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8 min read
By Lukas Simianer

VA C&P Exam Preparation Checklist: Get Ready for Your Medical Evaluation

cp-exampreparationva-claimschecklist

Your C&P exam is one of the most important events in your VA claim. A well-prepared presentation of your condition significantly increases the likelihood of a favorable rating decision.

Use this comprehensive checklist to prepare effectively for your exam.

Pre-Exam Timeline

2 Weeks Before Exam

Confirm your appointment:

  • Call VA or contractor to confirm date/time/location
  • Verify you have the appointment notice
  • Write down examiner's name and location
  • Plan your route and travel time
  • Arrange transportation if needed

Gather medical documentation:

  • Collect all recent medical records (within last 6 months)
  • Request records from current doctors
  • Get imaging reports (X-rays, MRI, CT scans)
  • Collect test results (blood work, psychological tests, etc.)
  • Print prescriptions showing current medications
  • Get provider contact information for current doctors

Start symptom documentation:

  • Create a symptom journal or pain diary
  • Note date/time of symptoms
  • Describe severity (0-10 scale)
  • Note what activities trigger symptoms
  • Note what relieves symptoms
  • Track patterns (worse in morning? after activity? certain days?)

1 Week Before Exam

Complete medical history:

  • Write down when condition started
  • List all surgeries/hospitalizations with dates
  • Document past treatments and their outcomes
  • Note medication changes and side effects
  • Write down any relevant family medical history
  • Include any additional diagnoses beyond the claimed condition

Organize your records:

  • Gather all recent medical records in chronological order
  • Make 2 copies of key documents
  • Create a summary sheet with:
    • Current medications (name, dose, frequency)
    • Current doctors/providers
    • Ongoing treatments
    • Recent test results
    • Current diagnoses

Prepare your functional limitations statement:

  • List how condition affects your work:
    • Can you stand/sit/walk? For how long?
    • Can you lift? How much?
    • Can you concentrate? For how long?
    • Can you meet deadlines?
  • List how condition affects daily activities:
    • Can you cook, clean, do laundry?
    • Can you drive?
    • Can you shop?
    • Can you care for yourself?
  • List how condition affects relationships/social life:
    • Do you avoid certain situations?
    • Does condition affect your mood around others?
    • Have relationships changed?
  • List how condition affects sleep:
    • How many hours do you sleep?
    • Do you wake frequently?
    • Does condition disrupt sleep?

3 Days Before Exam

Final preparation:

  • Reread appointment notice (note location, time, what to bring)
  • Plan outfit (loose-fitting, comfortable, easy to remove/replace)
  • Arrange reliable transportation
  • Plan to arrive 15 minutes early
  • Prepare mental state (reduce anxiety)
  • Get good sleep the night before

Prepare documents:

  • Organize all medical records
  • Print functional limitations statement
  • Write key dates on a note card (service dates, injury date, diagnosis date, etc.)
  • Prepare medication list (keep a copy for examiner if appropriate)
  • Bring copy of appointment letter

Mental preparation:

  • Review your condition and symptoms
  • Practice describing your condition in a few sentences
  • Anticipate likely questions and your answers
  • Remind yourself to be honest but thorough
  • Do something calming the night before (reduce anxiety)

Day-of-Exam Checklist

Morning of Exam

  • Eat a light, healthy breakfast (blood sugar affects mental clarity)
  • Take your regular medications as scheduled
  • Shower/groom normally (appearance matters but don't overdo it)
  • Wear comfortable, loose-fitting clothing
  • Wear shoes you can easily remove if needed
  • Avoid heavy makeup or cologne (examiners need to see you clearly)
  • Get good sleep (avoid staying up late worrying)

What to Bring

Essential:

  • Photo ID (driver's license or passport)
  • Appointment notice from VA
  • Insurance card (if applicable)
  • Phone and charger

Highly recommended:

  • List of current medications with dosages
  • List of current doctors and their phone numbers
  • Recent medical records (key documents only, not everything)
  • Pain/symptom diary (if you've kept one)
  • List of functional limitations (for your reference)
  • List of key dates (surgery dates, diagnosis date, service dates)

Optional:

  • Notepad to take notes
  • Comfortable pillow if exam requires sitting/lying down
  • Glasses/hearing aids if needed for exam

Travel Tips

  • Leave 15-20 minutes earlier than necessary
  • Plan for parking and building navigation
  • Eat something light 2 hours before (not immediately before)
  • Hydrate but don't overdo it (bathroom breaks during exam)
  • Use bathroom before check-in
  • Arrive 10-15 minutes early
  • Turn off phone (or silent mode)

At the Exam Checklist

Check-In (5-10 minutes)

  • Bring all required documents to check-in
  • Verify spelling of your name and SSN
  • Confirm you're seeing the right examiner
  • Note any changes since you scheduled (new medications, new symptoms)
  • Provide contact information updates if anything changed

During Exam (30-60+ minutes)

In the waiting room:

  • Review your symptom notes one more time
  • Clear your mind and reduce anxiety
  • Remind yourself to be honest and specific
  • Remember: This exam is in your favor if you're truly disabled

During physical examination:

