What can I bring to the conversation?
Write down what you want help with, medicines you already take, past care and the questions you keep coming back to. Ask the service what records it wants before the visit.
Keep your notes brief. They can be a starting point for questions, not a script you have to get right.
Will it be live or reviewed later?
A live visit means you and the person treating you speak at the same time. In another kind of visit, they read your written answers or records when you are not both online.
The state offices overseeing doctors are brought together by the Federation of State Medical Boards.
As of September 2026, its guidance allows live visits or answers reviewed later if the care meets the requirements for a proper visit.
State rules may set different limits.
The person treating you needs enough health information, a way to ask further questions and arrangements for tests or an exam when needed.
Ask how the service decides whether your written answers are enough for your visit.
Is a form with set questions enough?
The medical boards’ group says a form with set answers cannot be the whole basis for treatment.
Your doctor must be able to follow up on the form with more questions about your health.
The guidance also calls for a way for patients to put follow-up questions to the person treating them.
Ask how both of you can ask more questions before a care decision is made.
This advice is for state offices that oversee doctors; each state sets its own rules.
Could I need tests or an in-person visit?
That guidance says your doctor must arrange any tests you need or refer you to someone who can provide them.
When an exam or procedure is needed, the guidance also calls for follow-up in person.
What happens after the visit?
Ask how you will get the care plan, who answers questions between visits and how another visit is arranged. Get the full cost before agreeing to ongoing care.
Build your conversation checklistEndnotes for this chapter
- Medical-board guidance on visits and care afterwards
Covers online forms, necessary tests and help finding an exam in person.
- Medical-board guidance on asking follow-up questions
Patients also need a way to bring questions to the person providing their care.
