Medicare Plan Checklist: Doctors and Prescriptions
Before you compare Medicare plans, gather the right information. This checklist helps you prepare so your review focuses on your real providers, medications, and costs—not guesswork.
What Information Do I Need to Compare Medicare Plans?
Most Medicare comparison tools—including Medicare.gov—ask for your doctors, prescriptions, and pharmacies. Having this information ready makes your review faster and more accurate.

Use this Medicare plan checklist doctors and prescriptions guide to prepare for your appointment.
Doctor & Specialist List
Bring a complete list of:
- Primary care physician (full name + location)
- Specialists (cardiologist, endocrinologist, etc.)
- Preferred hospitals or medical centers
- Any planned procedures or ongoing treatments
If you live in Broward County, examples might include Broward Health facilities or Holy Cross Health—but always list your specific providers.
This information allows for a proper Medicare doctor network check before you enroll.
Hospital Preferences
Some plans have different hospital networks. List:
- Preferred hospital system
- Backup hospital options
- Any facility you want to avoid
Confirming hospital participation is just as important as checking your primary doctor.
Prescription Medication List
For each medication, write down:
- Drug name (brand or generic)
- Dosage
- Frequency (how often you take it)
- Quantity per month
- Preferred pharmacy
This creates your Medicare formulary checklist and helps estimate projected drug costs under each plan.
Pharmacy Preference List
Part D and Medicare Advantage drug coverage may use preferred pharmacy networks. List:
- Your primary pharmacy
- Any mail-order preferences
- Backup local pharmacy options
Comparing plans by pharmacy pricing can significantly affect total annual costs
Additional Helpful Information
To make your Medicare review appointment smoother, also gather:
- Your Medicare card (if already enrolled)
- Current plan name (if applicable)
- ZIP code
- Estimated monthly healthcare budget
- Preferred appointment type (in-person, phone, or video)
Being prepared often allows the review to stay focused and efficient—typically around 30–45 minutes.
How Do I Check If My Doctor Takes My Plan?
You can check provider participation by:
Reviewing official plan directories
Using Medicare.gov’s plan comparison tools
Confirming directly during a structured plan review
Verifying providers before enrollment helps prevent unexpected network issues later.
What Should I Bring to a Medicare Appointment?
Bring:
- Your doctor and specialist list
- Your prescription list with dosages
- Your preferred pharmacy
- Your Medicare card (if available)
- Any recent plan materials
Preparing once helps you compare plans based on what you actually use.
Use This Checklist to Start Your Plan Review
The goal isn’t just to gather information—it’s to use it. Once you have your doctors, prescriptions, and pharmacies listed, you’re ready for a focused comparison.
Green Bee Insurance provides structured Medicare plan reviews for
Fort Lauderdale,
Broward County, and clients across Florida through virtual appointments. Share your list once, review your options clearly, and leave with a defined next step.
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