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How to prepare for your first appointment

Confirm your details and gather what you'll need for your first appointment.

Thanks for booking your first appointment with Circle Medical. We're glad to partner with you on your care. Here's how to make the most of your time with your provider.


Confirm your account and personal details

Before your appointment, make sure your account information is complete and up to date. This includes verifying your ID and adding your insurance details, if you have any. Double check your contact information too, like your address and preferred pharmacy.

For full details, see our pre-appointment checklist.


What to have handy

Keep these items nearby. Your provider may ask for them during your appointment:

  • Previous medical records

  • A list of medications you take, with dosages and instructions

  • A list of any allergies, including medication or ingredient allergies

  • Names and contact information for your previous doctors, offices, or clinics

Have these ready ahead of time? Upload them on the Circle Medical mobile app or web portal by navigating to the Health tab.

Need help uploading records? See our guide on sending and uploading medical records.


Pre-appointment questionnaires

Depending on your appointment type, you may have a few short questionnaires to complete. You'll fill these out during check-in. They help your provider prepare the best care plan for you.

Have questions? Message our Care Team anytime through the mobile app or web portal.

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