Records Readiness Self-Audit
Find out how organized, accessible, and complete your loved one's care records really are
Answer 24 questions about the state of your loved one's care records. For each question, choose Yes, Partial, or No. You can skip questions and still see your results. When you're finished, enter your email to unlock a detailed gap report with specific action steps for each area that needs attention.
Records Consolidation
0 / 61 Do you have a complete list of all current healthcare providers?
2 Are medical records gathered in one central location?
3 Have records been transferred after provider changes?
4 Do you have copies of recent lab, imaging, and test results?
5 Is the surgical and procedure history fully documented?
6 Is there a current medication list with dosages, frequencies, and prescribing doctors?
Access & Authorization
0 / 57 Do you have patient portal access for each provider?
8 Is a healthcare proxy or medical power of attorney on file?
9 Are HIPAA authorizations signed for caregivers who need provider access?
10 Is the healthcare proxy document registered with all active providers?
11 Has a living will or advance directive been completed?
Insurance & Benefits
0 / 412 Are all insurance cards stored in an accessible location?
13 Are benefit details — deductibles, copays, network rules — documented?
14 Is the prescription drug plan documented?
15 Are pending claims and prior authorizations being tracked?
Emergency Preparedness
0 / 516 Is a medical summary ready for an emergency room visit?
17 Does the family know where to find key medical records?
18 Is a "who to call" list stored in an accessible location?
19 Are emergency contacts up to date across all providers?
20 Could a backup caregiver step in with enough context to help?
Ongoing Maintenance
0 / 421 Is someone specifically responsible for keeping records up to date?
22 Are appointments, referrals, and follow-ups being tracked?
23 Has the medication list been reviewed recently?
24 Are expired or outdated documents being retired?