Appointment Reflection Worksheet
Use this before every visit to organize your thoughts, document symptom changes, and arrive with clear questions — so you get more from every appointment.
Psychiatric appointments are more effective when you arrive prepared. This worksheet takes 5–10 minutes to complete before each visit and helps your provider understand what has changed, what is working, and what still needs attention.
Since My Last Visit
What has improved since my last visit?
What has stayed the same or gotten worse?
Have I experienced any new symptoms?
How has my sleep been on average?
Are there any major life events or stressors to share?
My Medication This Week
Have I been taking my medication consistently?
Any side effects I want to discuss?
Do I have enough medication, or do I need a refill?
Any questions about my medication?
Symptom Snapshot
| Day | Better | Same | Worse |
|---|---|---|---|
| Mood / Depression | |||
| Anxiety | |||
| Sleep Quality | |||
| Focus / Concentration | |||
| Energy Levels | |||
| Appetite | |||
| Relationships / Social Life | |||
| Work / Daily Functioning |
My Goals for This Visit
My top concern to address today:
A question I want to make sure I ask:
Something I want my provider to know:
What does a successful visit look like for me today?
After My Visit
Changes to my medication or treatment plan:
Things to try or monitor before next visit:
My next appointment date:
Educational use only. This article is for general informational and educational purposes and is not a substitute for individualized medical advice, diagnosis, or treatment. Reading it does not create a provider–patient relationship. Always consult a qualified clinician about your specific situation.
Medically reviewed by
Jean Ogu, PMHNP-BC
Board-Certified Psychiatric Mental Health Nurse Practitioner
About our providers →In crisis? Get help now
If you or someone you know is in immediate danger, call 911. For mental health crisis support, these free, confidential services are available 24/7:
- 988 — Suicide & Crisis Lifeline (call or text)
- Text HOME to 741741 — Crisis Text Line
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