Core documents
Start with the records you are most likely to need again.
- Current prescriptions
- Recent lab reports
- Imaging reports
- Hospital discharge summaries
- Vaccination or procedure records when relevant
Quality checks
Confirm the patient name, document date and provider before filing. Keep the source document as received and use notes only for organisation, not clinical interpretation.
Review periodically
Remove accidental duplicates, correct filing categories and keep your own copy of important records. Keep your recovery email active. Ask for appropriate professional advice if you are unsure how long to retain a record.