Primary Care
Preparing for Your Annual Physical: A Checklist
A simple checklist for your annual physical: what to bring, whether to fast, questions to ask, and what to expect at the visit.
Morningside Medical Team
A little preparation makes your annual physical far more useful. Bring your medications, family history, and a written list of questions, and call ahead to ask whether any blood work needs fasting. This checklist walks through exactly what to gather, what to expect, and how to make the most of your time with your clinician.
For the bigger picture on why these visits matter, see our companion article on the annual physical.
Key Takeaways
- Call ahead about fasting. Many routine cholesterol checks no longer require it, but confirm before your visit.
- Bring a full medication and supplement list, including over-the-counter drugs, vitamins, and herbals.
- Know your family history of parents, siblings, and children, since it changes which screenings you may need.
- Write down your symptoms and top questions in advance so nothing gets forgotten in the moment.
- The modern physical is personalized, not a fixed set of tests. What you get depends on your age and risk factors.
Do I need to fast before my physical?
Often, no. Since 2018, non-fasting cholesterol panels have been accepted for routine screening, so a standard lipid check usually does not require an empty stomach. Fasting is mainly reserved for people with very high triglycerides or a specific follow-up test.
When fasting is ordered, it typically means 9 to 12 hours with no food. Water is fine, black coffee or tea with nothing added is usually acceptable, and you should keep taking your prescribed medications unless told otherwise. The safest move is a quick call to the office a day or two ahead to confirm whether any blood work requires fasting.
What should I bring to the appointment?
Gather these before you leave home:
- Photo ID and insurance card.
- A complete medication list. Include prescriptions, over-the-counter drugs, vitamins, and herbal supplements with their doses. Accurate medication reconciliation is a real safety step, and supplements can interact with prescriptions or affect lab results.
- Your family health history. Focus on first-degree relatives (parents, siblings, children). A family history of heart disease, diabetes, or certain cancers can change your screening timing. The CDC offers a free family health history tool to help you organize it.
- A written list of symptoms and questions (more on this below).
- Prior records, if you are a new patient. Past labs, vaccination records, and specialist notes make a first visit go much faster. Patient-portal access helps too.
What questions should I ask?
It is easy to forget your concerns once the visit starts, so write them down. Note any new or changed symptoms across sleep, mood, energy, pain, digestion, and skin. Then jot your top questions. Federal patient-education guidance encourages patients to come prepared with a short list.
A few good starters:
- Which screenings or vaccines am I due for at my age?
- What do my results mean, and what is my target number?
- Are all of my medications still needed?
- What one lifestyle change would help me most?
- Should I see any specialists?
What actually happens during the exam?
A typical physical includes vital signs (blood pressure, heart rate, height, weight, and BMI), a review of your history and medications, a hands-on exam of the heart, lungs, abdomen, and skin, a conversation about your concerns, and orders for any screenings or vaccines that fit you.
That last part matters: the modern physical is personalized, not a fixed battery of tests. Which screenings you get depends on your age, sex, and risk factors. For example, colorectal cancer screening is now recommended starting at age 45, lowered from 50 to reflect rising cases in younger adults. Bringing your age and risk context helps the visit focus on the checks that genuinely benefit you.
Why the blood pressure check is a big deal
One near-universal part of the visit is your blood pressure. It carries the U.S. Preventive Services Task Force's highest grade for all adults 18 and up, meaning strong, high-certainty benefit. The reason is scale: nearly half of U.S. adults (about 48%, or roughly 120 million people) have high blood pressure, and only about 1 in 4 have it under control. A two-minute cuff reading is one of the highest-value moments of the whole visit.
When to skip the wait and seek care now
An annual physical is for prevention, not emergencies. If you have severe or sudden symptoms, do not wait for a scheduled visit. Seek urgent or emergency care right away for:
- Chest pain or pressure, or shortness of breath (possible heart attack).
- Sudden face drooping, arm weakness, or speech difficulty. Call 911 and think F.A.S.T.
- Sudden severe headache, fainting, or confusion.
- Uncontrolled bleeding, a severe allergic reaction, or thoughts of self-harm. In a crisis, call or text the 988 Suicide & Crisis Lifeline.
Ready for your visit?
A few minutes of prep, your medication list, your family history, and a written question list, turns a routine checkup into real, personalized care. Our team at Morningside Medical is here to help you stay ahead of your health, one visit at a time. Learn more about our adult primary care services, or book an appointment when you are ready.
This article is for general information and is not a substitute for professional medical advice. Talk to your clinician about your specific situation.