Reports and records
Sort reports by date and prepare the information requested for your appointment. Keep this data private and share only what is needed with the appropriate people.
Resources for this topicWhere to start
Sort reports by date and distinguish original documents from your personal notes.
Share only what is needed and keep a private copy of what you take to the appointment.
Resources for this topic
I’m going to an appointment
Get your questions and information ready beforehand.
View pathwayPrepare for your next appointment
Gather what you want to discuss and the questions you do not want to forget.
Open toolYour procedures, in order
A list that accompanies you from the first query to saving the proof.
Open toolWe’ll add guides after editorial review. You can get started with the resources on this page.
SelfChapter