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Personal Health Record Template

Emergency summary, conditions, medications, allergies, vaccinations, operations, family history, test results, care providers, visit log, how to request official records (US, UK, EU)

Personal & PKMStandardhealthrecord

How to use: Use it to keep your own health history in one place between clinicians. Fill the emergency summary first, copying facts from discharge letters, labels and portal downloads. The main pitfall is recording guesses or self-interpreted results as if they were diagnoses.

Preview

Personal Health Record: [Your name]

A personal summary of your own health history that you keep and carry between clinicians: conditions, medications, allergies, vaccinations, operations and hospital stays, family history, tests and screenings, care providers and a visit log, plus how to request copies of your official records (US, UK and EU examples dated 2026-10-30). Based on common personal health record practice. Replace every [bracketed] value and every row marked Example. This is a record-keeping format, not medical advice: your clinicians' records are the official ones, and every decision about diagnosis, treatment or medication belongs with a qualified health professional.

Document control

FieldValue
Document ID[PHR-001]
Person[Full name] (Example: Rafael Okonkwo-Dahl)
Date of birthYYYY-MM-DD
Version[1.0]
Last full checkYYYY-MM-DD
Next reviewYYYY-MM-DD (at least once a year)
ClassificationPrivate: health information
Shared with[Names, sections shared]

Revision history

VersionDateAuthorChange
1.0YYYY-MM-DD[@owner]First version from portal download and pharmacy list
1.1YYYY-MM-DD[@owner]Example: Added travel vaccinations and new eye prescription

Contents

1. Emergency summary

ItemDetails
Blood type (if known from a lab report)[Type, source document]
Allergies[See section 4; list the serious ones here]
Long-term conditions[See section 2]
Current medications[See section 3]
Implants or devices[Example: none / pacemaker / joint replacement, with card location]
Emergency contact[Name, relationship, phone]
Main doctor[Name, practice, phone]
Advance directive or treatment wishes[Exists? Where kept? Who holds a copy?]
Organ donation registration[Status, register]

2. Conditions

IDCondition (as written by clinician)DiagnosedByStatusNotes
CON-01 (Example)AsthmaYYYY[GP]Active, controlledReviewed yearly
CON-02 (Example)Fractured left wristYYYY-MM[Hospital]ResolvedCast six weeks
[CON-NN][Condition]YYYY[Clinician][Active / resolved][Notes]

3. Medications and supplements

IDMedicine and strength (as on label)Instructions (as on label)Reason (as told by clinician)PrescriberStartedStopped
MED-01 (Example)[Inhaler name] [strength][As on label]Asthma (CON-01)[GP]YYYY-MM
MED-02 (Example)[Vitamin D] [strength][As on label]Self-bought supplementn/aYYYY-MM
[MED-NN][Medicine][Instructions][Reason][Prescriber]YYYY-MMYYYY-MM

4. Allergies and adverse reactions

SubstanceReactionSeverityConfirmed byDateNotes
Example: [Antibiotic name]Rash[Mild / moderate / severe][GP, allergy test]YYYY-MMRecorded in GP record
Example: PeanutsSwelling of lipsSevere[Allergy clinic]YYYY-MMCarries prescribed auto-injector
[Substance][Reaction][Severity][Who confirmed]YYYY-MM[Notes]

5. Vaccinations

VaccineDoseDateProduct or batch (if recorded)Given byProof kept at
Example: Tetanus, diphtheriaBoosterYYYY-MM-DD[Product, batch][Clinic]Vaccination card
Example: Hepatitis ADose 1 of [N]YYYY-MM-DD[Product, batch][Travel clinic]Portal download
[Vaccine][Dose]YYYY-MM-DD[Product, batch][Provider][Location]

Next due, as advised by: [clinician or public health service], on YYYY-MM-DD: [vaccines].

