The Health and Medical Module
A working medical record — medications, allergies, conditions, providers, insurance, advance directives, and HIPAA authorizations — plus an emergency-ready Family Guide.
Where this Module fits
A-06 Module 6 of 8 in the At-Home area — step 2 of 4 on the dependency ladder (System → At-Home → Financial → Estate).
The working medical record — and the emergency sheet your family hopes never to need.
Adds to The Secure Guide: Working medical record — meds, providers, insurance, directives, HIPAA releases.
Adds to The Family Guide: The emergency sheet — PCP, hospital, allergies, insurance, directive location.
Every Module adds one section to each guide — that is how the two guides assemble as you work. See what you're building.
Text file — the flexible one. Use it as-is, paste it into a spreadsheet, open it in any editor, or paste it into an AI tool to reshape the blank form to fit your family: rename a field, add a row, drop one you don't need.
Print / PDF — the ready-to-use one. Print it and fill it in by hand, or choose Save as PDF and complete it in your own offline PDF app. Either way it stays with you — the finished Secure Guide template goes inside your Vault.
One rule: only ever give an AI tool the blank template. Never paste your real information — passwords, account numbers, anything you'd keep secret — into an AI tool, an online service, or anywhere outside your own Vault. Customizing an empty form is fine; filling it in happens privately, offline. That's the same rule this site follows: nothing sensitive ever leaves your hands.
Secure Guide Starter Template — Health and Medical
Store this inside your Vault. One entry per person where the records differ — “the family” works for a shared entry with per-person rows. Keep each section current. Children's records belong here too — and as they reach adulthood, they build their own, including their own HIPAA authorizations.
One problem in this Module most families don't know they have: federal privacy law restricts who may receive your medical information — including your spouse and adult children — unless you've authorized it in writing, in advance, with each provider individually. No paperwork means no access, regardless of the relationship. The HIPAA table below is where you close that gap, provider by provider. And permission to start small: a usable record beats a perfect one — most of this page is two hours on a Saturday.
| Name | Dosage | Frequency | Prescribing Provider | Pharmacy |
|---|---|---|---|---|
One page, kept current — and a photo of it on your phone.
| Substance | Reaction |
|---|---|
| Condition | Managing Provider | Notes |
|---|---|---|
| Role | Name | Practice | Phone | Patient Portal |
|---|---|---|---|---|
Patient portal credentials are stored in The Vault.
| Type | Carrier | Plan Name | Member ID | Group # | Member Services |
|---|---|---|---|---|---|
Insurance portal credentials are stored in The Vault.
| Document | Date Executed | Storage Location | Who Has Copies |
|---|---|---|---|
See the Estate Plan Module for formal legal context — but the documents must be findable here, in a medical emergency, not only in the estate file.
| Authorized Person | Relationship | On File With | Date Authorized |
|---|---|---|---|
Each provider keeps its own form, and authorizations do not transfer between health systems — re-sign when you move or change providers. Minutes per provider; it closes the most preventable access failure in a medical emergency.
| Condition | Affected Relative | Approx. Age of Onset |
|---|---|---|
Practical, not genealogical — what your providers and heirs may need for informed medical decisions. The family story — and where the family-tree research lives — is the Family Compass Module's territory.
Family Guide Starter Template — Health and Medical
For use by family members, caregivers, or first responders — deliberately the richest Family Guide section in the system, because in a medical emergency this is the page your family opens first. It contains no sensitive credentials — and any information that would be useful to have immediately, and meets your privacy and security preferences, can go here.
In the matching Secure Guide section: working medical record — meds, providers, insurance, directives, HIPAA releases.
That detail is what makes recovery possible — and it is protected in the Vault, which opens with The Vault Key. The key is never written here, by design. The people listed on this page know how it is kept, and the steward's job is to keep that path current, so this page never leads to a locked door.
Any context relevant to emergencies or ongoing care.
If a call or message asks the family to “confirm” health details, insurance numbers, or portal access — however much it already seems to know — call the provider back on the number on this page, never the number in the message. This page is the family's known-good callback sheet.
