Care Pathway Checklist
Care Compass Care Pathway Checklist is designed to Provide essential knowledge and information throughout the care pathway. Utilize it as a comprehensive guide for each stage of the care pathway: Before Care, At Care and After Care.


A. Before Care
Decide where to go: Primary Care Doctor, Urgent Care, Specialist, or the ER
Check that the doctor accepts your insurance plan
Confirm your doctor is in-network before your visit
Ask if they are taking new patients
Ask when the first appointment is available and write it down
Ask if they can provide an interpreter (it is usually free)
Write down your symptoms clearly but briefly and list of questions
Get information about your pharmacy (name, phone number, and address)
Make a list of your medications, doses, and any allergies
Gather your insurance card, ID, and past medical records if you have them
Arrange a trusted person to join you, if you need help communicating
Plan to arrive 10–15 minutes early


B. At Care
Check in at the front desk with your name, appointment details, and insurance
Confirm again if your doctor is in-network before your visit
You will likely be asked to sign a few forms, such as:
Consent for treatment — you agree to let the doctor examine and treat you
Privacy notice (HIPAA) — explains how your medical information is protected
Financial responsibility — you agree to pay for costs your insurance doesn't cover
Before you sign:
It's okay to ask staff to explain anything you don't understand
It's okay to ask for a form in your language, or bring someone to help translate
Read the form, even briefly — don't feel rushed
Share your previously written symptoms clearly, starting with what matters most
Ask questions if anything is unclear including your previously written questions — it's okay to ask the doctor to explain again
Ask about the cost of any tests, treatment, or medication before agreeing to it
Before leaving, get your After-Visit Summary (AVS)
Set up and confirm any follow-up appointments, tests, or referrals
Make sure new prescriptions are sent to your pharmacy
Ask about your copay or any other fee due before leaving


C. After Care
Review your After-Visit Summary and any notes
Pick up new prescriptions and take them as directed. If there is anything unclear, please ask the pharmacy staff
Follow your doctor's instructions and any lifestyle changes
Keep your own records of symptoms, medicines, and test results
Call the office if you have new questions or forgot to ask something
Watch for new symptoms or side effects - call 911 in an emergency
When your bill arrives, compare it to your insurance's Explanation of Benefits (EOB)
If you can't pay, call the billing office to ask about a payment plan or financial assistance