Medical
- Immunization records for each family member
- Current medication list with dosages
- Allergy list
- Major diagnoses, surgeries, and hospitalizations (dates + providers)
- Names and contact info for every current provider
Coverage & authority
- Health insurance cards and policy documents
- Medicare / Medicaid documents, if applicable
- Medical power of attorney
- Advance directive / living will
- HIPAA release forms naming who may receive information
Care situations
- Care plans for dependents (children, elders, disabled family members)
- School or facility medical authorization forms
- Explanation-of-benefits statements for major treatments
- Receipts for out-of-pocket medical costs (tax and reimbursement)
Overwhelmed by the list?
That's what PRC is for. A Records Health Check turns this checklist into a done system.
Educational starting point, not a legal/tax/medical requirement — Service Boundaries.