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Got a New Diagnosis? A clear plan for your next steps

You are not alone

If you are managing a brand-new diagnosis, it is normal to feel overwhelmed, hopeful, or both. You want reliable answers, a plan you understand, and a team you trust. This guide walks you through the first days and weeks so you can move from confusion to clarity.

From our advocates’ video message (script highlights):
“Hi, everyone. It’s Amanda over at Understood Care. Quite a few patients have a new health diagnosis, and I wanted to go over how our advocates can help you through this process. Whether it is diabetes, Parkinson’s, dementia, Alzheimer’s, anything, it can be confusing. Everyone goes on Google. I do it too. But search results can flood you with information that is not meant for your situation right now. If you have a new diagnosis, our advocates help you understand medications and diet, connect you with a nutritionist, and coordinate with your doctor. Once you have your advocate, you get our direct number so we can answer your questions and help with care coordination.”

If you want hands-on help while you take the steps below, you can connect with an Understood Care advocate for Care Coordination, Second Opinions, and Appointment support.

Take back your days. Support can ease pain.
Take back your days. Support can ease pain.

What to do first

Get the basics in plain language

Ask your clinician to explain your diagnosis in simple terms you can repeat back. Write down:

  • What the condition is and how it is usually treated
  • Early steps for today and this week
  • Red-flag symptoms that mean you should call or seek urgent care
  • The follow-up plan and when you will review results

If anything is unclear, say so. You are entitled to understandable instructions, printed handouts, and a chance to ask questions at your pace.

Capture your questions as they come

New questions pop up at 7 pm, not just during a 20-minute visit. Keep a running list on paper or your phone. Examples that help most people:

  • What is the goal of this medicine or test
  • What benefits should I expect and by when
  • What side effects should I report right away
  • Are there options to try first if I prefer fewer side effects
  • What is the plan if the first option does not help

If you want help getting your questions into a clear checklist for your next visit, an advocate can prepare this with you and share it with your care team through Care Coordination.

Bring someone with you if you can

A family member or friend can help take notes, ask a missed question, or notice instructions you might overlook. If you prefer to go alone, you can still ask for an after-visit summary and written instructions.

Make the most of your appointments

Prepare like a pro

Bring a current medication and supplement list, allergies, and a short summary of your top 3 concerns. Arrive with your questions list and your recent home readings if you track blood pressure, blood sugar, weight, or symptoms.

During the visit

  • Start with your most important concern
  • Ask for specific next steps, including how you will know if the plan is working
  • Request clear timelines for follow-up and result review
  • Before you leave, repeat the plan to confirm you understood it correctly

If appointments are hard to schedule or you need help with transportation, Appointment support can handle the logistics and reminders.

We coordinate care so you are never alone
We coordinate care so you are never alone

Understanding tests, results, and records

Know why each test is ordered

For any lab, scan, or procedure, ask: what decision will this test help us make, how accurate is it, how should I prepare, and how will I get results. Understanding the “why” prevents unnecessary repeat testing and helps you weigh benefits and downsides.

Keep your results in one place

Create a simple folder or secure digital file for test results, imaging reports, visit summaries, and your medication list. Label each item with the date and the provider. This makes second opinions and specialist visits faster and safer.

You have a right to your medical records

You can request copies of your records, including electronic access through patient portals. In most cases, your provider must share them with you within a reasonable time frame. If you want help organizing and forwarding records to a specialist, your advocate can do this through Care Coordination.

Medications: start safely and stay on track

Ask key questions before the first dose

  • What is this medication for and what benefit should I expect
  • What are common side effects and which ones are urgent
  • How and when should I take it, with or without food
  • What interactions should I avoid, including over-the-counter products and alcohol
  • What is the plan if I cannot tolerate it

Practical adherence tips

Use a pill organizer, set phone reminders, and align doses with daily routines like brushing teeth or breakfast. If cost or access is a barrier, ask about generics, patient assistance programs, or alternative options of similar benefit.

Hope on every session
Hope on every session

Should you get a second opinion

Second opinions are common and appropriate if your diagnosis is serious, options are complex, treatment is high-risk, or something does not feel right. A second opinion can confirm the plan or offer alternatives. Your current doctor can send records directly to the consulting specialist.

If you want support identifying in-network specialists and sending your records, Second Opinions can take care of this while you focus on your health.

Care coordination makes a big difference

A new diagnosis often touches multiple providers: primary care, specialists, pharmacy, therapy, and community services. When your story, medications, and test results are consistently shared across the team, care becomes safer and simpler.

Understood Care advocates can prepare your appointment questions, share updates with your clinicians when you ask us to, schedule follow-ups, and help you track tasks so nothing is missed. Learn more about Care Coordination.

Take time for your personal health
Take time for your personal health

What to do about the internet overload

Searching online can be useful, but timing and quality matter. Early on, focus on trusted, non-commercial sources meant for patients. Avoid deep dives into advanced treatments that are not part of your plan yet. Bookmark one or two reputable condition pages, then bring questions to your clinician or advocate.

