Records Readiness Self-Audit
Identify gaps in your medical records organization and get a personalized action plan
Answer 24 questions across five categories to assess how well your medical records are organized. For each question, choose Yes (fully in place), Partial (started but incomplete), or No (not done). When you finish, you'll get a gap report with specific steps to close each gap.
1 Records Consolidation
Do you have all your medical records gathered, organized, and in one place?
1 Do you have a complete list of all current providers (PCP, specialists, dentist, pharmacy, etc.)?
2 Are medical records from all providers gathered in one location (physical or digital)?
3 If you've switched providers in the last 3 years, have records been transferred to the new provider?
4 Do you have copies of recent lab results, imaging reports, and test results?
5 Are surgical histories and procedure records documented and accessible?
6 Do you have a current medication list (with dosages, prescribers, and pharmacies)?
2 Access & Authorization
Can the right people access the right records when it matters?
7 Do you have patient portal access set up for each provider?
8 Is there a designated healthcare proxy / medical power of attorney (MPOA) on file?
9 Have HIPAA authorization forms been signed for family members or caregivers who need access?
10 Is the healthcare proxy registered with each provider's office?
11 If applicable, has a living will or advance directive been completed and distributed?
3 Insurance & Benefits
Is your insurance information documented, accessible, and current?
12 Do you have a current copy of insurance cards (front and back) stored somewhere accessible?
13 Are benefit details documented (deductibles, copays, out-of-pocket max, covered services)?
14 Is the prescription drug plan (Part D or equivalent) documented with formulary access?
15 Are any pending claims, prior authorizations, or appeals being tracked?
4 Emergency Preparedness
If something happened today, could your family access what they need?
16 Is there a medical summary (diagnoses, medications, allergies, providers) that could be handed to an ER team?
17 Do family members know where to find medical records in an emergency?
18 Is there a "who to call" list (providers, pharmacy, insurance, caregivers) stored accessibly?
19 Are emergency contacts and medical power of attorney contacts up to date?
20 If the primary caregiver were unavailable, could someone else step in with the information they'd need?
5 Ongoing Maintenance
Are records being kept current, or slowly drifting out of date?
21 Is someone responsible for updating records after each appointment or change?
22 Are upcoming appointments, referrals, and follow-ups tracked somewhere?
23 When was the last time the medication list was reviewed for accuracy?
24 Are expired or obsolete documents being retired from the active file?
Your Records Readiness Score
Breakdown by Category
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