How to Prepare for a Memory Assessment: What to Bring and What to Ask

If you’re noticing memory changes—whether in yourself or a loved one—booking an appointment can feel intimidating. Many people worry about what the doctor will ask, what tests will happen, or what the results might mean. But preparation can turn fear into clarity.
A memory assessment is usually the first step toward understanding what’s happening. Dementia symptoms can have different causes, and many evaluations include checking for reversible or treatable contributors. (nia.nih.gov)
Here’s how to prepare.
1) Write Down Real Examples (This Helps More Than You Think)
Before the appointment, make a simple list of examples such as:
repeated questions or forgotten conversations
missed bills or unusual spending
confusion with dates, time, or familiar places
changes in driving ability or getting lost
personality or mood changes
trouble with language (finding words, following conversations)
Include:
when it started
how often it happens
whether it’s getting worse
Doctors can’t diagnose based on “they’re forgetful.” They need real-life examples.
2) Bring a Full Medication and Supplement List
Medication side effects and interactions can mimic or worsen confusion. Bring:
prescription medications
over-the-counter medications
vitamins and supplements
sleep aids, antihistamines, or pain medications used regularly
If possible, bring the bottles or a printed list.
3) Note Health and Lifestyle Factors
Memory can be affected by many factors, including:
poor sleep or suspected sleep apnea
depression, anxiety, grief, or high stress
alcohol or substance use
hearing loss or vision changes
recent infections, falls, or hospitalizations
Sharing these details helps clinicians consider broader causes.
4) Bring a Support Person (If Appropriate)
A trusted family member can:
provide examples you may not remember
help track instructions and next steps
support emotional safety during a difficult conversation
This is especially helpful if the person being assessed becomes anxious or defensive.
5) What Doctors May Do
Many assessments include:
questions about symptoms and daily function
basic cognitive screening tests
bloodwork to check for reversible causes
review of medical history and medications
possible referral for more detailed testing or imaging
The goal is to understand the pattern and rule out other causes before labeling symptoms as dementia.
6) Questions to Ask at the Appointment
Consider asking:
What could be causing these symptoms?
Are there reversible causes we should test for?
What type of follow-up testing do you recommend?
Is this mild cognitive impairment (MCI) or dementia—or unclear at this stage?
What safety steps should we take now (driving, meds, cooking)?
What community resources or support programs are available?
Bottom Line
Preparing for a memory assessment doesn’t just help the doctor—it helps you feel more in control. If something is changing, early evaluation gives you options, time to plan, and access to support.











