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Medication & Medical Transfer Checklist

NASMM Certified · BBB A+ Rated · 30+ Years Experience

1. Medication Inventory

  • Name and strength of each medication
  • Dose and times taken per day
  • What each one is for
  • Prescribing doctor for each
  • Pharmacy and prescription number
  • Photograph each bottle label
  • Days of pills remaining
  • Refrigerated / controlled meds noted

2. Care Team & Pharmacy

  • Transfer prescriptions to new pharmacy
  • Request 30–90 day bridge refills
  • Ask specialists for local referrals
  • Request copies of medical records
  • Confirm new doctor accepts insurance
  • Get new pharmacy phone & hours
  • Ask about delivery / mail order
  • Update emergency contacts

3. Time Your Refills

  • Refill what can be refilled early
  • Sync all refills to one date
  • Pack a current-week bag for you
  • Ask about early / vacation override
  • Keep controlled meds in original bottles
  • Confirm new pharmacy is active
  • Set refill reminders
  • Keep insurance cards in the bag

4. Insurance & Records

  • Update address with Medicare
  • Update each drug plan address
  • Confirm new providers in-network
  • Update Social Security & VA
  • Carry a printed medication list
  • Give a copy to community / caregiver
  • Update pharmacy benefit card
  • Note prior authorizations to transfer

First 48 Hours in the New Home

  • Set up one secure, consistent spot for all medications
  • Use a pill organizer if not already in use
  • Post emergency & pharmacy numbers by the phone
  • Find the nearest urgent care, ER, and 24-hour pharmacy
  • Confirm the medication list is with the caregiver / community
  • Check that nothing is packed away in an unopened box
  • Keep a flashlight and water within reach of the bed
  • Set refill reminders before the first night

Emergency Information Card — Fill In & Keep With You

Full name:
Allergies:
Conditions:
Primary care doctor & phone:
Pharmacy & phone:
Emergency contact:

Planning tool only, not medical advice · Confirm with the community, pharmacist, and doctor · agiftoftime.net

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