How to support an older adult at a doctor’s appointment

Before you go in

Agree on the kind of help they want.

Ask the older adult how they would like you to take part today. They may want you in the room, prefer you to listen, or only need help with transportation. Their preference can change from one appointment to another.

Agree on whether you should add details only when invited, and how the person would like you to signal that you have something to add. Guidance from the National Institute on Aging (NIA) emphasizes asking the patient how they see a companion’s role and keeping the patient involved in the conversation. See NIA’s guide to communicating with older patients.

Make communication easier

Check what will help them hear, see, and understand.

Before leaving, check that glasses or contact lenses are with them and that hearing aids are working and available. Let the office know if the person has difficulty hearing or seeing, and ask what communication support it can arrange.

If they would like an interpreter, contact the clinic ahead of time so staff can plan for one. Ask the older adult what language or communication support works for them; do not assume they want a family member to interpret. The NIA’s caregiver appointment tips recommend arranging an interpreter with the office in advance when one is needed, and checking hearing and vision supports before the visit.

Read more in the NIA article on accompanying someone to a doctor’s appointment.

During the visit

Keep the conversation centered on the patient.

When the clinician asks a question, pause and let the older adult answer first. Look toward and speak to the patient, not only to the companion. If they want help remembering a detail, ask whether they would like you to add it.

If the person agrees, take notes so they can revisit the conversation later. The patient can ask the clinician to explain unfamiliar words in plain language or provide the instructions in writing. The NIA recommends including the older adult directly, making space for their questions, and using notes or written information to support understanding.

A companion’s notes can help capture what was said, but the older adult should decide what is useful and what they want to share with others afterward.

Privacy and after the visit

Let them decide what to share and what happens next.

An older adult may want time alone with the clinician for part of the appointment. Respect that request and step out if asked. Avoid pressing them to discuss private topics with you afterward.

Before trying to access records or speak with the clinic when the patient is not present, ask the person what they want and ask the clinic what authorization or paperwork it requires. Clinic requirements can vary by office and situation, so check with the clinic rather than assuming what permission is enough. This guide does not interpret privacy rules or legal authority.

Coordinate calls, messages, appointments, or sharing notes only with the patient’s permission. You might ask, “Would you like me to take care of any follow-up, or would you prefer to handle it yourself?” Agree on what the person would like you to do and what information they are comfortable sharing.