About This Template
Compile a complete medical history summary including conditions, surgeries, allergies, and family history for care coordination.
Fill in each field below with your specific information. Fields marked with an asterisk (*) are required. Replace all bracketed text with your actual details and remove the brackets.
How to Use This Template
- Print this page or copy the template into a word processor.
- Replace each bracketed field with your actual information. Remove the brackets.
- Remove sections that do not apply. Write N/A for required fields that do not apply.
- Review the completed document for accuracy. Check every field twice.
- Have someone else review it before final submission.
- Keep a copy for your records.
Medical History Summary Details
Complete each field below with information specific to your medical history summary template situation.
Medical History Summary Template
As it appears on your insurance card.
Found on your insurance card.
From the Explanation of Benefits or denial letter.
When the denied treatment or service occurred.
The doctor or facility that provided the treatment.
The specific code from the denial letter explaining why the claim was denied.
Explain why the treatment was medically necessary and should be covered.
List each document you are including to support your appeal.
The person you are caring for.
Your full legal name.
Spouse, child, parent, hired caregiver, etc.
The main medical conditions requiring care.
Describe daily assistance required: bathing, feeding, medication management, mobility, etc.
Name, relationship, and phone number.
Contact Information
Your identification and contact details for this medical history summary template document.
As it appears on your government-issued ID.
MM/DD/YYYY format.
Street, city, state, ZIP code.
Best number to reach you during business hours.
Optional but recommended for faster correspondence.
Signature
I certify that the information provided in this document is true and correct to the best of my knowledge.
Important Notes
- Do not submit this template with bracketed placeholder text still in place.
- Verify all information against your source documents before submitting.
- Keep the original completed document and at least two copies.
- Check whether the receiving office has specific formatting requirements.