Let’s face it, at some point in our lives, we will face a medical crisis, take care of a family member with a major illness, or care for elderly parents. What do they all have in common? Lots of paperwork. Learn how you can organize your medical files and records to give you one less thing to worry about during this time of extensive medical care – plus a FREE medical file printable and checklist for the entire family!

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I know that getting sick is the last thing you want to think about. It’s one of the most un-fun topics out there! But let me tell you from personal experience going through breast cancer and Hashimoto’s – that having your medical files in order BEFORE you get sick is a life-saver. Getting your medical files in order WHEN you get sick is one more thing you have to worry about at a time when you don’t need extra worry. Do it now. Do it for yourself, your spouse, your kids, your parents. Take a couple of hours one weekend and do it. Here’s how…
The Accordion File Folder
Everyone has their preference as to organizational styles for paperwork. The accordion file folder is the most practical option. It opens at the top, it has sections separated out, and you don’t need a three-hole puncher if you were to use a binder. All you have to do is drop the paperwork in each section. Plus, it’s easy to carry to your appointments. Quick and easy!
Don’t forget to DOWNLOAD your FREE Medical File Checklist printable – there are 6 different colors for everyone in the family!
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What to Include
This information is good to keep permanently in your medical file, and also to have on hand for every doctor’s appointment:
1. Copy of insurance card.
2. Medical history with a list of all current and previous health issues and surgeries.
3. List of allergies, especially life-threatening, and other vital information, such if you have a pacemaker.
4. List of doctors, addresses, phone numbers, etc.
5. Pharmacy name, address, phone number.
6. List of all current medications – proper names and doses.
7. List of emergency contacts – spouse or relatives and their phone numbers.
8. All lab work and blood work paperwork.
9. Handouts from doctors.
10. Notebook or journal to take notes from your appointments.
11. Calendar to schedule next appointment
12. Book or magazine to read.
13. Several cards or notes from loved ones to wish you well (this one is more for those with a major illness)
14. It’s never a bad idea to have a copy of your living will, durable power of attorney for health care (DPA), do-not-resuscitate (DNR) order, or other advance directives.
I am sure there are others, but these hit the top most important items to have on hand.
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Love, hugs, and one less thing to worry about.
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Holly, thanks for sharing these tips. Our brains work the same organizing way and I’ll be sure to refer to this post when I need it in the future Thanks for including my DIY Journal.
Hi Susan – We are the sisterhood of organization! I love your DIY journal! Hugs, Holly
Hi Holly,
Thanks for writing this dear friend. Found on this Triberr by the way. I think these are great tips.
I do the lazy man style. Scanning on my phone, save them in the cloud. Yes I know!
PLAIN LAZY 🙂
Cheers!
Hi Reginald – Oh wow. THE Reginald Chan has commented on my blog. Watch out world… I have arrived! You totally made my day. Thanks so much for stopping by to say hello and for sharing! Cheers, Holly
This is great advice for everyone, not just those with complicated medical histories. Thanks so much for sharing all of your tips.
Hi Corinne – Thank you for your kind words. Hugs, Holly
I really like this information and will definitely be setting this up this week. I was wondering if you had any advice for filing regular medical paperwork such as insurance benefits letters ( the This Is Not a Bill kind), actual insurance bills, bills from the doctor, and from separate doctors for the same visit, etc. My dad recently retired and l’m trying to help him wade through all of the mess– which is doubled since there are Medicare and the supplemental insurance paperworks separately. If you have any ideas they would be greatly appreciated!
Hi Caroline – Thank you so much for taking the time to stop by and share. One thing I do when I pay a bill is this… you know how you send the tear-off sheet in the envelope back to whoever needs the money and you are then left with the 3/4 sheet for your files? I always write on that sheet the check number, amount, and date sent so I have that for my records as backup. Good luck with everything with your Dad, I know medical issues and all of the paperwork is difficult to deal with. Hugs, Holly