3-Steps to Organizing Your Medical Life Program Overview
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- Kory Hart
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1 3-Steps to Organizing Your Medical Life Program Overview Developed by Extension Educators: Annetta Jones Mary Ann Lienhart Cross Program Description When was the last time you had a tetanus shot? What s your blood pressure? What did your last mammogram reveal? Stumped? You re not alone. Most people don t have their vital health statistics committed to memory, nor do they have records organized or tucked away in a file at home for easy reference. Knowing theses stats could literally save your life as well as reduce a lot of added stress. Gone are the days when your family doctor knew everything important about you and your medical past. Americans now switch primary care doctors more often one study showed that a third of women have been with their doctor two years or less. We also frequently see specialists. That means more records in more places and less professional oversight. Doctors are no longer the central keepers of health information. The burden of responsibility has shifted to the patient. You must keep track of your own health related information. Maintain a useful history of your health records and you ll be prepared when you change doctors or visit the EMERGENCY room or hospital. Your medical background helps doctors make accurate diagnosis and provide the best recommendations about preventive care and treatments. This program will help you with forms to gather the essential information about your health history and tell you which details you should collect regarding current and future health concerns. Goals Encourage consumers to prepare for medical appointments Empower consumers to organize and maintain medical records Suggestions for club meetings This lesson is organized in a teaching outline format with forms to be printed for participants. Review the Teaching Outline and become familiar with the three steps so that you can present the lesson in a conversation format. Please do not just read this lesson to your club members. Supplies for the program Copies for each participant: Pre- and Post-test Create Your Health History Storage System Records You Need Doctors Records You Need Rx and OTC drugs Your Health Numbers Preparing for a Doctor Visit Medical Summary Medicare Expense Record Insurance Expense Record
2 Pre- and Post-Tests We would appreciate you conducting the pre- and post-tests. Following the lesson, summarize the answers on one sheet (by doing this you will save postage) and mail to our office at E County Road 34, Goshen IN or the summary to For more information or questions: Mary Ann Lienhart Cross Interim CED, Extension Educator Purdue University Extension Elkhart County County Road 34 Goshen, IN Brandy Cavanagh, Support Staff Annetta Jones CED, Extension Educator Purdue University Extension Porter County 155 Indiana Avenue, Suite 301 Valparaiso, IN
3 3 Steps to Organize Your Medical Life Teaching Outline Program Description When was the last time you had a tetanus shot? What s your blood pressure? What did your last mammogram reveal? Stumped? You re not alone. Most people don t have their vital health statistics committed to memory, nor do they have records organized or tucked away in a file at home for easy reference. Knowing theses stats could literally save your life as well as reduce a lot of added stress. Gone are the days when your family doctor knew everything important about you and your medical past. Americans now switch primary care doctors more often one study showed that a third of women have been with their doctor two years or less. We also frequently see specialists. That means more records in more places and less professional oversight. Doctors are no longer the central keepers of health information. The burden of responsibility has shifted to the patient. You must keep track of your own health related information. Maintain a useful history of your health records and you ll be prepared when you change doctors or visit the EMERGENCY room or hospital. Your medical background helps doctors make accurate diagnosis and provide the best recommendations about preventive care and treatments. This program will help you with forms to gather the essential information about your health history and tell you which details you should collect regarding current and future health concerns. Objectives Encourage consumers to prepare for medical appointments. Empower consumers to organize and maintain medical records. Consider your project to be a long-term project. Good self-care is important for the rest of your life. To get the most from your health professionals, you ll need to meet them halfway. Here s how: 1. Learn how to stay well. This may seem obvious, but the better you take care of yourself, the less likely you ll get sick and the more quickly you ll get well if you do get sick. 2. Know as much as you can. Learn about your body and how it works. Pay attention to your symptoms. Knowledge is power! 3. Be active on your own behalf. When you visit the doctor, take an interest, ask questions and pay attention. Pre-Test Distribute the Pre-Test. Ask participants to complete prior to presenting the lesson. 1. Is your medical information organized? 2. Do you have a written list of medications with you? 3. Do you prepare written questions before going to the doctor?
