Helpful tips to create a file of patient information

The Caregiver Action Network says, “The single most important thing you can do to function effectively as a caregiver is to create and maintain a comprehensive file of information about the person you are caring for. There is a variety of ways to create and maintain a patient file.”

Here are some suggestions they give for what to include in a patient file:

  • Care recipient’s medical history

  • Diagnosis

  • Physician Contact Information

  • Allergies

  • Health history (e.g. surgeries, other medical conditions)

  • Medication List

  • Insurance Information

  • Private medical insurance

  • Prescription pan

  • Medicare/Medicaid

  • Long-term care insurance

  • Dental and Vision Insurance

  • Legal Documents

  • Living Will

  • Durable power of attorney for Health Care (also known as a Health Care Proxy)

  • Power of Attorney for Finances

  • Contact information for care recipient’s lawyer

For more tips, read the full article on the Caregiver Action Network website.

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