The Emergency Medical File Every Caregiver Should Create

Many seniors have chronic medical conditions that must be closely monitored and for which they take any number of prescription medications. Family caregivers tend to get a crash course in nursing and managing medical care once they begin helping aging loved ones, and the biggest lesson many learn initially is that organization is key. This is especially true when a senior develops a need for urgent medical care.

Build Your Own Medical Emergency Packet

1.   Medications

Include a list of all a senior’s prescription and over-the-counter medications, their exact dosages, and how frequently they are taken It can be difficult to remember all the details of a complicated medication regimen, and the more drugs a senior is taking, the greater the risk of mistakes and interactions.

2.   Allergies

If your loved one is allergic to any medications, additives, preservatives, or materials like latex or adhesives, be sure to include a list of these things and the severity of their reaction to each.

3.   Doctors

Include the name and contact information for the patient’s primary care physician. If your loved one regularly sees any specialists for chronic conditions, such as a cardiologist or a neurologist, provide their contact information as well.

4.   Medical Conditions

Provide general information about a senior’s more serious physical and mental conditions and medical history. For example, diabetes, a pacemaker, dementia, frequent falls, and past cardiovascular and cerebrovascular events (e.g., heart attack, stroke) are all important to include. Don’t forget to list pertinent dates as well so health care professionals can differentiate between long-standing medical issues and newer changes in an elder’s health.

5.   Do Not Resuscitate (DNR) Order

If a senior does not wish to receive cardiopulmonary resuscitation (CPR) or intubation in the event of cardiac or respiratory arrest, be sure to include a copy of their state-sponsored and physician-signed DNR form or Physician Orders for Life-Sustaining Treatment (POLST) form. (POLST forms are more comprehensive than a basic DNR but are only available in some states.)

6.   Medical POA

If your loved one has appointed you or someone else as their medical power of attorney (POA), make sure a copy of this legal document is included in their packet. This is crucial for communicating with medical staff and making health care decisions. Ensure your current contact information is included on or with the form as well.

7.   Most Recent Labs

Including copies of a senior’s most recent laboratory tests can be very helpful for physicians who are trying to make a diagnosis and decide on a course of treatment without a complete medical history to reference.

8.   Insurance Information

Provide copies of all current insurance cards (both sides), including Medicare Supplement Insurance (Medigap) and Medicare Prescription Drug Plan (Part D) cards if applicable. This information can help ensure your loved one’s medical care is billed correctly from the start, even if their original cards are left behind in the rush to the hospital or clinic. 

9.   Photo Identification

While emergency rooms must treat patients regardless of whether they have identification or insurance information, many urgent care centers typically require a picture ID to see patients. Include a copy of the senior’s driver’s license (or ID card if they do not drive) in the folder to avoid any problems.

Once you have gathered the records listed above, copied them and assembled the folder, put it in an easily accessible place. If you share caregiving responsibilities with other family members, friends or professional in-home caregivers, inform them of this file’s existence and location