Practical checklist for the first two weeks

  • Write your top 3 questions and bring them to your next visit
  • Start a single folder for records and test results
  • Confirm how and when you will receive lab or imaging results
  • Review your medication list for duplicates or interactions and ask what each one is for
  • Schedule your follow-up visit before you leave the clinic
  • Ask if a second opinion is appropriate now
  • Share your preferred emergency contact and caregivers with your care team
  • If fatigue, mood changes, or stress are high, ask about counseling, support groups, or self-management programs
  • If your condition affects driving, food, home safety, or finances, ask your clinician or advocate for local resources
Get reminders and support from an advocate
Get reminders and support from an advocate

How Understood Care supports you, step by step

Explore Care Coordination, Second Opinions, and Appointments if you would like us to handle these details with you.

Frequently asked questions

Is a second opinion covered by insurance

Coverage varies by plan and by situation. Many plans cover second opinions for major diagnoses or procedures. Call your insurer using the member services number on your card and ask specifically about consultation coverage and any network requirements. An advocate can call with you and document the details for your records.

I am overwhelmed. What should I focus on this week

Focus on understanding your diagnosis and today’s plan, knowing when to call for help, and getting your follow-up scheduled. Keep your medication list updated and start a questions list for your next visit.

What if my test results arrive before my doctor calls me

That is common with electronic records. Review the report, but wait to change anything until you have clinical guidance. Send questions through the portal, call the office, or ask your advocate to help you prepare for the follow-up discussion.

How do I avoid unnecessary tests or treatments

Ask what decision a test or treatment will inform, what happens if you wait, the benefits and possible harms, and whether there are simpler options. Bringing these questions to each visit supports thoughtful, shared decisions.

Can I share my records with a family caregiver

Yes. You can download and share your records or sign the forms needed to add a caregiver to your information-sharing preferences. Your provider’s office can help set this up, and an advocate can guide you through the forms.

Where can I find trustworthy health information online

Start with government and major academic sources written for patients. Examples include MedlinePlus, NIH, CDC, and large academic medical centers with patient education pages. Avoid promotional content and sites selling products related to your diagnosis.

Talk to an advocate (646) 904-4027
Talk to an adovcate (646) 904-4027

A closing word from our advocates

You deserve clear information and a plan that fits your life. As Amanda says in the video script, you do not have to do this alone. If you would like a partner to organize appointments, align your care team, prepare second opinions, or just be a steady voice between visits, we are here to help.

Advocates are FREE because insurance covers them
Advocates are FREE because insuracne covers them

References

  1. MedlinePlus. Talking With Your Doctor. https://medlineplus.gov/talkingwithyourdoctor.html
  2. National Institute on Aging. What Do I Need to Tell the Doctor. https://www.nia.nih.gov/health/medical-care-and-appointments/what-do-i-need-tell-doctor
  3. Agency for Healthcare Research and Quality. Question Builder Online. https://www.ahrq.gov/es/questions/question-builder/online.html
  4. MedlinePlus. Medical Tests. https://medlineplus.gov/lab-tests/
  5. MedlinePlus. How to Understand Your Lab Results. https://medlineplus.gov/lab-tests/how-to-understand-your-lab-results/
  6. U.S. Department of Health and Human Services, Office for Civil Rights. Your Medical Records. https://www.hhs.gov/hipaa/for-individuals/medical-records/index.html
  7. U.S. Department of Health and Human Services, Office for Civil Rights. Individuals’ Right under HIPAA to Access their Health Information. https://www.hhs.gov/hipaa/for-professionals/privacy/guidance/access/index.html
  8. Centers for Disease Control and Prevention. Living with a Chronic Condition. https://www.cdc.gov/chronic-disease/living-with/index.html
  9. National Institutes of Health. Emotional Wellness Toolkit — More Resources. https://www.nih.gov/health-information/your-healthiest-self-wellness-toolkits/emotional-wellness-toolkit/emotional-wellness-toolkit-more-resources
  10. National Institute on Aging. Getting Your Affairs in Order: Checklist. https://www.nia.nih.gov/health/advance-care-planning/getting-your-affairs-order-checklist-documents-prepare-future
  11. Alzheimers.gov. Planning After a Dementia Diagnosis. https://www.alzheimers.gov/life-with-dementia/planning-after-diagnosis
  12. Mayo Clinic. How to make the most of your appointment. https://www.mayoclinic.org/patient-visitor-guide/how-to-make-the-most-of-your-appointment
  13. MedlinePlus Medical Encyclopedia. Your cancer diagnosis — do you need a second opinion. https://medlineplus.gov/ency/patientinstructions/000930.htm
  14. Cleveland Clinic Health Essentials. Why You Should Consider a Second Medical Opinion. https://health.clevelandclinic.org/why-you-should-consider-a-second-medical-opinion
  15. Choosing Wisely. 5 Questions to Ask Your Doctor Before You Get Any Test, Treatment, or Procedure. https://www.choosingwisely.org/files/5-Questions_ENG.pdf

Cross-references on Understood Care:

This content is educational and is not a substitute for medical advice. Always consult your healthcare provider for personalized care.

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