Before
Prepare what you can, then let the rest wait. You do not have to process everything before the appointment.
Before the appointment
A note to myself
I've already done the hard part — completing the assessment. My job today is to listen, understand the reasoning, and make notes. I don't need to decide how I feel about it today, and it's okay to have more questions after I've read the report.
What success looks like today
Everything else — deeper reflection, comparing it with what I've read, talking it through with Suzanne — can happen afterwards.
Appointment
Use this page during the feedback conversation. Listen first, record what matters, and don't worry about answering everything today.
What was the outcome?
How they reached their conclusion
Understanding me
Questions
Start with the gold priority questions. Tick a question when you have asked it; your notes are saved automatically.
These buttons jump you down the page, they don't filter anything. Both sections below are shown until you record the outcome on the Appointment tab, then this narrows to just the one that applies.
If diagnosed
If not diagnosed
Before I leave
Anything else I want to ask
Outcome & Report
Keep the important facts here so you don't have to rely on memory after the appointment.
Quick summary
Written report
Follow-up questions
Ask AI about my notes
Ask a question about the information you have entered in this guide. The AI will use the current guide notes to help answer it.
Only press Ask AI when you want to send the current guide notes and your question to the AI service. The API key stays on the Smart Appointment Notes server.
Next steps
Use the outcome to turn the appointment into a practical next step. There is no need to work everything out at once.
Based on the recorded outcome
Reliable resources
Save a copy
Save a new snapshot of the current guide to Obsidian, OneNote, or both. Each save creates a new copy rather than overwriting the previous one.
Reflection
Do this later that day or during the week. You don't need to reach a conclusion immediately.
Voice memo after the appointment
What was actually said, in your own words, before it blurs.
What were the three main things I remember?
What surprised me?
What made the most sense?
What questions do I have after reflecting?
How do I feel about the outcome today?
What practical changes or support might help me?
Anything else I want to record
Final reminder
I don't need to decide whether I agree today. I don't need to ask every question. I don't need to remember everything.
Whatever today's outcome, my experiences are real. This appointment is an opportunity to understand how the clinicians interpreted them. Their conclusions may confirm, challenge, or refine my own understanding — and it's okay to take time to think about that.