The Appointment Toolkit

$14.99

Fifteen minutes goes fast. By the time you remember everything you meant to say, you’re already in the parking lot. This toolkit helps you walk into any appointment knowing exactly what you want to cover — and walk out with a clear record of what actually happened.

Inside this toolkit:

  • Pre-appointment worksheet: organize your symptoms, concerns, and goals before you arrive

  • The 5-Minute Story Framework: a structure for presenting your case concisely when time is limited

  • Question banks organized by appointment type — new provider, specialist visit, follow-up, ER

  • Post-appointment notes template: capture decisions, next steps, and what was said while it’s fresh

  • Appointment Toolkit Tracker (Google Sheet) — log appointments over time, track follow-ups, and spot patterns across providers


Works as a standalone tool. Even more effective paired with the Self-Advocacy Guide.

Instant download — PDF guide + Google Sheets link. Created by Devin Peters, BCPA — Board Certified Patient Advocate living with POTS. This product provides communication tools and frameworks. It does not constitute medical advice or guarantee specific outcomes.

Fifteen minutes goes fast. By the time you remember everything you meant to say, you’re already in the parking lot. This toolkit helps you walk into any appointment knowing exactly what you want to cover — and walk out with a clear record of what actually happened.

Inside this toolkit:

  • Pre-appointment worksheet: organize your symptoms, concerns, and goals before you arrive

  • The 5-Minute Story Framework: a structure for presenting your case concisely when time is limited

  • Question banks organized by appointment type — new provider, specialist visit, follow-up, ER

  • Post-appointment notes template: capture decisions, next steps, and what was said while it’s fresh

  • Appointment Toolkit Tracker (Google Sheet) — log appointments over time, track follow-ups, and spot patterns across providers


Works as a standalone tool. Even more effective paired with the Self-Advocacy Guide.

Instant download — PDF guide + Google Sheets link. Created by Devin Peters, BCPA — Board Certified Patient Advocate living with POTS. This product provides communication tools and frameworks. It does not constitute medical advice or guarantee specific outcomes.