Which of the following items is NOT listed as documents to bring to a medical appointment?

• A. Bank statement
• B. Insurance card
• C. Medical appointment record
• D. Photo ID

Answer: (A)

When you go to a medical appointment, you bring items that help the staff verify who you are, confirm your coverage, and share important health information. A bank statement isn’t needed because it doesn’t help with identity verification, insurance billing, or your medical history. The documents you’ll typically bring include a photo ID to confirm your identity, your insurance card so the visit can be billed to your plan, and a medical appointment record or a current list of medications and health issues so the clinician has your recent health information. In some cases you might also bring any referral forms or appointment confirmations. So the bank statement is not something you’re usually asked to have for the visit.