☐ Joint or muscle discomfort
☐ Mood or stress-related symptoms
☐ Unexplained weight changes
☐ Food reactions or intolerances
Which three concerns are affecting you the most right now?
Medications, Supplements, and Testing
Write down anything you currently take or have recently used:
☐ Prescription medications
☐ Over-the-counter medications
☐ Vitamins
☐ Minerals
☐ Probiotics
☐ Herbal supplements
☐ Digestive support products
☐ Hormone-related products
☐ Other supplements
Current medications and supplements:
Recent tests, labs, or health assessments I want reviewed:
Lifestyle and Health History
Consider any patterns that may be helpful to discuss:
☐ Sleep quality
☐ Stress levels
☐ Exercise habits
☐ Meal timing
☐ Typical diet
☐ Alcohol use
☐ Caffeine intake
☐ Recent antibiotic use
☐ Major illnesses or infections
☐ Major life changes
☐ Travel history
☐ Environmental exposures
Anything important that happened before your symptoms began or worsened:
Questions to Bring to Your Appointment
Consider writing down your most important questions before the visit:
☐ What may be contributing to my symptoms?
☐ Are there patterns in my history that stand out?
☐ Are there tests that may be appropriate?
☐ Could medications or supplements be affecting my symptoms?
☐ Are there lifestyle factors I should track?
☐ What should I focus on first?
☐ What should I track between appointments?
☐ What are the next steps if I do not improve?
My other questions:
When to Seek Medical Care
Functional medicine does not replace urgent or emergency medical care. Seek medical attention for severe or sudden symptoms, significant bleeding, chest pain, difficulty breathing, fainting, severe dehydration, persistent vomiting, severe abdominal pain, or other symptoms that feel urgent or concerning.
Work With Executive Functional Healing
If you are dealing with ongoing digestive symptoms, fatigue, brain fog, hormone concerns, metabolic issues, or other complex health patterns and want to look at the bigger picture, Executive Functional Healing works with clients nationwide through virtual consultations.
Schedule a free 15-minute discovery call to discuss what you have been experiencing and whether Executive Functional Healing may be a good fit for your next steps.