Annual Health Checkup Checklist
A preparation checklist for an annual or routine primary-care visit that helps patients bring an accurate medication list, health history updates, family history, symptoms or concerns, preventive-care questions, prior records, and follow-up tasks. The contents of a preventive visit vary by age, history, risk factors, pregnancy status, and clinician judgment; this checklist organizes the conversation rather than prescribing tests.
More than just a checklist
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📅 Before Scheduling / Confirming
Confirm appointment date, time, and location
Confirm whether visit is preventive, follow-up, or problem-focused
Confirm insurance and network details if relevant
Ask whether fasting or other preparation is required before ordered tests
Request accessibility or language support if needed
💊 Medication & Allergy List
List all prescription medications with dose and frequency
List over-the-counter medications used regularly
List vitamins and supplements
Update medication allergies and reactions
Note recent medication changes
Bring medication bottles or photos if that improves accuracy
📝 Health Changes
Write down new symptoms
Write down major illnesses or urgent-care visits since last checkup
List surgeries or procedures
List changes in sleep, weight, appetite, exercise, or mood that you want to discuss
Note home blood pressure, glucose, or other readings only if you track them
List new diagnoses from specialists
👨👩👧👦 Family & Social History
Update family health history
Note new diagnoses in parents, siblings, or children that may be relevant
Update tobacco or nicotine use
Update alcohol or substance-use information honestly
Discuss work, stress, sleep, and safety concerns when relevant
🩺 Preventive Care Questions
Ask which screening tests are recommended for your age, history, and risk factors
CDC emphasizes keeping preventive care up to date.