How to Organize Doctor and Treatment Information

For each doctor, clinic, or treatment provider, consider recording the following.

• Doctor or provider name
• Clinic or hospital name
• Specialty (primary care, cardiologist, psychiatrist, etc.)
• Phone number
• Address or patient portal information
• Date of first visit
• Date of most recent visit
• Purpose of treatment

Listing treatment events in order may help you see gaps or missing records. Consider including the following events with approximate dates.

• Diagnosis date, if known
• Major tests (imaging, lab work, specialist evaluations)
• Specialist visits
• Hospital or emergency room visits
• Surgeries or procedures
• Therapy or counseling (physical, occupational, mental health)
• Significant medication changes

For each medication, consider recording the following.

• Medication name
• Dosage
• Prescribing provider
• Start date, if known
• Side effects experienced
• Whether the medication helps, causes problems, or both