This checklist helps primary care teams prepare for upcoming patient visits by reviewing the medical record, identifying open preventive and chronic care gaps, and organizing the information and follow-up needed during the appointment. Teams can use it to clarify pre-visit responsibilities, flag outstanding tests or referrals, prepare orders, and ensure key care needs are addressed efficiently. The checklist can be adapted to fit the practice’s staffing model, electronic health record, patient population, and care gap closure workflows.