Articles
53 posts
Using a patient portal for appointments, records and messages
What a patient portal can do for family caregivers: check appointments, request records, send administrative messages and track replies. Includes a practical workflow.
Requesting an interpreter for a medical appointment
A practical template, worksheet and tracking method for families requesting an interpreter for a medical appointment and recording the provider's confirmation.
Questions to ask about appointment accessibility
A practical checklist for families: record the person's own access needs, ask the appointment location specific questions about entrances, routes, waiting spaces, communication support and equipment, and track what is confirmed.
Tips for Patients Using NEMT Services
A practical guide to booking, confirming and tracking non-emergency medical transportation rides, with a free ride-record template for families coordinating care.
A hospital bag checklist for a parent and baby
A practical hospital bag checklist for a parent and newborn: what to pack for the birthing parent, the baby and the paperwork folder, plus what to confirm with your hospital first.
A hospital packing checklist for families and caregivers
A practical hospital bag checklist for families: documents, medication list, clothing, personal items and a caregiver bag, plus what to confirm with the hospital.
A Family Medical Records Request Tracker
A free, printable medical records request tracker for families: what to log for each request, status labels to use, and how to choose between a PDF, a spreadsheet and a shared online version.
Accompanying Someone to a Medical Appointment
A practical guide to accompanying someone to a medical appointment: agree on your role, check the office's rules, organize questions and take useful notes.
A family medical paperwork scanning checklist
A copyable scanning checklist template for families: track which medical papers are scanned, whether each scan is complete and readable, where it is stored and who may see it.
A family telehealth appointment setup checklist
A practical telehealth appointment checklist for families: confirm details with the provider, set up the device and space, gather requested documents and organize questions.