Health Records Organization Checklist

Personal Medical Information

Complete medical history for each family memberCurrent list of all medications and dosagesAllergy information and reactionsChronic conditions and treatment plansSurgical history with dates and proceduresImmunization records (including COVID-19)Blood type and Rh factorEmergency medical contacts

Healthcare Provider Information

Primary care physician contact informationSpecialist doctors and their contact detailsPreferred hospital and emergency roomPharmacy information and prescription historyInsurance provider and policy numbersHealthcare power of attorney documentsAdvanced directives and living willOrgan donor information

Medical Test Results

Family Medical History

Parents' medical conditions and causes of deathSiblings' major health conditionsGrandparents' medical historyGenetic conditions in familyCancer history in familyHeart disease family historyDiabetes family historyMental health conditions in family

Children's Health Records

Birth records and newborn screening resultsGrowth charts and developmental milestonesSchool health records and physicalsSports participation physicalsLearning disability evaluationsBehavioral health assessmentsPediatrician contact informationEmergency school contacts

Digital Organization

Scan all paper records to PDF formatCreate secure digital folders for each family memberUse consistent file naming conventionsStore files in encrypted cloud storageCreate backup copies in multiple locationsSet up password protection for sensitive filesShare access with trusted family membersRegular backup verification

Physical Organization

Fireproof safe for original documentsMedical binder for each family memberEmergency medical information cards for walletsMedical alert bracelets if neededMedication list in purse/walletEmergency contact cardsInsurance cards (current copies)Medical power of attorney copies

Emergency Preparedness

Medical information readily accessibleEmergency contact list updatedMedication list with dosagesMedical device information (pacemaker, etc.)Special medical needs documentationEmergency medical kit with suppliesHospital preference documentationMedical transportation arrangements

Maintenance & Updates

Annual review of all health recordsUpdate after each medical appointmentReview and update emergency contactsVerify insurance information annuallyUpdate medication lists with changesAdd new test results and reportsReview and update advanced directivesShare updates with family members as appropriate