Planning & documents
Record-keeping that prevents headaches
Record-keeping should reduce stress, not create it. Keep it minimal and consistent.
Quick checklist
- One-page summary + change log.
- Keep copies of IDs/insurance/benefit letters together.
- Write appointment summaries immediately after visits.
- Purge duplicates monthly.
Reputable links
Tip
When you add links, prefer official (.gov) and major nonprofit sources first.