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Preparing for your visit 

Planning ahead will help you and your doctor make the most of your time together. 

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At Optum, your well-being comes first. Here are some important changes we’ve made to keep you safe:

  1. Screening for COVID-19 symptoms at the door
  2. Requiring masks in-clinic (surgical or N95 are acceptable, cloth masks are not permitted)
  3. Frequent cleaning and disinfecting of exam rooms, waiting areas and frequently touched surfaces.
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Five things to bring to your first doctor visit

1. Your health insurance plan member ID card and a photo ID

2. New patient registration form

  • Save time in the office by filling out your New Patient Registration form at home. If this or other forms you need aren’t available online, ask the office to mail them to you.

3. Your medicines

  • This includes any vitamins or supplements you’re taking. It’s best to bring them in their original bottles. If you don’t have the bottles, bring a list of what you take, why you take it and how often.

4. A record of shots you’ve had and your medical history, if available

5. A list of questions to ask your doctor

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Five ways to make the most of your visit

Good communication with your doctor is important. But when you're not feeling well, it can be hard to remember what you want to talk about. Whether you have an in-person or virtual care appointment, do the following: 

1. Be a partner and be patient.

Planning ahead is a smart, simple way to make the most of your visit and play an active role in your health care.  

Being patient is important, too. Before and during your visit, you may be asked the same questions — such as if you have allergies — by different members of your health care team. This is one way we make sure that you’re getting the right care.

2. Write down your health goals, symptoms, questions and concerns.

Do this before your visit. That way, you won't forget to talk with your doctor about important details. Even if you plan to ask just one or two questions, writing them down may help you come up with more.   

Good basic questions include: 

  • What are my health concerns? 
  • What do I need to do to reach my health goals? 
  • Why is it important to do this? 
  • How do I get referred to a specialist? 

3. Ask about the next steps in your health journey or care plan.

Your doctor may tell you that you need a laboratory test, physical therapy or a new medication. Asking about next steps, your health needs and how your insurance covers those needs can give you the big picture of your care plan over time. 

4. Make sure you understand.

If you don't understand something your doctor says — for example, how referrals work — say so. That way, you’ll get your questions answered. If it’s helpful to bring a family member or friend to your visit, call your doctor’s office and ask if this is OK.  

If you need interpreter services, please call your doctor’s office and tell them this before your visit. They will make arrangements.

5. Follow through after your visit. 

A visit with your doctor is just one step in taking care of your health. Be sure to follow through. This can include picking up and taking any prescribed medications, scheduling a test or making a follow-up appointment.  

Also, if you have any questions or concerns after your appointment, call your doctor’s office or send a message through the patient portal. 

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Helpful resources

 

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Virtual care

Get the care you need, when you need it, without leaving home.

Primary care

Your primary care doctor helps you meet health needs small and large.

Specialty and surgical care

You're one of a kind. Your care should be, too.