Prepare for a useful conversation

What to gather before a review

You may not need every item. Gather only the records related to your question.

Checkmarks stay only on this page and are not sent anywhere or saved by the site.

Check off what you haveYour main questionWrite one sentence about what you want to understand. Keep this with your records; do not include medical details in an initial email.Recent cardiology clinic noteThe note that explains the recommendation you want to discuss.Cardiac catheterization reportThe written report, if a catheterization or angiogram is relevant to your question.Echocardiogram reportThe written ultrasound report, if relevant to a valve, heart function, or heart-failure discussion.Stress-test reportThe written findings from exercise or medication stress testing, if relevant.Medication listNames, doses, frequency, and allergies, using the most recent list from your care team.Other directly relevant reportsFor example, a surgical consultation, rhythm-monitor report, or recent discharge summary.Questions and permissionsYour questions for the call and permission for any family member or support person joining you.

Keep the packet focused

The package covers up to 40 relevant pages. Tell us if you have more before sending anything.
Use complete, readable reports, including their dates and conclusions. Do not crop away context.
Avoid duplicate reports, billing statements, insurance cards, and unrelated records.
Do not order new tests just for this service. We explain existing written records.
We do not independently interpret original scan images, angiogram video, or other raw imaging.