A medication review is a conversation about whether your medicines remain appropriate, how they are working and what needs attention. It is not automatically a plan to stop treatment. This checklist helps you prepare accurate information and leave with clear next steps. Use it with your prescriber or pharmacist; do not use it to diagnose a reaction, select a new medicine or design your own withdrawal schedule.
Start with the decision you need help making
Before collecting every detail, write one sentence about why you want the review. You may be concerned about an unwanted effect, unclear about the purpose of a prescription, struggling with supply or considering a change after a period of stability. A clear opening question helps keep the appointment focused.
Separate an immediate concern from a longer-term preference. For example, feeling unwell after an accidental interruption needs attention now, while a wish to simplify several prescriptions may require a planned series of conversations. Do not delay urgent advice because you have not finished preparing the full history.
NICE medicines-optimisation guidance describes medication review as a structured process that includes the person’s views, the purpose of medicines and safety concerns. Your priorities are part of that process, not an optional addition after the technical questions have been answered.
Make a complete list of what you actually use
List prescription medicines, medicines bought without a prescription, supplements and products used only occasionally. Include creams, inhalers, liquids and injections where relevant, not only tablets. Record alcohol and non-prescribed substances honestly because they may affect the safety assessment.
For each medicine, copy the name and formulation from the packet rather than relying on memory. Note who prescribes it, why it was started, the instructions and how you actually use it. A difference between prescribed and actual use is important information, not something to hide to avoid criticism.
| Item to record | What makes the information useful |
|---|---|
| Generic and brand name | Copy the exact label so the product can be identified. |
| Formulation | Record tablet, capsule, liquid or modified-release wording. |
| Reason for treatment | Explain the symptom or condition the prescription was intended to address. |
| Prescribed and actual use | State both when they differ, including missed or additional use. |
| Start and change dates | Approximate dates are useful when exact dates are unavailable. |
| Prescriber and supply | Identify who is responsible and any recent supply difficulty. |
Bring the packets or an up-to-date pharmacy list if that is easier. Do not transfer medicines into unlabeled containers for the purpose of the review.
Record benefits as well as problems
Write down what has improved since treatment began. Think about sleep, mood, pain, concentration, mobility, relationships and ordinary responsibilities. A practical example such as being able to prepare meals or attend work may be more informative than a general statement that the medicine helps.
Then describe what remains difficult. Some benefit does not mean every concern has been addressed. An unwanted effect can matter even when the original symptom is better. The purpose is to understand the balance, not to present the medicine as entirely good or entirely bad.
Try completing these sentences: The benefit I most want to preserve is; the problem that most affects my day is; the decision I need explained is. Bring your own priorities rather than assuming the clinician knows which trade-offs matter to you.
Describe side effects without assuming the cause
Record what happened, when it started, how often it occurs and how it affects daily life. Include any medication change, new product, illness or other event around the same time. A clear timeline helps a clinician consider a possible reaction without assuming that timing alone proves the cause.
Avoid vague labels when an example is available. Instead of saying you feel strange, describe nausea before meals, repeated waking, dizziness on standing or a change in sexual function. Sensitive concerns are legitimate reasons for review and can be written down if saying them aloud feels difficult.
Use the leaflet and NHS medicines information for background, but do not treat a short list as an exhaustive test. A symptom may need assessment even when it is not listed, and a listed symptom may have another explanation.
Explain previous changes and withdrawal experiences
Note previous attempts to reduce, stop or switch a medicine. Distinguish a clinician-agreed plan from an accidental interruption or an independent change. Record what happened next and what support was available. That history can help shape a safer discussion now.
Withdrawal, physical dependence and addiction are not interchangeable terms. A withdrawal symptom alone does not establish addiction, including when an antidepressant is changed. NICE NG215 and the Royal College of Psychiatrists’ antidepressant information explain why individual planning matters.
Do not repeat a previous schedule merely because you still have the instructions. Your health, other medicines or reason for treatment may have changed. Ask for a current review and explain what made any earlier experience difficult.
Bring the wider health picture
Include relevant medical conditions, allergies, previous serious reactions and current mental-health concerns. Tell the clinician about pregnancy plans or breastfeeding where relevant. Do not decide that a condition is unrelated simply because the medicine was prescribed by another service.
For a person using pain medication, the review should include the pain and its effect on function. For someone taking an antidepressant, mood, anxiety and previous treatment remain relevant. The original concern should not disappear from the plan when the discussion turns to side effects or withdrawal.
