On this page
Use this checklist after booking a video appointment to discuss a perimenopause or menopause concern. It helps you organise the connection, private space and documents, so those details do not take over the conversation.
Print it or copy the fields into your own notes. There are no answers to submit to Yellow. This sheet does not decide whether a video appointment is appropriate, assess urgency or promise that a practitioner can prescribe or complete your care online.
Confirm what you have booked
Clinic and practitioner named in my confirmation: ____________________
Appointment date and time, including time zone: ____________________
Official appointment link or app named by the clinic: ____________________
Booking reference, kept in my private copy: ____________________
Clinic contact if the link is missing: ____________________
Ask the clinic whether the appointment can address the concern you described, and whether an in-person visit might be needed. If your concern changes before the appointment, contact the clinical team for advice about the next step. Do not wait for a video slot because this checklist is unfinished.
If you are choosing a practitioner rather than preparing for a confirmed visit, start with which doctor to see. This checklist begins after that decision.
Choose a place where you can speak
Where I plan to take the call: ____________________
What I need to arrange for privacy: ____________________
Earbuds or headphones available: Yes / No / Not needed
Someone else will be present: Yes / No / Unsure
A meeting room at work, a shared bedroom and a parked car offer different practical constraints. Choose a place where you can remain stationary and speak without needing to drive or complete another task. Tell the practitioner if someone can hear the conversation.
If a companion will join, agree on their role using the companion sharing checklist. Ask the clinic how to request time to speak alone if you want it.
Check the connection and backup route
Device and charger ready: ____________________
Camera, microphone and sound checked: ____________________
Any app or sign-in instruction confirmed with the clinic: ____________________
Who I contact if the call drops: ____________________
Whether the clinic will call back, or I should rejoin: ____________________
Use the clinic's confirmed contact route if a message or link seems unfamiliar. Keep passwords and one-time sign-in codes private. This worksheet does not require any account details.
Ask how long to wait if the practitioner has not joined, rather than guessing whether the appointment is cancelled. A failed connection is a booking problem to clarify, not evidence that your health question has been answered.
Put the requested records within reach
| Record requested by the clinic | Where my copy is | How the clinic asked to receive it | Sent or ready |
|---|---|---|---|
| ____________________ | ____________________ | ____________________ | ____________________ |
| ____________________ | ____________________ | ____________________ | ____________________ |
Bring the records you have and ask what else is needed. Ask the clinic what is needed before purchasing new tests for the appointment. If testing has been requested, use the test-request questions sheet to clarify the instructions with the ordering team.
Check the recipient before sending a document. Avoid opening a personal report on a shared screen until you know who is present. This is a practical privacy check, not a guarantee about the clinic's platform.
Keep one opening question in view
The change I most want to discuss: ____________________
One example of its effect on my day: ____________________
The question I want answered before the call ends: ____________________
The appointment preparation guide helps with the clinical conversation. Keep this checklist for the video-call arrangements so you do not have to maintain two copies of your symptom history.
Close the call with a confirmed next step
What the practitioner said happens next: ____________________
Who sends the written summary or instructions: ____________________
How and when I can ask a follow-up question: ____________________
Whether an in-person appointment is needed, as advised: ____________________
Ask for clarification if sound or connection problems meant you missed an instruction. Do not reconstruct a medicine instruction from memory or use this sheet to change it.
For separate programme information, you can visit Yellow for Hormones and check its current scope. That link does not confirm that a particular appointment or remote service is available. The checklist is free to use with your chosen clinic.
One thing I still need to confirm: ____________________
This resource provides general information and does not diagnose a condition or replace advice from a qualified practitioner.