# The Health and Medical Module

The FIRM Guide (thefirmguide.com) — companion to The Recoverable Family.
Fill this in privately (any text editor or by hand), then store it in your Vault.


## 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.

- Person: 

### Medications
| Name | Dosage | Frequency | Prescribing Provider | Pharmacy |
| --- | --- | --- | --- | --- |
|   |   |   |   |   |
|   |   |   |   |   |
|   |   |   |   |   |

> One page, kept current — and a photo of it on your phone.

### Known Allergies
| Substance | Reaction |
| --- | --- |
|   |   |
|   |   |
|   |   |

### Chronic Conditions / Ongoing Care
| Condition | Managing Provider | Notes |
| --- | --- | --- |
|   |   |   |
|   |   |   |
|   |   |   |

### Medical Providers
| Role | Name | Practice | Phone | Patient Portal |
| --- | --- | --- | --- | --- |
|   |   |   |   |   |
|   |   |   |   |   |
|   |   |   |   |   |

> Patient portal credentials are stored in The Vault.

### Health Insurance
| Type | Carrier | Plan Name | Member ID | Group # | Member Services |
| --- | --- | --- | --- | --- | --- |
|   |   |   |   |   |   |
|   |   |   |   |   |   |
|   |   |   |   |   |   |

> Insurance portal credentials are stored in The Vault.

### Advance Directives
| 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.

### HIPAA Release Authorizations
| 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.

### Family Medical History (optional)
| 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.

- Last reviewed: 

- Tags: 


## 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.

- This page is for: 

- Primary Care Physician: 

- Phone: 

- Preferred Hospital / Health System: 

- Known Allergies: 

- Current Medications: 

- Carrier: 

- Member Services: 

- Insurance card location: 

- Living will and healthcare proxy are located at: 

- Authorized healthcare decision-maker: 

- Contact: 

- Pharmacy Name: 

- Phone: 

- Address: 

- Medical ID set up on phones: 

### Notes for Family Members



> 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.

### Additional Guidance