Care Companion Advocates

Patient Medical Records Organizer

Keep all your medical information in one place.

RESOURCE R2

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1.

Personal information

Full name

Date of birth

Emergency contact

Insurance provider

Primary care provider

2.

Medical history

Past illnesses

Surgeries / hospitalizations

Chronic conditions

Family medical history

Care Companion Advocates

Patient Medical Records Organizer

Continued — medications, allergies, and current concerns

RESOURCE R2

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3.

Medications & supplements

Medication	Dose	Frequency

Over-the-counter medications

Vitamins & supplements

Pharmacy contact

4.

Allergies & reactions

Medication allergies

Food allergies

Environmental allergies

Reaction details

5.

Current symptoms & concerns

Symptoms

Start date

Triggers

Severity (1–10)

Care Companion Advocates

Patient Medical Records Organizer

Continued — tests, questions, insurance

RESOURCE R2

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6.

Test results & reports

Recent labs

Imaging

Specialist reports

Discharge summaries

7.

Questions for your doctor

8.

Visit notes

Doctor’s recommendations

Next steps

Follow-up appointments

9.

Insurance & billing

EOBs

Bills

Authorizations

Referrals