Best Results Organizing

• Digital records (DIY approach) — Spreadsheets like Excel or Google sheets, or typing and/or scanning to note-taking apps like Evernote or OneNote allow you to maintain records and access them digitally. Collect and collate your paper files first; transfer notes once you feel like you have a handle on things. 
• Digital records (using apps) — There are a number of Personal Heath Record apps available, from Apple Health and Android Health built into your phone, to free and paid apps like MyID, FootprintID, and MyChart. 
• Patient Portals — Doctors, medical groups, and hospitals have patient portals where the medical providers store information for you (and other providers to access). Depending on the portal, you may be able to upload and download information for you own use.

DIY digital storage, PHR apps, and patient portals all have advantages and disadvantages for different user types; we’ll discuss these in greater depth in a future post.

I’m sure you’re familiar with the old saying, “An ounce of prevention is worth a pound of cure.” A bit of preventative organizing of your files and information is worth the effort to preserve your time, money, and possibly even your health.

Let’s look at the kinds of information you can and should maintain.

MEDICAL CONTACTS

In the tense moments of an emergency (or the fuzzy moments of day 2 of the flu), you don’t want to have to rely on your memory to contact the right medical professional.

Keep contact information for each medical professional seen by each person in the household.

For each health care practitioner, include the name, address, phone, and email address. Some providers still use and require fax machines. Yes, just like 1987. If they list one on their website or appointment cards, put it in your records; you never know if another physician will have to send or receive requests via fax.

If you use your provider’s online patient portal, note how you access it (app? URL in the browser?) and your login credentials.

To get you started, collect information for any of the following that are (or might be) applicable for the members of your household:

• Primary care physician (Internist/Family Practitioner)
• Pediatrician
• Gynecologist/Obstetrician
• Specialists (endocrinologist, pulmonologist, cardiologist, etc.)
• Dentist/Orthodontist
• Optometrist/Ophthalmologist
• Alternative Care Practitioners (acupuncturist, chiropractors, herbalist, massage therapist)
• Nurse line for your insurance company, for when you’re not sure what to do, whether something is an emergency, or whom to see. If you do not have insurance, check to see if your state’s Department of Health has an Ask-a-Nurse line.
• Your regular pharmacy — Additionally, if you spend time in other places (Grandma’s house in Florida, a time-share, your child’s college town), list your preferred pharmacies there, too.

Unless one family member sees a lot of specialists, a sheet or two paper tucked into a folder in the front of the household medical section (in front of personalized folders) usually suffices.

If you create a mobile medical binder, put this at the front.

Digital approaches to tracking medical contacts

If you’re building a personal health record digitally, either in addition to or instead of a paper record, your options (from least to most effort) include:

• Snap photos of appointment/contact cards and store in an album in your phone’s photo app (labeled Medical Contacts) or in a cloud-based note storage system like Evernote or One Note.
• Enter each contact in your phone’s contact app. You may want to enter each physician prefixed with “Dr.” (even if, strictly speaking, they aren’t doctors) or “Med” so that when you look at your phone, all medical professionals will be in sequence for quick and easy scrolling. That way, if you’re feeling panicky, you can focus on all likely names at once.
• Create a page in a spreadsheet (like Excel or Google Sheets) for medical contacts. Don’t forget that you can have multiple spreadsheets in a workbook, with each sheet having its own tab at the bottom, so you could build your entire personal health record in one workbook, for you and your entire family. 
• Use the contact fields in a medical record/PHR app.
• Keep a contact list in your primary care provider’s medical portal if there’s a field or module for that.

As a caveat, know that you can’t always get on hospital WiFi or access cell service, and when panicked you may not be able to remember your passwords. (A digital password manager helps with the latter.)

