| Section | Typical documents included | Status |
|---|---|---|
| 1. Care Team Directory | Providers, clinics, hospital systems, pharmacy, vendors; phone/fax/addresses; portal links | Included |
| 2. Authorization & Access Snapshot | Proxy status, “who can do what,” portal notes by health system | Included |
| 3. Authorization Packet | HIPAA releases, POA copies, facility release forms (when required) | On file |
| 4. Records Request Tracker | Request log: dates, methods, follow-ups, status, received items | Up to date |
| 5. Records Repository | Visit notes, discharge summaries, labs, imaging reports, medication lists (by source + date) | Organized |
| 6. Baseline Snapshot Summary | One-page history + current state based on records received | Included |
| 7. Upcoming Commitments | Upcoming appointments, renewals, and loose ends (“what’s next”) | Included |
| 8. Identity & Coverage | ID copies, insurance cards, member IDs, demographic sheet | Included |