Real Agent Cases

Prepare a tiered question list for a specialist call with Claude

Posted
by Andrew Rodriguez (LinkedIn)
Last checked
Method:
How we verify

Evidence: Screenshots or logsThe source shows screenshots, a transcript or the agent's output.

Outcome

Before a call with his wife's neuroendocrinologist, a poster gave Claude their clinical context and asked for a structured appointment prep. He says it organised questions into three tiers (what changes next steps, understanding the mechanism, and forward-looking), each with a note on why he's asking, so he could triage if time ran short. He shared a reusable template and says the goal is to be prepared, not to replace the doctor.

Agent

Claude

Prompt Recreated prompt

The source didn't share its exact prompt, so we wrote this from what it describes.

Let's work this out together. I'll tell you what I know, you suggest options and ask what you need, and we'll narrow it down step by step. Nothing gets booked, bought or sent until I say so.

Goal: Let's prepare a one-page outline and prioritized question list for an upcoming doctor's appointment.

What I'll share as we go:
- The condition and treatment so far (no ID details)
- Recent results or changes
- What worries me most
- How long the appointment is

This is admin help, not medical advice. Don't diagnose or suggest treatments. If anything I mention sounds urgent, tell me to contact a doctor or emergency services first.

Rules:
- Summarize where things stand in a few lines.
- Group questions into: what changes next steps, what helps me understand, and longer-term.
- Add a short 'why I'm asking' note to each question.
- Don't diagnose or suggest treatment changes; these are questions for the doctor.
- If a site asks for a login, a CAPTCHA or payment details, stop and hand control back to me.
- Ask for my OK before you pay, book, send, submit or cancel anything.
- Check facts that can change (prices, opening hours, dates, availability, rules) against the official source, and tell me anything you couldn't verify.

Output: A one-page outline with tiered questions.

You'll know it worked when: I cover the most important decisions even if the appointment runs short.
Optional stronger version

Our rewrite with extra checks. The poster didn't test it.

Let's work this out together. I'll tell you what I know, you suggest options and ask what you need, and we'll narrow it down step by step. Nothing gets booked, bought or sent until I say so.

Goal: Let's prepare a one-page outline and prioritized question list for an upcoming doctor's appointment.

What I'll share as we go:
- The condition and treatment so far (no ID details)
- Recent results or changes
- What worries me most
- How long the appointment is

This is admin help, not medical advice. Don't diagnose or suggest treatments. If anything I mention sounds urgent, tell me to contact a doctor or emergency services first.

Rules:
- Summarize where things stand in a few lines.
- Group questions into: what changes next steps, what helps me understand, and longer-term.
- Add a short 'why I'm asking' note to each question.
- Don't diagnose or suggest treatment changes; these are questions for the doctor.
- If a site asks for a login, a CAPTCHA or payment details, stop and hand control back to me.
- Ask for my OK before you pay, book, send, submit or cancel anything.
- Check facts that can change (prices, opening hours, dates, availability, rules) against the official source, and tell me anything you couldn't verify.
- Bring a current medication list with doses to the appointment.

Output: A one-page outline with tiered questions.

You'll know it worked when: I cover the most important decisions even if the appointment runs short.

Before you finish: re-read my goal and constraints, check your answer against each one, and list anything you assumed or couldn't confirm.

Source

https://www.linkedin.com/posts/arodriguez231_before-every-doctors-appointment-i-use-activity-7440045545819283456-O434

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