The Medication Guides directory can help you prepare medicine-specific questions. Guides about sertraline, pregabalin and codeine, for example, address different treatment contexts rather than assuming one pathway for every prescription.
Ask how options compare in your circumstances
A useful discussion explains the options, expected benefits, possible harms and uncertainty. Ask what might happen if the current plan continues and what a proposed change is intended to improve. You do not need to arrive with a preferred medicine or a self-designed solution.
Where there are several options, ask which differences are most relevant to your priorities. A practical concern such as daytime alertness, continuity during travel or the ability to participate in therapy may affect the discussion. Ask for terms to be explained rather than agreeing to something you do not understand.
Make clear which decision is being made now and which needs more information. An unresolved question is better recorded openly than replaced with an assumption. A follow-up appointment may be appropriate when the review cannot safely be completed in one conversation.
Clarify who owns each next step
When several clinicians are involved, identify who is responsible for prescribing, monitoring and communicating changes. Ask whether the relevant professionals have received the same medication list and who will coordinate if advice appears inconsistent.
Record the action, the responsible person and the next review point. Examples include arranging a test, asking another clinician for information, checking a product with the pharmacist or reviewing a symptom record. A vague intention to follow up is different from an appointment or request that has actually been arranged.
For a transition into or out of residential care, read continuing-care information and coordination with your clinician at home. Medication continuity should not depend on each service assuming another is managing it.
Agree what to do if something changes
Before leaving the review, ask who to contact if symptoms worsen, an unwanted effect appears or supply is interrupted. Clarify which concerns require urgent assessment and which can wait for the scheduled review. Keep the contact details somewhere accessible.
Do not change several medicines independently because one part of the plan is unclear. Contact the relevant professional to resolve the uncertainty. If you receive a new prescription elsewhere, explain the existing plan so that the combination can be checked.
Suspected overdose, difficulty breathing, a seizure, collapse, severe allergic symptoms or immediate danger to yourself or someone else requires urgent local medical help. Do not wait to complete this checklist or for a residential admissions reply.
Use the checklist before considering detox or rehab
A medication concern does not automatically establish a need for detoxification or residential treatment. Some questions can be addressed by the existing prescriber or pharmacist; others need specialist assessment or a different level of support. The required setting should follow the clinical review.
Read detox and rehab explained and prescription-medication care to distinguish withdrawal management from broader treatment. Do not stop medication to prepare for a stay or to demonstrate readiness for admission.
COGNIFUL’s shared Mallorca residence accommodates a maximum of four clients at any given time, with private suites and primarily individual psychotherapy. That does not establish on-site medical detoxification or a particular prescribing service. Relevant medical needs and the proposed clinical input must be confirmed individually.
A one-page appointment checklist
- I can state the main reason for the review in one sentence.
- I have listed all medicines, formulations, supplements and relevant substances.
- I have recorded prescribed instructions and actual use accurately.
- I can describe benefits I want to preserve and problems I want addressed.
- I have a timeline of recent changes and important previous experiences.
- I have included relevant health conditions and other clinicians.
- I know which options are being considered and what remains uncertain.
- I know who is responsible for the next actions and prescriptions.
- I have a review arrangement and a contact route for problems.
- I understand that this record is not permission to make an independent medication change.
You can print this page or copy these headings into a private document. Leave sensitive information out of public comments and do not send it through an unverified contact channel.
Frequently asked questions
Can a pharmacist help with preparation?
Yes. A pharmacist can help identify products, explain instructions and advise about medication questions within their professional role. A change to the treatment plan may also require the responsible prescriber or another clinician.
What if I cannot remember the exact dates?
Use approximate dates and say that they are estimates. Packets, pharmacy records and previous letters may help. Do not invent precision or delay seeking help because your history is incomplete.
Can someone attend with me?
A trusted person may help with notes or remembering questions when you agree. Ask the service about the arrangement. Their involvement should support your understanding and preferences rather than replace your voice.
Evidence and sources
- NICE NG5: medicines optimisation and medication review.
- NICE NG215: medicines associated with dependence or withdrawal.
- NHS: medicines information.
- Royal College of Psychiatrists: stopping antidepressants.
The checklist is an original preparation aid, not a validated assessment instrument, diagnosis or prescribing protocol.