  • Move slowly and deliberately (if painful, show pain)
  • Be honest about pain or discomfort
  • Answer questions completely and in detail
  • Ask clarification if you don't understand a question
  • Don't hide pain or limitations—that's counterproductive
  • Mention all relevant symptoms, not just major ones
  • Describe impact on daily life and work

When describing your condition:

  • Be specific: "I can stand for 15-20 minutes before pain becomes severe"
  • Use numbers: pain level 7/10, can walk quarter mile, etc.
  • Describe worst-day symptoms, not best-day
  • Mention medications and side effects
  • Discuss treatment attempts and outcomes
  • Connect functional limitations to your condition

Key things to emphasize:

  • How long you can sit/stand/walk without symptoms worsening
  • How symptoms affect your ability to work
  • Sleep disturbance and its impact
  • Any cognitive effects (concentration, memory, decision-making)
  • Frequency and severity of symptoms
  • Impact on relationships and social functioning

Post-Exam Checklist

Immediately After Exam

  • Thank the examiner
  • Ask if any additional documentation is needed
  • Ask about timeline for report
  • Get exam location/facility name for records
  • Note date and time of exam
  • Write down examiner's name if you didn't get it

Within 1 Week After Exam

  • Document exam experience while fresh:
    • Date and time of exam
    • Examiner's name and specialty
    • Facilities/locations
    • Which conditions were examined
    • Which symptoms were discussed
    • Any concerns about exam completeness
  • Document any test results provided
  • Keep appointment confirmation letter
  • Mark calendar for expected rating decision (4-8 weeks)

Tracking Results

  • Check VA.gov weekly for rating decision
  • Sign up for VA.gov notifications
  • Note expected timeline (3-6 months from claim filing)
  • Have appeal options ready if needed
  • Understand next steps if rating is lower than expected

Symptom Documentation Template

Use this template to document your condition before the exam:

CONDITION: [Name of condition]

WHEN DID IT START: [Date/event that triggered it]

CURRENT DIAGNOSIS: [What doctors have diagnosed]

PRIMARY SYMPTOMS:
- [Symptom 1 - frequency, severity, impact]
- [Symptom 2 - frequency, severity, impact]
- [Symptom 3 - frequency, severity, impact]

PAIN LEVEL: [Range, when worse, when better]

FUNCTIONAL LIMITATIONS:
- Work: [Specific limitations affecting employment]
- Daily life: [Limitations on activities]
- Social: [Impact on relationships and activities]
- Sleep: [How condition affects sleep]

CURRENT TREATMENT:
- Medications: [List with side effects]
- Therapy: [Type and frequency]
- Other treatment: [Surgery, PT, etc.]

MEDICAL EVIDENCE:
- Diagnoses: [List all relevant diagnoses]
- Test results: [Key findings]
- Provider opinions: [Relevant medical statements]

IMPACT ON WORK:
- Can you perform your former job? [Yes/No - why?]
- Can you perform any sedentary work? [Yes/No - why?]
- Can you work 40 hours/week? [Yes/No - why?]

Functional Limitations Talking Points

Practice describing these key functional limitations:

Physical:

  • "I can stand for approximately [X] minutes before [symptom] becomes severe"
  • "Lifting more than [X] pounds causes [symptom]"
  • "I can walk approximately [X] distance before [symptom] develops"
  • "My [body part] has limited range of motion, I cannot [specific movement]"

Mental Health:

  • "I have difficulty concentrating for more than [X] minutes"
  • "I become anxious in [specific situations], which lasts [X] amount of time"
  • "I have nightmares [X] nights per week that disrupt my sleep"
  • "Loud noises/crowded places trigger [symptom], making it impossible to work"

Cognitive:

  • "I have memory problems, especially with [specific type]"
  • "I struggle with decision-making and become paralyzed when [scenario]"
  • "I get overwhelmed by too many tasks or instructions"

Sleep:

  • "I sleep [X] hours per night due to [reason]"
  • "I wake [X] times per night"
  • "My condition prevents me from [sleep requirement]"

Red Flags to Avoid

Don't say things that undermine your claim:

  • "I can work if I need to" (suggests you're not disabled)
  • "Some days are better than others" (examiner focuses on good days)
  • "I can do most things" (emphasizes abilities over disabilities)
  • "The pain isn't that bad" (minimizes severity)

Don't contradict yourself:

  • Don't describe pain as 7/10 then say you go hiking
  • Don't claim immobility then stand comfortably
  • Don't say condition is worse but also improved

Do emphasize:

  • Specific, measurable limitations
  • How often symptoms occur
  • When you're worst (usually when talking about your condition)
  • Impact on ability to work and function
  • Consistency of symptoms

Key Takeaways

✓ Preparation dramatically improves exam outcomes ✓ Document your condition with specific, measurable details ✓ Organize medical records before the exam ✓ Practice describing your functional limitations ✓ Bring key documents (medications, medical records, dates) ✓ Be honest and specific—don't minimize or exaggerate ✓ Arrive early, be professional, answer all questions ✓ Take notes immediately after about the exam experience ✓ Understand that results take 4-8 weeks ✓ Be ready to appeal if rating is lower than expected