Procedure For A Medical Appointment
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1PROCEDURE FOR A MEDICAL APPOINTMENT
Name:
1.
PREPARE THE PERSON FOR THE APPOINTMENT
A. Discuss what is going to happen at the visit
B. Follow any instructions to medically prepare for the visit (for example, pre-medications,
fasting, wearing loose and comfortable clothing, need for accommodation for a wheelchair).
C. Bring items to keep the person occupied, money for a drink or food.
2.
BEFORE YOU LEAVE, MAKE SURE YOU HAVE THE FOLLOWING:
A. Person’s insurance card
B. Copy of current medication sheets/medication administration record
C. The following forms depending on the purpose of the appointment:
Health Record
Health Care Practitioner Encounter Form
Annual Physical Form / Annual Health Screening Recommendations
Health Review Checklist
D. Directions to the appointment and money for parking
E. Agency on-call information (in case you need to contact someone else in the agency) and
Family/Guardian information
F. Name of the pharmacy, telephone number and directions
3.
WHEN YOU GET TO THE APPOINTMENT, DO THE FOLLOWING:
A. First, check in with the receptionist and introduce yourself and the person you are
accompanying.
B. State the reason that you are there and any problems the person is having. If the person can
speak about their health, encourage and assist him/her to do so.
C. Discuss any accommodations the person may need in the waiting room.
4.
DURING THE APPOINTMENT, HELP THE PERSON AND HEALTH CARE PROFESSIONAL
If needed, assist the individual during the appointment. Provide information to the health care professional
when asked and/or help the individual to answer questions. If you do not know the answers to the questions,
refer the health care professional to the other contact people on the Health Record
5. OBTAIN THE WRITTEN RESULTS OF THE APPOINTMENT AND THE WRITTEN
RECOMMENDATIONS:
A. Obtain completed Annual Physical form and Encounter Form and make sure that the
HCP’s portion of the form is filled-out. Write down any information that is given to you
that is not on the forms.
B. Pick up any prescriptions.
C. Please remember to get signed doctor’s orders for all prescriptions and treatments.
D. Set-up another appointment with the receptionist if needed.
6. BRING BACK ALL FORMS, ANY PRESCRIPTIONS, DOCTOR’S ORDERS, AND THE
APPOINTMENT CARD TO THE APPROPRIATE PERSON.
If going to the Emergency Room (Hospital)
Take the person’s Medication Records, Insurance Card, Health Record and Encounter
form.
Be prepared to tell Emergency Room staff why you are bringing the person to the ER.
If you have any concerns about taking the person home (or to work/day program) after
the visit, tell the emergency room staff and contact your supervisor before leaving the
hospital.
Procedure for Medical Appointment v2, M
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D
S
ASSACHUSETTS
EPARTMENT OF
EVELOPMENTAL
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Parent category: Life