Anything this page's reader should know that the sections above didn't ask for — the exceptions, the house quirks, the thing you would say out loud while handing this page over.
For more information on how to use these templates, see The Recoverable Family book.
Worked example — Frank's family
Frank's annual checkup came back with his first take-it-indefinitely prescription: blood pressure, plus a statin and a standing cardiology referral. That evening Sarah asked if she should know his medications. Sure, he said — check the MyChart app. She asked for the password. He couldn't remember which email he'd even registered with. The record below took two hours on a Saturday. It isn't perfect; it's usable.
All details are fictional and illustrative. The assembled example guides live at the example Secure Guide and the example Family Guide.
Secure Guide — Frank's entry
The Health and Medical section of Frank's encrypted Secure Guide volume — one record for the household, last reviewed 2026-04:
| Name | Dosage | Frequency | Prescribing Provider | Pharmacy |
|---|---|---|---|---|
| Lisinopril (Frank) | 10 mg | Daily, morning | Dr. Anita Rao — Westvale Family Practice | Main Street Pharmacy |
| Atorvastatin (Frank) | 20 mg | Nightly | Dr. Anita Rao — Westvale Family Practice | Main Street Pharmacy |
The one-page list is printed for the binder and photographed on Frank's and Sarah's phones.
| Substance | Reaction |
|---|---|
| Penicillin (Jacob) | Rash — childhood reaction, on file with Westvale Pediatrics |
| None known (Frank, Sarah, Lily) | Recorded as “none known” so nobody has to wonder |
| Condition | Managing Provider | Notes |
|---|---|---|
| Elevated blood pressure (Frank) | Dr. Anita Rao | Standing cardiology referral — first visit scheduled |
| Cholesterol (Frank) | Dr. Anita Rao | Statin — see Medications |
| Role | Name | Practice | Phone | Patient Portal |
|---|---|---|---|---|
| Primary care (adults) | Dr. Anita Rao | Westvale Family Practice | 555-0122 | MyChart — credentials in the Vault (found after a hunt for the registration email; see Identities) |
| Cardiologist (referral) | Dr. Paul Egan | Westvale Cardiology Group | 555-0183 | Portal signup at first visit |
| Pediatric / teen care | Dr. Maya Chen | Westvale Pediatrics | 555-0166 | Parent-proxy portal — both parents |
| Type | Carrier | Plan Name | Member ID | Group # | Member Services |
|---|---|---|---|---|---|
| Medical (family) | Cornerstone Health (via Meridian Logistics — see Work History) | Cornerstone Choice PPO | CHF-88214-07 (card scan in the Vault) | GRP-4415 | 555-0149 (also in the Family Guide) |
| Dental (family) | Cornerstone Dental | Choice Dental | CHD-88214-07 | GRP-4415 | 555-0149 |
| Document | Date Executed | Storage Location | Who Has Copies |
|---|---|---|---|
| Living will (Frank) | 2023 | Fire safe, home office | Sarah (location confirmed 2026-04 — she didn't know until asked) + Ruth Alvarez, the estate attorney |
| Healthcare proxy (Frank → Sarah) | 2023 | Fire safe, home office | Sarah + Ruth Alvarez |
| Authorized Person | Relationship | On File With | Date Authorized |
|---|---|---|---|
| Sarah | Spouse | Westvale Family Practice | 2026-04 — five minutes at the front desk |
| Sarah | Spouse | Westvale Cardiology Group | FLAGGED — sign at the first visit; authorizations don't transfer between systems |
| Frank + Sarah | Parents | Westvale Pediatrics | On file since enrollment |
| Condition | Affected Relative | Approx. Age of Onset |
|---|---|---|
| Heart disease | Frank's father | 60s — part of why the cardiology referral gets kept, not postponed |
Family Guide — Frank's entry
The emergency sheet — the first page behind the At-Home tab of the household binder, and the page the family opens first.
House rule: any call or message asking to “confirm” health details, insurance numbers, or portal access gets a callback on the provider number on THIS page — never the number in the message. However much the caller already knows.