AFib Visit Prep Template: Questions, Episode Summary, Medication List

AFib visit prep template with questions and episode summary

Twenty Minutes Is Not Enough Unless You Walk In Prepared

A typical cardiology or electrophysiology appointment gives you about 15 to 20 minutes of real face time. Your cardiologist has a room full of patients and a list of things they need to check. If you walk in without a plan, the visit will be about their checklist. If you walk in with a one page prep sheet, the visit will also be about the questions that kept you up last night. This AFib doctor visit prep template is designed to help you do exactly that.

This template is built for that one page prep sheet. It is structured around the four things that actually drive treatment decisions in AFib: burden, symptoms, medication tolerance, and your questions. Fill it out the night before and bring it with you.

Key Takeaways

  • A single prep sheet turns a 20 minute appointment into a full conversation about your actual priorities.
  • Writing down your questions the night before stops the “I forgot to ask” feeling that starts on the drive home.
  • A summary of the last three months of episodes is more useful than a verbal recap.
  • Bringing a list of all current medications, doses, and any recent changes prevents interaction surprises.
  • The template works for both cardiology and EP visits, and for both in person and telehealth appointments.

Download Printable PDF

The Four Things Your Cardiologist Needs to Know

When your cardiologist opens your chart, they are looking for an update on four fronts. How has your AFib burden changed since the last visit. Are your symptoms stable, better, or worse. Are you tolerating your current medications. Are there any new symptoms or concerns that need a workup. Every minute you spend in the appointment should move at least one of those four forward.

The prep sheet below gives you a row for each. If you are using the AFib Tracker App or a paper episode log, pull your summary numbers from there. If not, spend 10 minutes the night before reconstructing the month in broad strokes.

The Four Sections to Fill Out

Section 1: Your AFib Burden Since the Last Visit

Total number of episodes. Average duration. Longest episode. Shortest episode. Any episode that needed a trip to the emergency room or a cardioversion. If you are in persistent AFib, note whether any periods of sinus rhythm have happened and what they felt like.

Section 2: Symptoms and Function

Palpitations, shortness of breath, fatigue, exercise tolerance, chest discomfort, lightheadedness. Rate each on a scale of 0 to 3 compared to the last visit. Add a line about any activity you stopped doing because of AFib and any activity you resumed. This gives your cardiologist a functional picture that the chart does not capture.

Section 3: Medications

List every medication you are currently taking, including supplements. Note any side effects you have had since the last visit. Flag any missed doses, any recent antibiotic courses, and any new prescriptions from other providers. If you are on an anticoagulant, include any bruising or bleeding you noticed.

Section 4: Your Questions

Write three to five questions. Not a list of ten. Prioritize the ones that actually keep you up at night. If you have a question about whether you are a candidate for ablation, put that first. If you have a question about a specific side effect, put that first. Questions you do not ask at this visit can go at the top of the next prep sheet.

The Visit Prep Sheet

Section Notes
Burden (episodes, duration) ______________________________
Longest episode this period ______________________________
Symptoms vs last visit Palpitations ___ / SOB ___ / Fatigue ___ / Chest ___ / Lightheaded ___
Activity changes ______________________________
Medications ______________________________
Side effects ______________________________
Question 1 ______________________________
Question 2 ______________________________
Question 3 ______________________________
Things to decide today ______________________________

Make two copies. Give one to the care team and keep one for yourself.

How to Use the Prep Sheet During the Visit

Hand it over at the start of the appointment, not at the end. If your cardiologist opens the visit with “how have you been,” answer the question from the sheet. “I had six episodes since our last visit, the longest was about four hours, no ER trips, palpitations are about the same, and I stopped walking my usual route because I got breathless.” That takes 15 seconds and gives them everything they need to start.

Then move to the questions. If time runs out before you get through all three, ask if there is a follow up option. Patient portal messages, nurse call back lines, or a phone follow up can all handle leftover questions without needing another full visit.

After the visit, write down what was decided in the Notes column at the bottom. Dose changes. New tests ordered. Next appointment. Anything you were told to watch for. This becomes the context for your next prep sheet.

What 30, 60, and 90 Days of Prep Sheets Reveals

Over three visits, the pattern that emerges is how your cardiologist actually makes decisions about your care. You will see which numbers change their mind. You will see which symptoms lead to a test order and which do not. That pattern helps you prepare the next sheet more efficiently and ask better questions each time. Over a year of visits, the prep sheets also become the clearest record of your AFib story you will have.

The next appointment is the next prep sheet. Fill in the first row tonight.

Medical disclaimer: This post is for informational purposes only and does not constitute medical advice. Talk to your cardiologist or electrophysiologist about any concerns with your treatment plan.

Frequently Asked Questions

What should I bring to my AFib appointment?

Bring your episode log (dates, durations, heart rates), current medication list with doses, any home ECG recordings, and 3 specific questions. Data changes the conversation from guessing to planning.