Using A Planner to Organize

Medical Information

A few years ago, we had a life changing event in our family. We learned that my husband’s uncontrolled blood pressure caused irreparable damage to his kidneys.

Franklin Covey Leather Unstructured Binder

For the rest of his life, he would have to go on dialysis or get a kidney transplant to survive.  Who should we blame for this?  While there are many people we could blame, the real blame is ours.  It’s our fault we weren’t tracking my husband’s blood pressure.  It’s our fault we left his health in the hands of others.  The blame is ours.

As his wife, I now use a planner to keep track of his medical information, as well as for the rest of the family.  A planner enables me to recall important medical information and notice irregular trends in blood pressure and weight.

View Tonya Plans and Husband
Me and My Husband

While you may not be a medical expert, keeping your medical information organized in a planner is a great way to monitor and organize health information.

Below are some tips for organizing medical information in your planner.

  1.  Add a “Medical” section to your planner.  This section will be used to house all medical information so you have the information handy.  I have a binder planner with rings and simply added a tab for medical information.
View planner medical tabs
Key Information and Medical tabs in my planner

2.  Add a list of medications being taken for you and your loved ones.  Whenever you go to a medical facility, you will always be asked for a list of current medications and vitamins.  Having this information handy will relieve some stress so you can focus on the doctor’s appointment itself.  Be sure to include drug name, dosage, frequency and the doctor who prescribed it.  Medication lists can be written on plain planner note pages.  I typed mine and placed in a clear sheet protector.

3.  Use your planner to take notes during doctor’s appointment.  This way you can write down important medical information and refer back to it later.  At doctor’s appointments, I  ask the medical staff spell out complicated medical terms.  After the appointment, I refer back to my medical notes and google medical information to get a better understanding.  I even can view pictures and diagrams on the internet to increase my awareness about the medical condition.  After doing research, I’m able to ask better questions regarding what to expect and in return, my loved ones get better care.

Isn’t she lovely?  This is the planner I use.

4.  Use clear page protectors for medical pages used frequently.  I refer to my husband’s medication list often so I keep it in a clear plastic sheet protector.

Clear Sheet Protectors are cheap and useful…only $1.95

5.  Consider including a key information page in your planner.  This page can include your blood type, medical insurance information, allergy information, etc.  Franklin Covey has a starter kit which includes Key Information pages.  I keep key information for each family member on these pages. 

6.   Keep a log of medical appointments.  Record date  of service, purpose of visit and doctor information in a neat log.  This comes in handy when you get medical bills and have no idea what the bill is for.

Also I used the log of medical appointments when we met with a lawyer about getting husband’s disability benefits.  The lawyer needed a list of doctors he saw so he could subpoena medical records for his case.  (By the way, I couldn’t believe that after all the years he worked, we had to hire a lawyer to get his benefits!!!  If you want to hear about how he got approved for disability benefits, subscribe to my youtube channel.  I will be doing a video about it soon.)

7.  Keep a log vital statistics like blood pressure, diabetic blood sugar levels and your weight.  This will help identify trends and enable to you to have constructive conversations with your doctor about your health. .  

Video: Organizing Medical Information In Your Planner

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