MEDICAL HISTORY

• Basic details “cover” page — birth date, sex assigned at birth, blood type, organ donor status, status conditions you’d want to remember to share first (organ recipient, current cancer diagnosis, diabetes, etc.) 
• Medications (see next section)
• Immunization records — Use these links to review what childhood and adult vaccines are standard and/or required: 

• • CDC list of Child and Adolescent Immunization Schedule by Age (with printable schedules)
  • CDC list of Adult Immunization Schedule by Age (19-26, 27-49, 50-64, 65+)

If you have difficulty getting your immunization records, check out the CDC’s recommendations for locating your “owie” records. Additionally, you may be able to access your (or your children’s) immunization records through your state’s Immunization Information Systems (IIS).

• Test Results — Keep a record of standard and specialized screening results like cholesterol and other blood test results, and bone density tests for women, and prostate-specific antigen (PSA) tests for men, as well as letters confirming results of colonoscopies, mammograms, pap smears, etc.
• Personal Medical History — Log any serious illnesses, fractures, accidents, surgeries, transfusions, or procedures. 
• List any chronic (long-term) health conditions, such as arthritis, asthma, diabetes, or high blood pressure.
• Log all reproductive health and pregnancy history. 
• List mental health issues — as with physical health, note any mental health conditions, treatments, and medications as well as the dates.
• Record any implanted medical devices — These may include pacemakers, artificial hip or knee joints, artificial heart valves, implanted lenses after cataract removal, etc. Patients with implants are given cards with serial numbers. Maintain the cards, but keep copies with you (in your wallet or digitally), for when you travel.
• Keep a detailed family medical history — Use an online template, like this one from the American Medical Association or the US Surgeon General’s My Family Health Portrait.

MEDICATIONS

What medications do you take?

If you are relatively young and healthy, your response to the inquiry might just be one daily Flintstones vitamin, preferably an orange Dino or purple BamBam. But if you are over 40 in North America, there’s a good chance you take any of a variety of meds for cholesterol, GERD, blood pressure, blood glucose, anxiety, depression, and/or other conditions.

As I’ve previously written, in November Paper Mommy fell and fractured her pelvis in two places. In the ER, and again when she was moved to a room, she was asked about her medications. This is not a fast, easy recitation for most people, and wouldn’t be easy to recall when in agonizing pain. I happened to call just as the nurse was beginning to log the information, and asked if my mom would prefer me to fill the nurse in. Because we’d set up primary care provider’s patient portal, I was able to log in and recite each prescribed medication, vitamin, and mineral, dosage, and time of day it was taken.

Reporting accurate meds and dosages ensures that care for secondary issues isn’t compromised when an acute condition causes hospitalization.

Prescription Photo by Polina Tankilevitch at Pexels

For most families, a page in each individual’s “Medical” folder may be enough. However, if your family members take many prescriptions, you may wish to keep a separate folder to track all medications. Compile your own list or spreadsheet, or download a free template, then print a copy for your files (and your binder, if applicable).

Include each medication’s brand or generic name, dosage, frequency (number of dosages per period — as needed, daily, weekly), prescriber (if applicable), purpose and date started. It may also be helpful to list the method (pill, inhaled, injection, patch, etc.). Remember to reference:

• Prescriptions — Your instinct will be to list meds you take every day, like oral contraceptives or meds for preventative and treatment purposes. But don’t forget acute-care drugs that you might take as needed, like anti-vertigo meds, Epi pens, migraine medicine, or rescue inhalers. Log everything!
• Dietary supplements — Some vitamins, minerals, and health beverages can, even when not prescribed, can have an adverse effect on your health. 
• Herbal remedies — Whether you take them based on your own research or as recommended by alternative care providers, a full health record (and report to physicians) must include these.
• Non-prescription medications — Include low-dose aspirin therapies for preventing heart disease and stroke, or any other OTC meds you take.

