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Between prescriptions, medicine lists, disability filings, and doctor instructions, the stacks of paperwork can add up fast. Keep organized and updated files so that you can find what you need quickly and efficiently.

Patient Files may include:

  • Medical History

    • Health History (list of initial symptoms, medical tests, labwork, surgeries, and other medical conditions)

  • Medical Records Upon Diagnosis

    • Doctors Visit Receipts (plus record of copies submitted to insurance)

    • Doctor Care Instructions

  • Medication List

    • Prescription name

    • Reason for Prescription (Medical Diagnosis)

    • Instructions (Frequency, Time of Day, etc)

    • Special Care Instructions

    • Start Date

  • Physician Contact Information

    • Name, address, and phone of all treating physicians

    • Diagnosis and associated physician

  • Insurance Information

    • Medical Coverage

    • Dental and Vision Coverage

    • Prescription Plan

  • Disability Documents

    • Filing Documentation

    • Denial or Acceptance Letters

    • Letter of Hire from Attorney

    • Letter(s) of Appeal

    • Additional Correspondence

  • Legal Documents

    • Living Will

    • Medical Power of Attorney/Health Care Proxy (if applicable)


💡 TIP: Keep all records organized and secure in three-ring binders. Place the newest records on top for swift document recovery.



Patient Health History (For Caregivers)
Keep an up-to-date record of the patient’s medical history for new healthcare providers and treatment plans.


Patient Appointments (For Caregivers)
Keep track of all upcoming appointments with a bonus Appointment Summary box to make note of any changes to care.
 TIP: File these forms with all office visit receipts as record of care.

Master Medication Management Chart (For Caregivers)
Keep track of current prescribed medications and supplements and confirm or record changes with the patient’s treating physician.


Human Services Record (For Caregivers)
Keep this form with the patient’s disability or benefits information as record of communication.

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