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How-to guide · 2 of 7

Appointment prep

Keep questions, visits and next steps in one place before you walk in.

Where to find it Plan, then Care & Calendar. Before the visit: Share, then Prepare & Share.

Step by step

  1. Open Care & Calendar and tap + Add appointment.
  2. Type who it’s with, the date, and what you want to talk about. Tap Save appointment & reminders.
  3. Before the visit, open Prepare & Share. Choose the kind of report and who it’s for.
  4. Pick the notes and questions to bring. Check the preview, then tap Print / save PDF report or Share by email.

Tip: While you’re using Mosaeli, it reminds you 1 week before, 3 days before and the morning of the visit.

Free printable: the Appointment Prep Checklist shows what to gather before, ask during and do after a visit.

The Add an appointment screen, with boxes for provider, role, date, time and what to discuss
A sample screen. The details are made up.

Still stuck? In the app, open Help, Getting Started & Support, or send us a note. A real person reads it.