How to Organize Medical Information for Aging Parents

Managing healthcare for an aging parent can become overwhelming when medical information is scattered across different doctors, hospitals, pharmacies, insurance records and patient portals. 

A simple system for organizing medical information can help adult children quickly find important details during doctor visits, emergencies and follow-up appointments:

  • doctors
  • medications
  • allergies
  • surgeries
  • hospitalizations
  • test results
  • appointments
  • questions
  • follow-ups

Why keeping your parent's medical information organized matters

Over the years most people accumulate a variety of medical information like:

  • multiple specialists
  • multiple medications
  • changing prescriptions
  • hospital visits
  • emergency situations

Steps to follow to organize parents medical records:

Step 1: Create a central medical information system

Information should be stored in one place.

Include:

  • doctor information
  • medications
  • allergies
  • medical history
  • surgeries
  • hospitalizations
  • test results

Step 2: Create a list of all healthcare providers

Include:

  • primary care physician
  • specialists
  • dentists
  • pharmacies
  • hospitals
  • insurance contacts

Step 3: Organize medications

Include:

  • medication name
  • dosage
  • reason prescribed
  • prescribing doctor
  • start date
  • changes

Step 4: Keep track of doctor visits

After every appointment, record why the visit occurred, what the doctor recommended, tests ordered, medications changed and follow-up instructions.

Step 5: Prepare for emergencies

Include:

  • emergency contacts
  • allergies
  • current medications
  • major diagnoses
  • surgeries
  • preferred hospital

Step 6: Keep information updated

  • review after every doctor visit
  • update medications
  • add new test results

Aging Parent Medical Information Checklist

☐ Primary doctor contact information
☐ Specialist information
☐ Medication list
☐ Allergies
☐ Medical conditions
☐ Surgeries and procedures
☐ Hospitalizations
☐ Lab results
☐ Imaging records
☐ Insurance information
☐ Emergency contacts
☐ Questions for upcoming appointments

 

All of this sounds like a lot of work but can be organized in a structured workbook which connects summary to detail in a unique way. Also allows aging parents to use written records rather than electronic records which can be confusing.

Personal health record workbook for organizing aging parent's medical information

Our Workbook was designed to solve the problems people have with organizing their parents health data. Learn more about our Personal Health Record Workbook