← Back to Health Visit App

How to make your first visit plan

Time: about 5–10 minutes. Prefer a plain printable version? See our doctor visit checklist.

Meet Maria (fictional)

Maria has a checkup next Thursday. She wants three things in one place:

1. What she wants to ask
2. A list of what she takes
3. A place to write what she was asked to do afterward

She is not asking the app what is wrong. She is getting ready for the visit.

1Open the app and create an account

Go to Health Visit App and choose Create Free Account.

The free plan does not need a card. You can add a visit, a short medication list, and a small number of Visit Prep sessions each month.

If a screen asks for a card, you are on a Premium or Family trial, not the free plan. You can go back and stay on free.

2Add the visit

Choose Add visit (or the Visit Prep interview).

Maria enters:

• Visit type: checkup
• Date: next Thursday
• Reason, in everyday words: "I want to go over my medication list and ask about sleep."

Write the reason the way you would say it out loud. You do not need medical wording.

3Put what you take on one list

Maria adds:

• The blood pressure pill her clinician already prescribed (dose and time as on the bottle)
• A daily vitamin
• An allergy medicine she buys at the store

Include prescriptions, over-the-counter items, and vitamins. Copy names and doses from the bottle. Do not start, stop, or change anything because of the app. If a dose is unclear, ask your clinician or pharmacist.

4Make a short question list

Maria runs Visit Prep. She describes the visit in one or two sentences. The app suggests questions. She keeps three:

1. Please review this medication list with me.
2. What should I do if my sleep does not improve before the next visit?
3. When should I schedule the follow-up, and what should I bring?

Three questions is enough for a short visit. Put the most important one first.

You can write your own questions instead of using AI. AI suggestions can be incomplete or off. You choose what to keep. They are not medical advice.

5Note what to bring

Maria's bring list:

• Photo ID and insurance card
• The medication list
• The three questions
• Any paper results she already has

The app can store photos of documents on paid plans. On the free plan, a paper folder still works. Do not upload anything you are not comfortable storing.

6During the visit

Maria reads question 1 first so it does not get skipped.

If she wants to record:

• She asks the clinician first, every time
• She waits for a clear yes
• In some states, including Florida, everyone in the conversation must agree
• She uses the recording only as her own notes, not as a public post or legal file

If the answer is no, she types notes instead. That is fine.

7After the visit

Maria writes only what she was told:

• Schedule the follow-up in three months
• Bring an updated medication list next time
• Call the office if she cannot keep the follow-up

She does not ask the app what to take, start, or stop. If the notes are unclear, she calls the office.

Turn those lines into checklist items. Check them off when they are done.

Using the same steps for a parent

Maria's father has his own profile on a Family plan. She only adds his information if he agrees (or if she is his parent or legal guardian and the profile is for a child).

She does not put his details in a group chat, a public post, or an email subject line.

You are done when

• One visit exists
• A medication list exists (even if it is short)
• At least one question is saved
• You know how you will capture notes during the visit

That is a complete first visit plan.

If something feels off

• Medical decisions: talk with a licensed clinician
• Recording rules: ask the clinic; see our Terms
• Account or deletion: Settings, or email sales@miamiwebhq.com
• Emergencies: 911 or your local emergency number