6. Operations, procedures and hospital stays

DateEventWhereOutcomeFollow-upLetter kept at
YYYY-MM-DD (Example)Wrist fracture, cast fitted[Hospital]HealedPhysiotherapy, 4 sessionsScanned folder
YYYY-MM-DD[Event][Where][Outcome][Follow-up][Location]

7. Family health history

RelativeConditionAge at diagnosisNotes
Example: FatherType 2 diabetesAbout 55
Example: Maternal grandmother[Condition][Age]
[Relative][Condition][Age][Notes]

8. Tests, screenings and measurements

DateTest or screeningResult and unitReference range (from report)Clinician's commentNext due
YYYY-MM-DD (Example)Blood pressure[Value] mmHg[Range on report][Comment]YYYY-MM
YYYY-MM-DD (Example)Eye test[Prescription]n/aNew glassesYYYY-MM
YYYY-MM-DD[Test][Result][Range][Comment]YYYY-MM

9. Care providers

RoleName and practicePhonePatient number (last 4)PortalNotes
Main doctor[Name, practice][Phone][....][Link]
Dentist[Name, practice][Phone][....]Check-up every [N] months as advised
Pharmacy[Name][Phone]
Specialist[Name, speciality][Phone][....]
Health insurer or health service[Name][Phone][....][Link]

10. Appointment log

DateProviderReasonQuestions askedWhat was decidedFollow-up and date
YYYY-MM-DD (Example)[GP]Asthma reviewIs my inhaler technique right?Technique checked, no changeReview in 12 months
YYYY-MM-DD[Provider][Reason][Questions][Decision][Follow-up]

Questions worth asking at most visits:

  • What is the name of what you have found, and how is it spelled?
  • What are the options, and what happens if I wait?
  • Does this change any medicine I already take?
  • What should make me come back sooner?
  • Where can I read the notes or results from today?

11. Getting copies of your official records

JurisdictionRight and routeTime limit to respondCheck
United StatesHIPAA Privacy Rule right of access to your protected health information (45 CFR 164.524) from providers and health plans covered by it30 days from the request, one extension of up to 30 more days with a written reasonCurrent eCFR text
United KingdomSubject access request (SAR) under UK data protection law; NHS patients can also see much of their GP record through NHS online servicesUsually one month; the organisation may sometimes take longerICO guidance page
European UnionRight of access to personal data under the GDPR (Article 15). The European Health Data Space Regulation (Regulation (EU) 2025/327) entered into force on 26 March 2025; the Commission states that cross-border exchange of patient summaries and ePrescriptions is due to apply from March 2029Under the GDPR, one month, extendable by two further months where necessary (Article 12(3))European Commission EHDS page, EUR-Lex
RequestSent toDate sentReceivedNotes
Example: Full GP record[Practice]YYYY-MM-DDYYYY-MM-DDPortal download
[Request][Provider]YYYY-MM-DDYYYY-MM-DD[Notes]

12. References

ReferenceCheckedUse
45 CFR 164.524, Access of individuals to protected health information, https://www.law.cornell.edu/cfr/text/45/164.524Checked 2026-10-30 (LII reproduction of the eCFR)US right of access and time limit
Information Commissioner's Office, Getting copies of your information (SAR), https://ico.org.uk/for-the-public/getting-copies-of-your-information-subject-access-request/Checked 2026-10-30UK subject access and response time
European Commission, European Health Data Space Regulation (EHDS), https://health.ec.europa.eu/ehealth-digital-health-and-care/european-health-data-space-regulation-ehds_enChecked 2026-10-30EHDS entry into force and application dates
Regulation (EU) 2016/679 (GDPR), Articles 12(3) and 15, https://eur-lex.europa.eu/eli/reg/2016/679/ojNamed only, check the current textEU right of access and response time
Regulation (EU) 2025/327 (EHDS), https://eur-lex.europa.eu/eli/reg/2025/327/ojNamed only (CELEX 32025R0327 resolves on the Publications Office), check the current textEHDS regulation number

Standard and licence note

Based on common personal health record practice and on the public US, UK and EU sources named in section 12. The structure, text and examples are original; the person in the examples is fictional. This is not medical or legal advice: your clinicians' records are the official record, rules on access to health records differ by country and change, so check the current official text and ask a qualified health professional about any health decision. Template licence: MIT.

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