ALLERGIES

Keep a page in each family member’s medical folder to note whatever allergies they have to:

• Prescription and OTC drug allergies 
• Food allergies
• Animals allergies — My sister has asthma and allergies as a child. Testing found she was allergic to cows. (If you know Paper Mommy, I think you know my sister would probably never have gotten close enough to a real cow to find that out organically!)
• Environmental allergies
• Chemical agent allergies

DENTAL AND ORTHODONTIC RECORDS

Dental health is closely tied to medical health. Oral health can impact cardiac and hematological health and pregnancy, and conditions like diabetes and osteoporosis can impact oral health. Good medical and dental records complement one another.

Don’t worry if you don’t have a detailed dental treatment plan, but if your doctor or orthodontist provides a written treatment plan, keep it in that individual’s Dental folder. Keep notes regarding when you’ve had dental X-rays and what procedures you’ve undergone.

Dental Photo by Enis Yavuz on Unsplash

Your dentist may need to know what medications you take, particularly blood thinners, and what medical conditions (like asthma, mitral valve prolapse, or epilepsy) you have, to ensure safe treatment.

VISION CARE RECORDS

Keep records of your prescriptions for easy vision-wear re-ordering; you never know when your eye doctor might retire. If you don’t see the same ophthalmologist every time, consider keeping copies of your old eyeglass/contact lens prescriptions in your vision care folder, in reverse chronological order.

VETERINARY RECORDS

You probably consider your pets to be part of the family. Keep veterinary medical records in hanging files just behind those of the human family members. Each pet needs just one file folder — file reports and proof of shots in reverse chronological order. (Just pop each new thing in the front of the folder.)

HOW TO GET YOUR RECORDS

In your twenties, your medical file may only include your immunization record and notes on occasional healthcare visits. However, starting your filing system early will make it much easier to know where to put notes as your medical history (and family) grows.

What if you don’t even have any medical records to even start this paperwork? 

• Check with your parents.

It’s possible that your mom kept your childhood immunization records with your baby book. Paper Mommy did, and it made it easier when I was trying to figure out when and whether I’d had certain types of immunizations.

• Contact your doctors’ offices and tell them you want to create a personal health record.

If you don’t have a complex medical history, this might be as easy as reaching out to your childhood pediatrician (if they’re still practicing) and your current primary care physician. Alternatively, you could wait until your next appointment, and request your records then.

If you’ve had multiple physicians — not the random provider you saw when you visited the Doc-in-the-Box you had when you had a cold 15 years ago, but specialists you’ve visited for diagnoses and/or treatment — try to make a list, do some Googling, and see what contact information you can put together. Then contact them to request copies of your records. 

If you’ve had any serious hospitalizations, contact the hospitals to see what records you can get. For any physicians, clinics, or hospitals, the longer ago it was, the harder it will be to get your records. But something is always better than nothing.

You have a legal right under HIPAA to obtain copies of your medical records. 

• Be specific about which medical records you want.

You probably don’t need every single record. After my father died, I went through the paperwork he’d saved, and there was everything from office visit summaries to medication lists that were just copies of records from the prior appointment. Get the essentials, not the also-rans.

• Sign a release form.

Each office will make you sign a form to release records to yourself just as though you were authorizing them to release the records to another doctor, insurer, or individual.

• Be prepared to pay a copying fee.

Depending on how extensive your records are, you may be asked to pay a fee to cover the time and labor for copying the files; you can avoid a mailing fee if you can offer to pick the files up from the office yourself. Ask how long it will take to get copies of your records.

Stay healthy, work toward collecting this information slowly, and next week we’ll close out our look at the five major personal filing categories with household and personal papers. 

For reference, the entire series can be found at the following links:

• Paper Doll Shares 12 Kinds of Paper To Declutter Now
• Reference Files Master Class (Part 1) — The Essentials of Paper Filing
• Reference Files Master Class (Part 2) — Financial and Legal Papers 
• Reference Files Master Class (Part 3) — Medical Papers
• Reference Files Master Class (Part 4) — Household and Personal Papers