New York · PTSD

Preparing for a PTSD evaluation: what to bring and how to plan

You don't need a perfect summary of your life to start PTSD care. A little preparation can make the first visit calmer and more productive.

Need help now? If you’re thinking about suicide or feel unsafe, call or text 988, or call 911.

Quick Answer

Preparing for a PTSD evaluation usually means gathering a medication list, past treatment history and a short list of current symptoms and goals. Some people also jot a brief timeline of traumatic events without details. Planning something calm for afterward and knowing you can pace the conversation helps the visit feel more manageable.

Understanding preparing for a PTSD Evaluation

Many people put off a PTSD evaluation because they dread having to tell their whole story at once. Preparation can ease that. You don’t need to write out what happened. A short outline, such as the year, a few words to name the event and when symptoms started, is often enough. It saves you from having to reconstruct dates under stress. Some people have experienced several traumas. Listing them briefly in order can help the clinician understand patterns without asking you to go into detail. You can share more later, when you’re ready. This guide is part of the NY PTSD resource center.

Practical information matters just as much. Bring a list of current medications with doses, including supplements and over-the-counter sleep aids. Note past psychiatric medications, how long you took them, and what helped or caused side effects. List any therapy you’ve had and whether it was trauma-focused. Medical conditions, recent lab work and a history of head injury are useful too. A large national survey summarized in PubMed found that among people with lifetime PTSD, an average of 4.5 years passed before first treatment, so many people arrive with a long history. Our guide on the PTSD diagnostic interview explains what’s asked.

For New Yorkers who have carried a trauma for years, a few notes and a plan can make the first appointment feel less daunting. According to the NYC Health Department, only 46% of adult New Yorkers felt they could count on someone for emotional support most or all of the time in 2023. Secure video visits from anywhere in New York can make it easier to start trauma care from a place that feels safe.

Trauma timeline notes, medication and treatment history, and support and self-care planning are the three areas this guide helps you prepare.

Planning support

Think about who you can reach out to after the appointment, whether a partner, friend, family member or therapist. Some people like to tell a trusted person when the visit is happening so they can check in afterward. Plan something calming for afterward, such as a walk, a favorite meal, a shower or quiet time. Avoid scheduling anything stressful right after. Opening up about trauma can leave you tired or stirred up for a day or two, and planning for that makes it easier.

Grounding tools

Have a few grounding strategies ready in case distress rises during the visit. Examples include slow breathing, pressing your feet into the floor, holding a textured object, sipping water or naming things you see in the room. Practicing one or two beforehand makes them easier to use. You can also tell your clinician at the start what distress looks like for you, such as going quiet, feeling far away or getting agitated. That helps them notice and slow down.

Key Takeaways

Dr. Gabriella I. Farkas, MD PhD, close-up portrait
  • A brief outline of events is enough; you don't need to write out details.
  • List current medications, supplements and past psychiatric treatment.
  • Note your main symptoms and what you most want to change.
  • Plan a calm activity for after the visit.

Preparing for a PTSD Evaluation at a glance

PTSD evaluation checklist
Bring or noteWhy it helps
Current medications and dosesAvoids interactions and repeats
Past medications and how they wentGuides choices
Therapy historyShows what’s been tried
Main symptoms and goalsFocuses the visit
Brief timeline, no details neededSaves retelling

Symptoms and goals

Before the visit, jot down the symptoms that bother you most, such as nightmares, flashbacks, avoiding certain places, feeling on guard, irritability, numbness or trouble sleeping. Note how often they happen and how they affect work, relationships and daily life. Then write down what you most want to change. Goals can be specific, like sleeping through the night, taking the subway again or feeling close to your partner. Clear goals help your clinician recommend treatment that fits your priorities.

Questions to ask

It helps to bring a few questions. You might ask what the clinician thinks is going on, what treatment options exist, how long treatment usually takes, and how medication and therapy work together. If medication is suggested, ask about side effects, how long it takes to work and how the dose is adjusted. Ask how to reach the office between visits. Writing questions down keeps them from slipping away if the conversation becomes emotional. Our guides on the PTSD diagnostic interview and a first PTSD telehealth visit cover related topics.

PTSD evaluation prep for New York patients

If your evaluation is by video, set up a private space and test your device beforehand. Visits run by secure video anywhere in New York, while you’re physically in the state. The practice is in-network with Aetna and Cigna; confirm your New York plan with the office, and see self-pay fees on the Good Faith Estimate page.