4 Step 1 Organize Create Your Health History Storage System Distribute the Create Your Health History Storage System form. Review the form with participants. A storage system keeps all your records, forms, and lab results in one organized place. This form teaches participants how to create a functional storage system. Records You Need Doctors Distribute the Records You Need Doctors form. Review the form with participants. Write down your current doctors and most recent past doctors names and contact information. Old insurance claims may help with this information. Records You Need Prescription and Over the Counter Drugs Distribute the Records You Need Prescription and Over the Counter Drugs form. Review the form with participants. Use this chart to write down any prescription (p) and non-prescription (np) medications, dietary supplements (d) or herbal remedies (h) you are currently taking. List below any allergies and reactions you ve experienced. Your Health Numbers Distribute the Your Health Numbers form. Review the form with participants. Take this form to your annual exams and track test results. Step 2 Prepare Regular visits can help you and your doctor catch any problems early, perhaps even before you notice symptoms. If caught in time, many conditions can be treated successfully. Your doctor will recommend a routine schedule of exams based on your particular needs. Before you go to your appointment, make a list. Know ahead of time what you d like to talk about both general concerns and specific questions. Putting your thoughts on paper can help you focus; list anything that s been worrying you, and any questions you have. Try this: Preparing for a Doctor Visit Distribute the Preparing for a Doctor Visit form. Review the form with participants. Major concerns Minor concerns Things to talk about on the next visit Discuss the following: Help your doctor help you! 1. First, talk about your health issues 2. Be specific 3. Tell the truth! 4. Ask questions 5. Ask for translations 6. Find out more about referrals and tests 7. Speak up 8. Can t follow doctor's orders? Say so! 9. Bring your own ideas 10. Don t leave what you have learned at the office 11. Take the Preparing for a Doctor Visit form with you. Medical Summary Distribute the Medical Summary form to each participant. Don t wait until there s an emergency. Fill out this form, carry it with you, and place another by your phone.
5 Step 3 Maintain You have done the work in Step 1, by gathering names and numbers of your doctors and your personal health numbers. Now you need to have the discipline to maintain these records. Tracking Insurance Forms Distribute the Insurance Expense Record and Medicare Expense Record forms. One of the biggest challenges we all have with our health care is tracking our medical expenses. There are two forms to assist you in tracking those expenses. Insurance Expense Record Medicare Expense Record Post-Test Distribute the Post-Test for participants to complete after presenting the lesson. I plan to organize my medical information. I plan to complete the medical summary. I will prepare written questions before going to the doctor. Developed by: Mary Ann Lienhart Cross Interim CED, Extension Educator Purdue University Extension Elkhart County County Road 34 Goshen, IN lienhart@purdue.edu Brandy Cavanagh, Support Staff Annetta Jones CED, Extension Educator Purdue University Extension Porter County 155 Indiana Avenue, Suite 301 Valparaiso, IN ajones1@purdue.edu
6 Pre-Test Completion of this survey is totally voluntary and anonymous. 1. Is your medical information organized? Yes No 2. Do you have a written list of medications with you? Yes No 3. Do you prepare written questions before going to the doctor? Yes No Purdue University is an affirmative action, equal access/equal opportunity institution. Copyright 2012
7 Step 1 Organize Create Your Health History Storage System A storage system keeps all your records, forms, and lab results in one organized place. You decide which is going to work best for you, folders, notebook, envelope, an accordion file system. Here is a suggested list of tab labels: Basic Information Personal & Family History General Practitioner Dental Optical Medications/Immunization Specialists Insurance Forms Legal Forms: PS, MPoA, LWill Miscellaneous Organ Donor Alternative Medical Records to file: Routine or preventive physical, dental, and vision exams. Records of any abnormal exams or test results you had in the past, such as a mammogram or an EKG. Blood and other laboratory tests (cholesterol level, blood glucose). Diagnostic tests (biopsies, x rays, EKGs, HIV and STD tests). Records of flue shots, immunizations you may have received for travel, and boosters, such as tetanus-diphtheria Screening tests (mammogram, Pap smear, clinical breast exam, skin check, sigmoidoscopy, and colonoscopy). If you do not have these records, contact each of your physicians and ask for recent records from the list above that pertains to his or her practice. (You will be creating this list using the two forms titled Records You Need.) For instance, get the results of your most recent Pap smear from your gynecologist, skin exam from your dermatologist, and blood workups from your primary-care physician. Most physicians will ask that you mail in your request and some may require a processing fee. Purdue University is an affirmative action, equal access/equal opportunity institution. Copyright 2012
8 Step 1 Organize Records You Need Doctors Write down your current doctors names and contact information. Put this information in your file. Name and Address Phone # / Fax # General Practitioner Pediatrician Pharmacist Dentist Optometrist Specialists Specialists Specialists Specialists Other: Other: Other: Purdue University is an affirmative action, equal access/equal opportunity institution. Copyright 2012
