Medical Records

What Medical Information Should You Keep Handy?

About this guide

Written by: My Medical Choice Editorial Team

This guide is designed to help patients and families prepare for better conversations with licensed healthcare professionals. It is general educational information only and is not medical advice.

This article is for general educational purposes only and is not medical advice. Talk with a qualified healthcare professional about your personal health situation.

In an emergency, during a new appointment, or when helping a family member, having the right medical information in one place can make care easier and safer.

You do not need a complicated system. A simple one-page medical summary can be very helpful.

What to include

Basic information

  • Full legal name
  • Date of birth
  • Phone number and address
  • Preferred language
  • Emergency contact
  • Primary insurance information

Current medications

List prescription medications, over-the-counter medicines, vitamins, supplements, inhalers, eye drops, creams, patches, and as-needed medications. Include the name, dose, how often you take it, why you take it if known, and prescribing provider.

Allergies and reactions

Do not just list the allergy. List what happens, such as rash, nausea, hives, breathing trouble, or another reaction.

Medical conditions

List current and important past conditions such as diabetes, high blood pressure, heart disease, asthma or COPD, sleep apnea, kidney disease, cancer history, stroke, blood clots, major injuries, or other conditions relevant to care.

Surgeries and hospitalizations

Include the surgery or hospitalization, approximate date, hospital or facility, reason, and any complications.

Doctors and pharmacies

Include your primary care doctor, specialists, preferred pharmacy, pharmacy phone number, and durable medical equipment supplier if applicable.

Medical documents

Note whether you have a healthcare power of attorney, living will, advance directive, do-not-resuscitate order if applicable, or organ donor registration. Also note where those documents are stored.

Where to keep it

Consider keeping copies in your wallet or purse, on your phone, with a trusted family member, in your patient portal, or on the refrigerator or another visible place for emergency responders if appropriate.

Keep it updated

Update the sheet when a medication changes, you are diagnosed with a new condition, you have surgery or hospitalization, your insurance changes, your emergency contact changes, or you complete or update medical wishes documents.

A simple medical information sheet can help you explain your history, avoid medication mistakes, and support better communication during appointments or emergencies.

Frequently asked questions

What belongs on a medical information sheet?

Include medications, allergies and reactions, conditions, doctors, pharmacies, insurance, emergency contacts, surgeries, devices, and care-planning documents.

How often should I update it?

Update it when medications, allergies, doctors, insurance, emergency contacts, diagnoses, or care-planning documents change.

Where should I keep it?

Keep a copy somewhere easy to find and consider sharing it with a trusted family member or caregiver.