First Visit Checklist
What to bring.
A practical checklist for your first appointment. Bringing these helps us verify coverage, review your history, and start care efficiently.
Everyone
- Government-issued photo ID (driver's license, state ID, military ID, or passport)
- Insurance card(s) — primary and secondary if applicable
- A current list of medications, including dosage and frequency (prescription, over-the-counter, supplements)
- A list of known allergies
- Emergency contact information
- Any prior medical records or imaging related to the reason for your visit
- Your completed intake forms (if you received them by email)
OWCP / federal workers' compensation patients
- OWCP claim number
- Copy of your CA-1 (traumatic injury) or CA-2 (occupational disease)
- Any CA-16 (Authorization for Examination and/or Treatment) you received from your agency
- Authorization letters from OWCP or your nurse case manager
- Prior medical reports from other providers treating this injury
- Prior diagnostic results: imaging (MRI, X-ray, CT), nerve studies, lab results
- List of accepted conditions (if you know them)
- Your supervisor's name and phone number (for work-status communication)
State workers' compensation patients
- Workers' compensation claim number
- Name of the claims adjuster and their contact information
- Name of the insurance carrier (CCMSI, Sedgwick, Liberty Mutual, etc.)
- Any authorization letters or determinations from your adjuster
- Employer name, address, and HR contact
If you've been treated elsewhere for this issue
- Names and contact information for prior treating providers
- Copies of prior progress notes, imaging reports, or therapy evaluations
- Prescription history related to the condition
- Any surgical reports if you've had prior surgery
Don't have everything?
Come anyway. Missing one or two items usually doesn't delay care — our team can often retrieve records on your behalf, verify benefits during your visit, or reschedule for a follow-up once complete records are available. Call us beforehand if you're unsure.