Prepare for Your Visit

We want to make sure your time with us is as productive and effective as possible. Some simple steps and awareness in preparation for your visit go a long way to getting the most out of your appointment:


Before your appointment:
  • Write down the date, time, and location where your appointment is to take place.
  • Plan to arrive 15 minutes ahead of your appointment time.
  • Compile your prescription bottles or a list of your medications including herbs and vitamins.  This list should include the name of the medication and the dosage, as well as the provider who prescribed it to you.
  • Compile any previous, relevant medical records you may have.
  • Follow any pre-appointment instructions you may have been given (i.e. fasting, liquids, medicines, etc.).
  • Before you leave, make sure you have your health insurance ID card and picture ID (i.e. driver’s license).


  • Take advantage of our Express Check-in service through My SMA Health Online.  You can pay your copay online at home and scan your confirmation when you arrive.
  • Or, check in at the front desk and confirm your address, phone number and insurance information.  You’ll pay your copay before your appointment and will need to provide a valid ID and health insurance card.
  • Complete a general medical history form (first-time visits or annually for some services). 
  • Feel free to check with the front desk staff if you have not been given an update on the status of your appointment after 15 minutes.  Your provider may be behind schedule due to unexpected patient needs, and we understand your time is valuable.

During Your Appointment:

  • First, the nursing staff will check your weight, temperature, pulse and blood pressure. 
  • You’ll then be asked general health questions (this is also a good time to share your health questions).
  • You and your provider will discuss your key concerns, as well as current prescriptions and any necessary follow-up or referrals. 
  • Your provider will review and update your medical record electronically during the exam, and help you with next steps for any preventive exams or tests that are due.
  • A member from the nursing staff will provide you with your check-out paperwork and refer you to the front desk to complete your appointment.

 After Your Appointment:

  • We invite you to complete a Patient Comment Card and tell us about your experience so we can serve you better.  You may also receive an survey by email.
  • Patient Comment Cards are available at most of our courtesy desks and patient check-in areas.

 Some things to remember:

  • If you can’t make your appointment, please call the scheduling line to cancel it.  This will help us use that time for another patient.
  • Make sure to get any needed tests done in advance, so your provider has them to review at your appointment.
  • Be honest with your provider and make sure to tell him/her any health concerns you might have.

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