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What Medical Records and Medicines Should You Keep Ready for a Home Visit?

Organising medicines and medical documents in advance makes a doctor home visit more accurate and efficient. This guide focuses specifically on what to gather and how to organise it — for general visit preparation, see our companion guide on how to prepare for a doctor home visit.

In Brief

  • Keep all current medicines, with doses and timing, together in one place.
  • Gather recent prescriptions, reports, and discharge summaries relevant to the visit.
  • Note any recently stopped medicines and any supplements being taken.
  • Never change a medicine based on this guide alone — always confirm with a doctor.

Current Medication Packets or a Written List

The most useful thing you can prepare is either the actual medicine packets, strips, or bottles currently being used, or a written list with the exact name of each medicine. Seeing the packaging can help avoid confusion between similarly named medicines and confirms the exact formulation and strength. Where practical, keep medicines in their original labelled packaging for review, rather than removing them from it solely in preparation for the visit.

Prescribed Dose and Timing

Alongside each medicine, note its name, strength, the dose being taken and the times of day it is given. This helps the doctor confirm an accurate, complete list of what is actually being taken (medication reconciliation), and is especially important for patients on multiple medicines, as it also helps identify possible interactions or problems with how medicines are being taken.

Drug Allergies and Adverse Reactions

List any medicines that have previously caused an allergic reaction or a significant side effect, along with a brief description of what happened. This is one of the most important pieces of information for safe prescribing.

Recent Prescriptions

Bring together any recent prescriptions, particularly if a medicine has been newly started, changed, or stopped by another doctor. This helps build an accurate, up-to-date picture of current treatment.

Clinic Books and Discharge Summaries

If the patient has a clinic record book, or a discharge summary from a recent hospital stay, have these ready. Discharge summaries in particular often contain important instructions about follow-up care, medicine changes, and warning signs to watch for.

Laboratory and Imaging Reports

Recent blood test results, urine tests, or imaging reports such as X-rays, ultrasounds, or scans relevant to the current concern are useful for the doctor to review. Where possible, bring the most recent report alongside a slightly older one for comparison, as trends can be more informative than a single result.

Specialist Letters

If the patient has seen a specialist for the condition being reviewed, any letters or summaries from that consultation help maintain continuity of care and avoid repeating assessments unnecessarily.

Chronic Disease Records

For ongoing conditions such as diabetes, hypertension, or other long-term illnesses, having a record of the diagnosis, current treatment plan, and any monitoring history helps the doctor review the condition efficiently.

Blood Pressure or Glucose Records, Where Relevant

If the patient or a family member has been recording blood pressure or blood glucose readings at home, a simple log of recent values — dates and readings — is more useful to the doctor than a single reading taken just before the visit.

Vaccination or Other Records, Only Where Relevant

Vaccination records are not needed for every visit, but if the reason for the visit relates to a vaccination question, or the patient is due for a specific vaccine, having this record available can be helpful.

Recently Stopped Medicines

If a medicine has been stopped recently, whether on medical advice or otherwise, mention this along with the approximate date it was stopped and the reason, if known. This is often overlooked but can be clinically important.

Supplements and Non-Prescription Medicines

Vitamins, herbal preparations, and over-the-counter medicines can also interact with prescribed treatment. Include these in your list even if they seem minor.

Do not stop, start, or change the dose of any medicine simply because of information in this article. Medicine changes should only be made on the advice of a doctor who has reviewed the patient's full history.

Related Guides

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About This Guide

Published by: Sineth Hospitals

Medically reviewed by: Dr. Seneth Gajasinghe, MBBS (Colombo), MD (Colombo), Medical Director, Sineth Hospitals

Last reviewed:

Safety Reminder

Never change a medicine dose or stop treatment based on this guide alone. Always confirm changes with a doctor.

Disclaimer: The content on this page is provided for general informational and educational purposes only. It is not a substitute for professional medical advice, diagnosis, or treatment. If you have concerns about your health or treatment, seek advice from an appropriately qualified healthcare professional. If you think you may have a medical emergency, seek urgent medical care.

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