What you don't need to do

You don’t need to have your story organized, remember every date, know your diagnosis or decide on treatment before the visit. You don’t need to prove the trauma was bad enough. You don’t have to share anything you’re not ready to talk about. The evaluation is a conversation, and the clinician will guide it. Coming as you are is enough. Preparation simply makes the visit feel a bit more in your control.

When to schedule

Consider scheduling an evaluation if nightmares, flashbacks, avoidance, feeling on edge or emotional numbness have lasted more than a month, or if they’re affecting your work, relationships or sleep. Using alcohol or other substances to cope is another reason to reach out. If you’re having thoughts of suicide, call or text 988 right away, and don’t wait for an appointment. PTSD is treatable, and the first visit is a starting point.

If you’d like help sorting this out, you can request an evaluation by secure video anywhere in New York.
Clinician talking with a patient about their history

The Bottom Line

Preparing for a PTSD Evaluation is common and treatable, and careful care can make daily life feel more manageable.

Frequently Asked Questions

What should I bring to a PTSD evaluation?

Bring a list of current medications with doses, including supplements and sleep aids. Note past psychiatric medications and how they went. List any therapy you've had and whether it was trauma-focused. Write down your main symptoms and goals. A brief timeline of events, without details, can also help.

Do I need to write down what happened to me?

No, you don't need to write out the details of a traumatic event. A short outline, such as the year and a few words naming the event, is enough. It saves you from reconstructing dates under stress. You can share more later when you're ready. The clinician will guide the conversation.

What questions should I ask at a PTSD evaluation?

Ask what the clinician thinks is going on and what treatment options exist. Ask how long treatment usually takes and how therapy and medication work together. If medication is suggested, ask about side effects and timing. Ask how to reach the office between visits. Writing questions down keeps them handy.

How can I take care of myself after the evaluation?

Plan something calming afterward, like a walk, a meal or quiet time. Let a trusted person know so they can check in. Avoid scheduling something stressful right after. It's normal to feel tired or stirred up for a day or two. Contact the office if distress is intense or lasting.

What if I can't remember dates or details?

You don't need to remember every date or detail for an evaluation. Trauma often affects memory, and gaps are common. A rough timeline is plenty. The clinician is interested in how you're affected now. You can fill in details over time if they matter. Many people remember more once they feel settled in care.

Can I prepare for and attend a PTSD evaluation from home in New York?

Yes, PTSD evaluations happen by secure video anywhere in New York. You need to be physically in New York during each visit. Questionnaires can be completed online beforehand. The practice is in-network with Aetna and Cigna; confirm your New York plan with the office. Self-pay fees are listed on the Good Faith Estimate page.

Clinician listening closely to a patient during an appointment
Most of an evaluation is listening: symptoms, history and what you want from care.

Where to go from here

Right now, if you're not safe
Call or text 988, or call 911.
If you'd like an evaluation
See how scheduling and telehealth work on the new patient page.
If you want to keep reading
Return to our PTSD care hub for New York adults for more guides. For more help preparing and finding care, see NIMH’s tips for talking with your health care provider and FindTreatment.gov.

How We Reviewed This Page

Written by Steven Lockhart of Health Marketing Group and clinically reviewed by Gabriella I. Farkas, MD PhD, a board-certified psychiatrist. Clinical information comes from the sources listed below, and the page is reviewed every 180 days or when guidance changes.

What’s new: September 29, 2026. Page published.

References

  1. Goldstein RB et al. The epidemiology of DSM-5 PTSD in the United States (NESARC-III). Soc Psychiatry Psychiatr Epidemiol (2016). https://pubmed.ncbi.nlm.nih.gov/27106853/
  2. International Society for Traumatic Stress Studies. PTSD Checklist for DSM-5 (PCL-5). https://istss.org/Clinical-Resources/Assessing-Trauma/PTSD-Checklist-DSM-5
  3. NYC Health Department. The State of Mental Health of New Yorkers (2024). https://www.nyc.gov/assets/doh/downloads/pdf/mh/state-of-mental-health-new-yorkers.pdf
  4. 988 Suicide & Crisis Lifeline. https://988lifeline.org/
  5. Tips for talking with your health care provider. https://www.nimh.nih.gov/health/publications/tips-for-talking-with-your-health-care-provider
  6. FindTreatment.gov. https://findtreatment.gov/
Medical Disclaimer This content is for informational purposes only and is not a substitute for professional medical advice, diagnosis, or treatment. Only an evaluation can tell you what is going on. Gabriella I. Farkas, MD PhD, is licensed in South Carolina and New York; patients must be physically located in one of those states during telehealth visits.
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