9 Step 1 Organize Records You Need Prescription and Over the Counter Drugs Use this chart to write down any prescription (p) and non-prescription (np) medications, dietary supplements (d) or herbal remedies (h) you are currently taking. List below any allergies and reactions you ve experienced. Drug name Dosage (mg) Frequency (x s per day) Date started Allergies: Include reactions you ve experienced Foods Medications: Other Purdue University is an affirmative action, equal access/equal opportunity institution. Copyright 2012
10 Step 1 Organize Your Health Numbers Keep this form current and file in your medical records. Name of Patient: Blood Type: Exams and Tests Height and Weight Blood Pressure (lower than 120/80) Cholesterol (Overall lower than 200) HDL: 60 or higher LDL: 129 or lower Blood Sugar Pap Smear/Pelvic Exam Breast Exam/ Mammogram Other Tests Eyesight Dental Lab Results Date/Results Date/Results Date/Results Date/Results Date/Results BUN CREAT K+ (POTAS) HGB/HCT P T LDL CHOL TRIGLYC OTHER Purdue University is an affirmative action, equal access/equal opportunity institution. Copyright 2012
11 Step 2 Prepare Preparing for a Doctor Visit Regular visits can help you and your doctor catch any problems early, perhaps before you notice symptoms. If caught in time, many conditions can be treated successfully. Your doctor will recommend a routine schedule of exams based on your particular needs. Before you go, make a list. Know ahead of time what you d like to talk about both general concerns and specific questions. Putting your thoughts on paper can help you focus; list anything that s been worrying you, and any questions you have. Try this: My major concerns: Doctor s comments and advice: My minor concerns: Doctor s comments and advice: Things to talk about on the next visit: My medical history: If you re visiting for the first time, your doctor will need some important information about you. Inform your doctor of conditions you may have or had in the past, such as asthma, high blood pressure, serious illnesses, past injuries, hospitalizations, surgeries, or accidents. My family s health history: Your doctor will want health background on your parents, siblings, and grandparents, such as chronic illnesses, heart disease, cancer or unusual longevity and causes of death - some tendencies run in families. Your doctor will write your medical history on his or her own form, but you can help out by being prepared. (See your family health tree) Brown-bag all your medications, both prescription and over-the-counter drugs: Your doctor needs to know about all medications you re taking, including those prescribed by other physicians. It s a good idea to round up all the containers and take them with you to your appointment. Your doctor can protect you from taking too much medication or mixing them in a harmful way. Remember to include any vitamin supplements, herbal supplements, and all your other nonprescription items, such as allergy and cold medicines. Purdue University is an affirmative action, equal access/equal opportunity institution. Copyright 2012
12 Step 2 Prepare Medical Summary Don t wait until there s an emergency! Take a minute to fill out the following; carry this with you and put another near your phone. Doctor s name, address, and phone: Insurance/Benefit Provider telephone: Your insurance or HMO number Allergies Doctor s emergency number (ask your doctor) Medications (listed on reverse side) Organ Donor Purdue University is an affirmative action, equal access/equal opportunity institution. Copyright Steps to Organizing Your Medical Life Step 2 Prepare Medical Summary Don t wait until there s an emergency! Take a minute to fill out the following; carry this with you and put another near your phone. Doctor s name, address, and phone: Insurance/Benefit Provider telephone: Your insurance or HMO number Allergies Doctor s emergency number (ask your doctor) Medications (listed on reverse side) Organ Donor Purdue University is an affirmative action, equal access/equal opportunity institution. Copyright 2012
13 List your prescription medicines Name: Date Issued Name of medicine Mg Dosage When do I take it? What do I take it for? Refills XXXX EXAMPLE 400 mg 1 tablet 3 times a day after meals Arthritis 2 List your prescription medicines Name: Date Issued Name of medicine Mg Dosage When do I take it? What do I take it for? Refills XXXX EXAMPLE 400 mg 1 tablet 3 times a day after meals Arthritis 2
14 Medical Expense Payment Record for INSURANCE Patient Name: Social Security # : Insurance Claim Office address/phone number: Policy Number: Deductible Amt: Type Statement Amount Ins filed by Ins. Paid Patient Pd Acct of and/or of provider Date & Date & Closed Date Provider Name/Address/Phone Service Patient ID Charge or patient? Amount Amount Y or N Notes and Comments Purdue University is an affirmative action, equal opportunity/equal access institution. Copyright 2012
15 Patient Name: Social Security # : 3 Steps to Organizing Your Medical Life Step 3 - Maintain Medicare Expense Record Insurance Claim Office address/phone number: Policy Number: Deductible Amt: Type Statement Amount Ins filed by Ins. Paid Patient Pd Acct of and/or of provider Date & Date & Closed Date Provider Name/Address/Phone Service Patient ID Charge or patient? Amount Amount Y or N Notes and Comments Purdue University is an affirmative action, equal opportunity/equal access institution. Copyright 2012
16 Post-Test Completion of this survey is totally voluntary and anonymous. 1. I plan to organize my medical information. Yes No 2. I plan to complete the medical summary. Yes No 3. I will prepare written questions before going to the doctor. Yes No Purdue University is an affirmative action, equal access/equal opportunity institution. Copyright 2012
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